Civic Intelligence

The Glenwood School Foundation

990 • Fiscal year 2015 • EIN 68-0286349

Aug 01, 2014 to Jul 31, 2015 • Filed on Jun 16, 2016

25 W Castlewood DriveSan Rafael, CA 94901

(415) 485-2430

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

16th percentile

-9.8%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$578,699

Down $62,870 (-9.8%) from 2014

Net Assets

Down

$578,699

Down $38,579 (-6.2%) from 2014

Liabilities

Down

$0

Down $24,291 (-100%) from 2014

Revenue

Down

$336,908

Down $70,693 (-17%) from 2014

Expenses

Up

$375,487

Up $74,146 (+25%) from 2014

Net Income

Down

-$38,579

Down $144,839 (-136%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $226,874Liabilities 2010: $1,500Net Assets 2010: $225,3742010Assets 2011: $269,831Liabilities 2011: $1,500Net Assets 2011: $268,3312011Assets 2012: $474,981Liabilities 2012: $0Net Assets 2012: $474,9812012Assets 2013: $522,018Liabilities 2013: $11,000Net Assets 2013: $511,0182013Assets 2014: $641,569Liabilities 2014: $24,291Net Assets 2014: $617,2782014Assets 2015: $578,699Liabilities 2015: $0Net Assets 2015: $578,6992015Assets 2016: $543,005Liabilities 2016: $0Net Assets 2016: $543,0052016Assets 2017: $535,205Liabilities 2017: $0Net Assets 2017: $535,2052017Assets 2018: $585,890Liabilities 2018: $0Net Assets 2018: $585,8902018Assets 2019: $497,599Liabilities 2019: $0Net Assets 2019: $497,5992019Assets 2020: $555,967Liabilities 2020: $0Net Assets 2020: $555,9672020Assets 2021: $535,848Liabilities 2021: $0Net Assets 2021: $535,8482021Assets 2022: $509,066Liabilities 2022: $0Net Assets 2022: $509,0662022Assets 2023: $497,943Liabilities 2023: $0Net Assets 2023: $497,9432023Assets 2024: $549,599Liabilities 2024: $0Net Assets 2024: $549,5992024Assets 2025: $549,578Liabilities 2025: $0Net Assets 2025: $549,5782025

Highlighted filing

2015

Assets$578,699
Liabilities$0
Net Assets$578,699

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $220,534Expenses 2010: $219,566Net Income 2010: $9682010Expenses 2011: $215,1842011Revenue 2012: $405,914Expenses 2012: $199,264Net Income 2012: $206,6502012Revenue 2013: $230,453Expenses 2013: $194,416Net Income 2013: $36,0372013Revenue 2014: $407,601Expenses 2014: $301,341Net Income 2014: $106,2602014Revenue 2015: $336,908Expenses 2015: $375,487Net Income 2015: -$38,5792015Revenue 2016: $297,536Expenses 2016: $339,462Net Income 2016: -$41,9262016Revenue 2017: $307,508Expenses 2017: $309,286Net Income 2017: -$1,7782017Revenue 2018: $350,594Expenses 2018: $299,879Net Income 2018: $50,7152018Revenue 2019: $308,749Expenses 2019: $264,728Net Income 2019: $44,0212019Revenue 2020: $216,552Expenses 2020: $258,184Net Income 2020: -$41,6322020Revenue 2021: $99,424Expenses 2021: $119,543Net Income 2021: -$20,1192021Revenue 2022: $203,777Expenses 2022: $230,559Net Income 2022: -$26,7822022Revenue 2023: $223,847Expenses 2023: $234,970Net Income 2023: -$11,1232023Revenue 2024: $190,599Expenses 2024: $138,943Net Income 2024: $51,6562024Revenue 2025: $232,168Expenses 2025: $229,165Net Income 2025: $3,0032025

Highlighted filing

2015

Revenue$336,908
Expenses$375,487
Net Income-$38,579
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jun 16, 2016
Return Version
2014v6.0
Gross Receipts
$567,359
Mission and Program Overview

Mission

To support and enhance educational and sports programs at glenwood school.

