Civic Intelligence

Burney-Fall River Education Foundation

990 • Fiscal year 2019 • EIN 68-0253792

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

Organization Profile
P O Box 625Mcarthur, CA 96056-0625

(530) 335-3627

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

45th percentile

1.7%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

132%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,760,468

Down $10,816 (-0.6%) from 2018

Net Assets

Down

$1,760,468

Down $10,816 (-0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin45th percentile

Revenue

Up

$141,861

Up $80,739 (+132%) from 2018

Expenses

Down

$139,436

Down $32,282 (-19%) from 2018

Net Income

Up

$2,425

Up $113,021 (+102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $812,039Liabilities 2011: $0Net Assets 2011: $812,0392011Assets 2012: $1,877,476Liabilities 2012: $0Net Assets 2012: $1,877,4762012Assets 2013: $1,896,855Liabilities 2013: $440Net Assets 2013: $1,896,4152013Assets 2014: $2,019,748Liabilities 2014: $0Net Assets 2014: $2,019,7482014Assets 2015: $2,054,519Liabilities 2015: $0Net Assets 2015: $2,054,5192015Assets 2016: $1,837,427Liabilities 2016: $0Net Assets 2016: $1,837,4272016Assets 2017: $1,883,111Liabilities 2017: $0Net Assets 2017: $1,883,1112017Assets 2018: $1,771,284Liabilities 2018: $0Net Assets 2018: $1,771,2842018Assets 2019: $1,760,468Liabilities 2019: $0Net Assets 2019: $1,760,4682019Assets 2020: $1,775,089Liabilities 2020: $0Net Assets 2020: $1,775,0892020Assets 2021: $1,865,457Liabilities 2021: $0Net Assets 2021: $1,865,4572021Assets 2022: $1,748,198Liabilities 2022: $0Net Assets 2022: $1,748,1982022Assets 2023: $1,847,970Liabilities 2023: $0Net Assets 2023: $1,847,9702023Assets 2024: $1,990,626Liabilities 2024: $0Net Assets 2024: $1,990,6262024

Highlighted filing

2019

Assets$1,760,468
Liabilities$0
Net Assets$1,760,468
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $136,697Expenses 2011: $149,988Net Income 2011: -$13,2912011Revenue 2012: $1,155,993Expenses 2012: $113,034Net Income 2012: $1,042,9592012Revenue 2013: $127,263Expenses 2013: $121,854Net Income 2013: $5,4092013Revenue 2014: $147,339Expenses 2014: $111,884Net Income 2014: $35,4552014Revenue 2015: $57,753Expenses 2015: $70,408Net Income 2015: -$12,6552015Revenue 2016: -$150,694Expenses 2016: $120,705Net Income 2016: -$271,3992016Revenue 2017: $33,374Expenses 2017: $107,422Net Income 2017: -$74,0482017Revenue 2018: $61,122Expenses 2018: $171,718Net Income 2018: -$110,5962018Revenue 2019: $141,861Expenses 2019: $139,436Net Income 2019: $2,4252019Revenue 2020: $55,076Expenses 2020: $54,656Net Income 2020: $4202020Revenue 2021: $47,813Expenses 2021: $94,154Net Income 2021: -$46,3412021Revenue 2022: $86,552Expenses 2022: $67,792Net Income 2022: $18,7602022Revenue 2023: $167,492Expenses 2023: $77,446Net Income 2023: $90,0462023Revenue 2024: $136,080Expenses 2024: $84,379Net Income 2024: $51,7012024

Highlighted filing

2019

Revenue$141,861
Expenses$139,436
Net Income$2,425
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.0
Gross Receipts
$158,364
Mission and Program Overview

Mission

The foundation strives to increase educational opportunities in the burney-fall river area. The foundation serves as a custodian for three local scholarship funds. The foundation also provides grants to local schools to enable them to offer programs not otherwise available.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,256,141$1,444,371▲ $188,230
Pledges and Grants Receivable$234,957$209,957▼ $25,000
Cash and Non-Interest-Bearing Accounts$228,347$106,140▼ $122,207
Total Assets$1,719,445$1,760,468▲ $41,023
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$748,917$967,255▲ $218,338
Net Assets Without Donor Restrictions$970,528$793,213▼ $177,315
Total Net Assets Fund Balance$1,719,445$1,760,468▲ $41,023
Total Liabilities and Net Assets / Fund Balance$1,719,445$1,760,468▲ $41,023
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Ralene MetcalfPresident
Donna HamiltonDirector
Greg HawkinsDirector
Steven KnochDirector
Arleen EarnestSecretary
Linda CarpenterTreasurer
Robert WimerVP Finance
Willie RodriguezVP Finance
Tracy GeislerVP Grants
Jeanne UtterbackVP Scholarsh
Trish MostoufiVP Scholarsh
Revenue and Support

Revenue Composition

Contributions and Grants
$29,405
Program Service Revenue
$0
Investment Income
$112,456
Other Revenue
$0
All Other Contributions
$29,405
Change in Net Assets
$2,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$126,054
Other Expenses$13,382
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,125--$72,125
Grants to Domestic Orgs$53,929--$53,929
Fees for Services Accounting-$9,775-$9,775
Insurance-$2,188-$2,188
Fees for Service Investment Mgmnt Fees-$959-$959
Fees for Services Other-$324-$324
Office Expenses-$136-$136
Total Functional Expenses$126,054$13,382$0$139,436
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fall Rvr Jt Unified Sch DistBurney, CA-Educational Programs$53,929
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,503
Fundraising Gross Income$16,503
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$16,503$16,503$16,503$0
Total Events$16,503$16,503$16,503-
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
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

“Copies of the draft 990 were provided to each board member for review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Copies provided upon request.”

Filing and Contact Details

Filer

Filer Name
Burney-fall River Foundation
EIN
68-0253792
Phone
5303353627
Address
P O BOX 625, MCARTHUR, CA 96056-0625

Signing Officer

Name
Linda Carpenter
Title
Treasurer
Phone
5303353627
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ralene Metcalf
Formed
1992
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Dh Scott & Company
Address
900 MARKET ST, REDDING, CA 96001-0530
Preparer
Paul J Catanese CPA
Phone
5302434300
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation strives to increase educational opportunities in the burney-fall river area. The foundation serves as a custodian for three local scholarship funds. The foundation also provides grants to local schools to enable them to offer programs not otherwise available.”

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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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IRS990ScheduleI/RecipientTable/CashGrantAmt053929
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FALL RVR JT UNIFIED SCH DIST
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURNEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION STRIVES TO INCREASE EDUCATIONAL OPPORTUNITIES IN THE BURNEY-FALL RIVER AREA. THE FOUNDATION SERVES AS A CUSTODIAN FOR THREE LOCAL SCHOLARSHIP FUNDS. THE FOUNDATION ALSO PROVIDES GRANTS TO LOCAL SCHOOLS TO ENABLE THEM TO OFFER PROGRAMS NOT OTHERWISE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE DRAFT 990 WERE PROVIDED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES PROVIDED 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/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt029405
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013382
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0126054
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139436
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0126054
IRS990/TotalRevenueGrp/ExclusionAmt0112456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141861
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05303353627
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURNEY-FALL RIVER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURN
ReturnHeader/Filer/EIN0680253792
ReturnHeader/Filer/PhoneNum05303353627
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 625
ReturnHeader/Filer/USAddress/CityNm0MCARTHUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.94.47.30
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:31:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680397834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DH SCOTT & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 MARKET ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0960010530
ReturnHeader/PreparerPersonGrp/PhoneNum05302434300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J CATANESE CPA
ReturnHeader/ReturnTs02020-07-13T10:31:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,760,468
Liabilities
$0
Net assets
$1,760,468
Revenue
$141,861
Expenses
$139,436
Net income
$2,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.14$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.17$0.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.05$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.06$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.14$0.14$0.00
2018Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.06$0.17$0.11
2017Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.03$0.11$0.07
2016Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.15$0.12$0.27
2015Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.06$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$2.02$0.00$2.02$0.15$0.11$0.04
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.13$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$1.16$0.11$1.04
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.14$0.15$0.01