Civic Intelligence

Ukiah Educational Foundation

990 • Fiscal year 2014 • EIN 68-0288281

Aug 01, 2013 to Jul 31, 2014 • Filed on Sep 08, 2014

Organization ProfileN/A
511 South Orchard Ave95482

(707) 463-5201

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

99th percentile

94%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

87th percentile

$173,563

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

222%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,439,879

Up $559,810 (+30%) from 2013

Net Assets

Up

$2,439,879

Up $559,810 (+30%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin99th percentile

Revenue

$593,126

No earlier filing loaded for comparison.

Expenses

Down

$33,316

Down $13,683 (-29%) from 2013

Net Income

$559,810

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,845,545Liabilities 2011: $0Net Assets 2011: $1,845,5452011Assets 2012: $1,859,748Liabilities 2012: $0Net Assets 2012: $1,859,7482012Assets 2013: $1,880,069Liabilities 2013: $0Net Assets 2013: $1,880,0692013Assets 2014: $2,439,879Liabilities 2014: $0Net Assets 2014: $2,439,8792014Assets 2015: $2,515,241Liabilities 2015: $0Net Assets 2015: $2,515,2412015Assets 2016: $2,520,514Liabilities 2016: $0Net Assets 2016: $2,520,5142016Assets 2017: $2,675,044Liabilities 2017: $0Net Assets 2017: $2,675,0442017Assets 2018: $2,669,348Liabilities 2018: $0Net Assets 2018: $2,669,3482018Assets 2019: $2,549,933Liabilities 2019: $0Net Assets 2019: $2,549,9332019Assets 2020: $2,861,126Liabilities 2020: $0Net Assets 2020: $2,861,1262020Assets 2021: $3,519,845Liabilities 2021: $0Net Assets 2021: $3,519,8452021Assets 2022: $3,137,039Liabilities 2022: $0Net Assets 2022: $3,137,0392022Assets 2023: $3,362,016Liabilities 2023: $0Net Assets 2023: $3,362,0162023Assets 2024: $3,623,836Liabilities 2024: $0Net Assets 2024: $3,623,8362024Assets 2025: $3,803,795Liabilities 2025: $0Net Assets 2025: $3,803,7952025

Highlighted filing

2014

Assets$2,439,879
Liabilities$0
Net Assets$2,439,879
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $65,0852011Revenue 2012: $57,261Expenses 2012: $43,058Net Income 2012: $14,2032012Expenses 2013: $46,9992013Revenue 2014: $593,126Expenses 2014: $33,316Net Income 2014: $559,8102014Revenue 2015: $126,366Expenses 2015: $51,004Net Income 2015: $75,3622015Revenue 2016: $87,381Expenses 2016: $82,108Net Income 2016: $5,2732016Revenue 2017: $257,607Expenses 2017: $103,077Net Income 2017: $154,5302017Revenue 2018: $111,887Expenses 2018: $117,583Net Income 2018: -$5,6962018Revenue 2019: $63,788Expenses 2019: $144,499Net Income 2019: -$80,7112019Revenue 2020: $58,304Expenses 2020: $73,108Net Income 2020: -$14,8042020Revenue 2021: $59,444Expenses 2021: $133,537Net Income 2021: -$74,0932021Revenue 2022: $72,315Expenses 2022: $114,070Net Income 2022: -$41,7552022Revenue 2023: $115,799Expenses 2023: $142,090Net Income 2023: -$26,2912023Revenue 2024: $210,420Expenses 2024: $116,337Net Income 2024: $94,0832024Revenue 2025: $89,077Expenses 2025: $133,902Net Income 2025: -$44,8252025

Highlighted filing

2014

Revenue$593,126
Expenses$33,316
Net Income$559,810
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Sep 8, 2014
Return Version
2013v3.0
Gross Receipts
$2,429,367
Mission and Program Overview

Mission

To support and promote the activities and programs of the ukiah unified school district.

