Civic Intelligence

Mark West District Educational Foundation

990EZ • Fiscal year 2013 • EIN 56-2331535

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 22, 2014

305 Mark West Springs RoadSanta Rosa, CA 95404

(707) 524-2970

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

11th percentile

-40%

Faster revenue growth than 11% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$55,973

Down $14,122 (-20%) from 2012

Net Assets

Down

$55,973

Down $14,122 (-20%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$31,293

Down $20,656 (-40%) from 2012

Expenses

Up

$45,415

Up $40,177 (+767%) from 2012

Net Income

Down

-$14,122

Down $60,833 (-130%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2008: $25,154Liabilities 2008: $02008Assets 2009: $27,155Liabilities 2009: $02009Assets 2010: $44,911Liabilities 2010: $02010Assets 2011: $23,384Liabilities 2011: $02011Assets 2012: $70,095Net Assets 2012: $70,0952012Assets 2013: $55,973Liabilities 2013: $0Net Assets 2013: $55,9732013Assets 2014: $115,935Liabilities 2014: $0Net Assets 2014: $115,9352014Assets 2015: $140,808Liabilities 2015: $0Net Assets 2015: $140,8082015Assets 2016: $144,237Liabilities 2016: $0Net Assets 2016: $144,2372016

Highlighted filing

2013

Assets$55,973
Liabilities$0
Net Assets$55,973

Operations Trend

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

$100K$50K$0-$50KRevenue 2008: $306Expenses 2008: $100Net Income 2008: $2062008Revenue 2009: $35,572Expenses 2009: $33,571Net Income 2009: $2,0012009Revenue 2010: $56,567Expenses 2010: $38,811Net Income 2010: $17,7562010Revenue 2011: $45,361Expenses 2011: $66,888Net Income 2011: -$21,5272011Revenue 2012: $51,949Expenses 2012: $5,238Net Income 2012: $46,7112012Revenue 2013: $31,293Expenses 2013: $45,415Net Income 2013: -$14,1222013Revenue 2014: $86,297Expenses 2014: $26,335Net Income 2014: $59,9622014Revenue 2015: $49,481Expenses 2015: $24,608Net Income 2015: $24,8732015Revenue 2016: $34,866Expenses 2016: $31,437Net Income 2016: $3,4292016

Highlighted filing

2013

Revenue$31,293
Expenses$45,415
Net Income-$14,122
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 22, 2014
Return Version
2013v3.0
Gross Receipts
$35,706
Mission and Program Overview

Mission

To build an ongoing financial resource to ensure high quality educational opportunities for our students.

Program Services

DescriptionGrantsExpenses
IN 2013, THE MARK WEST DISTRICT EDUCATIONAL FOUNDATION WAS ABLE TO MAINTAIN THE PROGRAMS PROVIDED IN 2012, INCLUDING ART DOCENT, MUSIC & MOVEMENT PROGRAMS TO K-8TH GRADES. WE SERVED NEARLY ALL OF THE 1250 STUDENT POPULATION IN THE DISTRICT WITH ART, MUSIC, MOVEMENT OR TECHNOLOGY PROGRAMS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON DUFFYPresident-$0--
AMANDA STEPHENSVice President-$0--
JILL HONGTreasurer-$0--
KELLY WESTOPESecretary-$0--
JIM WALKERTreasurer-$0--
STEPHANIE STEWARTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$13,242$3,333$3,333$0
Event 2$2,839$361$361$0
Total Events$17,446$4,413$4,413$0
Filing and Contact Details

Filer

EIN
56-2331535
Phone
7075242970

Signing Officer

Name
Jill Hong
Title
Treasurer
Phone
7075242970
Signed
2014-08-22
Discuss with paid preparer
Yes

Preparer

Preparer
Penny Millar
Phone
7075778806
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 29.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 762. Description: supplies. Amount: 175. Description: telephone, telecommunications. Amount: 114. Description: business registration fees. Amount: 25. Total to form 990-ez, line 16: 1,076.

Form 990-ez, Part II, Line 24 - Other Assets

Description: organizational costs. Beg. Of year amount: 575. End of year amount: 575.

Raw XML Appendix188 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt029
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO BUILD AN ONGOING FINANCIAL RESOURCE TO ENSURE HIGH QUALITY EDUCATIONAL OPPORTUNITIES FOR OUR STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt04
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2013, THE MARK WEST DISTRICT EDUCATIONAL FOUNDATION WAS ABLE TO MAINTAIN THE PROGRAMS PROVIDED IN 2012, INCLUDING ART DOCENT, MUSIC & MOVEMENT PROGRAMS TO K-8TH GRADES. WE SERVED NEARLY ALL OF THE 1250 STUDENT POPULATION IN THE DISTRICT WITH ART, MUSIC, MOVEMENT OR TECHNOLOGY PROGRAMS.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04413
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0PANCAKE BREAKFAST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 762. DESCRIPTION: SUPPLIES. AMOUNT: 175. DESCRIPTION: TELEPHONE, TELECOMMUNICATIONS. AMOUNT: 114. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 1,076.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ORGANIZATIONAL COSTS. BEG. OF YEAR AMOUNT: 575. END OF YEAR AMOUNT: 575.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL HONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07075242970
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10MARK WEST DISTRICT EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0562331535
ReturnHeader/Filer/PhoneNum07075242970
ReturnHeader/Filer/USAddress/AddressLine10305 MARK WEST SPRINGS ROAD
ReturnHeader/Filer/USAddress/City0SANTA ROSA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680456752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DILLWOOD BURKEL & MILLAR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10175 CONCOURSE BLVD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095403
ReturnHeader/PreparerPersonGrp/PhoneNum07075778806
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PENNY MILLAR
ReturnHeader/ReturnTs02014-08-29T18:33:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings