Civic Intelligence

Eureka Schools Foundation

990 • Fiscal year 2021 • EIN 68-0280171

Jul 01, 2020 to Jun 30, 2021 • Filed on May 14, 2022

Organization Profilewww.eurekaschoolsfoundation.org
PO Box 2444Granite Bay, CA 95746

(916) 791-3120

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

42%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

67th percentile

19%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

48%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,465,799

Up $235,550 (+19%) from 2020

Net Assets

Up

$1,465,799

Up $257,592 (+21%) from 2020

Liabilities

Down

$0

Down $22,042 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin83rd percentile

Revenue

Up

$560,905

Up $181,207 (+48%) from 2020

Expenses

Down

$323,039

Down $199,081 (-38%) from 2020

Net Income

Up

$237,866

Up $380,288 (+267%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,198,116Liabilities 2010: $0Net Assets 2010: $1,198,1162010Assets 2011: $1,434,837Liabilities 2011: $45,365Net Assets 2011: $1,389,4722011Assets 2012: $1,247,600Liabilities 2012: $290Net Assets 2012: $1,247,3102012Assets 2013: $1,079,886Liabilities 2013: $4,535Net Assets 2013: $1,075,3512013Assets 2014: $1,346,108Liabilities 2014: $16,955Net Assets 2014: $1,329,1532014Assets 2015: $1,284,252Liabilities 2015: $0Net Assets 2015: $1,284,2522015Assets 2016: $1,449,382Liabilities 2016: $265,068Net Assets 2016: $1,184,3142016Assets 2017: $1,443,353Liabilities 2017: $100,771Net Assets 2017: $1,342,5822017Assets 2018: $1,507,900Liabilities 2018: $193,295Net Assets 2018: $1,314,6052018Assets 2019: $1,555,487Liabilities 2019: $204,858Net Assets 2019: $1,350,6292019Assets 2020: $1,230,249Liabilities 2020: $22,042Net Assets 2020: $1,208,2072020Assets 2021: $1,465,799Liabilities 2021: $0Net Assets 2021: $1,465,7992021Assets 2022: $1,326,926Liabilities 2022: $0Net Assets 2022: $1,326,9262022Assets 2023: $1,494,829Liabilities 2023: $0Net Assets 2023: $1,494,8292023

Highlighted filing

2021

Assets$1,465,799
Liabilities$0
Net Assets$1,465,799
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $365,0692010Expenses 2011: $473,7822011Expenses 2012: $914,3012012Expenses 2013: $894,2712013Revenue 2014: $884,065Expenses 2014: $630,243Net Income 2014: $253,8222014Revenue 2015: $613,102Expenses 2015: $658,003Net Income 2015: -$44,9012015Revenue 2016: $465,379Expenses 2016: $565,250Net Income 2016: -$99,8712016Revenue 2017: $674,347Expenses 2017: $516,023Net Income 2017: $158,3242017Revenue 2018: $501,177Expenses 2018: $529,154Net Income 2018: -$27,9772018Revenue 2019: $510,646Expenses 2019: $474,622Net Income 2019: $36,0242019Revenue 2020: $379,698Expenses 2020: $522,120Net Income 2020: -$142,4222020Revenue 2021: $560,905Expenses 2021: $323,039Net Income 2021: $237,8662021Revenue 2022: $406,218Expenses 2022: $402,072Net Income 2022: $4,1462022Revenue 2023: $545,672Expenses 2023: $453,243Net Income 2023: $92,4292023

Highlighted filing

2021

Revenue$560,905
Expenses$323,039
Net Income$237,866
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 14, 2022
Return Version
2020v4.1
Gross Receipts
$560,905
Mission and Program Overview

Mission

Raise funds for eureka school district to provide enrichment programs benefitting 3500+ students in kindergarten through 8th grade.

Raise funds for eureka school district to provide enrichment programs benefitting3500+ students in kidergarten through 8th grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$834,739$1,074,279▲ $239,540
Cash and Non-Interest-Bearing Accounts$395,509$391,520▼ $3,989
Total Assets$1,230,249$1,465,799▲ $235,550
Other Assets Total$1--
Liabilities
Accounts Payable and Accrued Expenses$22,042--
Total Liabilities$22,042$0▼ $22,042
Net Assets / Fund Balance
Net Assets With Donor Restrictions$882,861$839,155▼ $43,706
Net Assets Without Donor Restrictions$325,346$626,644▲ $301,298
Total Net Assets Fund Balance$1,208,207$1,465,799▲ $257,592
Total Liabilities and Net Assets / Fund Balance$1,230,249$1,465,799▲ $235,550

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,074,279--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$834,739-▲ $278,413-$1,074,279
2019$867,669---$867,669
2018$874,318-▲ $25,010-$867,668
2017$839,156-▲ $66,442-$874,318
2016$770,182-▲ $107,787-$839,156
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jessica KeefePresident
Bre PattersonBoard Member
Jessica MarroneBoard Member
Melissa GutzmanBoard Member
Tony SchroederBoard Member
Trici JonesBoard Member
Khinh HoangTreasurer
Cory SalzilloVP of Governance and Internal
Revenue and Support

Revenue Composition

Contributions and Grants
$242,071
Program Service Revenue
$40,397
Investment Income
$278,437
Other Revenue
$0
All Other Contributions
$109,166
Change in Net Assets
$237,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$276,219
Other Expenses$46,820
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$276,219--$276,219
All Other Expenses$21,285--$21,285
Fees for Services Accounting-$5,668-$5,668
Insurance-$4,421-$4,421
Office Expenses-$755-$755
Advertising-$399-$399
Other Expenses-$20-$20
Total Functional Expenses$297,504$25,535$0$323,039
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eureka Union School DistrictGranite Bay, CA-Enrichment programs such as Art Languag-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$114,335$114,335$23,604$90,731
Foundation G$1,727$1,727-$1,727
Total Events$132,905$132,905$27,868$105,037
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
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“Treasurer, who is a CPA, reviews the financials with the board at all meetings. The treasurer then uses those financials to complete the 990. The audit committee also reviews the 990 and financials at the time of audit.”

