Civic Intelligence

Fieldbrook Educational Foundation

990EZ • Fiscal year 2022 • EIN 68-0485865

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 16, 2023

4070 Fieldbrook RoadFieldbrook, CA 95519

(707) 840-0909

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

26th percentile

-10%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

77%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$224,313

Down $49,993 (-18%) from 2021

Net Assets

Down

$224,313

Down $49,993 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$11,146

Up $4,838 (+77%) from 2021

Expenses

Down

$12,277

Down $25,579 (-68%) from 2021

Net Income

Up

-$1,131

Up $30,417 (+96%) from 2021

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

2022

Assets$224,313
Liabilities$0
Net Assets$224,313

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

2022

Revenue$11,146
Expenses$12,277
Net Income-$1,131
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 16, 2023
Return Version
2021v4.2
Gross Receipts
$11,146
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS GIVEN TO GRADUATES OF FIELDBROOK SCHOOL FOR COLLEGE EXPENSES.$8,000$4,276
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON GARLICKPresident-$0--
MICHAEL PULLEYSecretary / Vice President-$0--
LINCOLN GARLICKDirector-$0--
TORI HOLTDirector-$0--
KEVIN DRYERDirector-$0--
JUSTIN WALLACEDirector-$0--
STEPHANIE CORIGLIANOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Fieldbrook Educational Foundation
EIN
68-0485865
Phone
7078400909
Address
4070 FIELDBROOK ROAD, FIELDBROOK, CA 95519

Signing Officer

Name
Jason Garlick
Title
President
Phone
7078400909
Signed
2023-08-16
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: interest & dividends. Amount: 5,570.

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

Activity classification: grants. Grantee name: fieldbrook school - graduate scholarships. Grantee relationship: none. Property description: cash. Date of gift: 06/09/22. Amount given: 8,000.

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

Description: insurance. Amount: 590. Description: investment management fees. Amount: 2,793. Total to form 990-ez, line 16: 3,383.

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

Description: unrealized loss. Amount: -48,862.

Raw XML Appendix193 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JASON GARLICK
IRS990EZ/BooksInCareOfDetail/PhoneNum07078400909
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04070 FIELDBROOK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FIELDBROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095519
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0274306
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IRS990EZ/GrossReceiptsAmt011146
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON GARLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL PULLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINCOLN GARLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TORI HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN DRYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUSTIN WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHANIE CORIGLIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY / VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-48862
IRS990EZ/OtherExpensesTotalAmt03383
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS AND SCHOLARSHIPS TO FIELDBROOK ELEMENTARY SCHOOL AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS GIVEN TO GRADUATES OF FIELDBROOK SCHOOL FOR COLLEGE EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04276
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt05236
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012277
IRS990EZ/TotalProgramServiceExpensesAmt04276
IRS990EZ/TotalRevenueAmt011146
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09448
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010806
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06308
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08819
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08155
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038805
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010806
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06308
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08819
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038617
IRS990ScheduleA/InvestmentIncomeCYPct00.44450
IRS990ScheduleA/InvestmentIncomePYPct00.34500
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.55550
IRS990ScheduleA/PublicSupportPY509Pct00.65500
IRS990ScheduleA/PublicSupportTotal509Amt048253
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0340
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015799
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018538
IRS990ScheduleA/Total509Grp/TotalAmt048253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026693
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt086870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 5,570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: FIELDBROOK SCHOOL - GRADUATE SCHOLARSHIPS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/09/22. AMOUNT GIVEN: 8,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 590. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 2,793. TOTAL TO FORM 990-EZ, LINE 16: 3,383.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS. AMOUNT: -48,862.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON GARLICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078400909
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIELDBROOK EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIEL
ReturnHeader/Filer/EIN0680485865
ReturnHeader/Filer/PhoneNum07078400909
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/PreparerPersonNm0ROBERT SUTTER
ReturnHeader/ReturnTs02023-08-22T10:05:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARLICK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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