Civic Intelligence

Martinez Education Foundation

990 • Fiscal year 2022 • EIN 68-0031693

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profilewww.martinezedfoundation.com
PO Box 933Martinez, CA 94553

(925) 313-5562

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.05x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

27th percentile

-6.2%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

112%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,176,889

Down $78,234 (-6.2%) from 2021

Net Assets

Down

$1,164,914

Down $82,709 (-6.6%) from 2021

Liabilities

Up

$11,975

Up $4,475 (+60%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin87th percentile

Revenue

Up

$252,332

Up $133,492 (+112%) from 2021

Expenses

Down

$142,110

Down $20,593 (-13%) from 2021

Net Income

Up

$110,222

Up $154,085 (+351%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $481,295Liabilities 2011: $141,1022011Assets 2012: $473,486Liabilities 2012: $30,4352012Assets 2013: $520,735Liabilities 2013: $30,232Net Assets 2013: $490,5032013Assets 2014: $717,727Liabilities 2014: $5,400Net Assets 2014: $712,3272014Assets 2015: $789,811Liabilities 2015: $14,370Net Assets 2015: $775,4412015Assets 2016: $801,565Liabilities 2016: $8,670Net Assets 2016: $792,8952016Assets 2017: $937,276Liabilities 2017: $8,670Net Assets 2017: $928,6062017Assets 2018: $958,745Liabilities 2018: $8,670Net Assets 2018: $950,0752018Assets 2019: $1,109,611Liabilities 2019: $5,946Net Assets 2019: $1,103,6652019Assets 2020: $1,180,383Liabilities 2020: $1,884Net Assets 2020: $1,178,4992020Assets 2021: $1,255,123Liabilities 2021: $7,500Net Assets 2021: $1,247,6232021Assets 2022: $1,176,889Liabilities 2022: $11,975Net Assets 2022: $1,164,9142022Assets 2023: $1,308,912Liabilities 2023: $0Net Assets 2023: $1,308,9122023Assets 2024: $1,589,865Liabilities 2024: $0Net Assets 2024: $1,589,8652024

Highlighted filing

2022

Assets$1,176,889
Liabilities$11,975
Net Assets$1,164,914
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $165,441Expenses 2011: $129,664Net Income 2011: $35,7772011Revenue 2012: $87,928Expenses 2012: $1,279Net Income 2012: $86,6492012Revenue 2013: $158,521Expenses 2013: $111,069Net Income 2013: $47,4522013Revenue 2014: $223,257Expenses 2014: $109,151Net Income 2014: $114,1062014Revenue 2015: $213,264Expenses 2015: $128,545Net Income 2015: $84,7192015Revenue 2016: $147,871Expenses 2016: $168,330Net Income 2016: -$20,4592016Revenue 2017: $237,795Expenses 2017: $156,329Net Income 2017: $81,4662017Revenue 2018: $228,904Expenses 2018: $153,801Net Income 2018: $75,1032018Revenue 2019: $155,620Expenses 2019: $148,340Net Income 2019: $7,2802019Revenue 2020: $111,281Expenses 2020: $202,543Net Income 2020: -$91,2622020Revenue 2021: $118,840Expenses 2021: $162,703Net Income 2021: -$43,8632021Revenue 2022: $252,332Expenses 2022: $142,110Net Income 2022: $110,2222022Revenue 2023: $175,790Expenses 2023: $141,320Net Income 2023: $34,4702023Revenue 2024: $446,412Expenses 2024: $259,236Net Income 2024: $187,1762024

Highlighted filing

2022

Revenue$252,332
Expenses$142,110
Net Income$110,222
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$252,462
Mission and Program Overview

Mission

MEF is a separate and independent entity from the Martinez Unified School District. All funds raised by MEF are distributed or invested in the Legacy Fund account at MEFs sole discretion by a majority vote of the MEF Board of Directors.

