Civic Intelligence

Bullis-Purissima Elementary School Foundation

990 • Fiscal year 2018 • EIN 48-1298690

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

102 W Portola AvenueLos Altos, CA 94022

(650) 375-2196

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

62nd percentile

7.5%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

62nd percentile

$150,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

58th percentile

3.7%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-10%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$7,331,498

Up $264,702 (+3.7%) from 2017

Net Assets

Up

$7,249,235

Up $217,580 (+3.1%) from 2017

Liabilities

Up

$82,263

Up $47,122 (+134%) from 2017

Revenue

Down

$4,443,493

Down $514,395 (-10%) from 2017

Expenses

Down

$4,111,462

Down $184,014 (-4.3%) from 2017

Net Income

Down

$332,031

Down $330,381 (-50%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $7,445,340Liabilities 2011: $0Net Assets 2011: $7,445,3402011Assets 2012: $6,821,601Liabilities 2012: $0Net Assets 2012: $6,821,6012012Assets 2013: $5,573,366Liabilities 2013: $0Net Assets 2013: $5,573,3662013Assets 2014: $5,643,325Liabilities 2014: $18,993Net Assets 2014: $5,624,3322014Assets 2015: $5,841,423Liabilities 2015: $0Net Assets 2015: $5,841,4232015Assets 2016: $6,324,407Liabilities 2016: $12,606Net Assets 2016: $6,311,8012016Assets 2017: $7,066,796Liabilities 2017: $35,141Net Assets 2017: $7,031,6552017Assets 2018: $7,331,498Liabilities 2018: $82,263Net Assets 2018: $7,249,2352018Assets 2019: $6,380,503Liabilities 2019: $8,722Net Assets 2019: $6,371,7812019Assets 2020: $8,425,979Liabilities 2020: $31,818Net Assets 2020: $8,394,1612020Assets 2021: $8,941,537Liabilities 2021: $17,288Net Assets 2021: $8,924,2492021Assets 2022: $9,946,551Liabilities 2022: $2,865Net Assets 2022: $9,943,6862022Assets 2023: $10,654,709Liabilities 2023: $8,310Net Assets 2023: $10,646,3992023Assets 2024: $9,400,574Liabilities 2024: $4,737Net Assets 2024: $9,395,8372024

Highlighted filing

2018

Assets$7,331,498
Liabilities$82,263
Net Assets$7,249,235

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,649,620Expenses 2011: $1,991,208Net Income 2011: $658,4122011Expenses 2012: $3,562,5042012Revenue 2013: $3,424,519Expenses 2013: $4,543,535Net Income 2013: -$1,119,0162013Revenue 2014: $3,407,108Expenses 2014: $3,355,897Net Income 2014: $51,2112014Revenue 2015: $3,995,473Expenses 2015: $3,736,328Net Income 2015: $259,1452015Revenue 2016: $4,266,057Expenses 2016: $3,463,893Net Income 2016: $802,1642016Revenue 2017: $4,957,888Expenses 2017: $4,295,476Net Income 2017: $662,4122017Revenue 2018: $4,443,493Expenses 2018: $4,111,462Net Income 2018: $332,0312018Revenue 2019: $4,402,339Expenses 2019: $5,360,996Net Income 2019: -$958,6572019Revenue 2020: $4,970,381Expenses 2020: $3,007,757Net Income 2020: $1,962,6242020Revenue 2021: $5,741,271Expenses 2021: $4,861,610Net Income 2021: $879,6612021Revenue 2022: $4,816,077Expenses 2022: $3,378,507Net Income 2022: $1,437,5702022Revenue 2023: $4,223,625Expenses 2023: $4,235,357Net Income 2023: -$11,7322023Revenue 2024: $4,038,398Expenses 2024: $5,815,661Net Income 2024: -$1,777,2632024

Highlighted filing

2018

Revenue$4,443,493
Expenses$4,111,462
Net Income$332,031
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$6,626,599
Mission and Program Overview

