Civic Intelligence

Cbee Foundation

990 • Fiscal year 2014 • EIN 68-0481712

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 05, 2015

Organization Profilewww.cbeefoundation.org

View Organization Page

2300 N StreetSacramento, CA 95816

(916) 498-8980

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

99th percentile

$272,194

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 102.7% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

87th percentile

66%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$197,327

Up $78,636 (+66%) from 2013

Net Assets

Up

$186,942

Up $88,646 (+90%) from 2013

Liabilities

Down

$10,385

Down $10,010 (-49%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin72nd percentile

Revenue

Up

$265,089

Up $50,086 (+23%) from 2013

Expenses

Down

$223,943

Down $4,195 (-1.8%) from 2013

Net Income

Up

$41,146

Up $54,281 (+413%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $107,178Liabilities 2010: $0Net Assets 2010: $107,1782010Assets 2011: $14,549Liabilities 2011: $0Net Assets 2011: $14,5492011Assets 2012: $128,789Liabilities 2012: $18,403Net Assets 2012: $110,3862012Assets 2013: $118,691Liabilities 2013: $20,395Net Assets 2013: $98,2962013Assets 2014: $197,327Liabilities 2014: $10,385Net Assets 2014: $186,9422014Assets 2015: $168,322Liabilities 2015: $33,922Net Assets 2015: $134,4002015Assets 2016: $117,261Liabilities 2016: $21,234Net Assets 2016: $96,0272016Assets 2017: $155,873Liabilities 2017: $38,893Net Assets 2017: $116,9802017Assets 2018: $238,998Liabilities 2018: $56,318Net Assets 2018: $182,6802018Assets 2019: $144,505Liabilities 2019: $51,353Net Assets 2019: $93,1522019Assets 2020: $145,223Liabilities 2020: $84,735Net Assets 2020: $60,4882020Assets 2021: $3,164,122Liabilities 2021: $100,928Net Assets 2021: $3,063,1942021Assets 2022: $4,847,741Liabilities 2022: $1,031Net Assets 2022: $4,846,7102022Assets 2023: $5,052,592Liabilities 2023: $1,039Net Assets 2023: $5,051,5532023Assets 2024: $4,850,813Liabilities 2024: $1,426Net Assets 2024: $4,849,3872024

Highlighted filing

2014

Assets$197,327
Liabilities$10,385
Net Assets$186,942
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $678,271Expenses 2010: $727,784Net Income 2010: -$49,5132010Revenue 2011: $365,007Expenses 2011: $457,636Net Income 2011: -$92,6292011Expenses 2012: $367,7132012Revenue 2013: $215,003Expenses 2013: $228,138Net Income 2013: -$13,1352013Revenue 2014: $265,089Expenses 2014: $223,943Net Income 2014: $41,1462014Revenue 2015: $195,090Expenses 2015: $247,632Net Income 2015: -$52,5422015Revenue 2016: $115,028Expenses 2016: $153,401Net Income 2016: -$38,3732016Revenue 2017: $120,028Expenses 2017: $99,075Net Income 2017: $20,9532017Revenue 2018: $146,029Expenses 2018: $80,329Net Income 2018: $65,7002018Revenue 2019: $15,081Expenses 2019: $104,609Net Income 2019: -$89,5282019Revenue 2020: $28Expenses 2020: $32,692Net Income 2020: -$32,6642020Revenue 2021: $3,018,736Expenses 2021: $15,841Net Income 2021: $3,002,8952021Revenue 2022: $1,776,422Expenses 2022: $19,129Net Income 2022: $1,757,2932022Revenue 2023: $43,234Expenses 2023: $25,243Net Income 2023: $17,9912023Revenue 2024: $187,131Expenses 2024: $443,148Net Income 2024: -$256,0172024

Highlighted filing

2014

Revenue$265,089
Expenses$223,943
Net Income$41,146
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$265,089
Mission and Program Overview

Mission

To promote charitable & educational purposes by educating the public about recent reforms and improvements in California's education system. Specifically, the organization intends to educate the public and increase awareness of recently enacted statewide efforts to improve schools in California.

