Civic Intelligence

Fieldbrook Educational Foundation

990EZ • Fiscal year 2015 • EIN 68-0485865

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 26, 2016

4070 Fieldbrook RoadFieldbrook, CA 95519

(707) 834-5369

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

212%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$225,566

Up $35,515 (+19%) from 2014

Net Assets

Up

$225,566

Up $35,515 (+19%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$29,697

Up $20,179 (+212%) from 2014

Expenses

Down

$16,898

Down $1,909 (-10%) from 2014

Net Income

Up

$12,799

Up $22,088 (+238%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $161,149Liabilities 2011: $02011Assets 2012: $150,721Liabilities 2012: $02012Assets 2013: $190,503Liabilities 2013: $02013Assets 2014: $190,051Liabilities 2014: $0Net Assets 2014: $190,0512014Assets 2015: $225,566Liabilities 2015: $0Net Assets 2015: $225,5662015Assets 2016: $224,068Liabilities 2016: $0Net Assets 2016: $224,0682016Assets 2017: $250,929Liabilities 2017: $0Net Assets 2017: $250,9292017Assets 2018: $254,747Liabilities 2018: $0Net Assets 2018: $254,7472018Assets 2019: $257,044Liabilities 2019: $0Net Assets 2019: $257,0442019Assets 2020: $246,075Liabilities 2020: $0Net Assets 2020: $246,0752020Assets 2021: $274,306Liabilities 2021: $0Net Assets 2021: $274,3062021Assets 2022: $224,313Liabilities 2022: $0Net Assets 2022: $224,3132022Assets 2023: $301,375Liabilities 2023: $0Net Assets 2023: $301,3752023Assets 2024: $310,970Liabilities 2024: $0Net Assets 2024: $310,9702024

Highlighted filing

2015

Assets$225,566
Liabilities$0
Net Assets$225,566

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $20,816Expenses 2011: $7,313Net Income 2011: $13,5032011Revenue 2012: $18,512Expenses 2012: $22,125Net Income 2012: -$3,6132012Revenue 2013: $30,289Expenses 2013: $5,393Net Income 2013: $24,8962013Revenue 2014: $9,518Expenses 2014: $18,807Net Income 2014: -$9,2892014Revenue 2015: $29,697Expenses 2015: $16,898Net Income 2015: $12,7992015Revenue 2016: $14,689Expenses 2016: $5,234Net Income 2016: $9,4552016Revenue 2017: $19,060Expenses 2017: $18,469Net Income 2017: $5912017Revenue 2018: $20,589Expenses 2018: $28,836Net Income 2018: -$8,2472018Revenue 2019: $18,760Expenses 2019: $16,463Net Income 2019: $2,2972019Revenue 2020: $12,358Expenses 2020: $23,328Net Income 2020: -$10,9702020Revenue 2021: $6,308Expenses 2021: $37,856Net Income 2021: -$31,5482021Revenue 2022: $11,146Expenses 2022: $12,277Net Income 2022: -$1,1312022Revenue 2023: $70,968Expenses 2023: $11,628Net Income 2023: $59,3402023Revenue 2024: $25,566Expenses 2024: $44,750Net Income 2024: -$19,1842024

Highlighted filing

2015

Revenue$29,697
Expenses$16,898
Net Income$12,799
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 26, 2016
Return Version
2014v6.0
Gross Receipts
$32,639
Mission and Program Overview

Mission

To provide grants and scholarships to fieldbrook elementary school and students.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS ARE MADE TO GRADUATING HIGH SCHOOL SENIORS IN ADDITION TO VARIOUS GRANTS TO FIELDBROOK SCHOOL FOR ACTIVITIES AND ATHLETICS.$0$12,699
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON GARLICKPresident-$0--
RYAN SCOTTTreasurer-$0--
MICHAEL PULLEYSecretary / Vice President-$0--
KEVIN DRYERDirector-$0--
MICHAEL FUKUSHIMADirector-$0--
HAZEL BAGWELLDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$19,067$11,255$1,748$9,507
Total Events$19,067$11,255$2,942$8,313
Filing and Contact Details

Filer

Filer Name
Fieldbrook Educational Foundation
EIN
68-0485865
Phone
7078345369
Address
4070 FIELDBROOK ROAD, FIELDBROOK, CA 95519

