Civic Intelligence

Carmel High School Foundation

990 • Fiscal year 2016 • EIN 56-2463215

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 04, 2017

Organization ProfileWWW.CARMELHIGHSCHOOLFOUNDATION.ORG
PO Box 223288Carmel, CA 93922

(831) 915-9831

Siviq Scores

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

Liabilities / Assets

48th percentile

0.03x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.16x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$673,766

Up $121,209 (+22%) from 2015

Net Assets

Up

$652,566

Up $126,809 (+24%) from 2015

Liabilities

Down

$21,200

Down $5,600 (-21%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin95th percentile

Revenue

Down

$131,393

Down $22,594 (-15%) from 2015

Expenses

Up

$44,076

Up $9,245 (+27%) from 2015

Net Income

Down

$87,317

Down $31,839 (-27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $348,121Liabilities 2011: $13,4502011Assets 2014: $451,954Liabilities 2014: $29,000Net Assets 2014: $422,9542014Assets 2015: $552,557Liabilities 2015: $26,800Net Assets 2015: $525,7572015Assets 2016: $673,766Liabilities 2016: $21,200Net Assets 2016: $652,5662016Assets 2017: $843,757Liabilities 2017: $24,200Net Assets 2017: $819,5572017Assets 2018: $808,685Liabilities 2018: $33,300Net Assets 2018: $775,3852018Assets 2019: $1,091,676Liabilities 2019: $27,448Net Assets 2019: $1,064,2282019Assets 2020: $1,188,432Liabilities 2020: $33,097Net Assets 2020: $1,155,3352020Assets 2021: $1,298,792Liabilities 2021: $34,196Net Assets 2021: $1,264,5962021Assets 2022: $1,207,233Liabilities 2022: $43,745Net Assets 2022: $1,163,4882022Assets 2023: $1,390,355Liabilities 2023: $49,066Net Assets 2023: $1,341,2892023Assets 2024: $1,526,072Liabilities 2024: $48,264Net Assets 2024: $1,477,8082024

Highlighted filing

2016

Assets$673,766
Liabilities$21,200
Net Assets$652,566
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $28,325Expenses 2011: $16,295Net Income 2011: $12,0302011Revenue 2014: $63,938Expenses 2014: $78,374Net Income 2014: -$14,4362014Revenue 2015: $153,987Expenses 2015: $34,831Net Income 2015: $119,1562015Revenue 2016: $131,393Expenses 2016: $44,076Net Income 2016: $87,3172016Revenue 2017: $137,039Expenses 2017: $55,525Net Income 2017: $81,5142017Revenue 2018: $127,820Expenses 2018: $79,374Net Income 2018: $48,4462018Revenue 2019: $259,838Expenses 2019: $95,727Net Income 2019: $164,1112019Revenue 2020: $93,571Expenses 2020: $85,542Net Income 2020: $8,0292020Revenue 2021: $59,645Expenses 2021: $77,706Net Income 2021: -$18,0612021Revenue 2022: $210,540Expenses 2022: $122,552Net Income 2022: $87,9882022Revenue 2023: $123,410Expenses 2023: $94,409Net Income 2023: $29,0012023Revenue 2024: $146,960Expenses 2024: $110,025Net Income 2024: $36,9352024

Highlighted filing

2016

Revenue$131,393
Expenses$44,076
Net Income$87,317
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 4, 2017
Return Version
2016v3.0
Gross Receipts
$131,393
Mission and Program Overview

Mission

See statement

To provide scholarships & awards to deserving graduating students of carmel high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$503,729$651,209▲ $147,480
Cash and Non-Interest-Bearing Accounts$48,828$22,557▼ $26,271
Total Assets$552,557$673,766▲ $121,209
Liabilities
Accounts Payable and Accrued Expenses$26,800$21,200▼ $5,600
Total Liabilities$26,800$21,200▼ $5,600
Net Assets / Fund Balance
Unrestricted Net Assets$525,757$652,566▲ $126,809
Total Net Assets Fund Balance$525,757$652,566▲ $126,809
Total Liabilities and Net Assets / Fund Balance$552,557$673,766▲ $121,209
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Ronald StoneyPresident
Diane HangerDirector
Jean StiversDirector
Lisa BarnettDirector
Patricia HuntDirector
Sharon TuckerDirector
Tess ArthurDirector
Kristin DemariaSecretary
Lisa BarnettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$113,261
Program Service Revenue
$0
Investment Income
$18,101
Other Revenue
$31
All Other Contributions
$113,261
Change in Net Assets
$87,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,200
Other Expenses$21,876
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$22,200--$22,200
Fees for Services Other$6,856--$6,856
Fees for Services Accounting$5,175--$5,175
Fees for Service Investment Mgmnt Fees$4,200--$4,200
Insurance$1,111--$1,111
Office Expenses$828--$828
Other Expenses$400--$400
Total Functional Expenses$44,076$0$0$44,076
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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, Page 6, Part VI, Line 11B