The organization supports the educational enrichment of ukiah unified school district students and scholarships for its graduates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,880,069$2,439,879▲ $559,810
Investments in Publicly Traded Securities$1,789,297$2,336,642▲ $547,345
Savings and Temporary Cash Investments$82,076$57,550▼ $24,526
Cash and Non-Interest-Bearing Accounts$8,696$45,687▲ $36,991
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,880,069$2,439,879▲ $559,810
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,880,069$2,439,879▲ $559,810
Total Liabilities and Net Assets / Fund Balance$1,880,069$2,439,879▲ $559,810

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,135,813-▲ $199,084-$2,305,011
2012$1,992,326-▲ $190,486-$2,135,813
2011$1,941,001-▲ $94,380-$1,992,326
2010$1,821,611$17,590▲ $166,885-$1,941,001
2009$1,708,651-▲ $203,138-$1,821,611
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Duncan JamesPresident
Marty LombardiVice President
Alysia BarnesDirector
Kristi DuncanDirector
Maria HunterDirector
Spencer BrewerDirector
Debra KubinSecretary/ Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$0
Investment Income
$592,626
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$559,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,400
Other Expenses$8,916
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,850--$20,850
Fees for Services Accounting-$3,632-$3,632
Grants to Domestic Orgs$3,550--$3,550
Fees for Services Legal-$1,200-$1,200
Other Expenses-$20-$20
Total Functional Expenses$24,400$8,916$0$33,316
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-6002711-501(c)(3)Enrichment of Classroom Activities$3,550
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
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

“The board reviews the form 990 with the preparer and approves the filing at a board meeting before the return is filed.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon written request.”

Form 990 Part VII

“Debra kubin serves as an officer on the board of the ukiah educational foundation. She receives a salary from the ukiah unified school district, a related entity. She does not receive any compensation from the filing organization.”

Filing and Contact Details

Filer

EIN
68-0288281
Phone
7074635201

Signing Officer

Name
Debra Kubin
Title
Secretary/treasurer
Phone
7074635201
Signed
2014-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Kubin
Formed
1992
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Julie K Sawyer
Phone
7074673939
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Part v, line 4: the income provided from the endowment funds is used to enrich the education of those students in the ukiah unified school district. The income is used for college scholarships, grants to individual students, teachers and continuing education programs for educators.”

Raw XML Appendix386 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART V, LINE 4: THE INCOME PROVIDED FROM THE ENDOWMENT FUNDS IS USED TO ENRICH THE EDUCATION OF THOSE STUDENTS IN THE UKIAH UNIFIED SCHOOL DISTRICT. THE INCOME IS USED FOR COLLEGE SCHOLARSHIPS, GRANTS TO INDIVIDUAL STUDENTS, TEACHERS AND CONTINUING EDUCATION PROGRAMS FOR EDUCATORS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020850
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/RecipientTable/CashGrantAmt03550
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENRICHMENT OF CLASSROOM ACTIVITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10UKIAH UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0946002711
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10511 S ORCHARD AVE
IRS990ScheduleI/RecipientTable/USAddress/City0UKIAH
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode095482
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0173563
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBRA KUBIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY/ TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0173563
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE FORM 990 WITH THE PREPARER AND APPROVES THE FILING AT A BOARD MEETING BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEBRA KUBIN SERVES AS AN OFFICER ON THE BOARD OF THE UKIAH EDUCATIONAL FOUNDATION. SHE RECEIVES A SALARY FROM THE UKIAH UNIFIED SCHOOL DISTRICT, A RELATED ENTITY. SHE DOES NOT RECEIVE ANY COMPENSATION FROM THE FILING ORGANIZATION.
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 VII
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01880069
IRS990/TotalAssetsEOYAmt02439879
IRS990/TotalAssetsGrp/BOYAmt01880069
IRS990/TotalAssetsGrp/EOYAmt02439879
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08916
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024400
IRS990/TotalFunctionalExpensesGrp/TotalAmt033316
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01880069
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02439879
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt024400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0592626
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0593126
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01880069
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02439879
IRS990/TotReportableCompRltdOrgAmt0173563
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10511 S ORCHARD AVE
IRS990/USAddress/City0UKIAH
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095482
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA KUBIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07074635201
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10UKIAH EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UKIA
ReturnHeader/Filer/EIN0680288281
ReturnHeader/Filer/PhoneNum07074635201
ReturnHeader/Filer/USAddress/AddressLine10511 SOUTH ORCHARD AVE
ReturnHeader/Filer/USAddress/City0UKIAH
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095482
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680311217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JULIE K SAWYER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1490
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0UKIAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095482
ReturnHeader/PreparerPersonGrp/PhoneNum07074673939
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE K SAWYER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-09T13:23:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,439,879
Liabilities
$0
Net assets
$2,439,879
Revenue
$593,126
Expenses
$33,316
Net income
$559,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.00$3.80$0.09$0.13$0.04
2024Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.21$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.12$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.07$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.06$0.13$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.06$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.06$0.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.26$0.10$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.13$0.05$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.59$0.03$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.05
2012Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$0.06$0.04$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$0.07