Signing Officer

Name
Ryan Scott
Title
Treasurer
Phone
7078395369
Signed
2016-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Jackson & Eklund an Accountancy Corp
Address
1680 SUTTER ROAD, MCKINLEYVILLE, CA 95519-4217
Preparer
R Sutter
Phone
7078224835
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interst & dividends. Amount: 5,924.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: fieldbrook school - breakfast program. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 1,081.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: fieldbrook school - classroom grant. Grantee relationship: none. Property description: cash. Date of gift: 10/09/14. Amount given: 344.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: graduate scholarships. Grantee relationship: none. Property description: cash. Date of gift: 06/12/15. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: scholarship fund. Grantee relationship: none. Property description: cash. Date of gift: 07/01/14. Amount given: 3,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: fieldbrook school - swim lessons. Grantee relationship: none. Property description: cash. Date of gift: 06/05/15. Amount given: 850.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: fieldbrook school - after school supplies. Grantee relationship: none. Property description: cash. Date of gift: 12/19/14. Amount given: 738.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: fieldbrook school - trip fund. Grantee relationship: none. Property description: cash. Date of gift: 06/03/15. Amount given: 1,938.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: fieldbrook school - frisbee golf. Grantee relationship: none. Property description: cash. Date of gift: 05/04/15. Amount given: 1,248. Total included on form 990-ez, line 10: 12,699.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 1,483. Description: investment fees, tax filing fees. Amount: 2,548. Description: bank service charges. Amount: 30. Description: memberships. Amount: 75. Total to form 990-ez, line 16: 4,136.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment to acct for omitted records. Amount: 23,875. Description: unrealized gain/loss on invenstment. Amount: -1,159. Total to form 990-ez, line 20: 22,716.

Raw XML Appendix215 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/BooksInCareOfDetail/USAddress/CityNm0FIELDBROOK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY / VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt04136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS AND SCHOLARSHIPS TO FIELDBROOK ELEMENTARY SCHOOL AND STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt063
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt08313
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0892
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05924
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024837
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt067235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05924
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08888
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020846
IRS990ScheduleA/InvestmentIncomeCYPct00.16650
IRS990ScheduleA/InvestmentIncomePYPct00.11020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83350
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTERST & DIVIDENDS. AMOUNT: 5,924.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: FIELDBROOK SCHOOL - BREAKFAST PROGRAM. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 1,081.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: FIELDBROOK SCHOOL - CLASSROOM GRANT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/09/14. AMOUNT GIVEN: 344.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: GRADUATE SCHOLARSHIPS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/12/15. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: SCHOLARSHIP FUND. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/01/14. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: FIELDBROOK SCHOOL - SWIM LESSONS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/05/15. AMOUNT GIVEN: 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: FIELDBROOK SCHOOL - AFTER SCHOOL SUPPLIES. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/19/14. AMOUNT GIVEN: 738.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: FIELDBROOK SCHOOL - TRIP FUND. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/15. AMOUNT GIVEN: 1,938.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: . GRANTEE NAME: FIELDBROOK SCHOOL - FRISBEE GOLF. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/04/15. AMOUNT GIVEN: 1,248. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,699.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: INSURANCE. AMOUNT: 1,483. DESCRIPTION: INVESTMENT FEES, TAX FILING FEES. AMOUNT: 2,548. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 30. DESCRIPTION: MEMBERSHIPS. AMOUNT: 75. TOTAL TO FORM 990-EZ, LINE 16: 4,136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: PRIOR PERIOD ADJUSTMENT TO ACCT FOR OMITTED RECORDS. AMOUNT: 23,875. DESCRIPTION: UNREALIZED GAIN/LOSS ON INVENSTMENT. AMOUNT: -1,159. TOTAL TO FORM 990-EZ, LINE 20: 22,716.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07078395369
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIELDBROOK EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIEL
ReturnHeader/Filer/EIN0680485865
ReturnHeader/Filer/PhoneNum07078345369
ReturnHeader/Filer/USAddress/AddressLine1Txt04070 FIELDBROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0FIELDBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095519
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942526731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON & EKLUND AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01680 SUTTER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCKINLEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0955194217
ReturnHeader/PreparerPersonGrp/PhoneNum07078224835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R SUTTER
ReturnHeader/ReturnTs02016-03-29T16:49:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.26$0.45$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.71$0.12$0.59
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.11$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.06$0.38$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.12$0.23$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.19$0.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.21$0.29$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.19$0.18$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.15$0.05$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.30$0.17$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.10$0.19$0.09
2013Summary only. Only limited summary data is available for this year.$1.91$0.00$0.30$0.05$0.25
2012Summary only. Only limited summary data is available for this year.$1.51$0.00$0.19$0.22$0.04
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$0.21$0.07$0.14