Civic Intelligence

Monterey Ridge Educational Foundation

990 • Fiscal year 2020 • EIN 71-1015423

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 16, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-31%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$250,534

Up $24,816 (+11%) from 2019

Net Assets

Up

$250,534

Up $24,816 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin66th percentile

Revenue

Down

$144,607

Down $64,835 (-31%) from 2019

Expenses

Down

$119,791

Down $95,314 (-44%) from 2019

Net Income

Up

$24,816

Up $30,479 (+538%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$250,534
Liabilities$0
Net Assets$250,534
Open 2020 Filing

Operations Trend

Revenue Growth35th 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

2020

Revenue$144,607
Expenses$119,791
Net Income$24,816
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$145,268
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$225,718$249,879▲ $24,161
Prepaid Expenses and Deferred Charges-$655-
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-
Total Assets$225,718$250,534▲ $24,816
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$225,718$250,534▲ $24,816
Total Net Assets Fund Balance$225,718$250,534▲ $24,816
Total Liabilities and Net Assets / Fund Balance$225,718$250,534▲ $24,816
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Louise FirmePresident
Beatriz TsaiVice President
Allison WoodTrustee
Anne SummaTrustee
James Nicolau IVTrustee
Jenelle SorensenTrustee
Jennifer RosenbaumTrustee
Judy GerardiTrustee
Lakshmi AppacharTrustee
Niki LaneTrustee
Rachel BalmentiTrustee
Sean NesbittTrustee
Sharon PenaflorTrustee
Theresa ManalangTrustee
Varamahalakshmi LingegowdaTrustee
Whitney HlinkaTrustee
Katherine RandolphSecretary
Grace ChouTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$139,068
Program Service Revenue
$4,637
Investment Income
$0
Other Revenue
$902
All Other Contributions
$27,243
Change in Net Assets
$24,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$94,296
Other Expenses$25,495
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$94,296--$94,296
All Other Expenses$3,299$829-$4,128
Other Expenses$2,011--$2,011
Fees for Services Other-$437-$437
Fees for Services Accounting-$430-$430
Information Technology-$318-$318
Insurance-$205-$205
Office Expenses-$143-$143
Total Functional Expenses$117,429$2,362$0$119,791
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Poway Unified School DistrictSan Diego, CA-To fund educational programs$94,296
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,563
Fundraising Direct Expenses$661
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Campaign Monarch$89,992---
Fun Run$21,833---
Total Events$111,825---
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 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
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
Julie Frohnhoefer
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Grace Chou
Formed
2007
Legal Domicile
CA
Voting Board Members
18
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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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0318
IRS990/InformationTechnologyGrp/TotalAmt0318
IRS990/InsuranceGrp/ManagementAndGeneralAmt0205
IRS990/InsuranceGrp/TotalAmt0205
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide financial support to enhance the curriculum for Monterey Ridge Elementary School with programs that are no longer funded by the District or State.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0225718
IRS990/NetAssetsOrFundBalancesEOYAmt0250534
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0902
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0225718
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0250534
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt017243
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0143
IRS990/OfficeExpensesGrp/TotalAmt0143
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Programs
IRS990/OtherExpensesGrp/Desc1Fun Run
IRS990/OtherExpensesGrp/Desc2Staff Appreciation
IRS990/OtherExpensesGrp/Desc35th Grade Promotion
IRS990/OtherExpensesGrp/ProgramServicesAmt011765
IRS990/OtherExpensesGrp/ProgramServicesAmt14046
IRS990/OtherExpensesGrp/ProgramServicesAmt22012
IRS990/OtherExpensesGrp/ProgramServicesAmt32011
IRS990/OtherExpensesGrp/TotalAmt011765
IRS990/OtherExpensesGrp/TotalAmt14046
IRS990/OtherExpensesGrp/TotalAmt22012
IRS990/OtherExpensesGrp/TotalAmt32011
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0655
IRS990/PrincipalOfficerNm0Grace Chou
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Garden Club
IRS990/ProgramServiceRevenueGrp/Desc1Recycling
IRS990/ProgramServiceRevenueGrp/Desc2Running Club
IRS990/ProgramServiceRevenueGrp/Desc3Yearbook Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01500
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1647
IRS990/ProgramServiceRevenueGrp/ExclusionAmt22400
IRS990/ProgramServiceRevenueGrp/ExclusionAmt390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt390
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0168363
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0184499
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt030606
IRS990/PYOtherRevenueAmt026258
IRS990/PYProgramServiceRevenueAmt014821
IRS990/PYRevenuesLessExpensesAmt0-5663
IRS990/PYTotalExpensesAmt0215105
IRS990/PYTotalRevenueAmt0209442
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024816
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0139068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0183184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0247472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0121856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0812205
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05539
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt026258
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt029048
IRS990ScheduleA/OtherIncome170Grp/TotalAmt060845
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93030
IRS990ScheduleA/PublicSupportPY170Pct00.93460
IRS990ScheduleA/PublicSupportTotal170Amt0812205
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0139068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0183184
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0247472
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0121856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120625
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0812205
IRS990ScheduleA/TotalSupportAmt0873050
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0111825
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt089992
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt021833

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,534
Liabilities
$0
Net assets
$250,534
Revenue
$144,607
Expenses
$119,791
Net income
$24,816
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