Mission

The foundation's mission is toprovide financial support to public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,963,085$5,643,145▲ $680,060
Cash and Non-Interest-Bearing Accounts$1,773,149$1,348,854▼ $424,295
Other Notes and Loans Receivable, Net$304,053$312,719▲ $8,666
Savings and Temporary Cash Investments$26,509$26,780▲ $271
Total Assets$7,066,796$7,331,498▲ $264,702
Liabilities
Accounts Payable and Accrued Expenses$35,141$82,263▲ $47,122
Total Liabilities$35,141$82,263▲ $47,122
Net Assets / Fund Balance
Unrestricted Net Assets$7,005,146$7,222,455▲ $217,309
Permanently Rstr Net Assets$26,509$26,780▲ $271
Total Net Assets Fund Balance$7,031,655$7,249,235▲ $217,580
Total Liabilities and Net Assets / Fund Balance$7,066,796$7,331,498▲ $264,702

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$26,509-▲ $271-$26,780
2017$26,343-▲ $166-$26,509
2016$25,903-▲ $440-$26,343
2015$18,352-▲ $7,551-$25,903
2014$17,002-▲ $1,350-$18,352
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth GardnerExecutive DirectorFT$150,000$150,000

Board Members and Trustees

NameTitle
Louise TsoiAudit Chair
Rachelle MirkinBoard Development Chair
Gerri BockCo-chair
Vivian LufkinCo-chair
Laura GwosdenMajor Gifts Chair
Lea HallertMarketing & Communications Chair
Cam ChanStewardship Chair
Peter JewettTechnology Chair
Ryan RandallVice Chair
Adam MitchellBoard Member
Carol ZhangBoard Member
Christine KaniBoard Member
Gambhir KaushekBoard Member
Irene BanksBoard Member
Jackie DavisBoard Member
Joanna PomykalaBoard Member
Margarita GolodBoard Member
Michelle WongBoard Member
Wei FengBoard Member
Chris WelbornCo-treasurer
Lisa YuCo-treasurer
Michelle OatesSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Procopio Cory Hargreaves & Savich LLPLegal525 B STREET SUITE 2200, San Diego, CA 92101$149,001
Revenue and Support

Revenue Composition

Contributions and Grants
$4,086,748
Program Service Revenue
$0
Investment Income
$165,494
Other Revenue
$191,251
All Other Contributions
$3,873,728
Change in Net Assets
$332,031

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded63$369,775Fair Market Value
Total Noncash Contributions63$369,775-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,443,493
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-114,451
Total Revenue per Audited Statements
$4,329,042
Total Revenue per Form 990
$4,443,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,735,477
Total Fundraising Expense$217,079
Salaries, Compensation, and Employee Benefits$197,946
Other Expenses$178,039
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,735,477--$3,735,477
Current Officers, Directors, Trustees, and Key Employees$15,000$30,000$105,000$150,000
Fees for Services Accounting-$49,252-$49,252
Other Salaries and Wages$462$30,869$3,231$34,562
Information Technology-$5,625$15,721$21,346
Fees for Service Investment Mgmnt Fees-$19,000-$19,000
Payroll Taxes$1,042$4,614$7,296$12,952
Other Expenses-$545$8,795$8,795
Advertising--$4,915$4,915
Office Expenses-$2,065$960$3,025
Other Employee Benefits-$432-$432
Total Functional Expenses$3,751,981$142,402$217,079$4,111,462

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,111,462
Total Expenses per Audited Statements$4,111,462
Total Expenses per Form 990$4,111,462
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bullis Charter SchoolLos Altos, CA501(c)(3)To Provide Financial Support to Public Education$3,525,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$239,687
Fundraising Direct Expenses$48,436
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$452,707$239,687$48,436$191,251
Total Events$452,707$239,687$48,436$191,251
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
Audit committee
Yes
Backup withholding compliance
Yes
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 the co-chairs.

Form 990, Part VI, Section C, Line 19

All documents are available upon request. The foundation's articles and bylaws are available on the registry of charitable trusts website.

