Civic Intelligence

Charter Oak Education Foundation Inc.

990EZ • Fiscal year 2019 • EIN 37-1585663

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 25, 2019

PO Box 1462Covina, CA 91722

(626) 966-8331

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

170%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$31,873

Up $20,052 (+170%) from 2018

Net Assets

Up

$31,873

Up $20,052 (+170%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$33,626

Down $37,820 (-53%) from 2018

Expenses

Down

$13,574

Down $67,702 (-83%) from 2018

Net Income

Up

$20,052

Up $29,882 (+304%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $67,145Liabilities 2011: $02011Assets 2012: $34,700Liabilities 2012: $02012Assets 2013: $41,317Liabilities 2013: $0Net Assets 2013: $41,3172013Assets 2014: $52,774Liabilities 2014: $02014Assets 2015: $50,325Liabilities 2015: $0Net Assets 2015: $50,3252015Assets 2016: $36,070Liabilities 2016: $0Net Assets 2016: $36,0702016Assets 2017: $21,651Liabilities 2017: $02017Assets 2018: $11,821Liabilities 2018: $0Net Assets 2018: $11,8212018Assets 2019: $31,873Liabilities 2019: $0Net Assets 2019: $31,8732019

Highlighted filing

2019

Assets$31,873
Liabilities$0
Net Assets$31,873

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $74,542Expenses 2011: $27,830Net Income 2011: $46,7122011Revenue 2012: $90,543Expenses 2012: $122,988Net Income 2012: -$32,4452012Revenue 2013: $87,748Expenses 2013: $81,131Net Income 2013: $6,6172013Revenue 2014: $58,335Expenses 2014: $46,878Net Income 2014: $11,4572014Revenue 2015: $84,961Expenses 2015: $87,410Net Income 2015: -$2,4492015Revenue 2016: $148,582Expenses 2016: $162,837Net Income 2016: -$14,2552016Revenue 2017: $100,623Expenses 2017: $115,042Net Income 2017: -$14,4192017Revenue 2018: $71,446Expenses 2018: $81,276Net Income 2018: -$9,8302018Revenue 2019: $33,626Expenses 2019: $13,574Net Income 2019: $20,0522019

Highlighted filing

2019

Revenue$33,626
Expenses$13,574
Net Income$20,052
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 25, 2019
Return Version
2018v3.1
Gross Receipts
$47,037
Mission and Program Overview

Mission

Enhance educational programs

Program Services

DescriptionGrantsExpenses
Enhance educational programs that help students build character.$2,308-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane BockDirectorPT$0--
Maxine DulakeDirectorPT$0--
Cindy FloresTreasurerPT$0--
Suzanne CulbertsonPresidentPT$0--
Ann WilberSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hall of Fame Dinner$16,579$16,579$1,198$15,381
5K Run/Walk$10,949$10,949$2,763$8,186
Total Events$27,528$27,528$9,747$17,781
Filing and Contact Details

Filer

Filer Name
Charter Oak Education Foundation Inc
EIN
37-1585663
Phone
6269668331
Address
PO Box 1462, Covina, CA 91722

Signing Officer

Name
Maxine Dulake
Title
Director
Signed
2019-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Susan M Rahn EA
Address
82-683 Sutton Drive, Indio, CA 92203
Preparer
Karlene A Rahn EA
Phone
7608635366
Supplemental Narrative

Additional Explanations

Other Revenue.1

Merchant Acct $6493

Other Revenue.2

Amazon On-Line Sales $59

Other Expenses.1001

Advertising and Promotion $714

Other Expenses.1012

Insurance $626

Other Expenses.1

Trans to Ck from Merchant $6191

Other Expenses.2

COUSD - Donation June 2019 $2308

Other Expenses.3

Start Up Cash $1200

Other Expenses.4

FDGL Lease Pymt $461

Other Expenses.5

Transfer to Merchant Acct $302

Other Expenses.6

COHS CKH Incentives Program $300

Other Expenses.7

Bank Card Fees $270

Other Expenses.8

ASB Donation $200

Other Expenses.9

Covina Chamber of Commerce $185

Other Expenses.10

San Dimas Chamber of Commerce $170

Other Expenses.11

PO Box Rental $70

Other Expenses.12

Franchise Tax Board $52

Other Expenses.13

FDGL Annual Fee $30

Other Expenses.14

Charitable Trust Fee $25

Other Expenses.15

Form SI-100 $20

Raw XML Appendix209 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Merchant Acct $6493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amazon On-Line Sales $59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Trans to Ck from Merchant $6191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUSD - Donation June 2019 $2308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Start Up Cash $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FDGL Lease Pymt $461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Transfer to Merchant Acct $302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COHS CKH Incentives Program $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Card Fees $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ASB Donation $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Covina Chamber of Commerce $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13San Dimas Chamber of Commerce $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PO Box Rental $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Franchise Tax Board $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16FDGL Annual Fee $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Charitable Trust Fee $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Form SI-100 $20
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Maxine Dulake
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charter Oak Education Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0371585663
ReturnHeader/Filer/PhoneNum06269668331
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1462
ReturnHeader/Filer/USAddress/CityNm0Covina
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091722
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330538798
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan M Rahn EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt082-683 Sutton Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092203
ReturnHeader/PreparerPersonGrp/PhoneNum07608635366
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karlene A Rahn EA
ReturnHeader/ReturnTs02019-08-25T11:30:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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