Civic Intelligence

Bullis-Purissima Elementary School Foundation

990 • Fiscal year 2019 • EIN 48-1298690

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileWWW.BCSFOUNDATION.COM
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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

12th percentile

-22%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-0.9%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$6,380,503

Down $950,995 (-13%) from 2018

Net Assets

Down

$6,371,781

Down $877,454 (-12%) from 2018

Liabilities

Down

$8,722

Down $73,541 (-89%) from 2018

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin12th percentile

Revenue

Down

$4,402,339

Down $41,154 (-0.9%) from 2018

Expenses

Up

$5,360,996

Up $1,249,534 (+30%) from 2018

Net Income

Down

-$958,657

Down $1,290,688 (-389%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2019

Assets$6,380,503
Liabilities$8,722
Net Assets$6,371,781
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

2019

Revenue$4,402,339
Expenses$5,360,996
Net Income-$958,657
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$7,961,008
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$5,643,145$5,274,164▼ $368,981
Cash and Non-Interest-Bearing Accounts$1,348,854$757,705▼ $591,149
Other Notes and Loans Receivable, Net$312,719$320,765▲ $8,046
Savings and Temporary Cash Investments$26,780$27,869▲ $1,089
Total Assets$7,331,498$6,380,503▼ $950,995
Liabilities
Accounts Payable and Accrued Expenses$82,263$8,722▼ $73,541
Total Liabilities$82,263$8,722▼ $73,541
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,222,455$6,343,912▼ $878,543
Net Assets With Donor Restrictions$26,780$27,869▲ $1,089
Total Net Assets Fund Balance$7,249,235$6,371,781▼ $877,454
Total Liabilities and Net Assets / Fund Balance$7,331,498$6,380,503▼ $950,995

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$26,780-▲ $1,089-$27,869
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
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

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

Board Members and Trustees

NameTitle
Lea HallertAudit Committee Chair
Margarita GolodCo-chair
Ryan RandallCo-chair
Laura GwosdenMajor Gifts Committee Chair
Joanna PomykalaMarketing Committee Chair
Jackie DavisStewardship Committee Chair
Rachelle MirkinVice-chair / Board Development Committee Chair
Adam MitchellBoard Member
Anna GolbanBoard Member
Cam ChanBoard Member
Chris WelbornBoard Member
David LamBoard Member
Gerri BockBoard Member
Gitte SkaakebaekBoard Member
Jan BaerBoard Member
Laura GrebeneBoard Member
Irene BanksSecretary
Louise TsoiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Procopio Cory Hargreaves & Savitch LlLegal525 B STREET SUITE 2200, San Diego, CA 92101$232,722
Revenue and Support

Revenue Composition

Contributions and Grants
$4,119,867
Program Service Revenue
$0
Investment Income
$155,981
Other Revenue
$126,491
All Other Contributions
$4,008,217
Change in Net Assets
$-958,657

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 Traded76$406,395Fair Market Value
Total Noncash Contributions76$406,395-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,402,338
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$81,205
Total Revenue per Audited Statements
$4,483,543
Total Revenue per Form 990
$4,402,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,046,845
Total Fundraising Expense$192,692
Salaries, Compensation, and Employee Benefits$186,638
Other Expenses$127,513
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,046,845--$5,046,845
Current Officers, Directors, Trustees, and Key Employees$14,654$32,770$102,576$150,000
Other Salaries and Wages-$22,986-$22,986
Fees for Services Accounting-$21,998-$21,998
Fees for Service Investment Mgmnt Fees-$20,000-$20,000
Payroll Taxes$1,070$4,416$7,491$12,977
Other Expenses-$196$8,171$8,171
Information Technology-$2,166$5,149$7,315
Advertising--$6,948$6,948
Office Expenses-$528$267$795
Other Employee Benefits-$675-$675
Total Functional Expenses$5,062,569$105,735$192,692$5,360,996

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,360,997
Total Expenses per Audited Statements$5,360,997
Total Expenses per Form 990$5,360,997
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$4,740,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$169,042
Fundraising Direct Expenses$42,551
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$280,692$169,042$42,551$126,491
Total Events$280,692$169,042$42,551$126,491
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 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, 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
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louise Tsoi
Formed
2003
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
18

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“NO CHANGES”