“A copy of the return is given to the treasurer of the organization. After the treasurer's review, any changes are made to the return before filing the return.”

Form 990, Page 6, Part VI, Line 19

“The governing documents and financial information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Carmel High School Foundation
EIN
56-2463215
Phone
8319159831
Address
PO BOX 223288, CARMEL, CA 93922

Signing Officer

Name
Lisa Barnett
Title
Director
Phone
8319159831
Signed
2017-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Barnett
Formed
2003
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Savage & Lucido Cpas Llp
Address
100 CLOCK TOWER PLACE SUITE 230, CARMEL, CA 93923
Preparer
Tracy Winkleblack CPA
Phone
8312506706
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The goal of the organization is to enhance the valuable characteristics gained through students' educational experience at chs, including acquistition of knowledge, development of critical thinking, enthusiasm for discovery and learning, and exercise of a powerful imagination.”

Form 990, Part IX, Line 11G

“Development director 5,156 0 0 outside contract services 1,700 0 0 total 6,856 0 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“Under fin 48, the organization had no liability for uncertain tax positions.”

Raw XML Appendix347 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNDER FIN 48, THE ORGANIZATION HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOAL OF THE ORGANIZATION IS TO ENHANCE THE VALUABLE CHARACTERISTICS GAINED THROUGH STUDENTS' EDUCATIONAL EXPERIENCE AT CHS, INCLUDING ACQUISTITION OF KNOWLEDGE, DEVELOPMENT OF CRITICAL THINKING, ENTHUSIASM FOR DISCOVERY AND LEARNING, AND EXERCISE OF A POWERFUL IMAGINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS GIVEN TO THE TREASURER OF THE ORGANIZATION. AFTER THE TREASURER'S REVIEW, ANY CHANGES ARE MADE TO THE RETURN BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEVELOPMENT DIRECTOR 5,156 0 0 OUTSIDE CONTRACT SERVICES 1,700 0 0 TOTAL 6,856 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0552557
IRS990/TotalAssetsEOYAmt0673766
IRS990/TotalAssetsGrp/BOYAmt0552557
IRS990/TotalAssetsGrp/EOYAmt0673766
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0113261
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044076
IRS990/TotalFunctionalExpensesGrp/TotalAmt044076
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026800
IRS990/TotalLiabilitiesEOYAmt021200
IRS990/TotalLiabilitiesGrp/BOYAmt026800
IRS990/TotalLiabilitiesGrp/EOYAmt021200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0525757
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0652566
IRS990/TotalProgramServiceExpensesAmt044076
IRS990/TotalRevenueGrp/ExclusionAmt018132
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0131393
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0552557
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0673766
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0525757
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0652566
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 223288
IRS990/USAddress/CityNm0CARMEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093922
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CARMELHIGHSCHOOLFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BARNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08319159831
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL HIGH SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0562463215
ReturnHeader/Filer/PhoneNum08319159831
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 223288
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A93FB32DA66DBE74B871B62621A1656A7EBA712F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD1757A4A111D2182B5721130CE58ED93E53753C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460894701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVAGE & LUCIDO CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CLOCK TOWER PLACE SUITE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312506706
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY WINKLEBLACK CPA
ReturnHeader/ReturnTs02017-08-14T16:27:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$673,766
Liabilities
$21,200
Net assets
$652,566
Revenue
$131,393
Expenses
$44,076
Net income
$87,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.05$1.48$0.15$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.05$1.34$0.12$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.04$1.16$0.21$0.12$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.03$1.26$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$0.09$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.26$0.10$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.78$0.13$0.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$0.14$0.06$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.13$0.04$0.09
2015Summary only. Only limited summary data is available for this year.$0.55$0.03$0.53$0.15$0.03$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.03$0.42$0.06$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$0.35$0.01$0.03$0.02$0.01