Civic Intelligence

Ukiah Educational Foundation

990 • Fiscal year 2018 • EIN 68-0288281

Aug 01, 2017 to Jul 31, 2018 • Filed on Oct 19, 2018

Organization ProfileN/A
511 South Orchard AveUkiah, CA 95482

(707) 463-5201

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

27th percentile

-5.1%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

88th percentile

$181,019

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 161.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,669,348

Down $5,696 (-0.2%) from 2017

Net Assets

Down

$2,669,348

Down $5,696 (-0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin27th percentile

Revenue

Down

$111,887

Down $145,720 (-57%) from 2017

Expenses

Up

$117,583

Up $14,506 (+14%) from 2017

Net Income

Down

-$5,696

Down $160,226 (-104%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2018

Assets$2,669,348
Liabilities$0
Net Assets$2,669,348
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$111,887
Expenses$117,583
Net Income-$5,696
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Oct 19, 2018
Return Version
2017v2.2
Gross Receipts
$812,619
Mission and Program Overview

Mission

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

The organization provides college scholarships and classroom enrichment for students of Ukiah Unified School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,675,044$2,669,348▼ $5,696
Investments in Publicly Traded Securities$2,482,568$2,449,959▼ $32,609
Cash and Non-Interest-Bearing Accounts$89,297$100,361▲ $11,064
Savings and Temporary Cash Investments$3,953$3,954▲ $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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,675,044$2,669,348▼ $5,696
Other Assets Total$99,226$115,074▲ $15,848
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,675,044$2,669,348▼ $5,696
Total Liabilities and Net Assets / Fund Balance$2,675,044$2,669,348▼ $5,696

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,654,059$5,000▲ $106,885-$2,648,361
2016$2,499,529$5,000▲ $252,607-$2,654,059
2015$2,489,330-▲ $92,307-$2,499,529
2014$2,305,011$75,000▲ $160,323-$2,489,330
2013$2,135,813-▲ $199,084-$2,305,011
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Brady WildbergerPresident
Maria HunterVice President
Alysia BarnesDirector
Duncan JamesDirector
Kristi DuncanDirector
Shawn HarmonDirector
Debra KubinTreasurer/Sec.
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$106,887
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$-5,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$83,663
Other Expenses$33,920
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$57,800--$57,800
Fees for Service Investment Mgmnt Fees-$28,027-$28,027
Grants to Domestic Orgs$25,863--$25,863
Fees for Services Accounting-$5,590-$5,590
Other Expenses-$-1-$-1
Total Functional Expenses$83,663$33,920$0$117,583
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ukiah Unified School DistrictUkiah, CA-Educational Enrichment for Students$25,863
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
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
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, Line 11B: Form 990 Review Process

“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, Line 19: Other Organization Documents Publicly Available

“Documents are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Ukiah Educational Foundation
EIN
68-0288281
Phone
7074635201
Address
511 South Orchard Ave, Ukiah, CA 95482

Signing Officer

Name
Debra Kubin
Title
Treasurer/Sec.
Signed
2018-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Kubin
Formed
1992
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Jeremiah K Murphy CPA
Address
1102 S MAIN ST STE 1, FORT BRAGG, CA 95437-5319
Preparer
Jeremiah K Murphy
Phone
7079646325
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The income from the endowment funds is used to provide college scholarships and curriculum enrichment for students of the Ukiah Unified School District.”