Filing and Contact Details

Filer

Filer Name
Bullis-purissima Elementary School
EIN
48-1298690
Phone
6503752196
Address
102 W PORTOLA AVENUE, LOS ALTOS, CA 94022

Signing Officer

Name
Louise Tsoi
Title
Treasurer
Phone
6503752196
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louise Tsoi
Formed
2003
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
2
Volunteers
22

Preparer

Firm
Frank Rimerman & Co Llp
Address
1 EMBARCADERO CENTER STE 2410, SAN FRANCISCO, CA 94111
Preparer
Joseph M Albero
Phone
4154391144
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation applies the provisions set forth in fasb accounting standards codification topic 740, income taxes, to account for the uncertainty in income taxes. The foundation has assessed all income tax positions taken where the statute of limitation remains open. The foundation believes that its tax filing positions will be sustained upon tax examination; therefore, no liability for unrecognized income tax benefits has been recorded at december 31, 2018. The foundation does not anticipate any significant increases or decreases to unrecognized income tax benefits during the next twelve months.

Part V, Line 4

To provide financial support to public education

Raw XML AppendixShowing 400 of 575 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt035141
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt082263
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S MISSION IS TOPROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.
IRS990/AdvertisingGrp/FundraisingAmt04915
IRS990/AdvertisingGrp/TotalAmt04915
IRS990/AllOtherContributionsAmt03873728
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LOUISE TSOI
IRS990/BooksInCareOfDetail/PhoneNum06503752196
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 W PORTOLA AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ALTOS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094022
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01773149
IRS990/CashNonInterestBearingGrp/EOYAmt01348854
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0105000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt030000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt015000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0150000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0149001
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0525 B STREET SUITE 2200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN DIEGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092101
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PROCOPIO CORY HARGREAVES & SAVICH LLP
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL
IRS990/ContriRptFundraisingEventAmt0213020
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04086748
IRS990/CYGrantsAndSimilarPaidAmt03735477
IRS990/CYInvestmentIncomeAmt0165494
IRS990/CYOtherExpensesAmt0178039
IRS990/CYOtherRevenueAmt0191251
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0332031
IRS990/CYSalariesCompEmpBnftPaidAmt0197946
IRS990/CYTotalExpensesAmt04111462
IRS990/CYTotalFundraisingExpenseAmt0217079
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04443493
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ANNUAL CAMPAIGN SOLICITS DONATIONS TO COVER THE DIFFERENCE BETWEEN THE ANNUAL OPERATION EXPENSES OF BULLIS CHARTER SCHOOL AND THE AMOUNTOF STATE FUNDING RECEIVED BY THE SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03525000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt049252
IRS990/FeesForServicesAccountingGrp/TotalAmt049252
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt019000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt193.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt205.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0ADAM MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm1CAM CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROL ZHANG
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS WELBORN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTINE KANI
IRS990/Form990PartVIISectionAGrp/PersonNm5GAMBHIR KAUSHEK
IRS990/Form990PartVIISectionAGrp/PersonNm6GERRI BOCK
IRS990/Form990PartVIISectionAGrp/PersonNm7IRENE BANKS
IRS990/Form990PartVIISectionAGrp/PersonNm8JACKIE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm9JOANNA POMYKALA
IRS990/Form990PartVIISectionAGrp/PersonNm10LAURA GWOSDEN
IRS990/Form990PartVIISectionAGrp/PersonNm11LEA HALLERT
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA YU
IRS990/Form990PartVIISectionAGrp/PersonNm13LOUISE TSOI
IRS990/Form990PartVIISectionAGrp/PersonNm14MARGARITA GOLOD
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHELLE OATES
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHELLE WONG
IRS990/Form990PartVIISectionAGrp/PersonNm17PETER JEWETT
IRS990/Form990PartVIISectionAGrp/PersonNm18RACHELLE MIRKIN
IRS990/Form990PartVIISectionAGrp/PersonNm19RYAN RANDALL
IRS990/Form990PartVIISectionAGrp/PersonNm20VIVIAN LUFKIN
IRS990/Form990PartVIISectionAGrp/PersonNm21WEI FENG
IRS990/Form990PartVIISectionAGrp/PersonNm22ELIZABETH GARDNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22150000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1STEWARDSHIP CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MAJOR GIFTS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11MARKETING & COMMUNICATIONS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13AUDIT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17TECHNOLOGY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD DEVELOPMENT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0213020
IRS990/FundraisingDirectExpensesAmt048436
IRS990/FundraisingGrossIncomeAmt0239687
IRS990/GainOrLossGrp/SecuritiesAmt03859
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt03525000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03735477
