Civic Intelligence

Martinez Education Foundation

990 • Fiscal year 2023 • EIN 68-0031693

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,308,912

Up $132,023 (+11%) from 2022

Net Assets

Up

$1,308,912

Up $143,998 (+12%) from 2022

Liabilities

Down

$0

Down $11,975 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin74th percentile

Revenue

Down

$175,790

Down $76,542 (-30%) from 2022

Expenses

Down

$141,320

Down $790 (-0.6%) from 2022

Net Income

Down

$34,470

Down $75,752 (-69%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2023

Assets$1,308,912
Liabilities$0
Net Assets$1,308,912
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$175,790
Expenses$141,320
Net Income$34,470
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$179,505
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$224,917$184,424▼ $40,493
Savings and Temporary Cash Investments$305$306▲ $1
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$1,176,889$1,308,912▲ $132,023
Other Assets Total$951,667$1,124,182▲ $172,515
Liabilities
Grants Payable$11,975--
Total Liabilities$11,975$0▼ $11,975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,164,914$1,308,912▲ $143,998
Total Net Assets Fund Balance$1,164,914$1,308,912▲ $143,998
Total Liabilities and Net Assets / Fund Balance$1,176,889$1,308,912▲ $132,023
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$136,897
Program Service Revenue
$0
Investment Income
$41,288
Other Revenue
$-2,395
All Other Contributions
$31,701
Change in Net Assets
$34,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$126,391
Other Expenses$14,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$126,391--$126,391
Fees for Services Accounting-$1,815-$1,815
Information Technology-$1,117-$1,117
Office Expenses$946--$946
Other Expenses$859$216-$216
All Other Expenses-$100-$100
Advertising$50--$50
Total Functional Expenses$128,246$13,074$0$141,320
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Martinez Unified School DistMartinez, CA-School Support$126,391
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,715
Gaming Gross Income$1,320
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run for Education$104,196-$3,715-
Total Events$104,196-$3,715$-3,715
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
2024-05-15
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
80

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Raw XML AppendixShowing 400 of 521 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Martinez 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.
IRS990/AdvertisingGrp/ProgramServicesAmt050
IRS990/AdvertisingGrp/TotalAmt050
IRS990/AllOtherContributionsAmt031701
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/AllOtherExpensesGrp/TotalAmt0100
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Cheryl Vereschagin
IRS990/BooksInCareOfDetail/PhoneNum09253135562
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 933
IRS990/BooksInCareOfDetail/USAddress/CityNm0Martinez
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094553
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0224917
IRS990/CashNonInterestBearingGrp/EOYAmt0184424
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0104196
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0136897
IRS990/CYGrantsAndSimilarPaidAmt0126391
IRS990/CYInvestmentIncomeAmt041288
IRS990/CYOtherExpensesAmt014929
IRS990/CYOtherRevenueAmt0-2395
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt034470
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0141320
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0175790
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Martinez Education Foundation (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 the Education Foundations sole discretion by a majority vote of the Board of Directors. MEF provides funds for: Fine Arts Mathematics Language Arts Physical Education Science Social Studies Special Education Vocational Education
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0128246
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01815
IRS990/FeesForServicesAccountingGrp/TotalAmt01815
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0Rochelle Siote Badgley
IRS990/Form990PartVIISectionAGrp/PersonNm1Shannon Wurth
IRS990/Form990PartVIISectionAGrp/PersonNm2Carol McCauley
IRS990/Form990PartVIISectionAGrp/PersonNm3Leslie Philbrook
IRS990/Form990PartVIISectionAGrp/PersonNm4Michael Beck
IRS990/Form990PartVIISectionAGrp/PersonNm5Jenn Zauner Clauson
IRS990/Form990PartVIISectionAGrp/PersonNm6Catherine Franco
IRS990/Form990PartVIISectionAGrp/PersonNm7Jack Funk
IRS990/Form990PartVIISectionAGrp/PersonNm8Bobbi Horack
IRS990/Form990PartVIISectionAGrp/PersonNm9Anne Horack Martin
IRS990/Form990PartVIISectionAGrp/PersonNm10Jennifer Lundberg
IRS990/Form990PartVIISectionAGrp/PersonNm11Phil Philbrook
IRS990/Form990PartVIISectionAGrp/PersonNm12Dawn Polvorosa
IRS990/Form990PartVIISectionAGrp/PersonNm13Dylan Radke
IRS990/Form990PartVIISectionAGrp/PersonNm14Bob Vereschagin
IRS990/Form990PartVIISectionAGrp/PersonNm15Cheryl Vereschagin
IRS990/Form990PartVIISectionAGrp/PersonNm16Kathy Widner
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/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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0104196
IRS990/FundraisingDirectExpensesAmt03715
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt01320
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt01000
IRS990/GrantAmt0126391
IRS990/GrantsPayableGrp/BOYAmt011975
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0126391
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0126391
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0179505
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01117
IRS990/InformationTechnologyGrp/TotalAmt01117
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt041288
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041288
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01164914
IRS990/NetAssetsOrFundBalancesEOYAmt01308912
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3715
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3715
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01320
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01320
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0107430
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01164914
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01308912
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt03555
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0946
IRS990/OfficeExpensesGrp/TotalAmt0946
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0951667
IRS990/OtherAssetsTotalGrp/EOYAmt01124182
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Trust fees
IRS990/OtherExpensesGrp/Desc1Community Champions Exp
IRS990/OtherExpensesGrp/Desc2Bank Fees
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09181
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1645
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2216
IRS990/OtherExpensesGrp/ProgramServicesAmt0859
IRS990/OtherExpensesGrp/TotalAmt09181
IRS990/OtherExpensesGrp/TotalAmt1859
IRS990/OtherExpensesGrp/TotalAmt2645
IRS990/OtherExpensesGrp/TotalAmt3216
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Rochelle Badgley
IRS990/PriorPeriodAdjustmentsAmt02098
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0200084
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0125699
IRS990/PYInvestmentIncomeAmt036778
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt016411
IRS990/PYOtherRevenueAmt015470
IRS990/PYRevenuesLessExpensesAmt0110222
IRS990/PYTotalExpensesAmt0142110
IRS990/PYTotalRevenueAmt0252332
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt034470
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0136897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0200084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0102956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0136904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0158436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0735277
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041288
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-32423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0124451
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0185978
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt041444
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61940
IRS990ScheduleA/PublicSupportPY170Pct00.48040
IRS990ScheduleA/PublicSupportTotal170Amt0570627
IRS990ScheduleA/SubstantialContributorsTotAmt0164650
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0136897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0102956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0136904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0158436
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0735277
IRS990ScheduleA/TotalSupportAmt0921255
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01124182
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,308,912
Liabilities
$0
Net assets
$1,308,912
Revenue
$175,790
Expenses
$141,320
Net income
$34,470
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