Raw XML AppendixShowing 400 of 496 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/ActivityOrMissionDesc0The organization provides college scholarships and classroom enrichment for students of Ukiah Unified School District.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt05000
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Debra Kubin
IRS990/BooksInCareOfDetail/PhoneNum07074725002
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0511 South Orchard Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Ukiah
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095482
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt089297
IRS990/CashNonInterestBearingGrp/EOYAmt0100361
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05000
IRS990/CYGrantsAndSimilarPaidAmt083663
IRS990/CYInvestmentIncomeAmt0106887
IRS990/CYOtherExpensesAmt033920
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5696
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0117583
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0111887
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Scholarships for higher education to graduating students of Ukiah Unified School District.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt057800
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05590
IRS990/FeesForServicesAccountingGrp/TotalAmt05590
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt028027
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt028027
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/AverageHoursPerWeekRltdOrgRt545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Kristi Duncan
IRS990/Form990PartVIISectionAGrp/PersonNm1Duncan James
IRS990/Form990PartVIISectionAGrp/PersonNm2Maria Hunter
IRS990/Form990PartVIISectionAGrp/PersonNm3Shawn Harmon
IRS990/Form990PartVIISectionAGrp/PersonNm4Brady Wildberger
IRS990/Form990PartVIISectionAGrp/PersonNm5Debra Kubin
IRS990/Form990PartVIISectionAGrp/PersonNm6Alysia Barnes
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5181019
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer/Sec.
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt048768
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt057800
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt057800
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt057800
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025863
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025863
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0749500
IRS990/GrossReceiptsAmt0812619
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt058054
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt065
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058119
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02482568
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02449959
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0700732
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To support and promote the activities and programs of the Ukiah Unified School District.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02675044
IRS990/NetAssetsOrFundBalancesEOYAmt02669348
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt048768
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048768
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt099226
IRS990/OtherAssetsTotalGrp/EOYAmt0115074
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Investment - tax withholding
IRS990/OtherExpensesGrp/Desc1Registry of Charitable Trust
IRS990/OtherExpensesGrp/Desc2Franchise Tax Board-Filing Fee
IRS990/OtherExpensesGrp/Desc3Rounding
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0219
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-1
IRS990/OtherExpensesGrp/TotalAmt0219
IRS990/OtherExpensesGrp/TotalAmt175
IRS990/OtherExpensesGrp/TotalAmt210
IRS990/OtherExpensesGrp/TotalAmt3-1
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/PrincipalOfficerNm0Debra Kubin
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Grants for educational enrichment for students of Ukiah Unified School District.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025863
IRS990/ProgSrvcAccomActy2Grp/GrantAmt025863
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt098979
IRS990/PYInvestmentIncomeAmt0252607
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04098
IRS990/PYRevenuesLessExpensesAmt0154530
IRS990/PYTotalExpensesAmt0103077
IRS990/PYTotalRevenueAmt0257607
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-5696
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02675044
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02669348
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03953
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03954
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Debra Kubin is the secretary/treasurer of the Ukiah Educational Foundation. She is also the superintendent of the Ukiah Unified School District, the supported organization. As treasurer of the board, she provides a significant voice to the board as to funds available for scholarships, as well as the number of scholarships to be given. She provides the board with direction regarding the timing of the scholarship payments, the manner of making payments and in the selection of the scholarship recipients. Regarding the grants paid for student enrichment, Kubin is a significant voice in the selection, timing and payment of the classroom grants.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Ukiah Unified School District is the Ukiah Educational Foundation's only supported organization. The School District promotes higher education through its high school guidance counseling program. The district also assists students in obtaining scholarships and financial aid for their post-high school education plans. The Ukiah Educational Foundation is responsive to this need by providing college scholarships to graduating high school students in the Ukiah Unified School District. The Ukiah Educational Fund does not provide scholarships to any students outside of the Ukiah Unified School District.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Ukiah Unified School District actively assists students in seeking scholarships for higher education. If the Ukiah Educational Foundation did not engage in providing scholarships for students, the School District high school counseling program would assist students in applying for other scholarships.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2b: Reasons For The Organization's Position
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946002711
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt083663
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ukiah Unified School District
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt083663
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt033920
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02654059
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02648361
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt083663
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0106885
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02499529
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02654059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt098979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0252607
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08731
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02489330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02499529
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt073377
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt092307
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06154
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02305011
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt075000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02489330
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt044850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160323
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05486
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02135813
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02305011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt024400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0199084
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The income from the endowment funds is used to provide college scholarships and curriculum enrichment for students of the Ukiah Unified School District.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt057800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0College Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/RecipientTable/CashGrantAmt025863
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational Enrichment for Students
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Ukiah Unified School District
IRS990ScheduleI/RecipientTable/RecipientEIN0946002711
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0511 South Orchard Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Ukiah
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095482
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grant applications are reviewed by Directors during a Foundation meeting; after review and discussion, Directors take action on which applications will be approved and for what amount, and take action on which applicants will be denied; approved applicants receive a letter of award outlining the details of their grant award, the process for use of the grant award and submitting receipts/invoices, etc. for payment of the grant award.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0181019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Debra Kubin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Treasurer/Sec.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0181019
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
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/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Ukiah Unified School District

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,669,348
Liabilities
$0
Net assets
$2,669,348
Revenue
$111,887
Expenses
$117,583
Net income
-$5,696
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