Civic Intelligence

Madera Elementary Foundation

990 • Fiscal year 2018 • EIN 47-5658402

Jul 01, 2017 to Jun 30, 2018 • Filed on May 03, 2019

8500 Madera DriveEl Cerrito, CA 94530

(510) 231-1412

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

89th percentile

77%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$120,554

Up $52,600 (+77%) from 2017

Net Assets

Up

$120,554

Up $52,600 (+77%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$206,508

Up $13,762 (+7.1%) from 2017

Expenses

Up

$153,908

Up $29,117 (+23%) from 2017

Net Income

Down

$52,600

Down $15,355 (-23%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $67,954Liabilities 2017: $0Net Assets 2017: $67,9542017Assets 2018: $120,554Liabilities 2018: $0Net Assets 2018: $120,5542018Assets 2019: $160,416Liabilities 2019: $0Net Assets 2019: $160,4162019Assets 2020: $224,250Liabilities 2020: $0Net Assets 2020: $224,2502020Assets 2021: $222,840Liabilities 2021: $0Net Assets 2021: $222,8402021Assets 2022: $282,757Liabilities 2022: $0Net Assets 2022: $282,7572022Assets 2023: $354,784Liabilities 2023: $0Net Assets 2023: $354,7842023Assets 2024: $413,176Liabilities 2024: $0Net Assets 2024: $413,1762024

Highlighted filing

2018

Assets$120,554
Liabilities$0
Net Assets$120,554

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2017: $192,746Expenses 2017: $124,791Net Income 2017: $67,9552017Revenue 2018: $206,508Expenses 2018: $153,908Net Income 2018: $52,6002018Revenue 2019: $204,167Expenses 2019: $164,305Net Income 2019: $39,8622019Revenue 2020: $194,458Expenses 2020: $130,624Net Income 2020: $63,8342020Revenue 2021: $106,915Expenses 2021: $108,325Net Income 2021: -$1,4102021Revenue 2022: $181,803Expenses 2022: $121,886Net Income 2022: $59,9172022Revenue 2023: $196,373Expenses 2023: $124,346Net Income 2023: $72,0272023Revenue 2024: $231,991Expenses 2024: $173,599Net Income 2024: $58,3922024

Highlighted filing

2018

Revenue$206,508
Expenses$153,908
Net Income$52,600
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 3, 2019
Return Version
2017v2.3
Gross Receipts
$222,570
Mission and Program Overview

Mission

Parent volunteer board to fundraise in order to support enrichment programs at madera elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$76,724$120,554▲ $43,830
Rtn Earn Endowment Incm Other Fnds$67,954$120,554▲ $52,600
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$67,954$120,554▲ $52,600
Other Assets Total$-8,770--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,954$120,554▲ $52,600
Total Liabilities and Net Assets / Fund Balance$67,954$120,554▲ $52,600
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alli GoldenbergDirector
Courtney WarehamDirector
Deborah McclainDirector
Karineh SamkianDirector
Matt ReedDirector
Negar SouzaDirector
Tracy IrwinDirector
Allison MakelaEx Oficio
Maia BazjanacEx Oficio
Paul NormingtonPredient
Mark LuciaSecretary
Andres BergeroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,797
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$90,711
All Other Contributions
$24
Change in Net Assets
$52,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$41,719$2,498-$44,217
Other Expenses$21,240--$21,240
Office Expenses-$2,385-$2,385
Fees for Services Other-$1,643-$1,643
Insurance-$1,250-$1,250
Total Functional Expenses$146,132$7,776$0$153,908
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$106,773
Fundraising Direct Expenses$16,062
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Madera Auction$67,504$67,504$11,079$56,425
Jog-a-thon$12,326$12,326$1,085$11,241
Total Events$88,392$88,392$16,062$72,330
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
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, Section B, Line 11B

The form 990 is reviewed by the treasurer and president prior to filing the return.

Form 990, Part VI, Section C, Line 19

The organization's financial statements are posted on the organization's website and posted at the school. No other documents are available to the public.

