Civic Intelligence

Goleta Education Foundation

990EZ • Fiscal year 2014 • EIN 77-0223008

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 19, 2014

Post Office Box 117793116-1177

(805) 681-1277

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$9,297

Down $1,405 (-13%) from 2013

Net Assets

Down

$9,297

Down $1,405 (-13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$13,715

Down $3,265 (-19%) from 2013

Expenses

Up

$15,120

Up $1,443 (+11%) from 2013

Net Income

Down

-$1,405

Down $4,708 (-143%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $8,153Liabilities 2011: $02011Assets 2012: $7,399Liabilities 2012: $0Net Assets 2012: $7,3992012Assets 2013: $10,702Liabilities 2013: $0Net Assets 2013: $10,7022013Assets 2014: $9,297Liabilities 2014: $0Net Assets 2014: $9,2972014Assets 2015: $29,004Net Assets 2015: $29,0042015Assets 2016: $103,612Net Assets 2016: $103,6122016Assets 2017: $246,610Liabilities 2017: $0Net Assets 2017: $246,6102017Assets 2018: $192,314Net Assets 2018: $192,3142018Assets 2019: $98,382Liabilities 2019: $0Net Assets 2019: $98,3822019Assets 2020: $167,964Net Assets 2020: $167,9642020Assets 2021: $207,498Net Assets 2021: $207,4982021Assets 2022: $165,389Net Assets 2022: $165,3892022Assets 2023: $165,818Net Assets 2023: $165,8182023

Highlighted filing

2014

Assets$9,297
Liabilities$0
Net Assets$9,297

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $13,614Expenses 2011: $12,580Net Income 2011: $1,0342011Revenue 2012: $11,819Expenses 2012: $12,573Net Income 2012: -$7542012Revenue 2013: $16,980Expenses 2013: $13,677Net Income 2013: $3,3032013Revenue 2014: $13,715Expenses 2014: $15,120Net Income 2014: -$1,4052014Revenue 2015: $121,255Expenses 2015: $101,548Net Income 2015: $19,7072015Revenue 2016: $165,935Expenses 2016: $91,327Net Income 2016: $74,6082016Revenue 2017: $261,201Expenses 2017: $118,203Net Income 2017: $142,9982017Revenue 2018: $94,039Expenses 2018: $148,335Net Income 2018: -$54,2962018Revenue 2019: $320,487Expenses 2019: $414,419Net Income 2019: -$93,9322019Revenue 2020: $186,682Expenses 2020: $117,100Net Income 2020: $69,5822020Revenue 2021: $69,107Expenses 2021: $29,573Net Income 2021: $39,5342021Revenue 2022: $65,364Expenses 2022: $107,473Net Income 2022: -$42,1092022Revenue 2023: $99,722Expenses 2023: $99,293Net Income 2023: $4292023

Highlighted filing

2014

Revenue$13,715
Expenses$15,120
Net Income-$1,405
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 19, 2014
Return Version
2013v3.0
Gross Receipts
$15,029
Mission and Program Overview

Mission

The Goleta Education Foundation is dedicated to engaging the community to investin and enhance an excellent education for all students attending schools in theGoleta Union School District.

SUPPORT SCHOOL PROGRAMS

Program Services

DescriptionGrantsExpenses
CULTURAL ARTS AND SCIENCE PROGRAMS ARE SUPPORTED DEPENDING UPON SCHOOL NEED$14,199$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY KNIGHTPresident-$0--
KATHLEEN GERBERSecretary-$0--
ELIZABETH GANSTreasurer-$0--
ELIZABETH DEVITAVice President-$0--
Filing and Contact Details

Filer

EIN
77-0223008
Phone
8056811277

Signing Officer

Name
Elizabeth Gans
Title
Treasurer
Phone
8059643576
Signed
2014-09-19
Discuss with paid preparer
Yes

Preparer

Preparer
William J Nasif
Phone
8059661521
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 1.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: schools. Grantee name: goleta union school district. Grantee address: 401 north fairview goleta, ca xxx-xx-xxxx. Grantee relationship: supported organization. Property description: cash. Date of gift: 01/06/14. Amount given: 14,199.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 812. Description: postage. Amount: 11. Description: po box cost. Amount: 78. Description: secretary of state fee. Amount: 20. Total to form 990-ez, line 16: 921.

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH GANS TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum08059643576
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 1177
IRS990EZ/BooksInCareOfDetail/USAddress/City0GOLETA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0931161177
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010702
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IRS990EZ/GrossReceiptsAmt015029
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010702
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09297
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010702
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09297
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN GERBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH GANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH DEVITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CULTURAL ARTS AND SCIENCE PROGRAMS ARE SUPPORTED DEPENDING UPON SCHOOL NEED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014199
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt09734
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015120
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt013715
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03498
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025345
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt025345
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04549
IRS990ScheduleA/Total509Grp/TotalAmt025345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04549
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOOLS. GRANTEE NAME: GOLETA UNION SCHOOL DISTRICT. GRANTEE ADDRESS: 401 NORTH FAIRVIEW GOLETA, CA XXX-XX-XXXX. GRANTEE RELATIONSHIP: SUPPORTED ORGANIZATION. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/06/14. AMOUNT GIVEN: 14,199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 812. DESCRIPTION: POSTAGE. AMOUNT: 11. DESCRIPTION: PO BOX COST. AMOUNT: 78. DESCRIPTION: SECRETARY OF STATE FEE. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 921.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH GANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08059643576
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10GOLETA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GOLE
ReturnHeader/Filer/EIN0770223008
ReturnHeader/Filer/PhoneNum08056811277
ReturnHeader/Filer/USAddress/AddressLine10POST OFFICE BOX 1177
ReturnHeader/Filer/USAddress/City0GOLETA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0931161177
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770181453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NASIF HICKS HARRIS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10104 WEST ANAPAMU STREET SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059661521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J NASIF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-13T13:01:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings