Civic Intelligence

Education Foundation for Oc Schools C/O Schoolsfirst Federal Credit Union

990 • Fiscal year 2018 • EIN 75-3115166

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization ProfileWWW.SCHOOLSFIRSTFCU.ORG/EFFOCS
2115 North BroadwaySanta Ana, CA 92706-2613

(714) 466-8400

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

78th percentile

23%

Higher net margin than 78% 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

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$200,588

Up $42,014 (+26%) from 2017

Net Assets

Up

$200,588

Up $42,014 (+26%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin78th percentile

Revenue

Up

$174,695

Up $41,531 (+31%) from 2017

Expenses

Up

$135,225

Up $7,849 (+6.2%) from 2017

Net Income

Up

$39,470

Up $33,682 (+582%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$400K$300K$200K$100K$0Assets 2011: $121,742Liabilities 2011: $0Net Assets 2011: $121,7422011Assets 2012: $209,944Liabilities 2012: $0Net Assets 2012: $209,9442012Assets 2013: $136,483Liabilities 2013: $0Net Assets 2013: $136,4832013Assets 2014: $106,972Liabilities 2014: $0Net Assets 2014: $106,9722014Assets 2015: $157,185Liabilities 2015: $0Net Assets 2015: $157,1852015Assets 2016: $152,786Liabilities 2016: $0Net Assets 2016: $152,7862016Assets 2017: $158,574Liabilities 2017: $0Net Assets 2017: $158,5742017Assets 2018: $200,588Liabilities 2018: $0Net Assets 2018: $200,5882018Assets 2019: $317,566Liabilities 2019: $0Net Assets 2019: $317,5662019Assets 2020: $275,287Liabilities 2020: $0Net Assets 2020: $275,2872020Assets 2021: $363,765Liabilities 2021: $0Net Assets 2021: $363,7652021Assets 2022: $321,103Liabilities 2022: $0Net Assets 2022: $321,1032022Assets 2023: $235,779Liabilities 2023: $0Net Assets 2023: $235,7792023Assets 2024: $221,356Liabilities 2024: $0Net Assets 2024: $221,3562024

Highlighted filing

2018

Assets$200,588
Liabilities$0
Net Assets$200,588
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

$400K$200K$0-$200KRevenue 2011: $87,021Expenses 2011: $66,525Net Income 2011: $20,4962011Revenue 2012: $161,491Expenses 2012: $73,289Net Income 2012: $88,2022012Revenue 2013: $120,773Expenses 2013: $194,234Net Income 2013: -$73,4612013Revenue 2014: $54,713Expenses 2014: $84,224Net Income 2014: -$29,5112014Revenue 2015: $153,789Expenses 2015: $103,576Net Income 2015: $50,2132015Revenue 2016: $98,234Expenses 2016: $102,633Net Income 2016: -$4,3992016Revenue 2017: $133,164Expenses 2017: $127,376Net Income 2017: $5,7882017Revenue 2018: $174,695Expenses 2018: $135,225Net Income 2018: $39,4702018Revenue 2019: $161,496Expenses 2019: $49,218Net Income 2019: $112,2782019Revenue 2020: $137,815Expenses 2020: $180,094Net Income 2020: -$42,2792020Revenue 2021: $265,571Expenses 2021: $177,093Net Income 2021: $88,4782021Revenue 2022: $247,634Expenses 2022: $290,296Net Income 2022: -$42,6622022Revenue 2023: $259,135Expenses 2023: $344,459Net Income 2023: -$85,3242023Revenue 2024: $319,453Expenses 2024: $333,876Net Income 2024: -$14,4232024

Highlighted filing

2018

Revenue$174,695
Expenses$135,225
Net Income$39,470
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$238,065
Mission and Program Overview

Mission

The education foundation for california schools, developed jointly in 2003 by the orange county department of education & schoolsfirst federal credit union, is a non-profit organization that provides grants for educational programs that support core curriculum. These grants enable teachers to purchase or create materials for programs that inspire student's desires to excel in core subjects.

The foundation give grants to teachers in orange county to use in their classrooms for core curriculum. There is one large fundraiser annually.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$158,575$200,588▲ $42,013
Total Assets$158,575$200,588▲ $42,013
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$158,575$200,588▲ $42,013
Total Net Assets Fund Balance$158,575$200,588▲ $42,013
Total Liabilities and Net Assets / Fund Balance$158,575$200,588▲ $42,013
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Gregg HaulkChair
Nina BoydVice Chair
Kristin CrellinExecutive Director
Dana SchullerCFO/treasurer
John ConineMember
Jose LaraMember
Kim BurnsMember
Revenue and Support

Revenue Composition

Contributions and Grants
$196,554
Program Service Revenue
$0
Investment Income
$1,423
Other Revenue
$-23,282
All Other Contributions
$33,036
Change in Net Assets
$39,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$129,890
Other Expenses$5,335
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$129,890--$129,890
Advertising$5,335--$5,335
Total Functional Expenses$135,225$0$0$135,225
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$63,370
Fundraising Gross Income$40,088
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$203,606$40,088$21,708$18,380
Total Events$203,606$40,088$63,370$-23,282
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Section B, Line 11B

“The completed form will be sent to all board members via email. They will be given time to review and inquire before filed.”

Form 990, Part VI, Section C, Line 19

“All documents are available in the executive directors office.”

Filing and Contact Details

Filer

Filer Name
Education Foundation for Oc Schools
EIN
75-3115166
Phone
7144668400
Address
2115 NORTH BROADWAY, SANTA ANA, CA 92706-2613

Signing Officer

Name
Kristin Crellin
Title
Executive Director
Phone
7144668400
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Crellin
Formed
2003
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Almich & Associates
Address
26463 RANCHO PARKWAY SOUTH, LAKE FOREST, CA 92630
Preparer
James a Bermudez
Phone
9496007550
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior period adjustment based on grant distributions 2,543.”

Raw XML Appendix348 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION GIVE GRANTS TO TEACHERS IN ORANGE COUNTY TO USE IN THEIR CLASSROOMS FOR CORE CURRICULUM. THERE IS ONE LARGE FUNDRAISER ANNUALLY.
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IRS990/BooksInCareOfDetail/PhoneNum07144668400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02115 NORTH BROADWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
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IRS990/Desc0THE FOUNDATION AWARDS GRANTS TO TEACHERS CHOSEN THROUGH A GRANT-APPLICATION PROCESS. THESE GRANTS ENABLE LOCAL TEACHERS TO PURCHASE OR CREATE MATERIALS FOR PROGRAMS THAT INSPIRE STUDENTS' DESIRES TO EXCEL IN CORE SUBJECTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
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IRS990/GamingActivitiesInd00
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IRS990/GrantAmt0129890
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IRS990/GrantsToOrganizationsInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE EDUCATION FOUNDATION FOR ORANGE COUNTY SCHOOLS, DEVELOPED JOINTLY IN 2003 BY THE ORANGE COUNTY DEPARTMENT OF EDUCATION & SCHOOLSFIRST FEDERAL CREDIT UNION, IS A NON-PROFIT ORGANIZATION THAT PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS THAT SUPPORT CORE CURRICULUM. THESE GRANTS ENABLE LOCAL TEACHERS TO PURCHASE OR CREATE MATERIALS FOR PROGRAMS THAT INSPIRE STUDENT'S DESIRES TO EXCEL IN CORE SUBJECTS.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021708
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021708
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt016560
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016560
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0129890
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PROVISION OF BOOKS OR OTHER EDUCATIONAL SUPPLIES
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM WILL BE SENT TO ALL BOARD MEMBERS VIA EMAIL. THEY WILL BE GIVEN TIME TO REVIEW AND INQUIRE BEFORE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE IN THE EXECUTIVE DIRECTORS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT BASED ON GRANT DISTRIBUTIONS 2,543.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
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IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt0200588
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0135225
IRS990/TotalFunctionalExpensesGrp/TotalAmt0135225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0158575
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0200588
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0135225
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-21859
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174695
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0158575
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0200588
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0158575
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0200588
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02115 NORTH BROADWAY
IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092706
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SCHOOLSFIRSTFCU.ORG/EFFOCS
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN CRELLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07144668400
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATION FOUNDATION FOR OC SCHOOLS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SCHOOLSFIRST FEDERAL CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0753115166
ReturnHeader/Filer/PhoneNum07144668400
ReturnHeader/Filer/USAddress/AddressLine1Txt02115 NORTH BROADWAY
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927062613
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05B1799611E758D705913145CED2F664744ADD330
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D7B039F1B71D96201C291F763C8356669364296B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.189.202.103
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:56:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330526284
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALMICH & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026463 RANCHO PARKWAY SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092630
ReturnHeader/PreparerPersonGrp/PhoneNum09496007550
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A BERMUDEZ
ReturnHeader/ReturnTs02019-05-13T10:03:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$200,588
Liabilities
$0
Net assets
$200,588
Revenue
$174,695
Expenses
$135,225
Net income
$39,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$3.19$3.34$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$2.59$3.44$0.85
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$2.48$2.90$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$2.66$1.77$0.88
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$1.38$1.80$0.42
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$1.61$0.49$1.12
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.75$1.35$0.39
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.33$1.27$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.98$1.03$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.54$1.04$0.50
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.55$0.84$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.21$1.94$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$1.61$0.73$0.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.87$0.67$0.20