Civic Intelligence

Cupertino Educational Endowment Foundation

990 • Fiscal year 2021 • EIN 77-0073617

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization ProfileCEEFCARES.ORG
10301 Vista DriveCupertino, CA 95014

(408) 252-3000

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.09x

Higher debt load relative to revenue than 38% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

7th percentile

-28%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

80th percentile

29%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

205%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$9,199,243

Up $2,045,404 (+29%) from 2020

Net Assets

Up

$9,160,794

Up $2,010,947 (+28%) from 2020

Liabilities

Up

$38,449

Up $34,457 (+863%) from 2020

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin7th percentile

Revenue

Up

$413,443

Up $277,692 (+205%) from 2020

Expenses

Up

$529,765

Up $85,636 (+19%) from 2020

Net Income

Up

-$116,322

Up $192,056 (+62%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,285,557Liabilities 2010: $418,534Net Assets 2010: $7,867,0232010Assets 2011: $7,236,607Liabilities 2011: $200,000Net Assets 2011: $7,036,6072011Assets 2012: $7,448,268Liabilities 2012: $200,000Net Assets 2012: $7,248,2682012Assets 2013: $8,517,084Liabilities 2013: $200,000Net Assets 2013: $8,317,0842013Assets 2014: $8,344,567Liabilities 2014: $200,000Net Assets 2014: $8,144,5672014Assets 2015: $7,455,397Liabilities 2015: $200,000Net Assets 2015: $7,255,3972015Assets 2016: $7,375,370Liabilities 2016: $200,000Net Assets 2016: $7,175,3702016Assets 2017: $7,905,909Liabilities 2017: $200,003Net Assets 2017: $7,705,9062017Assets 2018: $7,649,693Liabilities 2018: $0Net Assets 2018: $7,649,6932018Assets 2019: $7,420,460Liabilities 2019: $8,731Net Assets 2019: $7,411,7292019Assets 2020: $7,153,839Liabilities 2020: $3,992Net Assets 2020: $7,149,8472020Assets 2021: $9,199,243Liabilities 2021: $38,449Net Assets 2021: $9,160,7942021Assets 2022: $7,672,417Liabilities 2022: $1,919Net Assets 2022: $7,670,4982022Assets 2023: $8,254,103Liabilities 2023: $19,217Net Assets 2023: $8,234,8862023Assets 2024: $9,288,495Liabilities 2024: $29,859Net Assets 2024: $9,258,6362024Assets 2025: $10,197,062Liabilities 2025: $26,368Net Assets 2025: $10,170,6942025

Highlighted filing

2021

Assets$9,199,243
Liabilities$38,449
Net Assets$9,160,794
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,251,1172010Expenses 2011: $808,3772011Revenue 2012: $926,357Expenses 2012: $714,696Net Income 2012: $211,6612012Revenue 2013: $1,974,074Expenses 2013: $905,258Net Income 2013: $1,068,8162013Revenue 2014: $682,013Expenses 2014: $854,530Net Income 2014: -$172,5172014Revenue 2015: -$144,233Expenses 2015: $744,937Net Income 2015: -$889,1702015Revenue 2016: $638,525Expenses 2016: $718,552Net Income 2016: -$80,0272016Revenue 2017: $526,578Expenses 2017: $654,139Net Income 2017: -$127,5612017Revenue 2018: $358,353Expenses 2018: $103,127Net Income 2018: $255,2262018Revenue 2019: $513,168Expenses 2019: $637,203Net Income 2019: -$124,0352019Revenue 2020: $135,751Expenses 2020: $444,129Net Income 2020: -$308,3782020Revenue 2021: $413,443Expenses 2021: $529,765Net Income 2021: -$116,3222021Revenue 2022: $879,344Expenses 2022: $187,926Net Income 2022: $691,4182022Revenue 2023: $149,161Expenses 2023: $394,926Net Income 2023: -$245,7652023Revenue 2024: $466,837Expenses 2024: $346,542Net Income 2024: $120,2952024Revenue 2025: $786,042Expenses 2025: $554,243Net Income 2025: $231,7992025

Highlighted filing

2021

Revenue$413,443
Expenses$529,765
Net Income-$116,322
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$2,415,512
Mission and Program Overview

Mission

Education for students in the cupertino union school district (cusd). Ceef works in partnership with cusd, parents, and the community to raise funds for excellent educational programs that are beyond what is possible through federal and state funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,827,887$9,094,547▲ $2,266,660
Cash and Non-Interest-Bearing Accounts$322,341$100,998▼ $221,343
Prepaid Expenses and Deferred Charges$3,511$3,511→ $0
Accounts Receivable$100$187▲ $87
Total Assets$7,153,839$9,199,243▲ $2,045,404
Liabilities
Accounts Payable and Accrued Expenses$3,250$38,449▲ $35,199
Other Liabilities$742--
Total Liabilities$3,992$38,449▲ $34,457
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,891,595$8,833,811▲ $1,942,216
Net Assets With Donor Restrictions$258,252$326,983▲ $68,731
Total Net Assets Fund Balance$7,149,847$9,160,794▲ $2,010,947
Total Liabilities and Net Assets / Fund Balance$7,153,839$9,199,243▲ $2,045,404

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,710$12,710
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Karen RizkallaPresident &
Brian BlockDirector
Ginny WrightDirector
Meredith SmithDirector
Orrin MahoneyDirector
Richard LowenthalDirector
Sanjay TandonDirector
Scott StaufferDirector
Stuart RosenbergCFO
Yi DingSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$137,926
Program Service Revenue
$0
Investment Income
$275,517
Other Revenue
$0
All Other Contributions
$137,926
Change in Net Assets
$-116,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$451,655
Other Expenses$78,110
Total Fundraising Expense$9,349
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$451,655--$451,655
Fees for Service Investment Mgmnt Fees-$52,191-$52,191
Office Expenses$5,834$1,944$1,944$9,722
Other Expenses$5,109$1,703$3,899$3,899
Fees for Services Other$1,485$495$495$2,475
Advertising--$1,308$1,308
Total Functional Expenses$464,083$56,333$9,349$529,765
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cupertino Union School DistrictCupertino, CA-Funds for Programs$451,655
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Backup withholding compliance
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“The finance committee reviewed the tax return prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the exective director is based on prior history of paying previous executive directors for ceef along with comparisions of salaries paid to unrelated entities of similar size with similar criteria for the exective director position.”

Form 990, Page 6, Part VI, Line 19

“The organization makes the 990 available to the public on its own website, upon email request and on the public websites such as guidestar.”

Filing and Contact Details

Filer

Filer Name
Cupertino Educational Endowment
EIN
77-0073617
Phone
4082523000
Address
10301 VISTA DRIVE, CUPERTINO, CA 95014

Signing Officer

Name
Stuart Rosenberg
Title
CFO
Phone
4082213383
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Rosenberg
Formed
1983
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
11

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Education for students in the cupertino union school district (cusd). Ceef works in partnership with cusd, parents, and the community to raise funds for excellent educational programs that are beyond what is possible through federal and state funding. Ceef is an independent 501(c)3 nonprofit corporation founded in 1984. Led by a volunteer board of community leaders, our mission is to raise and leverage private support to provide stable, sustainable funding that ensures ongoing excellence and enriches the educational program for all students in the cupertino union school district. We help cusd continue to set the standard of quality for public education by supplementing public funds with private philanthropy. Over the last 26 years, ceef has funded enhancement programs including classroom music, arts, math and technology; bolstered classroom excellence by supporting innovative professional development for teachers; and partnered with parents and the community to protect teachers jobs and sustain great education in cusd.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION FOR STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT (CUSD). CEEF WORKS IN PARTNERSHIP WITH CUSD, PARENTS, AND THE COMMUNITY TO RAISE FUNDS FOR EXCELLENT EDUCATIONAL PROGRAMS THAT ARE BEYOND WHAT IS POSSIBLE THROUGH FEDERAL AND STATE FUNDING. CEEF IS AN INDEPENDENT 501(C)3 NONPROFIT CORPORATION FOUNDED IN 1984. LED BY A VOLUNTEER BOARD OF COMMUNITY LEADERS, OUR MISSION IS TO RAISE AND LEVERAGE PRIVATE SUPPORT TO PROVIDE STABLE, SUSTAINABLE FUNDING THAT ENSURES ONGOING EXCELLENCE AND ENRICHES THE EDUCATIONAL PROGRAM FOR ALL STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT. WE HELP CUSD CONTINUE TO SET THE STANDARD OF QUALITY FOR PUBLIC EDUCATION BY SUPPLEMENTING PUBLIC FUNDS WITH PRIVATE PHILANTHROPY. OVER THE LAST 26 YEARS, CEEF HAS FUNDED ENHANCEMENT PROGRAMS INCLUDING CLASSROOM MUSIC, ARTS, MATH AND TECHNOLOGY; BOLSTERED CLASSROOM EXCELLENCE BY SUPPORTING INNOVATIVE PROFESSIONAL DEVELOPMENT FOR TEACHERS; AND PARTNERED WITH PARENTS AND THE COMMUNITY TO PROTECT TEACHERS JOBS AND SUSTAIN GREAT EDUCATION IN CUSD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCE COMMITTEE REVIEWED THE TAX RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE EXECTIVE DIRECTOR IS BASED ON PRIOR HISTORY OF PAYING PREVIOUS EXECUTIVE DIRECTORS FOR CEEF ALONG WITH COMPARISIONS OF SALARIES PAID TO UNRELATED ENTITIES OF SIMILAR SIZE WITH SIMILAR CRITERIA FOR THE EXECTIVE DIRECTOR POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THE 990 AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE, UPON EMAIL REQUEST AND ON THE PUBLIC WEBSITES SUCH AS GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ROSENBERG
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BRYANT CPA
ReturnHeader/ReturnTs02022-05-13T19:15:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STUART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSENBERG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,199,243
Liabilities
$38,449
Net assets
$9,160,794
Revenue
$413,443
Expenses
$529,765
Net income
-$116,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.03$10.2$0.79$0.55$0.23
2024Detailed filing. Detailed filing data is available for this year.$9.29$0.03$9.26$0.47$0.35$0.12
2023Detailed filing. Detailed filing data is available for this year.$8.25$0.02$8.23$0.15$0.39$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.88$0.19$0.69
2021Detailed filing. Detailed filing data is available for this year.$9.20$0.04$9.16$0.41$0.53$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.14$0.44$0.31
2019Detailed filing. Detailed filing data is available for this year.$7.42$0.01$7.41$0.51$0.64$0.12
2018Summary only. Only limited summary data is available for this year.$7.65$0.00$7.65$0.36$0.10$0.26
2017Detailed filing. Detailed filing data is available for this year.$7.91$0.20$7.71$0.53$0.65$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.38$0.20$7.18$0.64$0.72$0.08
2015Detailed filing. Detailed filing data is available for this year.$7.46$0.20$7.26$0.14$0.74$0.89
2014Detailed filing. Detailed filing data is available for this year.$8.34$0.20$8.14$0.68$0.85$0.17
2013Detailed filing. Detailed filing data is available for this year.$8.52$0.20$8.32$1.97$0.91$1.07
2012Summary only. Only limited summary data is available for this year.$7.45$0.20$7.25$0.93$0.71$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.24$0.20$7.04$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$0.42$7.87$3.25