Civic Intelligence

Carmel High School Foundation

990 • Fiscal year 2020 • EIN 56-2463215

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

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

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.35x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

56th percentile

8.6%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$9,150

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

8.9%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,188,432

Up $96,756 (+8.9%) from 2019

Net Assets

Up

$1,155,335

Up $91,107 (+8.6%) from 2019

Liabilities

Up

$33,097

Up $5,649 (+21%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin56th percentile

Revenue

Down

$93,571

Down $166,267 (-64%) from 2019

Expenses

Down

$85,542

Down $10,185 (-11%) from 2019

Net Income

Down

$8,029

Down $156,082 (-95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2020

Assets$1,188,432
Liabilities$33,097
Net Assets$1,155,335
Open 2020 Filing

Operations Trend

Revenue Growth4th 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

2020

Revenue$93,571
Expenses$85,542
Net Income$8,029
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v4.0
Gross Receipts
$93,571
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$982,310$1,091,226▲ $108,916
Cash and Non-Interest-Bearing Accounts$109,366$97,206▼ $12,160
Total Assets$1,091,676$1,188,432▲ $96,756
Liabilities
Accounts Payable and Accrued Expenses$27,448$33,097▲ $5,649
Total Liabilities$27,448$33,097▲ $5,649
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,064,228$1,155,335▲ $91,107
Total Net Assets Fund Balance$1,064,228$1,155,335▲ $91,107
Total Liabilities and Net Assets / Fund Balance$1,091,676$1,188,432▲ $96,756
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Jean StiversDirector$9,150$9,150

Board Members and Trustees

NameTitle
Marvin BiasottiPresident
Graeme RobertsonDirector
Kate GallowayDirector
Mike KellyDirector
Patricia HuntDirector
Dale DepalatisSecretary
Lisa BarnettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$77,690
Program Service Revenue
$0
Investment Income
$15,881
Other Revenue
$0
All Other Contributions
$77,690
Change in Net Assets
$8,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,490
Other Expenses$16,902
Salaries, Compensation, and Employee Benefits$9,150
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$59,490--$59,490
Current Officers, Directors, Trustees, and Key Employees$9,150--$9,150
Fees for Service Investment Mgmnt Fees$6,530--$6,530
Fees for Services Other$5,038--$5,038
Information Technology$1,548--$1,548
Office Expenses$1,338--$1,338
Fees for Services Accounting$1,075--$1,075
Insurance$900--$900
Other Expenses$51--$51
Total Functional Expenses$85,542$0$0$85,542
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
No
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, 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
Treasurer
Phone
8317753382
Signed
2021-10-15
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
Cal Accounting
Address
26335 CARMEL RANCHO BLVD SUITE 9, CARMEL, CA 93923
Preparer
Christopher Locke
Phone
8312750084
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.”

Raw XML Appendix326 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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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/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
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085542
IRS990/TotalFunctionalExpensesGrp/TotalAmt085542
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027448
IRS990/TotalLiabilitiesEOYAmt033097
IRS990/TotalLiabilitiesGrp/BOYAmt027448
IRS990/TotalLiabilitiesGrp/EOYAmt033097
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01064228
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01155335
IRS990/TotalProgramServiceExpensesAmt085542
IRS990/TotalReportableCompFromOrgAmt09150
IRS990/TotalRevenueGrp/ExclusionAmt015881
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093571
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01091676
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01188432
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BARNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08317753382
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371852224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAL ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026335 CARMEL RANCHO BLVD SUITE 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312750084
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER LOCKE
ReturnHeader/ReturnTs02021-10-20T14:18:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARNETT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,188,432
Liabilities
$33,097
Net assets
$1,155,335
Revenue
$93,571
Expenses
$85,542
Net income
$8,029
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