Civic Intelligence

Goleta Education Foundation

990EZ • Fiscal year 2016 • EIN 77-0223008

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 19, 2017

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

(805) 965-1061

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

257%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$103,612

Up $74,608 (+257%) from 2015

Net Assets

Up

$103,612

Up $74,608 (+257%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$165,935

Up $44,680 (+37%) from 2015

Expenses

Down

$91,327

Down $10,221 (-10%) from 2015

Net Income

Up

$74,608

Up $54,901 (+279%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$103,612
Liabilities-
Net Assets$103,612
Open 2016 Filing

Operations Trend

Revenue Growth82nd 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

2016

Revenue$165,935
Expenses$91,327
Net Income$74,608
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$170,260
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.

Program Services

DescriptionGrantsExpenses
Develop a comprehensive kindergarten readiness program for schools serving children and families in the Goleta Union School District.$63,278$63,278
Funding for 8 Teacher Interactive Presentation Centers$12,667$12,667
Summer Science Technology Engineering Mathmatics Program$5,300$5,300
Jeff Peterson String Program$2,500$2,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa RivasPresidentPT$0--
Mark JacksonTreasurer-$0--
Brady BustanySecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lemon Run$15,115$15,115$4,212$10,903
Total Events$15,115$15,115$4,212$10,903
Filing and Contact Details

Filer

Filer Name
Goleta Education Foundation
EIN
77-0223008
Phone
8059651061
Address
POST OFFICE BOX 1177, GOLETA, CA 93116

Signing Officer

Name
Mark Jackson CPA
Title
Treasurer
Signed
2017-01-19
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: $81370”

Other Expenses.1012

“Insurance $812”

Other Expenses.1

“STRATEGIC PLANNING $3841”

Other Expenses.2

“GRANTWRITING $1414”

Other Expenses.3

“MARKETING $1260”

Other Expenses.4

“BOARD TRAINING $100”

Other Expenses.5

“POSTAGE $82”

Other Expenses.6

“Licenses & registration fees $70”

Other Expenses.7

“BANK FEES $3”

Raw XML Appendix177 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.

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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07582
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/DescriptionProgramSrvcAccomTxt1Summer Science Technology Engineering Mathmatics Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Funding for 8 Teacher Interactive Presentation Centers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Jeff Peterson String Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063278
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15300
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt212667
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt32500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063278
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212667
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04325
IRS990EZ/SpecialEventsNetIncomeLossAmt013510
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt091327
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IRS990EZ/WebsiteAddressTxt0www.goletaeducationfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0117074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03980
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Goleta Union School District | Donee's Address: 401 N. Fariview Ave. Goleta CA 93117 | Cash Amount Given: $81370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STRATEGIC PLANNING $3841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTWRITING $1414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKETING $1260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD TRAINING $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTAGE $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES & REGISTRATION FEES $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Jackson CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLETA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GOLE
ReturnHeader/Filer/EIN0770223008
ReturnHeader/Filer/PhoneNum08059651061
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 1177
ReturnHeader/Filer/USAddress/CityNm0GOLETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093116
ReturnHeader/ReturnTs02017-01-19T13:44:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,612
Liabilities
-
Net assets
$103,612
Revenue
$165,935
Expenses
$91,327
Net income
$74,608
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