Civic Intelligence

Merced County Education Foundation

990EZ • Fiscal year 2014 • EIN 45-3561850

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 14, 2015

Organization Profilemcef.mcoe.org
Post Office Box 195341-0001

(209) 381-6602

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

90th percentile

44%

Higher net margin than 90% 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

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

6th percentile

-65%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$114,835

Up $23,597 (+26%) from 2013

Net Assets

$114,835

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Down

$32,079

Down $59,958 (-65%) from 2013

Expenses

Up

$17,821

Up $4,765 (+36%) from 2013

Net Income

Down

$14,258

Down $64,723 (-82%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$400K$300K$200K$100K$0Assets 2012: $12,007Liabilities 2012: $02012Assets 2013: $91,238Liabilities 2013: $02013Assets 2014: $114,835Liabilities 2014: $0Net Assets 2014: $114,8352014Assets 2015: $120,804Liabilities 2015: $0Net Assets 2015: $120,8042015Assets 2016: $129,754Liabilities 2016: $0Net Assets 2016: $129,7542016Assets 2017: $193,150Liabilities 2017: $0Net Assets 2017: $193,1502017Assets 2018: $243,087Liabilities 2018: $0Net Assets 2018: $243,0872018Assets 2019: $303,223Liabilities 2019: $0Net Assets 2019: $303,2232019Assets 2020: $278,881Liabilities 2020: $0Net Assets 2020: $278,8812020Assets 2021: $286,494Liabilities 2021: $1,575Net Assets 2021: $284,9192021Assets 2022: $330,804Liabilities 2022: $0Net Assets 2022: $330,8042022Assets 2023: $149,705Liabilities 2023: $0Net Assets 2023: $149,7052023Assets 2024: $187,824Liabilities 2024: $0Net Assets 2024: $187,8242024Assets 2025: $211,219Liabilities 2025: $0Net Assets 2025: $211,2192025

Highlighted filing

2014

Assets$114,835
Liabilities$0
Net Assets$114,835
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200KRevenue 2012: $12,507Expenses 2012: $500Net Income 2012: $12,0072012Revenue 2013: $92,037Expenses 2013: $13,056Net Income 2013: $78,9812013Revenue 2014: $32,079Expenses 2014: $17,821Net Income 2014: $14,2582014Revenue 2015: $53,796Expenses 2015: $44,477Net Income 2015: $9,3192015Revenue 2016: $44,018Expenses 2016: $35,068Net Income 2016: $8,9502016Revenue 2017: $73,285Expenses 2017: $9,889Net Income 2017: $63,3962017Revenue 2018: $74,438Expenses 2018: $24,501Net Income 2018: $49,9372018Revenue 2019: $81,932Expenses 2019: $21,796Net Income 2019: $60,1362019Revenue 2020: $23,194Expenses 2020: $47,536Net Income 2020: -$24,3422020Revenue 2021: $24,036Expenses 2021: $17,998Net Income 2021: $6,0382021Revenue 2022: $55,550Expenses 2022: $9,665Net Income 2022: $45,8852022Revenue 2023: $61,366Expenses 2023: $242,465Net Income 2023: -$181,0992023Revenue 2024: $59,020Expenses 2024: $20,901Net Income 2024: $38,1192024Revenue 2025: $60,871Expenses 2025: $37,476Net Income 2025: $23,3952025

Highlighted filing

2014

Revenue$32,079
Expenses$17,821
Net Income$14,258
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 14, 2015
Return Version
2013v4.0
Gross Receipts
$32,079
Mission and Program Overview

Mission

To benefit the merced county office of education by establishing and supporting programs and activities that maximize academic achievement and education enrichment for students within merced county; providing financial assistance by acquiring equipment and supplies for the use and benefit of the merced county office of education; assisting and supporting merced county office of education in the attainment of its educational, cultural, scientific, artistic, and technological goals and in fulfilling its role in serving students, parents, and the community of which it is a part; strengthening and supporting collaborations and partnerships among the merced county office of education, businesses, foundations and families to service the merced county office of education community; and soliciting grants, donations, charitable contributions and raising funds to support the educational endeavors of the merced county office of education.

The Foundation's primary function is to provide support for Merced County Educational Activities.

Program Services

DescriptionGrantsExpenses
Provided sponsorship for students to participate in 2 summer performing arts programs.$10,000$0
Provided sponsorship for students to attend symphony.$2,000$0
Provided sponsorship for students to attend agricultural event (Farm2u).$929$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet RileyChief Financial OfficerPT$0--
Michele FagundesPresidentPT$0--
Mike VallaltaVice PresidentPT$0--
Rhonda WaltonSecretaryPT$0--
Steve TinettiDirectorPT$0--
Nancy Young-BergmanDirectorPT$0--
Filing and Contact Details

Filer

EIN
45-3561850
Phone
2093816602

Signing Officer

Name
Janet Riley
Title
Chief Financial Officer
Phone
2093816725
Signed
2015-08-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Merced County Office of Education - Summer Performing Arts Program $10,200; Farm 2U $929; Symphony $2,000”

Form 990-EZ, Part I, Line 16

“Registration & Filing Fees, Advertising, Bank fees”

Form 990-EZ, Part I, Line 20

“Ticket collections paid to Merced County Office of Education $9,639 and $-300 reporting error”

Raw XML Appendix169 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02093816725
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10632 W 13th Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Merced
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0953410001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091238
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114835
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IRS990EZ/ContributionsGiftsGrantsEtcAmt031972
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013128
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt032079
IRS990EZ/GrossSalesOfInventoryAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Janet Riley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michele Fagundes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mike Vallalta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rhonda Walton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Steve Tinetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nancy Young-Bergman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chief Financial Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt09339
IRS990EZ/OtherExpensesTotalAmt03801
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Foundation's primary function is to provide support for Merced County Educational Activities.
IRS990EZ/PrintingPublicationsPostageAmt0892
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided sponsorship for students to attend agricultural event (Farm2u).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided sponsorship for students to participate in 2 summer performing arts programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided sponsorship for students to attend symphony.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0929
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017821
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt032079
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Public Charity
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd01
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946002379
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0County Office
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Merced County Office of Education
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Merced County Office of Education - Summer Performing Arts Program $10,200; Farm 2U $929; Symphony $2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Registration & Filing Fees, Advertising, Bank fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Ticket collections paid to Merced County Office of Education $9,639 and $-300 reporting error
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0I am Janet Riley, the Chief Financial Officer (CFO), of the Merced County Education Foundation. I respectfully request a waiver of any late filing penalty due to the following reasons. On November 17, 2014, I filed a 90 day extension. I was under the impression our organization was eligible to file a 990N postcard, since our gross receipts were under $50,000. The instructions for the postcard appeared clear enough, but when I attempted to complete the 990N postcard, I received a message that we were classified as a supporting agency. By filing the extension it would give me time to research the message and the filing rules. Then I experienced the sudden illness and death of my mother. I was called out of state to care for her and arrange her burial. When I returned, I did not immediately complete my research because I assumed we were eligible for filing the 990N and this filing method did not have any late filing penalties. We then received an opportunity to apply for a grant and needed a copy of our return. When again, I attempted to complete the 990N postcard, I received the same message that we were a supporting agency and called the number on the message. I waited 90 minutes on hold and received the help of a very informative IRS representative. He took me through the our filing status and explained why we were a supporting agency. (Because of the answers on our initial application). He also told me why we were not eligible to file the 990N postcard, since we did not meet the exceptions. He recommended I complete the return and type this letter of explanation. I did not intentionally fail to file. This was a lapse in my understanding. Now, that I am fully informed, I have started compiling the information to file our 2014 return. Thank you, Janet Riley
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Riley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Financial Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02093816725
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Merced County Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MERC
ReturnHeader/Filer/EIN0453561850
ReturnHeader/Filer/PhoneNum02093816602
ReturnHeader/Filer/USAddress/AddressLine10Post Office Box 1
ReturnHeader/Filer/USAddress/City0Merced
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0953410001
ReturnHeader/ReturnTs02015-08-14T22:33:34-07:00
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
$114,835
Liabilities
$0
Net assets
$114,835
Revenue
$32,079
Expenses
$17,821
Net income
$14,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.61$0.37$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.59$0.21$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.61$2.42$1.81
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.56$0.10$0.46
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.02$2.85$0.24$0.18$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.23$0.48$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.82$0.22$0.60
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.74$0.25$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.73$0.10$0.63
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.44$0.35$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.54$0.44$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.32$0.18$0.14
2013Summary only. Only limited summary data is available for this year.$0.91$0.00$0.92$0.13$0.79
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.13$0.01$0.12