Civic Intelligence

Brook Knoll Eagle Connection

990 • Fiscal year 2024 • EIN 46-2645811

Jul 01, 2023 to Jun 30, 2024 • Filed on May 13, 2025

151 Brook Knoll DriveSanta Cruz, CA 95060

(831) 423-2454

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-37%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$459,646

Up $262,144 (+133%) from 2021

Net Assets

Up

$459,646

Up $262,144 (+133%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$139,018

Up $44,550 (+47%) from 2021

Expenses

Down

$75,589

Down $21,323 (-22%) from 2021

Net Income

Up

$63,429

Up $65,873 (+2695%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2020: $199,947Liabilities 2020: $0Net Assets 2020: $199,9472020Assets 2021: $197,502Liabilities 2021: $0Net Assets 2021: $197,5022021Assets 2024: $459,646Liabilities 2024: $0Net Assets 2024: $459,6462024

Highlighted filing

2024

Assets$459,646
Liabilities$0
Net Assets$459,646

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2020: $191,434Expenses 2020: $252,706Net Income 2020: -$61,2722020Revenue 2021: $94,468Expenses 2021: $96,912Net Income 2021: -$2,4442021Revenue 2024: $139,018Expenses 2024: $75,589Net Income 2024: $63,4292024

Highlighted filing

2024

Revenue$139,018
Expenses$75,589
Net Income$63,429
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$166,591
Mission and Program Overview

Mission

To support the education of students at brook knoll elementary school through fundraising efforts and by fostering positive relationships among family, staff and community members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$396,217$459,646▲ $63,429
Savings and Temporary Cash Investments$177,282$333,393▲ $156,111
Cash and Non-Interest-Bearing Accounts$218,935$126,253▼ $92,682
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$396,217$459,646▲ $63,429
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$396,217$459,646▲ $63,429
Total Liabilities and Net Assets / Fund Balance$396,217$459,646▲ $63,429
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alison AndersonPresident
Marlene BennettVice President
Ashley PerlitchCorrespondence Secretary
Caitlin SanteroRecording Secretary
Jessalyn RizziSvef Representative
Trina ReddallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$136,678
Program Service Revenue
$0
Investment Income
$6,190
Other Revenue
$-3,850
All Other Contributions
$78,090
Change in Net Assets
$63,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,589
Total Fundraising Expense$1,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$5,229$7,455$1,529$14,213
Other Expenses$9,180--$9,180
Insurance-$1,365-$1,365
Total Functional Expenses$65,240$8,820$1,529$75,589
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,447
Fundraising Gross Income$8,583
Gaming Gross Income$3,740
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$58,588-$4,957-
Fall Festival$8,583$8,583$49$8,534
Total Events$67,171$8,583$18,447$-9,864
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Officers serve terms of two years. A nominating committee composed of at least four individuals, one of which is a current officer or past president, will obtain the names of individuals who are interested in running for office. The nominating committee will report its nominees to the parents via an online ballot. Plurality elects as determined from ballots submitted online.

Form 990, Part VI, Section A, Line 7B

The detailed budget for each fiscal year is determined and approved by the parents at brook knoll elementary via a planning meeting held each spring. The actual financial results are posted on the entity's website for all interested parties.

Form 990, Part VI, Section B, Line 11B

Form 990 is available for review and comment by all governing board members. All questions and comments are resolved prior to filing the form 990.

Form 990, Part VI, Section C, Line 19

The organization will provide any and all governing documents and financial reports upon request. Names of the entity's governing board members/officers are available to the public via the website and any requests for further information are directed to the specific person responsible. General meetings held to develop the annual budget and separately approve the annual budget are open to all and are publicized via the school newsletter and e-mail correspondence as are the regular meetings at which the financial results are presented.

Filing and Contact Details

Filer

Filer Name
Brook Knoll Eagle Connection
EIN
46-2645811
Phone
8314232454
Address
151 BROOK KNOLL DRIVE, SANTA CRUZ, CA 95060

Signing Officer

Name
Trina Reddall
Title
Treasurer
Phone
8314232454
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trina Reddall
Formed
2013
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
150

Preparer

Firm
Keeley & Cleveland Inc Apac
Address
5 ERBA LANE SUITE C, SCOTTS VALLEY, CA 95066
Preparer
Melanie Cleveland CPA
Phone
8319991700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Field trips: program service expenses 8,790. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,790. Other administrative costs: program service expenses 0. Management and general expenses 7,455. Fundraising expenses 0. Total expenses 7,455. Hospitality: program service expenses 4,715. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,715. Science camp: program service expenses 3,884. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,884. Assemblies: program service expenses 1,797. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,797. Science fair: program service expenses 1,552. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,552. Fundraising expenses: program service expenses 0. Management and general expenses 0. Fundraising expenses 1,529. Total expenses 1,529. Knoll gardens: program service expenses 1,334. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,334. Music education: program service expenses 1,176. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,176. Books: program service expenses 1,148. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,148. Yearbooks: program service expenses 789. Management and general expenses 0. Fundraising expenses 0. Total expenses 789. Mileage club: program service expenses 294. Management and general expenses 0. Fundraising expenses 0. Total expenses 294. Program vendor refund: program service expenses -20,250. Management and general expenses 0. Fundraising expenses 0. Total expenses -20,250.

