Civic Intelligence

Cbee Foundation

990EZ • Fiscal year 2016 • EIN 68-0481712

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

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

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$13,655

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$117,261

Down $51,061 (-30%) from 2015

Net Assets

Down

$96,027

Down $38,373 (-29%) from 2015

Liabilities

Down

$21,234

Down $12,688 (-37%) from 2015

Revenue

Down

$115,028

Down $80,062 (-41%) from 2015

Expenses

Down

$153,401

Down $94,231 (-38%) from 2015

Net Income

Up

-$38,373

Up $14,169 (+27%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$117,261
Liabilities$21,234
Net Assets$96,027

Operations Trend

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

2016

Revenue$115,028
Expenses$153,401
Net Income-$38,373
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$115,028
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.

Program Services

DescriptionGrantsExpenses
Focus public awareness on the need to raise student academic achievement and close achievement gaps in California's public schools. Highlight the proven best practices of publics schools form around the state by identifying, through student achievement data, the highest performing public schools.$131,481-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim LanichPresident & CEOPT$13,655-$13,655
Ken SoreySenior Exec VPPT$9,275-$9,275
Teresa CummingsExec VPPT$5,320-$5,320
Greg JonesDirector-$0--
Lee BlitchChairman-$0--
Randall ReynosoDirector-$0--
Darvin WinickDirector-$0--
Marilyn ReznickDirector-$0--
Lenny MendoncaDirector-$0--
Louis MeunierSec/Treasurer-$0--
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
Senior Exec VP
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $2582

Other Expenses.1003

Information Technology $160

Other Expenses.1005

Travel $27771

Other Expenses.1009

Depreciation $4977

Other Expenses.1012

Insurance $4417

Other Expenses.1

Program Expenses $24456

Other Expenses.2

Telephone $200

Other Assets.1002

Furniture and Fixtures - Beginning $2579 Furniture and Fixtures - Ending $2017

Other Assets.1003

Machinery and Equipment - Beginning $7310 Machinery and Equipment - Ending $2895

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1458 Prepaid Expenses and Deferred Charges - Ending $1178

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $10809 Accounts Payable and Accrued Expenses - Ending $7315

Total Liabilities.1

Due to Related Party - Beginning $23113 Due to Related Party - Ending $13919

Raw XML Appendix198 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $27771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $4977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $4417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Expenses $24456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Furniture and Fixtures - Beginning $2579 Furniture and Fixtures - Ending $2017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Machinery and Equipment - Beginning $7310 Machinery and Equipment - Ending $2895
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ken Sorey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Senior Exec VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CBEE Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CBEE
ReturnHeader/Filer/EIN0680481712
ReturnHeader/Filer/PhoneNum09164988980
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 N Street
ReturnHeader/Filer/USAddress/CityNm0Sacramento
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ReturnHeader/Filer/USAddress/ZIPCd095816
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 UNIVERSITY AVENUE SUITE 100
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958256737
ReturnHeader/PreparerPersonGrp/PhoneNum09168581680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven J Olds CPA
ReturnHeader/ReturnTs02017-11-09T18:13:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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