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, 2019. 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 547 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/BOYAmt082263
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08722
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S MISSION IS TOPROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.
IRS990/AdvertisingGrp/FundraisingAmt06948
IRS990/AdvertisingGrp/TotalAmt06948
IRS990/AllOtherContributionsAmt04008217
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01348854
IRS990/CashNonInterestBearingGrp/EOYAmt0757705
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0102576
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt032770
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt014654
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0150000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0232722
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 & SAVITCH LL
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL
IRS990/ContriRptFundraisingEventAmt0111650
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04119867
IRS990/CYGrantsAndSimilarPaidAmt05046845
IRS990/CYInvestmentIncomeAmt0155981
IRS990/CYOtherExpensesAmt0127513
IRS990/CYOtherRevenueAmt0126491
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-958657
IRS990/CYSalariesCompEmpBnftPaidAmt0186638
IRS990/CYTotalExpensesAmt05360996
IRS990/CYTotalFundraisingExpenseAmt0192692
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04402339
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 AND LOCAL FUNDING RECEIVED BY THE SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt026780
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt027869
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04740000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021998
IRS990/FeesForServicesAccountingGrp/TotalAmt021998
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt020000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0RYAN RANDALL
IRS990/Form990PartVIISectionAGrp/PersonNm1MARGARITA GOLOD
IRS990/Form990PartVIISectionAGrp/PersonNm2RACHELLE MIRKIN
IRS990/Form990PartVIISectionAGrp/PersonNm3LOUISE TSOI
IRS990/Form990PartVIISectionAGrp/PersonNm4IRENE BANKS
IRS990/Form990PartVIISectionAGrp/PersonNm5ADAM MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNA GOLBAN
IRS990/Form990PartVIISectionAGrp/PersonNm7CAM CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRIS WELBORN
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID LAM
IRS990/Form990PartVIISectionAGrp/PersonNm10GERRI BOCK
IRS990/Form990PartVIISectionAGrp/PersonNm11GITTE SKAAKEBAEK
IRS990/Form990PartVIISectionAGrp/PersonNm12JACKIE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm13JAN BAER
IRS990/Form990PartVIISectionAGrp/PersonNm14JOANNA POMYKALA
IRS990/Form990PartVIISectionAGrp/PersonNm15LAURA GREBENE
IRS990/Form990PartVIISectionAGrp/PersonNm16LAURA GWOSDEN
IRS990/Form990PartVIISectionAGrp/PersonNm17LEA HALLERT
IRS990/Form990PartVIISectionAGrp/PersonNm18ELIZABETH 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/ReportableCompFromOrgAmt18150000
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/TitleTxt0CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIR / BOARD DEVELOPMENT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12STEWARDSHIP COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MARKETING COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MAJOR GIFTS COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17AUDIT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0111650
IRS990/FundraisingDirectExpensesAmt042551
IRS990/FundraisingGrossIncomeAmt0169042
IRS990/GainOrLossGrp/SecuritiesAmt09552
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt04740000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05046845
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05046845
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03525670
IRS990/GrossReceiptsAmt07961008
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05149
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02166
IRS990/InformationTechnologyGrp/TotalAmt07315
IRS990/InvestmentIncomeGrp/ExclusionAmt0146429
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0146429
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05643145
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05274164
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03516118
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/NetAssetsOrFundBalancesBOYAmt07249235
IRS990/NetAssetsOrFundBalancesEOYAmt06371781
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09552
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09552
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0126491
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0126491
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt081203
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07222455
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06343912
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0406395
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0267
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0528
IRS990/OfficeExpensesGrp/TotalAmt0795
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0675
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0675
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/FundraisingAmt035740
IRS990/OtherExpensesGrp/FundraisingAmt126350
IRS990/OtherExpensesGrp/FundraisingAmt28171
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0196
IRS990/OtherExpensesGrp/TotalAmt035936
IRS990/OtherExpensesGrp/TotalAmt126350
IRS990/OtherExpensesGrp/TotalAmt28171
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022986
IRS990/OtherSalariesAndWagesGrp/TotalAmt022986
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0312719
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0320765
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07491
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04416
IRS990/PayrollTaxesGrp/ProgramServicesAmt01070
IRS990/PayrollTaxesGrp/TotalAmt012977
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LOUISE TSOI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ADDITIONAL SUPPORT PROVIDED TO PAY EXPENSES OF BULLIS CHARTER SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0306845
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0306845
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PERSONNEL EXPENSES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt015724
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04086748
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03735477
IRS990/PYInvestmentIncomeAmt0165494
IRS990/PYOtherExpensesAmt0178039
IRS990/PYOtherRevenueAmt0191251
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0332031
IRS990/PYSalariesCompEmpBnftPaidAmt0197946
IRS990/PYTotalExpensesAmt04111462
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04443493
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-958657
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026780
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04008217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03873728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04402133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03726928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03362104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019373110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0146429
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0161635
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0130780
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0102530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110159
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0651533
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96750
IRS990ScheduleA/PublicSupportPY170Pct00.96820
IRS990ScheduleA/PublicSupportTotal170Amt019373110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04008217
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03873728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04402133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03726928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03362104
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019373110
IRS990ScheduleA/TotalSupportAmt020024643
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
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026780
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027869
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01089
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt026509
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026780
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026343
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt026509
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025903
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt026343
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt018352
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07551
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,380,503
Liabilities
$8,722
Net assets
$6,371,781
Revenue
$4,402,339
Expenses
$5,360,996
Net income
-$958,657
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