Civic Intelligence

Templeton Educational Foundation

990EZ • Fiscal year 2016 • EIN 77-0254860

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization Profilewww.templetoneducationfoundation.net
PO Box 973Templeton, CA 93465-0973

(805) 434-1967

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

70th percentile

14%

Higher net margin than 70% 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

57th percentile

5.4%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$99,796

Up $5,145 (+5.4%) from 2015

Net Assets

Up

$99,796

Up $5,145 (+5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin70th percentile

Revenue

Down

$37,436

Down $17,613 (-32%) from 2015

Expenses

Down

$32,291

Down $3,947 (-11%) from 2015

Net Income

Down

$5,145

Down $13,666 (-73%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2011: $105,732Liabilities 2011: $18,738Net Assets 2011: $86,9942011Assets 2012: $145,900Liabilities 2012: $68,887Net Assets 2012: $77,0132012Assets 2013: $104,454Liabilities 2013: $32,037Net Assets 2013: $72,4172013Assets 2014: $133,826Liabilities 2014: $57,986Net Assets 2014: $75,8402014Assets 2015: $94,651Liabilities 2015: $0Net Assets 2015: $94,6512015Assets 2016: $99,796Liabilities 2016: $0Net Assets 2016: $99,7962016Assets 2017: $109,940Liabilities 2017: $0Net Assets 2017: $109,9402017Assets 2018: $136,564Liabilities 2018: $0Net Assets 2018: $136,5642018Assets 2019: $157,765Liabilities 2019: $0Net Assets 2019: $157,7652019Assets 2020: $157,853Liabilities 2020: $8,227Net Assets 2020: $149,6262020Assets 2021: $204,220Liabilities 2021: $9,012Net Assets 2021: $195,2082021Assets 2022: $276,771Liabilities 2022: $8,538Net Assets 2022: $268,2332022Assets 2023: $260,367Liabilities 2023: $7,731Net Assets 2023: $252,6362023Assets 2024: $231,699Liabilities 2024: $7,154Net Assets 2024: $224,5452024

Highlighted filing

2016

Assets$99,796
Liabilities$0
Net Assets$99,796
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $37,991Expenses 2011: $48,066Net Income 2011: -$10,0752011Revenue 2012: $55,516Expenses 2012: $65,571Net Income 2012: -$10,0552012Revenue 2013: $57,117Expenses 2013: $61,713Net Income 2013: -$4,5962013Revenue 2014: $66,458Expenses 2014: $63,035Net Income 2014: $3,4232014Revenue 2015: $55,049Expenses 2015: $36,238Net Income 2015: $18,8112015Revenue 2016: $37,436Expenses 2016: $32,291Net Income 2016: $5,1452016Revenue 2017: $75,860Expenses 2017: $65,678Net Income 2017: $10,1822017Revenue 2018: $78,170Expenses 2018: $51,619Net Income 2018: $26,5512018Revenue 2019: $81,819Expenses 2019: $60,618Net Income 2019: $21,2012019Revenue 2020: $54,890Expenses 2020: $63,029Net Income 2020: -$8,1392020Revenue 2021: $100,588Expenses 2021: $55,008Net Income 2021: $45,5802021Revenue 2022: $159,910Expenses 2022: $86,885Net Income 2022: $73,0252022Revenue 2023: $140,353Expenses 2023: $155,950Net Income 2023: -$15,5972023Revenue 2024: $101,014Expenses 2024: $129,105Net Income 2024: -$28,0912024

Highlighted filing

2016

Revenue$37,436
Expenses$32,291
Net Income$5,145
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$91,807
Mission and Program Overview

Mission

Support of public schools in the Templeton Unified School District.

Program Services

DescriptionGrantsExpenses
TEF serves the students, faculty and staff of Templeton, CA school district through issuing grants to meet the needs of the children in the school district.$0$7,308
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian WeissPresidentPT$0--
Nancy Hill CunhaSecretary-$0--
Melissa KasarjianTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fireworks Sales$74,424$74,424$54,371$20,053
Total Events$74,424$74,424$54,371$20,053
Filing and Contact Details

Filer

Filer Name
Templeton Education Foundation
EIN
77-0254860
Phone
8054341967
Address
PO Box 973, Templeton, CA 93465-0973

Signing Officer

Name
Cindy Tansom
Title
Treasurer
Phone
8054341967
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Kasarjian & Company CPAs
Address
1540 Marsh Street Suite 220, San Luis Obispo, CA 93401
Preparer
Melissa Kasarjian CPA
Phone
8055458121
Supplemental Narrative

Additional Explanations

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

“Description: operating expenses. Amount: 7,307.”

Raw XML Appendix167 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/BusinessName/BusinessNameLine1Txt0Melissa Kasarjian
IRS990EZ/BooksInCareOfDetail/PhoneNum08055458121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0118 S Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Templeton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094651
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05145
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt024984
IRS990EZ/GrossReceiptsAmt091807
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Weiss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nancy Hill Cunha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Kasarjian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07307
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support of public schools in the Templeton Unified School District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEF serves the students, faculty and staff of Templeton, CA school district through issuing grants to meet the needs of the children in the school district.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07308
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt054371
IRS990EZ/SpecialEventsNetIncomeLossAmt020053
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032291
IRS990EZ/TotalProgramServiceExpensesAmt07308
IRS990EZ/TotalRevenueAmt037436
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.templetoneducationfoundation.net
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt058002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03378
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014370
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80140
IRS990ScheduleA/PublicSupportPY170Pct00.73300
IRS990ScheduleA/PublicSupportTotal170Amt058002
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02638
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt058002
IRS990ScheduleA/TotalSupportAmt072372
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054371
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fireworks Sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074424
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074424
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074424
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074424
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020053
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt054371
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt054371
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0The organization coordinates an annual fundraising event, Beaverstock and operates a seasonal fireworks booth for 4th of July.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part I, Line 2b, Column (v)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: operating expenses. Amount: 7,307.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Cindy Tansom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08054341967
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Templeton Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0770254860
ReturnHeader/Filer/PhoneNum08054341967
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 973
ReturnHeader/Filer/USAddress/CityNm0Templeton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0934650973
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId051AA304443145C163AD291CE5A9FD02B97A46108
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CEBC9E153A660837F2FBA8F055C718FD2DA31896
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.36.177.146
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:09:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472704060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kasarjian & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01540 Marsh Street Suite 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055458121
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Kasarjian CPA
ReturnHeader/ReturnTs02017-11-15T13:00:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$99,796
Liabilities
$0
Net assets
$99,796
Revenue
$37,436
Expenses
$32,291
Net income
$5,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.07$2.25$1.01$1.29$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.08$2.53$1.40$1.56$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.09$2.68$1.60$0.87$0.73
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.09$1.95$1.01$0.55$0.46
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.08$1.50$0.55$0.63$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.82$0.61$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.78$0.52$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.76$0.66$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.37$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.55$0.36$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.58$0.76$0.66$0.63$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.32$0.72$0.57$0.62$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.69$0.77$0.56$0.66$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.19$0.87$0.38$0.48$0.10