Civic Intelligence

Fullerton School District Educational Foundation

990EZ • Fiscal year 2014 • EIN 33-0755742

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization ProfileN/A
PO Box 531792835

(714) 451-8666

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-8.7%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$44,815

Down $4,257 (-8.7%) from 2013

Net Assets

Down

$44,815

Down $4,257 (-8.7%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$18,109

Down $6,149 (-25%) from 2013

Expenses

Up

$22,366

Up $2,801 (+14%) from 2013

Net Income

Down

-$4,257

Down $8,950 (-191%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $40,938Net Assets 2011: $40,9382011Assets 2012: $44,379Net Assets 2012: $44,3792012Assets 2013: $49,072Net Assets 2013: $49,0722013Assets 2014: $44,815Net Assets 2014: $44,8152014Assets 2018: $168,159Liabilities 2018: $0Net Assets 2018: $168,1592018Assets 2019: $120,709Liabilities 2019: $0Net Assets 2019: $120,7092019Assets 2020: $143,585Liabilities 2020: $0Net Assets 2020: $143,5852020Assets 2021: $165,125Liabilities 2021: $0Net Assets 2021: $165,1252021Assets 2022: $170,221Liabilities 2022: $0Net Assets 2022: $170,2212022Assets 2023: $289,190Liabilities 2023: $0Net Assets 2023: $289,1902023Assets 2024: $223,779Liabilities 2024: $0Net Assets 2024: $223,7792024Assets 2025: $215,573Liabilities 2025: $0Net Assets 2025: $215,5732025

Highlighted filing

2014

Assets$44,815
Liabilities-
Net Assets$44,815
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $24,496Expenses 2011: $26,522Net Income 2011: -$2,0262011Revenue 2012: $25,620Expenses 2012: $22,179Net Income 2012: $3,4412012Revenue 2013: $24,258Expenses 2013: $19,565Net Income 2013: $4,6932013Revenue 2014: $18,109Expenses 2014: $22,366Net Income 2014: -$4,2572014Revenue 2018: $75,348Expenses 2018: $152,333Net Income 2018: -$76,9852018Revenue 2019: $87,967Expenses 2019: $135,105Net Income 2019: -$47,1382019Revenue 2020: $114,621Expenses 2020: $93,565Net Income 2020: $21,0562020Revenue 2021: $66,136Expenses 2021: $45,962Net Income 2021: $20,1742021Revenue 2022: $80,100Expenses 2022: $80,854Net Income 2022: -$7542022Revenue 2023: $207,874Expenses 2023: $88,073Net Income 2023: $119,8012023Revenue 2024: $147,673Expenses 2024: $210,740Net Income 2024: -$63,0672024Revenue 2025: $85,587Expenses 2025: $97,137Net Income 2025: -$11,5502025

Highlighted filing

2014

Revenue$18,109
Expenses$22,366
Net Income-$4,257
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$18,109
Mission and Program Overview

Mission

To support the students and activities of fullerton union school district.

Program Services

DescriptionGrantsExpenses
COLLECTED FUNDS FROM VARIOUS BUSINESSES AND INDIVIDUALS AND CONTRIBUTED FUNDS TO THE FULLERTON SCHOOL DISTRICT.$836$21,125
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN GILLIGANSecretary-$0--
SUSAN FAASSENPresident-$0--
FRAN STEINBERGTreasurer-$0--
ROBERT JOHNSONVice President-$0--
Filing and Contact Details

Filer

EIN
33-0755742
Phone
7144518666

Signing Officer

Name
Fran Steinberg
Title
Treasurer
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Charles A Munson CPA
Phone
7144499909
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: FULLERTON SCHOOL DISTRICT | Donee's Address: 1401 W. VALENCIA FULLERTON, CA 92833 | Cash Amount Given: $21125”

Other Expenses.1

“PROGRAM EXPENSE $500”

Other Expenses.2

“US POST BOX RENTAL $106”

Raw XML Appendix171 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/PhoneNum07144518666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 5317
IRS990EZ/BooksInCareOfDetail/USAddress/City0FULLERTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092835
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049072
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044815
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0108
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN GILLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN FAASSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRAN STEINBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0606
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS AND ACTIVITIES OF FULLERTON UNION SCHOOL DISTRICT.
IRS990EZ/ProgramServiceRevenueAmt0201
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTED FUNDS FROM VARIOUS BUSINESSES AND INDIVIDUALS AND CONTRIBUTED FUNDS TO THE FULLERTON SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0836
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021125
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022366
IRS990EZ/TotalProgramServiceExpensesAmt0836
IRS990EZ/TotalRevenueAmt018109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090481
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0157
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019388
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0157
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0941
IRS990ScheduleA/InvestmentIncomeCYPct00.00850
IRS990ScheduleA/InvestmentIncomePYPct00.01450
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99150
IRS990ScheduleA/PublicSupportPY509Pct00.98550
IRS990ScheduleA/PublicSupportTotal509Amt0109869
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09384
IRS990ScheduleA/Total509Grp/TotalAmt0109869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09452
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0110810
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: FULLERTON SCHOOL DISTRICT | Donee's Address: 1401 W. VALENCIA FULLERTON, CA 92833 | Cash Amount Given: $21125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSE $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2US POST BOX RENTAL $106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAN STEINBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10FULLERTON SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine20EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0330755742
ReturnHeader/Filer/PhoneNum07144518666
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5317
ReturnHeader/Filer/USAddress/City0FULLERTON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Munson Cronick & Assoc LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102501 E Chapman 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0928313132
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles A Munson CPA
ReturnHeader/ReturnTs02014-11-13T15:10:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,815
Liabilities
-
Net assets
$44,815
Revenue
$18,109
Expenses
$22,366
Net income
-$4,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.86$0.97$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.48$2.11$0.63
2023Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$2.08$0.88$1.20
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.80$0.81$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.66$0.46$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.15$0.94$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.88$1.35$0.47
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.75$1.52$0.77
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.18$0.22$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$0.24$0.20$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.26$0.22$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.24$0.27$0.02