Filing and Contact Details

Filer

Filer Name
Madera Elementary Foundation
EIN
47-5658402
Phone
5102311412
Address
8500 MADERA DRIVE, EL CERRITO, CA 94530

Signing Officer

Name
Karen Jewell
Title
Treasurer
Phone
5102311412
Signed
2019-05-03

Organization Details

Principal Officer
Karen Jewell
Formed
2015
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
50

Preparer

Firm
Rina Accountancy Corporation
Address
475 14TH STREET SUITE 1200, OAKLAND, CA 94612
Preparer
Katherine Oliver
Phone
5108936908
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Teacher support: program service expenses 21,076. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,076. School supplies: program service expenses 7,811. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,811. Cultural arts: program service expenses 4,785. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,785. Library: program service expenses 3,654. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,654. Madera pta: program service expenses 2,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,500. City of el cerrito processing fees: program service expenses 0. Management and general expenses 2,498. Fundraising expenses 0. Total expenses 2,498. Technology: program service expenses 693. Management and general expenses 0. Fundraising expenses 0. Total expenses 693. Running club: program service expenses 642. Management and general expenses 0. Fundraising expenses 0. Total expenses 642. Hospitality: program service expenses 367. Management and general expenses 0. Fundraising expenses 0. Total expenses 367. Dad's club: program service expenses 191. Management and general expenses 0. Fundraising expenses 0. Total expenses 191.

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE MADERA ELEMENTARY FOUNDATION IS PROUD TO FINANCIALLY SUPPORT MUSIC EDUCATION AT MADERA. WE HAVE PARTNERED WITH ZSHARP, A NONPROFIT SUPPORTED BY CORPORATE AND FOUNDATION GRANTS AND INDIVIDUAL DONORS TO BRING IN MUSIC INSTRUCTION. ZSHARP PROVIDES MADERA WITH HIGHLY QUALIFIED MUSIC FACULTY OFFERING WEEKLY MUSIC INSTRUCTION TO EVERY STUDENT, REGARDLESS OF TALENT OR ABILITY, FOR THE ENTIRE SCHOOL YEAR.ZSHARP'S UNIQUE CURRICULUM MEETS NATIONAL VAPA AND CA STATE STANDARDS AND COMPLETELY INTEGRATES INTO THE SCHOOL DAY. MUSIC LESSONS ARE ADAPTED TO STUDENTS' LANGUAGE AND CULTURE, AND OUR INTERDISCIPLINARY APPROACH FREQUENTLY ADDRESSES OTHER ACADEMIC ACTIVITIESDEMONSTRATING FRACTIONS WITH QUARTER NOTES AND HALF NOTES, FOR EXAMPLE.IN ADDITION TO MUSIC INSTRUCTION BY ZSHARP, WE ALSO HAVE A VIBRANT BAND PROGRAM FOR 3RD 6TH GRADERS. PARTICIPATION IN THE BAND PROGRAM IS VOLUNTARY AND HAPPENS DURING SCHOOL HOURS.
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016062
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MADERA AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088392
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt088392
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072330
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03898
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016062
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011079
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TREASURER AND PRESIDENT PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND POSTED AT THE SCHOOL. NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER SUPPORT: PROGRAM SERVICE EXPENSES 21,076. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,076. SCHOOL SUPPLIES: PROGRAM SERVICE EXPENSES 7,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,811. CULTURAL ARTS: PROGRAM SERVICE EXPENSES 4,785. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,785. LIBRARY: PROGRAM SERVICE EXPENSES 3,654. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,654. MADERA PTA: PROGRAM SERVICE EXPENSES 2,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500. CITY OF EL CERRITO PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,498. TECHNOLOGY: PROGRAM SERVICE EXPENSES 693. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 693. RUNNING CLUB: PROGRAM SERVICE EXPENSES 642. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 642. HOSPITALITY: PROGRAM SERVICE EXPENSES 367. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 367. DAD'S CLUB: PROGRAM SERVICE EXPENSES 191. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt067954
IRS990/TotalAssetsEOYAmt0120554
IRS990/TotalAssetsGrp/BOYAmt067954
IRS990/TotalAssetsGrp/EOYAmt0120554
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0115797
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07776
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0146132
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153908
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt067954
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120554
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt062959
IRS990/TotalProgramServiceExpensesAmt0146132
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt090711
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0206508
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt067954
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0120554
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08500 MADERA DRIVE
IRS990/USAddress/CityNm0EL CERRITO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094530
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.MADERASCHOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN JEWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05102311412
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADERA ELEMENTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MADE
ReturnHeader/Filer/EIN0475658402
ReturnHeader/Filer/PhoneNum05102311412
ReturnHeader/Filer/USAddress/AddressLine1Txt08500 MADERA DRIVE
ReturnHeader/Filer/USAddress/CityNm0EL CERRITO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094530
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB886DB43D84B71307CF8EA06A3E91E632097F17
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09647F0FDCA2D378695B342B54BD787B240EA4D30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.234.160.253
ReturnHeader/FilingSecurityInformation/IPDt02019-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:07:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943158857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RINA ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 14TH STREET SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108936908
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE OLIVER
ReturnHeader/ReturnTs02019-05-03T15:07:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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