Civic Intelligence

Millbrae Education Foundation Inc.

990 • Fiscal year 2020 • EIN 41-2258685

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 24, 2021

PO Box 580Millbrae, CA 94030

(650) 648-3162

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

30th percentile

-3.9%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

22nd percentile

-3.7%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-2.7%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$580,463

Down $22,238 (-3.7%) from 2019

Net Assets

Down

$579,833

Down $22,862 (-3.8%) from 2019

Liabilities

Up

$630

Up $624 (+10400%) from 2019

Revenue

Down

$589,589

Down $16,060 (-2.7%) from 2019

Expenses

Up

$612,451

Up $73,384 (+14%) from 2019

Net Income

Down

-$22,862

Down $89,444 (-134%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $199,381Liabilities 2011: $0Net Assets 2011: $199,3812011Assets 2012: $274,164Liabilities 2012: $0Net Assets 2012: $274,1642012Assets 2013: $273,963Liabilities 2013: $0Net Assets 2013: $273,9632013Assets 2014: $32,306Liabilities 2014: $0Net Assets 2014: $32,3062014Assets 2015: $342,587Liabilities 2015: $0Net Assets 2015: $342,5872015Assets 2016: $230,563Liabilities 2016: $0Net Assets 2016: $230,5632016Assets 2017: $391,014Liabilities 2017: $0Net Assets 2017: $391,0142017Assets 2018: $536,113Liabilities 2018: $0Net Assets 2018: $536,1132018Assets 2019: $602,701Liabilities 2019: $6Net Assets 2019: $602,6952019Assets 2020: $580,463Liabilities 2020: $630Net Assets 2020: $579,8332020Assets 2021: $552,074Liabilities 2021: $0Net Assets 2021: $552,0742021Assets 2022: $646,683Liabilities 2022: $0Net Assets 2022: $646,6832022Assets 2023: $712,717Liabilities 2023: $0Net Assets 2023: $712,7172023Assets 2024: $631,638Liabilities 2024: $0Net Assets 2024: $631,6382024

Highlighted filing

2020

Assets$580,463
Liabilities$630
Net Assets$579,833

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $213,158Expenses 2011: $195,838Net Income 2011: $17,3202011Revenue 2012: $254,254Expenses 2012: $179,471Net Income 2012: $74,7832012Expenses 2013: $288,5732013Revenue 2014: $312,871Expenses 2014: $554,528Net Income 2014: -$241,6572014Revenue 2015: $325,351Expenses 2015: $15,070Net Income 2015: $310,2812015Revenue 2016: $231,645Expenses 2016: $343,669Net Income 2016: -$112,0242016Revenue 2017: $435,251Expenses 2017: $274,800Net Income 2017: $160,4512017Revenue 2018: $560,563Expenses 2018: $415,464Net Income 2018: $145,0992018Revenue 2019: $605,649Expenses 2019: $539,067Net Income 2019: $66,5822019Revenue 2020: $589,589Expenses 2020: $612,451Net Income 2020: -$22,8622020Revenue 2021: $456,648Expenses 2021: $484,407Net Income 2021: -$27,7592021Revenue 2022: $518,726Expenses 2022: $424,117Net Income 2022: $94,6092022Revenue 2023: $644,174Expenses 2023: $578,140Net Income 2023: $66,0342023Revenue 2024: $592,434Expenses 2024: $673,513Net Income 2024: -$81,0792024

Highlighted filing

2020

Revenue$589,589
Expenses$612,451
Net Income-$22,862
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 24, 2021
Return Version
2019v5.0
Gross Receipts
$630,223
Mission and Program Overview

Mission

To provide charitable and education assistance to millbrae school district by funding programs and essential services.