Conflict of interest policy compliance Part VI line 12C

“At least annually, during the time the 990 is prepared, each member of the board is required to complete a questionaire that questions conflicts of interest.”

Governing documents etc available to public Part VI line 19

“AVAILABLE UPON REQUEST”

Part VI response or note to any other line in Part VI

“The president and treasurer (who is a cpa) reviews the form 990 with the accounting firm that prepared the 990 and the annual audit of the books.”

Filing and Contact Details

Filer

Filer Name
Eureka Schools Foundation
EIN
68-0280171
Address
PO Box 2444, Granite Bay, CA 95746

Signing Officer

Name
Yana Smolin
Title
Treasurer
Phone
9167913120
Signed
2022-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lorrie Robertson
Formed
1992
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
125

Preparer

Firm
Smolin and Co CPA
Address
1220 Melody Lane Ste 108, Roseville, CA 95678
Preparer
Yana Smolin
Phone
9162894705
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“The boar d of directors authorized and established the eureka schools foundationendowment fund to be maintained by the sacramento regional community foundation(srcf). Under the terms of the agreement between the foundation and srcf, scrf will hold, manage, invest and reinvest the fund, shall collect the income and disperse the proceeds gained from the investment of principal for charitable purposes. By the terms of the agreement, the srcfs board will determine, at least annually, an authorized spending amount to be made available for charitable purposes. The srcf assists many nonprofit organizations in the sacramento region under the same capacity.”

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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Endowment Fund
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BOAR D OF DIRECTORS AUTHORIZED AND ESTABLISHED THE EUREKA SCHOOLS FOUNDATIONENDOWMENT FUND TO BE MAINTAINED BY THE SACRAMENTO REGIONAL COMMUNITY FOUNDATION(SRCF). UNDER THE TERMS OF THE AGREEMENT BETWEEN THE FOUNDATION AND SRCF, SCRF WILL HOLD, MANAGE, INVEST AND REINVEST THE FUND, SHALL COLLECT THE INCOME AND DISPERSE THE PROCEEDS GAINED FROM THE INVESTMENT OF PRINCIPAL FOR CHARITABLE PURPOSES. BY THE TERMS OF THE AGREEMENT, THE SRCFS BOARD WILL DETERMINE, AT LEAST ANNUALLY, AN AUTHORIZED SPENDING AMOUNT TO BE MADE AVAILABLE FOR CHARITABLE PURPOSES. THE SRCF ASSISTS MANY NONPROFIT ORGANIZATIONS IN THE SACRAMENTO REGION UNDER THE SAME CAPACITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Enrichment programs such as Art Languag
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Eureka Union School District
IRS990ScheduleI/RecipientTable/RecipientEIN0946002089
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05455 Eureka Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Granite Bay
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095746
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS VOTES ON ALL GRANTS. INDIVIDUAL MEMBERS OF THE BOARD HAVE SCHOOL AGE CHILDREN IN THE VARIOUS SCHOOLS IN THE DISTRICT SUPPORTED BY THE FOUNDATION. THEY REVIEW AND OBSERVE HOW THE MONEY IS SPENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/TotalOtherOrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer, who is a CPA, reviews the financials with the board at all meetings. The treasurer then uses those financials to complete the 990. The audit committee also reviews the 990 and financials at the time of audit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT LEAST ANNUALLY, DURING THE TIME THE 990 IS PREPARED, EACH MEMBER OF THE BOARD IS REQUIRED TO COMPLETE A QUESTIONAIRE THAT QUESTIONS CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRESIDENT AND TREASURER (WHO IS A CPA) REVIEWS THE FORM 990 WITH THE ACCOUNTING FIRM THAT PREPARED THE 990 AND THE ANNUAL AUDIT OF THE BOOKS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI response or note to any other line in Part VI
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IRS990/WebsiteAddressTxt0www.eurekaschoolsfoundation.org
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ReturnHeader/BusinessOfficerGrp/PersonNm0Yana Smolin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09167913120
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-14
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ReturnHeader/Filer/EIN0680280171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2444
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095746

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,465,799
Liabilities
$0
Net assets
$1,465,799
Revenue
$560,905
Expenses
$323,039
Net income
$237,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.55$0.45$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.41$0.40$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.56$0.32$0.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.02$1.21$0.38$0.52$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.20$1.35$0.51$0.47$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.19$1.31$0.50$0.53$0.03
2017Summary only. Only limited summary data is available for this year.$1.44$0.10$1.34$0.67$0.52$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.27$1.18$0.47$0.57$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.61$0.66$0.04
2014Summary only. Only limited summary data is available for this year.$1.35$0.02$1.33$0.88$0.63$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.05$1.39$0.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.37