To provide financial assistance and support of educational and enrichment programs of glenwood elementary school students including community building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$617,278$578,699▼ $38,579
Savings and Temporary Cash Investments$381,966$330,538▼ $51,428
Cash and Non-Interest-Bearing Accounts$259,603$248,161▼ $11,442
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$641,569$578,699▼ $62,870
Liabilities
Grants Payable$24,291$0▼ $24,291
Total Liabilities$24,291$0▼ $24,291
Net Assets / Fund Balance
Total Net Assets Fund Balance$617,278$578,699▼ $38,579
Total Liabilities and Net Assets / Fund Balance$641,569$578,699▼ $62,870
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael MinkCo-president
Valoree BrovelliCo-president
John DasherCo-vice President of Fundraising
Suzanne MaloneyCo-vice President of Fundraising
Erica SmithCo-vice President of School Programs
Ramina WintonCo-vice President of School Programs
Sarah BrewerVice President of Communications
Andrea SmallCo-treasurer
Karen RussilloCo-treasurer
Sondra LewisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$342,183
Program Service Revenue
$0
Investment Income
$-987
Other Revenue
$-4,288
All Other Contributions
$145,463
Change in Net Assets
$-38,579

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table4,813$152,921Cost of Item If Sold
Total Noncash Contributions4,813$152,921-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$375,487
Total Fundraising Expense$820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$201,631--$201,631
Other Expenses$52,984-$820$52,984
Office Expenses$1,496$3,246-$4,742
Insurance-$2,269-$2,269
Fees for Services Accounting-$1,275-$1,275
Total Functional Expenses$367,877$6,790$820$375,487
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$218,486
Fundraising Gross Income$214,198
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$308,686$155,765$19,095$136,670
Crab Feed$9,837$9,837$435$9,402
Total Events$367,119$214,198$65,565$148,633
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 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, Part VI, Section B, Line 11

Tax return reviewed by treasurer before filing.

Form 990, Part VI, Section C, Line 19

Tax return available for public inspection upon written request.

Filing and Contact Details

Filer

Filer Name
The Glenwood School Foundation
EIN
68-0286349
Phone
4154852430
Address
25 W CASTLEWOOD DRIVE, SAN RAFAEL, CA 94901

Signing Officer

Name
Andrea Small
Title
Treasurer
Phone
4154852430
Signed
2016-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Small
Formed
1992
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Spmcpa Inc
Address
1000 FOURTH ST STE 875, SAN RAFAEL, CA 94901
Preparer
Steven P Miller CPA
Phone
4154829306
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultants: program service expenses 201,631. Management and general expenses 0. Fundraising expenses 0. Total expenses 201,631.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02814
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0870340
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99760
IRS990ScheduleA/PublicSupportPY170Pct00.99700
IRS990ScheduleA/PublicSupportTotal170Amt01168158
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0342183
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0383799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0154022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt087746
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01168158
IRS990ScheduleA/TotalSupportAmt01170972
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/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0152921
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0152921
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065565
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt027986
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01897
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt029883
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0308686
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt048596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0367119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0155765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt048596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0214198
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0148633
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0210
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0210
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010254
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019095
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0435
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt016
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01388
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03888
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt04813
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0ADMISSION TICKETS, GIFT CARDS & SERVICES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COST OF ITEM IF SOLD
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0152921
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN REVIEWED BY TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTANTS: PROGRAM SERVICE EXPENSES 201,631. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,631.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0641569
IRS990/TotalAssetsEOYAmt0578699
IRS990/TotalAssetsGrp/BOYAmt0641569
IRS990/TotalAssetsGrp/EOYAmt0578699
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0342183
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0820
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06790
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0367877
IRS990/TotalFunctionalExpensesGrp/TotalAmt0375487
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024291
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt024291
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0617278
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0578699
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0367877
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-5275
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0336908
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0641569
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0578699
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025 W CASTLEWOOD DR
IRS990/USAddress/CityNm0SAN RAFAEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094901
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.GSF.GLENWOODSPIRIT.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA SMALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154852430
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GLENWOOD SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GLEN
ReturnHeader/Filer/EIN0680286349
ReturnHeader/Filer/PhoneNum04154852430
ReturnHeader/Filer/USAddress/AddressLine1Txt025 W CASTLEWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472731515
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPMCPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 FOURTH ST STE 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094901

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.00$5.50$2.32$2.29$0.03
2024Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$1.91$1.39$0.52
2023Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$2.24$2.35$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$0.00$5.09$2.04$2.31$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.99$1.20$0.20
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$2.17$2.58$0.42
2019Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$3.09$2.65$0.44
2018Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$3.51$3.00$0.51
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$3.08$3.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$2.98$3.39$0.42
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$3.37$3.75$0.39
2014Summary only. Only limited summary data is available for this year.$6.42$0.24$6.17$4.08$3.01$1.06
2013Summary only. Only limited summary data is available for this year.$5.22$0.11$5.11$2.30$1.94$0.36
2012Summary only. Only limited summary data is available for this year.$4.75$0.00$4.75$4.06$1.99$2.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.02$2.68$2.15
2010Summary only. Only limited summary data is available for this year.$2.27$0.02$2.25$2.21$2.20$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits