Civic Intelligence

John Baldwin Cougar Fund

990 • Fiscal year 2024 • EIN 68-0432593

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 21, 2025

741 Brookside DriveDanville, CA 94526

(925) 820-7598

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

17th percentile

-33%

Faster asset growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-1.1%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$181,185

Down $91,080 (-33%) from 2023

Net Assets

Down

$181,185

Down $91,080 (-33%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$226,160

Down $2,538 (-1.1%) from 2023

Expenses

Up

$317,240

Up $97,973 (+45%) from 2023

Net Income

Down

-$91,080

Down $100,511 (-1066%) from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $151,441Liabilities 2011: $0Net Assets 2011: $151,4412011Assets 2012: $135,378Liabilities 2012: $0Net Assets 2012: $135,3782012Assets 2013: $167,437Liabilities 2013: $0Net Assets 2013: $167,4372013Assets 2014: $149,840Liabilities 2014: $0Net Assets 2014: $149,8402014Assets 2015: $180,861Liabilities 2015: $0Net Assets 2015: $180,8612015Assets 2016: $192,141Liabilities 2016: $0Net Assets 2016: $192,1412016Assets 2017: $197,411Liabilities 2017: $0Net Assets 2017: $197,4112017Assets 2018: $238,929Liabilities 2018: $0Net Assets 2018: $238,9292018Assets 2019: $195,890Liabilities 2019: $0Net Assets 2019: $195,8902019Assets 2020: $196,421Liabilities 2020: $0Net Assets 2020: $196,4212020Assets 2021: $179,358Liabilities 2021: $0Net Assets 2021: $179,3582021Assets 2022: $262,834Liabilities 2022: $0Net Assets 2022: $262,8342022Assets 2023: $272,265Liabilities 2023: $0Net Assets 2023: $272,2652023Assets 2024: $181,185Liabilities 2024: $0Net Assets 2024: $181,1852024Assets 2025: $229,377Liabilities 2025: $0Net Assets 2025: $229,3772025

Highlighted filing

2024

Assets$181,185
Liabilities$0
Net Assets$181,185

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $260,402Expenses 2011: $232,666Net Income 2011: $27,7362011Expenses 2012: $283,6262012Expenses 2013: $247,8512013Revenue 2014: $298,532Expenses 2014: $316,129Net Income 2014: -$17,5972014Revenue 2015: $267,658Expenses 2015: $236,637Net Income 2015: $31,0212015Revenue 2016: $327,567Expenses 2016: $316,287Net Income 2016: $11,2802016Revenue 2017: $360,981Expenses 2017: $355,711Net Income 2017: $5,2702017Revenue 2018: $302,895Expenses 2018: $261,377Net Income 2018: $41,5182018Revenue 2019: $341,413Expenses 2019: $384,452Net Income 2019: -$43,0392019Revenue 2020: $270,408Expenses 2020: $270,565Net Income 2020: -$1572020Revenue 2021: $118,028Expenses 2021: $138,617Net Income 2021: -$20,5892021Revenue 2022: $226,682Expenses 2022: $143,206Net Income 2022: $83,4762022Revenue 2023: $228,698Expenses 2023: $219,267Net Income 2023: $9,4312023Revenue 2024: $226,160Expenses 2024: $317,240Net Income 2024: -$91,0802024Revenue 2025: $378,124Expenses 2025: $329,932Net Income 2025: $48,1922025

Highlighted filing

2024

Revenue$226,160
Expenses$317,240
Net Income-$91,080
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 21, 2025
Return Version
2023v6.0
Gross Receipts
$229,570
Mission and Program Overview

