Civic Intelligence

Felta Education Foundation

990EZ • Fiscal year 2018 • EIN 68-0479413

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 14, 2019

Organization ProfileN/A
1201 Felta RdHealdsburg, CA 95448

(831) 261-1356

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

-2.0%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$140,241

Down $6,221 (-4.2%) from 2017

Net Assets

Down

$140,241

Down $6,221 (-4.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$54,706

Down $1,103 (-2.0%) from 2017

Expenses

Down

$54,318

Down $30,518 (-36%) from 2017

Net Income

Up

$388

Up $29,415 (+101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2010: $89,555Net Assets 2010: $89,5552010Assets 2011: $88,111Liabilities 2011: $0Net Assets 2011: $88,1112011Assets 2012: $102,046Liabilities 2012: $0Net Assets 2012: $102,0462012Assets 2013: $132,447Liabilities 2013: $0Net Assets 2013: $132,4472013Assets 2014: $121,898Liabilities 2014: $02014Assets 2015: $159,206Net Assets 2015: $159,2062015Assets 2016: $175,489Net Assets 2016: $175,4892016Assets 2017: $146,462Net Assets 2017: $146,4622017Assets 2018: $140,241Net Assets 2018: $140,2412018Assets 2019: $121,940Liabilities 2019: $0Net Assets 2019: $121,9402019Assets 2020: $100,640Liabilities 2020: $0Net Assets 2020: $100,6402020Assets 2021: $122,918Liabilities 2021: $0Net Assets 2021: $122,9182021Assets 2022: $224,986Liabilities 2022: $0Net Assets 2022: $224,9862022Assets 2023: $272,948Liabilities 2023: $0Net Assets 2023: $272,9482023Assets 2024: $300,586Liabilities 2024: $0Net Assets 2024: $300,5862024Assets 2025: $312,563Liabilities 2025: $0Net Assets 2025: $312,5632025

Highlighted filing

2018

Assets$140,241
Liabilities-
Net Assets$140,241
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$200K$100K$0-$100KRevenue 2010: $38,431Expenses 2010: $94,448Net Income 2010: -$56,0172010Revenue 2011: $41,660Expenses 2011: $43,104Net Income 2011: -$1,4442011Revenue 2012: $67,151Expenses 2012: $47,810Net Income 2012: $19,3412012Revenue 2013: $71,796Expenses 2013: $43,425Net Income 2013: $28,3712013Revenue 2014: $70,397Expenses 2014: $85,094Net Income 2014: -$14,6972014Revenue 2015: $74,312Expenses 2015: $34,389Net Income 2015: $39,9232015Revenue 2016: $74,256Expenses 2016: $58,079Net Income 2016: $16,1772016Revenue 2017: $55,809Expenses 2017: $84,836Net Income 2017: -$29,0272017Revenue 2018: $54,706Expenses 2018: $54,318Net Income 2018: $3882018Revenue 2019: $90,077Expenses 2019: $108,378Net Income 2019: -$18,3012019Revenue 2020: $56,367Expenses 2020: $77,667Net Income 2020: -$21,3002020Revenue 2021: $70,640Expenses 2021: $48,361Net Income 2021: $22,2792021Revenue 2022: $189,945Expenses 2022: $87,877Net Income 2022: $102,0682022Revenue 2023: $165,588Expenses 2023: $117,626Net Income 2023: $47,9622023Revenue 2024: $169,586Expenses 2024: $141,948Net Income 2024: $27,6382024Revenue 2025: $113,670Expenses 2025: $101,693Net Income 2025: $11,9772025

Highlighted filing

2018

Revenue$54,706
Expenses$54,318
Net Income$388
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 14, 2019
Return Version
2017v2.2
Gross Receipts
$57,167
Mission and Program Overview

Mission

To support the westside school district

Program Services

DescriptionGrantsExpenses
FUNDS WERE RAISED THROUGH EVENTS THAT INVOLVE PARENT VOLUNTEERS AND DONATIONS FROM THE LOCAL COMMUNITY. PROGRAMS SPONSORED WITH THESE FUNDS INCLUDE ART AND MUSIC EDUCATION AS WELL GARDENING AND OTHER ENRICHMENT PROGRAMS.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET COLESONPresident-$0--
JENNIFER RUSSOVice President-$0--
AUTUMN PHIPPSSecretary-$0--
MEGAN NEUMILLERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$39,527$39,527$1,294$38,233
Total Events$39,527$39,527$1,894$37,633
Filing and Contact Details

