Educational Promise Foundation

990PF • Fiscal year 2018 • EIN 68-0554437

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 20, 2019

Organization Profile

945 Green St 4th FloorSan Francisco, CA 94133

(415) 929-7945

Siviq Scores

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

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

39%

Higher net margin than 86% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

6.9%

Faster asset growth than 70% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

48%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets26th percentile

Assets

$3,354,205

Up $216,952 (+6.9%) from 2017

Net Assets

$3,354,205

Up $216,952 (+6.9%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue26th percentile Net Margin86th percentile

Revenue

$558,533

Up $180,692 (+48%) from 2017

Expenses

Down

$341,581

Down $94,192 (-22%) from 2017

Net Income

$216,952

Up $274,884 (+474%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2018

Assets$3,354,205

Liabilities$0

Net Assets$3,354,205

Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

Highlighted filing

2018

Revenue$558,533

Expenses$341,581

Net Income$216,952

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Mar 20, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RITA D SCHREIBER	President	-	$0	-	-
MATTHEW H SCHREIBER	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Educational Promise Foundation
EIN: 68-0554437
Phone: 4159297945
Address: 945 GREEN ST 4TH FLOOR, SAN FRANCISCO, CA 94133

Signing Officer

Name: Rita D Schreiber
Title: President
Signed: 2019-03-20
Discuss with paid preparer: Yes

Preparer

Firm: Joan C Kahr CPA
Address: 930 Montgomery Street STE 210, San Francisco, CA 94133
Preparer: Joan C Kahr CPA
Phone: 4156160700

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	3065 JACKSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	121 Habitat Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Americus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	31709
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	278966
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	278966
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	327912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	48946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	208105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	18926
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	48946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	178085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	178085
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	278966
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	178085
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	227031
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTMENT COUNSEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	55027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	55027
TaxesSchedule/TaxesDetail/Amt	0	4078
TaxesSchedule/TaxesDetail/Amt	1	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	4078
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	10
ReturnHeader/BuildTS	0	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RITA D SCHREIBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EDUCATIONAL PROMISE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	EDUC
ReturnHeader/Filer/EIN	0	680554437
ReturnHeader/Filer/PhoneNum	0	4159297945
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	945 GREEN ST 4TH FLOOR
ReturnHeader/Filer/USAddress/CityNm	0	SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	943201890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Joan C Kahr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	930 Montgomery Street STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94133
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4156160700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOAN C KAHR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2019-03-25T17:54:38-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,354,205
Liabilities: $0
Net assets: $3,354,205
Revenue: $558,533
Expenses: $341,581
Net income: $216,952

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.11	$0.00	$3.11	$0.95	$0.88	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$3.05	$0.00	$3.05	$0.59	$0.63	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$3.10	$0.00	$3.10	$0.51	$0.51	$0.00
2021Detailed filing. Detailed filing data is available for this year.	$3.10	$0.00	$3.10	$0.46	$0.63	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$3.27	$0.00	$3.27	$0.26	$0.20	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$3.43	$0.00	$3.43	$0.25	$0.39	$0.15
2018Detailed filing. Detailed filing data is available for this year.	$3.35	$0.00	$3.35	$0.56	$0.34	$0.22
2017Detailed filing. Detailed filing data is available for this year.	$3.14	$0.00	$3.14	$0.38	$0.44	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$3.20	$0.00	$3.20	$0.27	$0.28	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$3.21	$0.00	$3.21	$0.43	$0.69	$0.26
2014Detailed filing. Detailed filing data is available for this year.	$3.47	$0.00	$3.47	$0.17	$0.35	$0.18
2013Summary only. Only limited summary data is available for this year.	$3.66	$0.00		$0.12	$0.19	$0.07
2012Summary only. Only limited summary data is available for this year.	$3.73	$0.00		$0.10	$0.35	$0.25
2011Summary only. Only limited summary data is available for this year.	$3.97	$0.00		$0.35	$0.40	$0.75