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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/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt058588
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt058588
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018447
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0898
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0898
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08852
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0401
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09253
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08583
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-9864
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0950
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0240
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01190
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05006
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04957
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt049
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02100
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02100
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS SERVE TERMS OF TWO YEARS. A NOMINATING COMMITTEE COMPOSED OF AT LEAST FOUR INDIVIDUALS, ONE OF WHICH IS A CURRENT OFFICER OR PAST PRESIDENT, WILL OBTAIN THE NAMES OF INDIVIDUALS WHO ARE INTERESTED IN RUNNING FOR OFFICE. THE NOMINATING COMMITTEE WILL REPORT ITS NOMINEES TO THE PARENTS VIA AN ONLINE BALLOT. PLURALITY ELECTS AS DETERMINED FROM BALLOTS SUBMITTED ONLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DETAILED BUDGET FOR EACH FISCAL YEAR IS DETERMINED AND APPROVED BY THE PARENTS AT BROOK KNOLL ELEMENTARY VIA A PLANNING MEETING HELD EACH SPRING. THE ACTUAL FINANCIAL RESULTS ARE POSTED ON THE ENTITY'S WEBSITE FOR ALL INTERESTED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE FOR REVIEW AND COMMENT BY ALL GOVERNING BOARD MEMBERS. ALL QUESTIONS AND COMMENTS ARE RESOLVED PRIOR TO FILING THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE ANY AND ALL GOVERNING DOCUMENTS AND FINANCIAL REPORTS UPON REQUEST. NAMES OF THE ENTITY'S GOVERNING BOARD MEMBERS/OFFICERS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITE AND ANY REQUESTS FOR FURTHER INFORMATION ARE DIRECTED TO THE SPECIFIC PERSON RESPONSIBLE. GENERAL MEETINGS HELD TO DEVELOP THE ANNUAL BUDGET AND SEPARATELY APPROVE THE ANNUAL BUDGET ARE OPEN TO ALL AND ARE PUBLICIZED VIA THE SCHOOL NEWSLETTER AND E-MAIL CORRESPONDENCE AS ARE THE REGULAR MEETINGS AT WHICH THE FINANCIAL RESULTS ARE PRESENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS: PROGRAM SERVICE EXPENSES 8,790. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,790. OTHER ADMINISTRATIVE COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,455. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,455. HOSPITALITY: PROGRAM SERVICE EXPENSES 4,715. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,715. SCIENCE CAMP: PROGRAM SERVICE EXPENSES 3,884. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,884. ASSEMBLIES: PROGRAM SERVICE EXPENSES 1,797. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,797. SCIENCE FAIR: PROGRAM SERVICE EXPENSES 1,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,552. FUNDRAISING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,529. TOTAL EXPENSES 1,529. KNOLL GARDENS: PROGRAM SERVICE EXPENSES 1,334. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,334. MUSIC EDUCATION: PROGRAM SERVICE EXPENSES 1,176. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,176. BOOKS: PROGRAM SERVICE EXPENSES 1,148. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,148. YEARBOOKS: PROGRAM SERVICE EXPENSES 789. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 789. MILEAGE CLUB: PROGRAM SERVICE EXPENSES 294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294. PROGRAM VENDOR REFUND: PROGRAM SERVICE EXPENSES -20,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -20,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0396217
IRS990/TotalAssetsEOYAmt0459646
IRS990/TotalAssetsGrp/BOYAmt0396217
IRS990/TotalAssetsGrp/EOYAmt0459646
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0136678
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01529
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08820
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065240
IRS990/TotalFunctionalExpensesGrp/TotalAmt075589
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0396217
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0459646
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt014409
IRS990/TotalProgramServiceExpensesAmt065240
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-3674
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139018
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0396217
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0459646
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0151 BROOK KNOLL DRIVE
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095060
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0BKEC.INFO
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRINA REDDALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08314232454
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOK KNOLL EAGLE CONNECTION
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0462645811
ReturnHeader/Filer/PhoneNum08314232454
ReturnHeader/Filer/USAddress/AddressLine1Txt0151 BROOK KNOLL DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0993710510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEELEY & CLEVELAND INC APAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 ERBA LANE SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTS VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095066
ReturnHeader/PreparerPersonGrp/PhoneNum08319991700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE CLEVELAND CPA
ReturnHeader/ReturnTs02025-05-15T11:17:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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