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03735477
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02138529
IRS990/GrossReceiptsAmt06626599
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt015721
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05625
IRS990/InformationTechnologyGrp/TotalAmt021346
IRS990/InvestmentIncomeGrp/ExclusionAmt0161635
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0161635
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04963085
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05643145
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02134670
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TOPROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07031655
IRS990/NetAssetsOrFundBalancesEOYAmt07249235
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03859
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03859
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0191251
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0191251
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-114451
IRS990/NoncashContributionsAmt0369775
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0960
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02065
IRS990/OfficeExpensesGrp/TotalAmt03025
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0432
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0432
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/FundraisingAmt044055
IRS990/OtherExpensesGrp/FundraisingAmt127106
IRS990/OtherExpensesGrp/FundraisingAmt28795
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0545
IRS990/OtherExpensesGrp/TotalAmt044055
IRS990/OtherExpensesGrp/TotalAmt127651
IRS990/OtherExpensesGrp/TotalAmt28795
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03231
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030869
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0462
IRS990/OtherSalariesAndWagesGrp/TotalAmt034562
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0304053
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0312719
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07296
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04614
IRS990/PayrollTaxesGrp/ProgramServicesAmt01042
IRS990/PayrollTaxesGrp/TotalAmt012952
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt026509
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt026780
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LOUISE TSOI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ADDITIONAL SUPPORT PROVIDED TO PAY EXPENSES OF BULLIS CHARTER SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0210477
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0210477
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PERSONNEL EXPENSES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt016504
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04799175
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04147186
IRS990/PYInvestmentIncomeAmt0137956
IRS990/PYOtherExpensesAmt0148290
IRS990/PYOtherRevenueAmt020757
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0662412
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04295476
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04957888
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0332031
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026509
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03873728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04402133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03726928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03362104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03111739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018476632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0161635
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0130780
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0102530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0110159
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0102651
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0607755
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96820
IRS990ScheduleA/PublicSupportPY170Pct00.96910
IRS990ScheduleA/PublicSupportTotal170Amt018476632
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03873728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04402133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03726928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03362104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03111739
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018476632
IRS990ScheduleA/TotalSupportAmt019084387

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$4.04$5.82$1.78
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.6$4.22$4.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.94$4.82$3.38$1.44
2021Detailed filing. Detailed filing data is available for this year.$8.94$0.02$8.92$5.74$4.86$0.88
2020Detailed filing. Detailed filing data is available for this year.$8.43$0.03$8.39$4.97$3.01$1.96
2019Detailed filing. Detailed filing data is available for this year.$6.38$0.01$6.37$4.40$5.36$0.96
2018Detailed filing. Detailed filing data is available for this year.$7.33$0.08$7.25$4.44$4.11$0.33
2017Summary only. Only limited summary data is available for this year.$7.07$0.04$7.03$4.96$4.30$0.66
2016Summary only. Only limited summary data is available for this year.$6.32$0.01$6.31$4.27$3.46$0.80
2015Summary only. Only limited summary data is available for this year.$5.84$0.00$5.84$4.00$3.74$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.02$5.62$3.41$3.36$0.05
2013Summary only. Only limited summary data is available for this year.$5.57$0.00$5.57$3.42$4.54$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.00$6.82$3.56
2011Summary only. Only limited summary data is available for this year.$7.45$0.00$7.45$2.65$1.99$0.66