Educating the public about recent reforms & improvements in the California education system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$233,421$282,477▲ $49,056
Land, Buildings, and Equipment, Net$21,140$15,135▼ $6,005
Accounts Receivable-$10,000-
Savings and Temporary Cash Investments$3,483$0▼ $3,483
Prepaid Expenses and Deferred Charges$1,157$1,628▲ $471
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Other Notes and Loans Receivable, Net$-140,510$-111,913▲ $28,597
Total Assets$118,691$197,327▲ $78,636
Other Assets Total-$0-
Liabilities
Other Liabilities$20,395$10,385▼ $10,010
Total Liabilities$20,395$10,385▼ $10,010
Net Assets / Fund Balance
Unrestricted Net Assets$98,296$186,942▲ $88,646
Total Net Assets Fund Balance$98,296$186,942▲ $88,646
Total Liabilities and Net Assets / Fund Balance$118,691$197,327▲ $78,636

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,993$24,453$36,446
Other Land Buildings$3,142$797$3,939
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa CummingsExec VPPT$3,824$73,045$76,869
Jim LanichPresident & CEOPT$31,656$2,760$34,416
Ken SoreyExecutive VPPT$7,023$2,731$9,754

Board Members and Trustees

NameTitle
Lee BlitchChairman
Cinthia HaanDirector
Greg JonesDirector
Lenny MendoncaDirector
Louis MeunierDirector
Randall ReynosoDirector
Rob LapsleyDirector
Ron CohenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$265,000
Program Service Revenue
$0
Investment Income
$89
Other Revenue
$0
All Other Contributions
$265,000
Change in Net Assets
$41,146

Audited Revenue Reconciliation

Revenue per Audited Statements
$265,089
Total Revenue per Audited Statements
$265,089
Total Revenue per Form 990
$265,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,889
Salaries, Compensation, and Employee Benefits$95,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$43,207$8,850-$52,057
Other Salaries and Wages$35,930$7,360-$43,290
Current Officers, Directors, Trustees, and Key Employees$35,278$7,225-$42,503
Travel$22,011$4,508-$26,519
Office Expenses$8,645$1,771-$10,416
Occupancy$5,752$1,178-$6,930
Payroll Taxes$5,408$1,108-$6,516
Depreciation Depletion$4,984$1,021-$6,005
Insurance$3,663$750-$4,413
Other Employee Benefits$2,279$466-$2,745
Other Expenses$801$164-$965
Total Functional Expenses$189,337$34,606$0$223,943

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$223,943
Total Expenses per Audited Statements$223,943
Total Expenses per Form 990$223,943
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$10,383
Other Liability$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 11B: Form 990 Review Process

“Form 990 is prepared by a firm of certified public accountants and reviewed by management prior to filing.”

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

“All employees are covered by the conflict of interest policy. The policy is regularly and consistently monitored with the employee handbook and other regular communication.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board evaluates management's compensation annually.”

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

“The governing documents, conflict of interest policy, and the financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
CBEE Foundation
EIN
68-0481712
Phone
9164988980
Address
2300 N Street, Sacramento, CA 95816

Signing Officer

Name
Ken Sorey
Title
Vice President
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Lanich
Formed
2001
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Williams & Olds Cpas
Address
900 UNIVERSITY AVENUE SUITE 100, SACRAMENTO, CA 95825-6737
Preparer
Steven J Olds CPA
Phone
9168581680
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation has implemented the accounting principles related to accounting for uncertainty in income taxes. Management believes that the Foundation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the Foundation would be recorded in operating expenses. No interest or penalties from federal or state tax authorities have been recorded in the financial statements.”

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IRS990/MissionDesc0To promote charitable & educational purposes by educating the public about recent reforms and improvements in California's education system. Specifically, the organization intends to educate the public and increase awareness of recently enacted statewide efforts to improve schools in California.
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IRS990/PrincipalOfficerNm0Jim Lanich
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation has implemented the accounting principles related to accounting for uncertainty in income taxes. Management believes that the Foundation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the Foundation would be recorded in operating expenses. No interest or penalties from federal or state tax authorities have been recorded in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jim Lanich
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Ken Sorey
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Executive VP

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$197,327
Liabilities
$10,385
Net assets
$186,942
Revenue
$265,089
Expenses
$223,943
Net income
$41,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.00$4.85$0.19$0.44$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$0.00$5.05$0.04$0.03$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.00$4.85$1.78$0.02$1.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.10$3.06$3.02$0.02$3.00
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.08$0.06$0.00$0.03$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.05$0.09$0.02$0.10$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.06$0.18$0.15$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.04$0.12$0.12$0.10$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.02$0.10$0.12$0.15$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.13$0.20$0.25$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$0.27$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.10$0.22$0.23$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.02$0.11$0.37
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.37$0.46$0.09
2010Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.68$0.73$0.05