Civic Intelligence

Goleta Education Foundation

990EZ • Fiscal year 2015 • EIN 77-0223008

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 22, 2016

Organization Profilewww.goletaeducationfoundation.org
Post Office Box 1177Goleta, CA 93116

(805) 569-9864

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

95th percentile

212%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

784%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$29,004

Up $19,707 (+212%) from 2014

Net Assets

Up

$29,004

Up $19,707 (+212%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$121,255

Up $107,540 (+784%) from 2014

Expenses

Up

$101,548

Up $86,428 (+572%) from 2014

Net Income

Up

$19,707

Up $21,112 (+1503%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2015

Assets$29,004
Liabilities-
Net Assets$29,004
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

2015

Revenue$121,255
Expenses$101,548
Net Income$19,707
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$121,330
Mission and Program Overview

Mission

The goleta education foundation is dedicated to engaging the community to invest in and enhance an excellent education for all students attending schools in the goleta valley.

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.

Program Services

DescriptionGrantsExpenses
Develop a comprehensive kindergarten readiness program for schools serving children and families in the Goleta Union School District.$1,548$100,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa RivaPresidentPT$0--
Mark JacksonTreasurer-$0--
Kathleen GerberSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Goleta Education Foundation
EIN
77-0223008
Phone
8055699864
Address
POST OFFICE BOX 1177, GOLETA, CA 93116

Signing Officer

Name
Mark Jackson CPA
Title
Treasurer
Signed
2016-01-22
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Goleta Union School District | Donee's Address: 401 N. Fariview Ave. Goleta, CA 93117 | Cash Amount Given: $40000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Isla Vista Youth Projects | Donee's Address: 6842 Phelps Rd Goleta, CA 93117 | Cash Amount Given: $60000”

Other Expenses.1012

“Insurance $812”

Other Expenses.1

“RACE EXPENSES $544”

Other Expenses.2

“WEB SITE HOSTING $111”

Other Expenses.3

“POSTAGE $80”

Other Expenses.4

“Bank Fees $1”

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK JACKSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08055699864
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0POST OFFICE BOX 1177
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GOLETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093116
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09297
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029004
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0117074
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019707
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09297
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029004
IRS990EZ/FundraisingGrossIncomeAmt04250
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100000
IRS990EZ/GrossReceiptsAmt0121330
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09297
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029004
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09297
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029004
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Riva
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathleen Gerber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01548
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Develop a comprehensive kindergarten readiness program for schools serving children and families in the Goleta Union School District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01548
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt075
IRS990EZ/SpecialEventsNetIncomeLossAmt04175
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101548
IRS990EZ/TotalProgramServiceExpensesAmt01548
IRS990EZ/TotalRevenueAmt0121255
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.goletaeducationfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0142419
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0142419
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04549
IRS990ScheduleA/Total509Grp/TotalAmt0142419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0117080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04549
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0142425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Goleta Union School District | Donee's Address: 401 N. Fariview Ave. Goleta, CA 93117 | Cash Amount Given: $40000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Isla Vista Youth Projects | Donee's Address: 6842 Phelps Rd Goleta, CA 93117 | Cash Amount Given: $60000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RACE EXPENSES $544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEB SITE HOSTING $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSTAGE $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Jackson CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLETA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GOLE
ReturnHeader/Filer/EIN0770223008
ReturnHeader/Filer/PhoneNum08055699864
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 1177
ReturnHeader/Filer/USAddress/CityNm0GOLETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093116
ReturnHeader/ReturnTs02016-01-22T10:15:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,004
Liabilities
-
Net assets
$29,004
Revenue
$121,255
Expenses
$101,548
Net income
$19,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.66$1.66$1.00$0.99$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.65$1.65$0.65$1.07$0.42
2021Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.69$0.30$0.40
2020Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.87$1.17$0.70
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$3.20$4.14$0.94
2018Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.94$1.48$0.54
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$2.61$1.18$1.43
2016Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.66$0.91$0.75
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.21$1.02$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.14$0.15$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.17$0.14$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.12$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.14$0.13$0.01