Filer

Filer Name
Felta Education Foundation
EIN
68-0479413
Address
1201 FELTA RD, HEALDSBURG, CA 95448

Signing Officer

Name
Megan Neumiller
Title
Treasurer
Signed
2019-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Healdsburg Tax Service
Address
1470 GROVE ST SUITE B, HEALDSBURG, CA 95448
Preparer
Linda Summerville
Phone
7074312150
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: WESTSIDE SCHOOL | Donee's Address: 1201 FELTA ROAD HEALDSBURG CA 95448 | Cash Amount Given: $40176”

Other Expenses.1002

“Office Expenses $260”

Other Expenses.1012

“Insurance $180”

Other Expenses.1

“LIBRARY SUPPORT $7500”

Other Expenses.2

“Staff appreciation day $3770”

Other Expenses.3

“ASSEMBLIES $1000”

Other Expenses.4

“GARDEN PROGRAM $850”

Other Expenses.5

“RENT $562”

Other Assets.1

“SONOMA COUNTY COMMUNITY ENDOWMENT - Beginning $28294 SONOMA COUNTY COMMUNITY ENDOWMENT - Ending $0”

Other Assets.2

“CFSC ENDOWMENT RUCKLE FUND - Beginning $343 CFSC ENDOWMENT RUCKLE FUND - Ending $350”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MEGAN NEUMILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum08312611356
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0118 ST JOHN PL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLOVERDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095425
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117825
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0139891
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014797
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0388
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt042370
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040176
IRS990EZ/GrossReceiptsAmt057167
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146462
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140241
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146462
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140241
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANET COLESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER RUSSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AUTUMN PHIPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN NEUMILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt028637
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0350
IRS990EZ/OtherChangesInNetAssetsAmt0-6609
IRS990EZ/OtherExpensesTotalAmt014122
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE WESTSIDE SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS WERE RAISED THROUGH EVENTS THAT INVOLVE PARENT VOLUNTEERS AND DONATIONS FROM THE LOCAL COMMUNITY. PROGRAMS SPONSORED WITH THESE FUNDS INCLUDE ART AND MUSIC EDUCATION AS WELL GARDENING AND OTHER ENRICHMENT PROGRAMS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02461
IRS990EZ/SpecialEventsNetIncomeLossAmt039909
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054318
IRS990EZ/TotalRevenueAmt054706
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014797
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt014797
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014797
IRS990ScheduleA/TotalSupportAmt014797
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01894
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039527
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037633
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01294
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: WESTSIDE SCHOOL | Donee's Address: 1201 FELTA ROAD HEALDSBURG CA 95448 | Cash Amount Given: $40176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIBRARY SUPPORT $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION DAY $3770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ASSEMBLIES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GARDEN PROGRAM $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RENT $562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SONOMA COUNTY COMMUNITY ENDOWMENT - Beginning $28294 SONOMA COUNTY COMMUNITY ENDOWMENT - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CFSC ENDOWMENT RUCKLE FUND - Beginning $343 CFSC ENDOWMENT RUCKLE FUND - Ending $350
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN NEUMILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FELTA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co WESTSIDE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0FELT
ReturnHeader/Filer/EIN0680479413
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 FELTA RD
ReturnHeader/Filer/USAddress/CityNm0HEALDSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095448
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320168135
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEALDSBURG TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01470 GROVE ST SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEALDSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095448
ReturnHeader/PreparerPersonGrp/PhoneNum07074312150
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda Summerville
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-14T14:18:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$140,241
Liabilities
-
Net assets
$140,241
Revenue
$54,706
Expenses
$54,318
Net income
$388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$1.14$1.02$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$1.70$1.42$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$1.66$1.18$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$1.90$0.88$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.71$0.48$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.56$0.78$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.90$1.08$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.55$0.54$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.56$0.85$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.74$0.58$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.74$0.34$0.40
2014Summary only. Only limited summary data is available for this year.$1.22$0.00$0.70$0.85$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.72$0.43$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.67$0.48$0.19
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.42$0.43$0.01
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.90$0.38$0.94$0.56