Mission

The John Baldwin Cougar Education Fund (CEF), an affiliate of the San Ramon Valley Education Foundation (SRVEF), is a non-profit organization dedicated to raising funds to maintain and enhance the academic excellence at John Baldwin Elementary School. The group operates through the collaboration of parents, educators and the community at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$97,536$97,575▲ $39
Cash and Non-Interest-Bearing Accounts$174,729$83,610▼ $91,119
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$272,265$181,185▼ $91,080
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$272,265$181,185▼ $91,080
Total Net Assets Fund Balance$272,265$181,185▼ $91,080
Total Liabilities and Net Assets / Fund Balance$272,265$181,185▼ $91,080
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christina HendryAuction Chair
Priscilla GraftPresident
Emily RomanelliVice President
Stephanie DorringtonAsst Treasurer
Jeannine RegaliaAuditor
Rachel SilbermanCorp Match
Michelle LevieDining for $s
Joe RomagnaPrincipal
Jenny DizonRegistration
Mary YackSecretary
Cameron GibsonSocial Media
Denise Vargas-VillaTeacher Rep
Leah BrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,467
Program Service Revenue
$0
Investment Income
$39
Other Revenue
$3,654
All Other Contributions
$188,537
Change in Net Assets
$-91,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$305,088
Other Expenses$12,152
Total Fundraising Expense$2,516
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$305,088--$305,088
Insurance-$857-$857
Fees for Services Accounting-$805-$805
Office Expenses-$763-$763
Payments to Affiliates$550--$550
Other Expenses$6,586$75$2,516$75
Total Functional Expenses$312,224$2,500$2,516$317,240
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Ramon Valley USDDanville, CA-Shade Structure$112,600
San Ramon Valley USDDanville, CA-Genl and Certificated Instruction$72,504
San Ramon Valley USDDanville, CA-Reading$64,770
San Ramon Valley USDDanville, CA-Music$44,044
San Ramon Valley USDDanville, CA-Library$7,455
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,064
Fundraising Direct Expenses$3,410
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$40,994$7,064$3,410$3,654
Total Events$40,994$7,064$3,410$3,654
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
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, Part VI, Section B, Line 11B

Form 990 is prepared by an outside tax professional. The final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Members of the board review all potential conflicts of interest at least annually. All personnel and board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Section C, Line 19

All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available for a physical inspection at the organization's office in danville, california.

Filing and Contact Details

Filer

Filer Name
John Baldwin Cougar Fund
EIN
68-0432593
Phone
9258207598
Address
741 Brookside Drive, Danville, CA 94526

Signing Officer

Name
Mark Glanville
Title
Treasurer
Phone
9258207598
Signed
2025-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla Graft
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Regalia & Associates CPAS
Address
103 Town and Country Drive Suite K, Danville, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
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IRS990/MissionDesc0The John Baldwin Cougar Education Fund (CEF), an affiliate of the San Ramon Valley Education Foundation (SRVEF), is a non-profit organization dedicated to raising funds to maintain and enhance the academic excellence at John Baldwin Elementary School. The group operates through the collaboration of parents, educators and the community at large.
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IRS990/OtherExpensesGrp/Desc0Baldwin Booster Event
IRS990/OtherExpensesGrp/Desc1Fundraising Expenses
IRS990/OtherExpensesGrp/Desc2Taxes and Fees
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/OtherExpensesGrp/ProgramServicesAmt06586
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IRS990/OtherExpensesGrp/TotalAmt12516
IRS990/OtherExpensesGrp/TotalAmt275
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IRS990/PrincipalOfficerNm0Priscilla Graft
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The positions and programs funded by CEF include:Art Teacher and Program (TK-5)Music Teacher and Program (TK-3)P.E. Instructional Aide (1-5)Librarian and Library Classes (TK-5)Reading Specialist (T-5)Math Instructional Aides (TK-5)Literacy Instructional Aides (TK-5)Classroom Paraprofessional (TK-1)Noon Duty Supervisor (TK-5)
IRS990/ProgSrvcAccomActy3Grp/Desc0Campus Supervisor (TK-5)Education Software & Licensing Fees (ex: Keyboarding without Tears and RazKids)
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IRS990/ReconcilationRevenueExpnssAmt0-91080
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03410
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/RecipientTable/CashGrantAmt264770
IRS990ScheduleI/RecipientTable/CashGrantAmt37455
IRS990ScheduleI/RecipientTable/CashGrantAmt472504
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Shade Structure
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Music
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Reading
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Library
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Genl and Certificated Instruction
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0San Ramon Valley USD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1San Ramon Valley USD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2San Ramon Valley USD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3San Ramon Valley USD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4San Ramon Valley USD
IRS990ScheduleI/RecipientTable/RecipientEIN0942853998
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0699 Old Orchard Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1699 Old Orchard Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2699 Old Orchard Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3699 Old Orchard Drive

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$3.78$3.30$0.48
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$2.26$3.17$0.91
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$2.29$2.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$2.27$1.43$0.83
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.18$1.39$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$2.70$2.71$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$3.41$3.84$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$3.03$2.61$0.42
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$3.61$3.56$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$3.28$3.16$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$2.68$2.37$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.99$3.16$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$2.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$2.84
2011Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$2.60$2.33$0.28