Civic Intelligence

Tam High Foundation

990 • Fiscal year 2018 • EIN 68-0385326

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 21, 2018

700 Miller AveMill Valley, CA 94941

(415) 380-3565

Siviq Scores

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

Liabilities / Assets

71st percentile

0.31x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.49x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

39th percentile

$23,705

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

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

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Up

$1,526,485

Up $304,606 (+25%) from 2017

Net Assets

Up

$1,059,150

Up $144,113 (+16%) from 2017

Liabilities

Up

$467,335

Up $160,493 (+52%) from 2017

Revenue

Up

$958,664

Up $111,712 (+13%) from 2017

Expenses

Up

$856,569

Up $234,466 (+38%) from 2017

Net Income

Down

$102,095

Down $122,754 (-55%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $189,924Liabilities 2011: $280,817Net Assets 2011: -$90,8932011Assets 2012: $270,239Liabilities 2012: $216,036Net Assets 2012: $54,2032012Assets 2013: $431,072Liabilities 2013: $206,022Net Assets 2013: $225,0502013Assets 2014: $933,567Liabilities 2014: $277,083Net Assets 2014: $656,4842014Assets 2015: $1,010,003Liabilities 2015: $344,068Net Assets 2015: $665,9352015Assets 2016: $939,526Liabilities 2016: $289,480Net Assets 2016: $650,0462016Assets 2017: $1,221,879Liabilities 2017: $306,842Net Assets 2017: $915,0372017Assets 2018: $1,526,485Liabilities 2018: $467,335Net Assets 2018: $1,059,1502018Assets 2019: $1,589,442Liabilities 2019: $473,730Net Assets 2019: $1,115,7122019Assets 2020: $1,804,674Liabilities 2020: $588,342Net Assets 2020: $1,216,3322020Assets 2021: $2,272,523Liabilities 2021: $665,090Net Assets 2021: $1,607,4332021Assets 2022: $2,235,843Liabilities 2022: $950,944Net Assets 2022: $1,284,8992022Assets 2023: $2,045,885Liabilities 2023: $733,499Net Assets 2023: $1,312,3862023Assets 2024: $2,411,679Liabilities 2024: $689,630Net Assets 2024: $1,722,0492024Assets 2025: $2,601,711Liabilities 2025: $680,411Net Assets 2025: $1,921,3002025

Highlighted filing

2018

Assets$1,526,485
Liabilities$467,335
Net Assets$1,059,150

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $625,001Expenses 2011: $805,048Net Income 2011: -$180,0472011Revenue 2012: $711,345Expenses 2012: $577,256Net Income 2012: $134,0892012Revenue 2013: $768,560Expenses 2013: $623,712Net Income 2013: $144,8482013Revenue 2014: $1,041,951Expenses 2014: $652,307Net Income 2014: $389,6442014Revenue 2015: $790,654Expenses 2015: $754,158Net Income 2015: $36,4962015Revenue 2016: $844,819Expenses 2016: $868,700Net Income 2016: -$23,8812016Revenue 2017: $846,952Expenses 2017: $622,103Net Income 2017: $224,8492017Revenue 2018: $958,664Expenses 2018: $856,569Net Income 2018: $102,0952018Revenue 2019: $991,227Expenses 2019: $946,901Net Income 2019: $44,3262019Revenue 2020: $936,594Expenses 2020: $864,213Net Income 2020: $72,3812020Revenue 2021: $920,024Expenses 2021: $619,787Net Income 2021: $300,2372021Revenue 2022: $891,115Expenses 2022: $1,128,037Net Income 2022: -$236,9222022Revenue 2023: $932,544Expenses 2023: $949,015Net Income 2023: -$16,4712023Revenue 2024: $1,171,971Expenses 2024: $855,406Net Income 2024: $316,5652024Revenue 2025: $1,006,915Expenses 2025: $890,544Net Income 2025: $116,3712025

Highlighted filing

2018

Revenue$958,664
Expenses$856,569
Net Income$102,095
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 21, 2018
Return Version
2017v2.2
Gross Receipts
$969,936
Mission and Program Overview