Our mission is to generate sustainable and reliable funding to supplement the millbrae school district, in partnership with families, educators and civic organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$561,125$381,344▼ $179,781
Cash and Non-Interest-Bearing Accounts$41,576$199,119▲ $157,543
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$602,701$580,463▼ $22,238
Other Assets Total-$0-
Liabilities
Other Liabilities$6$630▲ $624
Total Liabilities$6$630▲ $624
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$602,695$579,833▼ $22,862
Total Net Assets Fund Balance$602,695$579,833▼ $22,862
Total Liabilities and Net Assets / Fund Balance$602,701$580,463▼ $22,238
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maura Lebaron-hsiehPresident
Natalie YangVice President
Caryn FinnDirector
Christina DangDirector
Jamie CasilleDirector
Jane WongDirector
Joy Pasamonte HenryDirector
Ling WangDirector
Suji ChangDirector
Yma NabongDirector
Mia MattisSecretary
Patricia YeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$428,124
Program Service Revenue
$0
Investment Income
$3,440
Other Revenue
$158,025
All Other Contributions
$386,374
Change in Net Assets
$-22,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$600,802
Other Expenses$11,649
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$591,000--$591,000
Grants to Domestic Individuals$9,802--$9,802
Insurance-$1,473-$1,473
Fees for Services Accounting-$1,360-$1,360
Advertising$498--$498
Office Expenses$87$150-$237
Other Expenses$1,671$95-$95
Total Functional Expenses$606,448$6,003$0$612,451
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Millbrae School DistrictMillbrae, CA-General Operations$591,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$198,659
Fundraising Direct Expenses$40,634
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$240,409$198,659$12,681$185,978
Total Events$240,409$198,659$40,634$158,025
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Unrealized Gain on Cd$630
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed by the signing officer.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Millbrae Education Foundation Inc
EIN
41-2258685
Phone
6506483162
Address
PO BOX 580, MILLBRAE, CA 94030

Signing Officer

Name
Jenny Siu
Title
Treasurer
Signed
2021-04-24

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
50

Preparer

Firm
Elsie Yau
Address
1870 El Camino Real Ste 209, Burlingame, CA 94010
Preparer
Elsie Yau
Phone
6508223388
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IRS990/OtherLiabilitiesGrp/BOYAmt06
IRS990/OtherLiabilitiesGrp/EOYAmt0630
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0468579
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0525000
IRS990/PYInvestmentIncomeAmt0542
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt014067
IRS990/PYOtherRevenueAmt0136528
IRS990/PYRevenuesLessExpensesAmt066582
IRS990/PYTotalExpensesAmt0539067
IRS990/PYTotalRevenueAmt0605649
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-22862
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0161465
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0561125
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0381344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0428124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0468579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0607660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0434821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0231060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02170244
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0432
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0430
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0585
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05429
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportPY170Pct00.99890
IRS990ScheduleA/PublicSupportTotal170Amt02170244
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0428124
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0468579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0607660
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0434821
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0231060
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02170244
IRS990ScheduleA/TotalSupportAmt02175673
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0630
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED UNREALIZED GAIN ON CD
IRS990ScheduleD/TotalLiabilityAmt0630
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt041750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt041750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040634
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04318
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04318
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0240409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0240409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0198659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0198659
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0158025
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012681
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012681
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt023635
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023635
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FAMILIES AFFECTED BY COVID-19
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt09802
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0GIFT CARD FOR GROCERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt073
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH VALUE ON GIFT CARD
IRS990ScheduleI/RecipientTable/CashGrantAmt0591000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MILLBRAE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0701 LAUREL AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILLBRAE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094030
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BEFORE THE GRANT IS SENT, MILLBRAE SCHOOL DISTRICT EVALUATES AND DISCUSSES ITS FINANCIAL NEED FROM BUDGET DEFICIENCY. MILLBRAE SCHOOL DISTRICT PROVIDES REPORT ON STATUS OF HOW FUNDS ARE USED AND ALLOCATION BREAKDOWN AT YEAR END.COVID RELIEF TO FAMILIES IN NEED WAS A ONE TIME ASSISTANCE. OVER THE HOLIDAYS, GROCERY GIFT CARDS WERE PURCHASED FOR FAMILIES IN NEED. POTENTIAL RECIPIENTS APPLIED WITH NAME AND CONTACT INFORMATION FOR DELIVERY TRACKING PURPOSE. NO ONGOING MONITORING IS DEEMED NECESSARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE SIGNING OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0602701
IRS990/TotalAssetsEOYAmt0580463
IRS990/TotalAssetsGrp/BOYAmt0602701
IRS990/TotalAssetsGrp/EOYAmt0580463
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0428124

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.00$6.32$5.92$6.74$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$6.44$5.78$0.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.00$6.47$5.19$4.24$0.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$4.57$4.84$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.80$0.01$5.80$5.90$6.12$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$0.00$6.03$6.06$5.39$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$5.61$4.15$1.45
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.00$3.91$4.35$2.75$1.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$2.32$3.44$1.12
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$3.25$0.15$3.10
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$3.13$5.55$2.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$2.89
2012Summary only. Only limited summary data is available for this year.$2.74$0.00$2.74$2.54$1.79$0.75
2011Summary only. Only limited summary data is available for this year.$1.99$0.00$1.99$2.13$1.96$0.17