Martinez Education Foundation (MEF) is a community-based partnership of energetic volunteers committed to providing resources to enhance educational opportunities for our children. MEF believes education is both an investment and a priority for the Martinez community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$94,063$224,917▲ $130,854
Savings and Temporary Cash Investments$21,485$305▼ $21,180
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,255,123$1,176,889▼ $78,234
Other Assets Total$1,139,575$951,667▼ $187,908
Liabilities
Grants Payable$7,500$11,975▲ $4,475
Total Liabilities$7,500$11,975▲ $4,475
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,247,623$1,164,914▼ $82,709
Total Net Assets Fund Balance$1,247,623$1,164,914▼ $82,709
Total Liabilities and Net Assets / Fund Balance$1,255,123$1,176,889▼ $78,234
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Rochelle Siote BadgleyPresident
Shannon WurthVice President
Anne Horack MartinDirector
Bobbi HorackDirector
Catherine FrancoDirector
Cheryl VereschaginDirector
Dawn PolvorosaDirector
Dylan RadkeDirector
Jack FunkDirector
Jenn LundbergDirector
Jenn Zauner ClausonDirector
John DoddDirector
Kathy WidnerDirector
Michael BeckDirector
Phil PhilbrookDirector
Leslie PhilbrookSecretary
Carol McCauleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,084
Program Service Revenue
$0
Investment Income
$36,778
Other Revenue
$15,470
All Other Contributions
$100,562
Change in Net Assets
$110,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,699
Other Expenses$16,411
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,699--$125,699
Fees for Services Accounting-$1,610-$1,610
Office Expenses-$884-$884
Fees for Service Investment Mgmnt Fees-$804-$804
Advertising$730--$730
Information Technology-$460-$460
Other Expenses-$420-$420
All Other Expenses-$362-$362
Total Functional Expenses$126,429$15,681$0$142,110
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Martinez Unified School DistMartinez, CA-School Support$125,699
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,600
Fundraising Direct Expenses$130
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run for Education$115,122$15,600$130$15,470
Total Events$115,122$15,600$130$15,470
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Directors Bobbi Horack and Director Anne Horack Martin are mother and daughter.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by an outside tax professional. The form is then reviewed by the Organization's Board of Directors. The final version of the tax return is provided to all members of the Organization's voting body. A representative of the Board authorizes the final Form 990 which is then e-filed with the Internal Revenue Service.”

Form 990, Part VI, Section B, Line 12C

“Members of the Board of Directors review all potential conflicts of interest at least annually. All personnel and board members are required to disclose potential conflicts and any related party affiliations. The Organization seeks full transparency on all related party transactions. Any potential conflicts of interest (in fact or appearance) are discussed openly and resolved in accordance with the Organization's policies and procedures.”

Form 990, Part VI, Section B, Line 15A

“The Martinez Education Foundation does not have any employees. The Foundation survives from the efforts of its all-volunteer Board of Directors.”

Form 990, Part VI, Section B, Line 15B

“The Martinez Education Foundation does not have any employees. The Foundation survives from the efforts of its all-volunteer Board of Directors.”

Form 990, Part VI, Section C, Line 18

“Tax returns are available for download from several websites and by request from the organization's office in Martinez, California.”

Form 990, Part VI, Section C, Line 19

“All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to www.guidestar.org (where they are available for viewing as a electronic copues) and are also available by request from the Organization's office in Martinez, California.”

Filing and Contact Details

Filer

Filer Name
Martinez Education Foundation
EIN
68-0031693
Phone
9253135562
Address
PO Box 933, Martinez, CA 94553

Signing Officer

Name
Rochelle Siote Badgley
Title
President
Phone
9253135562
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rochelle Badgley
Formed
1983
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
100

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
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IRS990/Form990PartVIISectionAGrp/PersonNm1Shannon Wurth
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IRS990/Form990PartVIISectionAGrp/PersonNm9Bobbi Horack
IRS990/Form990PartVIISectionAGrp/PersonNm10Anne Horack Martin
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
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IRS990/MissionDesc0MEF is a separate and independent entity from the Martinez Unified School District. All funds raised by MEF are distributed or invested in the Legacy Fund account at MEFs sole discretion by a majority vote of the MEF Board of Directors.
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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,176,889
Liabilities
$11,975
Net assets
$1,164,914
Revenue
$252,332
Expenses
$142,110
Net income
$110,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.45$0.26$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.18$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.16$0.25$0.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.25$0.12$0.16$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.11$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$0.16$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.23$0.15$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.24$0.16$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.15$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.21$0.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.22$0.11$0.11
2013Summary only. Only limited summary data is available for this year.$0.52$0.03$0.49$0.16$0.11$0.05
2012Summary only. Only limited summary data is available for this year.$0.47$0.03$0.09$0.00$0.09
2011Summary only. Only limited summary data is available for this year.$0.48$0.14$0.17$0.13$0.04