Civic Intelligence

Cbee Foundation

990 • Fiscal year 2021 • EIN 68-0481712

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 06, 2022

Organization Profilewww.cbeefoundation.org

View Organization Page

428 J Street 320Sacramento, CA 95814

(916) 498-8980

Siviq Scores

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

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

35th percentile

0.03x

Higher debt load relative to revenue than 35% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

100th percentile

2079%

Faster asset growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

10781100%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$3,164,122

Up $3,018,899 (+2079%) from 2020

Net Assets

Up

$3,063,194

Up $3,002,706 (+4964%) from 2020

Liabilities

Up

$100,928

Up $16,193 (+19%) from 2020

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin99th percentile

Revenue

Up

$3,018,736

Up $3,018,708 (+10781100%) from 2020

Expenses

Down

$15,841

Down $16,851 (-52%) from 2020

Net Income

Up

$3,002,895

Up $3,035,559 (+9293%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2021

Assets$3,164,122
Liabilities$100,928
Net Assets$3,063,194
Open 2021 Filing

Operations Trend

Revenue Growth100th 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

2021

Revenue$3,018,736
Expenses$15,841
Net Income$3,002,895
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 6, 2022
Return Version
2021v4.0
Gross Receipts
$3,018,736
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
Investments in Publicly Traded Securities-$2,998,532-
Cash and Non-Interest-Bearing Accounts$144,203$164,217▲ $20,014
Prepaid Expenses and Deferred Charges$1,020$1,373▲ $353
Savings and Temporary Cash Investments-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$145,223$3,164,122▲ $3,018,899
Other Assets Total-$0-
Liabilities
Other Liabilities$74,577$90,771▲ $16,194
Accounts Payable and Accrued Expenses$10,158$10,157▼ $1
Total Liabilities$84,735$100,928▲ $16,193
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$60,488$3,063,194▲ $3,002,706
Total Net Assets Fund Balance$60,488$3,063,194▲ $3,002,706
Total Liabilities and Net Assets / Fund Balance$145,223$3,164,122▲ $3,018,899

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$36,445$36,445
Other Land Buildings-$3,938$3,938
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
James Lanich PhDPresident & CEO
Louis MeunierSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,018,721
Program Service Revenue
$0
Investment Income
$15
Other Revenue
$0
All Other Contributions
$20,000
Change in Net Assets
$3,002,895

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,018,736
Total Revenue per Audited Statements
$3,018,736
Total Revenue per Form 990
$3,018,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$10,102$1,122-$11,224
Insurance-$3,993-$3,993
Fees for Services Other$254$28-$282
Other Expenses$51$6-$57
Total Functional Expenses$10,663$5,178$0$15,841

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,841
Total Expenses per Audited Statements$15,841
Total Expenses per Form 990$15,841
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
Due to Educational Results Partnership$90,770
Rounding$1
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 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
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
428 J Street 320, Sacramento, CA 95814

Signing Officer

Name
James Lanich PhD
Title
President & CEO
Signed
2022-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lanich PhD
Formed
2001
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Williams & Olds Professional Corp
Address
900 UNIVERSITY AVENUE SUITE 100, SACRAMENTO, CA 95825
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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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036445
IRS990ScheduleD/ExpensesSubtotalAmt015841
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03938
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt090770
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Educational Results Partnership
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/RevenueSubtotalAmt03018736
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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IRS990ScheduleD/TotalLiabilityAmt090771
IRS990ScheduleD/TotalRevenuePerForm990Amt03018736
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03018736
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015841
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared by a firm of certified public accountants and reviewed by management prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All employees are covered by the conflict of interest policy. The policy is regularly and consistently monitored with the employee handbook and other regular communication.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board evaluates management's compensation annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, conflict of interest policy, and the financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0954839405
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Support achievement in public schools
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01215 K Street Ste 1570
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Sacramento
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095814
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt111566
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Educational Results Partnership
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesEOYAmt0100928
IRS990/TotalLiabilitiesGrp/BOYAmt084735
IRS990/TotalLiabilitiesGrp/EOYAmt0100928
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03063194
IRS990/TotalProgramServiceExpensesAmt010663
IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03018736
IRS990/TotalVolunteersCnt02
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03164122
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0428 J Street
IRS990/USAddress/CityNm0Sacramento
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095814
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.cbeefoundation.org
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Lanich PhD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CBEE Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CBEE
ReturnHeader/Filer/EIN0680481712
ReturnHeader/Filer/PhoneNum09164988980
ReturnHeader/Filer/USAddress/AddressLine1Txt0428 J Street 320
ReturnHeader/Filer/USAddress/CityNm0Sacramento
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010560769

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,164,122
Liabilities
$100,928
Net assets
$3,063,194
Revenue
$3,018,736
Expenses
$15,841
Net income
$3,002,895
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
2021Detailed filing. Detailed filing data is available for this year.$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