Mission

The Tam High Foundation is a fundraising organization that fosters the academic excellence and emotional and physical well-being of ALL Tam students.In partnership with Tam High faculty and staff, the Foundation funds grants which support innovative programs, state-of-the-art tools and equitable educational opportunities in order to provide every student with a pathway to success.With community support, our efforts make Tam High both a top academic high school and an extraordinary experience.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$477,120$762,857▲ $285,737
Investments in Publicly Traded Securities$528,502$582,611▲ $54,109
Savings and Temporary Cash Investments$188,576$175,467▼ $13,109
Prepaid Expenses and Deferred Charges$14,208$0▼ $14,208
Accounts Receivable$13,473$5,550▼ $7,923
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-
Total Assets$1,221,879$1,526,485▲ $304,606
Other Assets Total-$0-
Liabilities
Grants Payable$197,180$392,515▲ $195,335
Deferred Revenue$109,007$74,531▼ $34,476
Accounts Payable and Accrued Expenses$655$289▼ $366
Total Liabilities$306,842$467,335▲ $160,493
Net Assets / Fund Balance
Unrestricted Net Assets$915,037$1,059,150▲ $144,113
Total Net Assets Fund Balance$915,037$1,059,150▲ $144,113
Total Liabilities and Net Assets / Fund Balance$1,221,879$1,526,485▲ $304,606

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$528,001-▲ $54,105-$582,106
2016$476,541-▲ $51,460-$528,001
2015$463,021-▲ $13,520-$476,541
2014$435,574-▲ $27,447-$463,021
2013$168,638$213,313▲ $53,623-$435,574
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sue WeinswigDirectorPT$23,705$23,705
Elaine WilkinsonDirectorPT$20,400$20,400

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$945,120
Program Service Revenue
$0
Investment Income
$13,544
Other Revenue
$0
All Other Contributions
$945,120
Change in Net Assets
$102,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$593,407
Other Expenses$209,164
Salaries, Compensation, and Employee Benefits$53,998
Total Fundraising Expense$40,245
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$583,629--$583,629
Current Officers, Directors, Trustees, and Key Employees$21,599$18,506$13,893$53,998
All Other Expenses$3,883$75$11,441$15,399
Other Expenses$2,407-$9,628$12,035
Grants to Domestic Individuals$9,778--$9,778
Advertising$486-$4,374$4,860
Fees for Services Accounting-$1,705-$1,705
Insurance-$1,030-$1,030
Information Technology$148$74$518$740
Office Expenses$56$112$391$559
Total Functional Expenses$794,822$21,502$40,245$856,569
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tamalpais High SchoolMill Valley, CA--$557,393
Tamalpais Union High School DistLarkspur, CA--$23,236
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Elaine WilkinsonBoard MemberPmt Mgt ServicesNo$28,313
Sue WeinswigBoard MemberPmt Acctg ServicesNo$25,685

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
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

Nothing voted on or decided at the commmittee level.

Form 990, Part VI, Line 11B: Form 990 Review Process

Entire form 990 is reviewed by treasurer before filing. Form 990, except for schedule b, is provided to board members for their review prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually all board members are required to review the conflict of interest policy and sign off on the policy and disclose any potential conflicts of interest.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All required documents available upon written request.

Filing and Contact Details

Filer

Filer Name
Tam High Foundation
EIN
68-0385326
Phone
4153803565
Address
700 MILLER AVE, MILL VALLEY, CA 94941

Signing Officer

Name
Gretchen Boyle
Title
Treasurer
Signed
2018-12-21
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
32
Independent Board Members
30
Employees
0
Volunteers
32

Preparer

Firm
Mark Mumm CPA
Address
12655 Fiori Lane, Sebastopol, CA 95472-9571
Preparer
Mark Mumm
Phone
4154533341
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: patrons of the arts

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.60$0.68$1.92$1.01$0.89$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.69$1.72$1.17$0.86$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.73$1.31$0.93$0.95$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.95$1.28$0.89$1.13$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.67$1.61$0.92$0.62$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.59$1.22$0.94$0.86$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.47$1.12$0.99$0.95$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.47$1.06$0.96$0.86$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.31$0.92$0.85$0.62$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.29$0.65$0.84$0.87$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.34$0.67$0.79$0.75$0.04
2014Summary only. Only limited summary data is available for this year.$0.93$0.28$0.66$1.04$0.65$0.39
2013Summary only. Only limited summary data is available for this year.$0.43$0.21$0.23$0.77$0.62$0.14
2012Summary only. Only limited summary data is available for this year.$0.27$0.22$0.05$0.71$0.58$0.13
2011Summary only. Only limited summary data is available for this year.$0.19$0.28$0.09$0.63$0.81$0.18