Civic Intelligence

Monterey Ridge Educational Foundation

990 • Fiscal year 2018 • EIN 71-1015423

Aug 01, 2017 to Jul 31, 2018 • Filed on Apr 17, 2019

Organization Profilewww.mresfoundation.org
17117 4S Ranch ParkwaySan Diego, CA 92127

(858) 487-6887

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$231,381

Up $69,480 (+43%) from 2017

Net Assets

Up

$231,381

Up $69,480 (+43%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin83rd percentile

Revenue

Up

$235,400

Up $61,769 (+36%) from 2017

Expenses

Down

$165,920

Down $39,198 (-19%) from 2017

Net Income

Up

$69,480

Up $100,967 (+321%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$600K$400K$200K$0-$200KAssets 2012: $79,660Liabilities 2012: $02012Assets 2013: $93,964Liabilities 2013: $02013Assets 2014: $159,115Liabilities 2014: $372014Assets 2015: $148,885Liabilities 2015: $722015Assets 2016: $193,388Liabilities 2016: $02016Assets 2017: $161,901Liabilities 2017: $0Net Assets 2017: $161,9012017Assets 2018: $231,381Liabilities 2018: $0Net Assets 2018: $231,3812018Assets 2019: $225,718Liabilities 2019: $0Net Assets 2019: $225,7182019Assets 2020: $250,534Liabilities 2020: $0Net Assets 2020: $250,5342020Assets 2021: $220,026Liabilities 2021: $0Net Assets 2021: $220,0262021Assets 2022: $297,547Liabilities 2022: -$20Net Assets 2022: $297,5672022Assets 2023: $388,209Liabilities 2023: $0Net Assets 2023: $388,2092023Assets 2024: $499,526Liabilities 2024: $0Net Assets 2024: $499,5262024Assets 2025: $407,080Liabilities 2025: $0Net Assets 2025: $407,0802025

Highlighted filing

2018

Assets$231,381
Liabilities$0
Net Assets$231,381
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $87,642Expenses 2012: $59,168Net Income 2012: $28,4742012Revenue 2013: $140,254Expenses 2013: $125,950Net Income 2013: $14,3042013Revenue 2014: $148,611Expenses 2014: $83,329Net Income 2014: $65,2822014Revenue 2015: $149,348Expenses 2015: $159,650Net Income 2015: -$10,3022015Revenue 2016: $148,222Expenses 2016: $103,647Net Income 2016: $44,5752016Revenue 2017: $173,631Expenses 2017: $205,118Net Income 2017: -$31,4872017Revenue 2018: $235,400Expenses 2018: $165,920Net Income 2018: $69,4802018Revenue 2019: $209,442Expenses 2019: $215,105Net Income 2019: -$5,6632019Revenue 2020: $144,607Expenses 2020: $119,791Net Income 2020: $24,8162020Revenue 2021: $131,766Expenses 2021: $162,274Net Income 2021: -$30,5082021Revenue 2022: $205,976Expenses 2022: $128,435Net Income 2022: $77,5412022Revenue 2023: $205,628Expenses 2023: $114,986Net Income 2023: $90,6422023Revenue 2024: $243,642Expenses 2024: $132,325Net Income 2024: $111,3172024Revenue 2025: $197,815Expenses 2025: $290,314Net Income 2025: -$92,4992025

Highlighted filing

2018

Revenue$235,400
Expenses$165,920
Net Income$69,480
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Apr 17, 2019
Return Version
2017v2.2
Gross Receipts
$276,520
Mission and Program Overview

Mission

To provide financial support to enhance the curriculum for Monterey Ridge Elementary School with programs that are no longer funded by the District or State.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$161,901$231,381▲ $69,480
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$161,901$231,381▲ $69,480
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$161,901$231,381▲ $69,480
Total Net Assets Fund Balance$161,901$231,381▲ $69,480
Total Liabilities and Net Assets / Fund Balance$161,901$231,381▲ $69,480
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Allison WoodPresident
Beatriz TsaiVice President
Sal EmbryDirector
Katherine RandolphSecretary
Rachel BalmentiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,472
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-12,072
All Other Contributions
$50,530
Change in Net Assets
$69,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$129,752
Other Expenses$36,168
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$129,752--$129,752
All Other Expenses$7,762$2,178-$9,940
Fees for Services Other-$4,703-$4,703
Other Expenses$1,592$5,389-$1,592
Insurance-$575-$575
Fees for Services Accounting-$428-$428
Total Functional Expenses$152,647$13,273$0$165,920
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Poway Unified School DistrictSan Diego, CA-To fund educational programs$128,115
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,593
Fundraising Gross Income$1,181
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Campaign Monarch$117,367-$690-
Parent's Night Out$39,638-$13,216-
Total Events$195,062-$17,545$-17,545
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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

“The treasurer reviews the form 990, then presents the tax return to the board for approval prior to filing of the tax return.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Financial statements and copies of tax returns are provided at the request of donors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Monterey Ridge Educational Foundation
EIN
71-1015423
Phone
8584876887
Address
17117 4S Ranch Parkway, San Diego, CA 92127

Signing Officer

Name
Rachel Balmenti
Title
Treasurer
Signed
2019-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Balmenti
Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
40

Preparer

Firm
Wilkinson Hadley King Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
Aubrey W Mann
Phone
6194476700
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017545
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Campaign Monarch
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Parent's Night Out
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0117367
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt039638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt038057
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0195062
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-17545
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03639
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0690
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013216
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0128115
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt01637
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Playground Equipment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To fund educational programs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Poway Unified School District
IRS990ScheduleI/RecipientTable/RecipientEIN0956002452
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015250 Avenue of Science
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Diego
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092128
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Purchase Price
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The treasurer reviews the form 990, then presents the tax return to the board for approval prior to filing of the tax return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Financial statements and copies of tax returns are provided at the request of donors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0161901
IRS990/TotalAssetsEOYAmt0231381
IRS990/TotalAssetsGrp/BOYAmt0161901
IRS990/TotalAssetsGrp/EOYAmt0231381
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0247472
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013273
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152647
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0161901
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0231381
IRS990/TotalProgramServiceExpensesAmt0152647
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06340
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235400
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0161901
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0231381
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0161901
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0231381
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017117 4S Ranch Parkway
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092127
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.mresfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Balmenti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey Ridge Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0711015423
ReturnHeader/Filer/PhoneNum08584876887
ReturnHeader/Filer/USAddress/AddressLine1Txt017117 4S Ranch Parkway
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092127
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522354566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wilkinson Hadley King Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 W Douglas Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06194476700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aubrey W Mann
ReturnHeader/ReturnTs02019-04-17T10:05:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$231,381
Liabilities
$0
Net assets
$231,381
Revenue
$235,400
Expenses
$165,920
Net income
$69,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$1.98$2.90$0.92
2024Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$2.44$1.32$1.11
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$2.06$1.15$0.91
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$2.06$1.28$0.78
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.32$1.62$0.31
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.45$1.20$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$2.09$2.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$2.35$1.66$0.69
2017Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$1.74$2.05$0.31
2016Summary only. Only limited summary data is available for this year.$1.93$0.00$1.48$1.04$0.45
2015Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$1.60$0.10
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$1.49$0.83$0.65
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$1.40$1.26$0.14
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.88$0.59$0.28