Civic Intelligence

Carpinteria Education Foundation Inc.

990 • Fiscal year 2016 • EIN 77-0354256

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 08, 2017

Organization Profilewww.carpeducationfoundation.org
PO Box 9Carpinteria, CA 93014

(805) 566-1615

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

62nd percentile

7.8%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$36,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

32nd percentile

-3.0%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

2.2%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$688,613

Down $21,018 (-3.0%) from 2015

Net Assets

Down

$688,574

Down $19,639 (-2.8%) from 2015

Liabilities

Down

$39

Down $1,379 (-97%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin62nd percentile

Revenue

Up

$538,890

Up $11,374 (+2.2%) from 2015

Expenses

Down

$496,978

Down $16,014 (-3.1%) from 2015

Net Income

Up

$41,912

Up $27,388 (+189%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $603,170Liabilities 2010: $80,693Net Assets 2010: $522,4772010Assets 2011: $767,281Liabilities 2011: $174,042Net Assets 2011: $593,2392011Assets 2012: $595,727Liabilities 2012: $19,404Net Assets 2012: $576,3232012Assets 2013: $666,921Liabilities 2013: $0Net Assets 2013: $666,9212013Assets 2014: $724,914Liabilities 2014: $194Net Assets 2014: $724,7202014Assets 2015: $709,631Liabilities 2015: $1,418Net Assets 2015: $708,2132015Assets 2016: $688,613Liabilities 2016: $39Net Assets 2016: $688,5742016Assets 2017: $710,216Liabilities 2017: $624Net Assets 2017: $709,5922017Assets 2018: $810,517Liabilities 2018: $989Net Assets 2018: $809,5282018Assets 2019: $805,862Liabilities 2019: $161Net Assets 2019: $805,7012019Assets 2020: $913,880Liabilities 2020: $0Net Assets 2020: $913,8802020Assets 2021: $1,073,605Liabilities 2021: $0Net Assets 2021: $1,073,6052021Assets 2022: $1,000,337Liabilities 2022: $4,853Net Assets 2022: $995,4842022Assets 2023: $1,102,916Liabilities 2023: $4,752Net Assets 2023: $1,098,1642023Assets 2024: $1,177,021Liabilities 2024: $1,843Net Assets 2024: $1,175,1782024

Highlighted filing

2016

Assets$688,613
Liabilities$39
Net Assets$688,574
Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $185,817Expenses 2010: $204,372Net Income 2010: -$18,5552010Expenses 2011: $481,9952011Expenses 2012: $450,1942012Expenses 2013: $335,8372013Revenue 2014: $529,950Expenses 2014: $508,269Net Income 2014: $21,6812014Revenue 2015: $527,516Expenses 2015: $512,992Net Income 2015: $14,5242015Revenue 2016: $538,890Expenses 2016: $496,978Net Income 2016: $41,9122016Revenue 2017: $193,123Expenses 2017: $200,482Net Income 2017: -$7,3592017Revenue 2018: $250,641Expenses 2018: $124,163Net Income 2018: $126,4782018Revenue 2019: $290,843Expenses 2019: $230,011Net Income 2019: $60,8322019Revenue 2020: $377,356Expenses 2020: $244,489Net Income 2020: $132,8672020Revenue 2021: $886,364Expenses 2021: $842,805Net Income 2021: $43,5592021Revenue 2022: $406,879Expenses 2022: $401,005Net Income 2022: $5,8742022Revenue 2023: $259,098Expenses 2023: $204,572Net Income 2023: $54,5262023Revenue 2024: $354,070Expenses 2024: $341,863Net Income 2024: $12,2072024

Highlighted filing

2016

Revenue$538,890
Expenses$496,978
Net Income$41,912
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 8, 2017
Return Version
2015v3.0
Gross Receipts
$894,836
Mission and Program Overview

Mission

To support the carpinteria unified school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$632,843$534,000▼ $98,843
Cash and Non-Interest-Bearing Accounts$75,108$152,998▲ $77,890
Prepaid Expenses and Deferred Charges$1,680$1,615▼ $65
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$709,631$688,613▼ $21,018
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,418$39▼ $1,379
Total Liabilities$1,418$39▼ $1,379
Net Assets / Fund Balance
Permanently Rstr Net Assets$567,737$567,695▼ $42
Unrestricted Net Assets$140,476$120,879▼ $19,597
Total Net Assets Fund Balance$708,213$688,574▼ $19,639
Total Liabilities and Net Assets / Fund Balance$709,631$688,613▼ $21,018
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Debra MccartyExecutive DirectorFT$36,000$36,000

Board Members and Trustees

NameTitle
Tyler PowellPresident
Sarah Aresco-smithVice President
Curtis LopezBoard Member
Janie FoleyBoard Member
Mary ZeoliBoard Member
Nikki YamaokaBoard Member
Sally GreenSecretary
Casey BalchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$414,000
Program Service Revenue
$0
Investment Income
$58,897
Other Revenue
$65,993
All Other Contributions
$414,000
Change in Net Assets
$41,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$416,601
Salaries, Compensation, and Employee Benefits$40,308
Other Expenses$40,069
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$370,093--$370,093
Grants to Domestic Individuals$46,508--$46,508
Current Officers, Directors, Trustees, and Key Employees-$36,000-$36,000
Occupancy-$8,652-$8,652
Fees for Services Accounting-$8,450-$8,450
Advertising-$8,276-$8,276
Fees for Service Investment Mgmnt Fees-$4,808-$4,808
Payroll Taxes-$4,308-$4,308
Office Expenses-$3,774-$3,774
Insurance-$1,831-$1,831
Travel-$648-$648
Conferences and Meetings-$305-$305
Other Expenses-$280-$280
All Other Expenses-$95-$95
Interest-$38-$38
Total Functional Expenses$416,601$80,377$0$496,978
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carp Unified Sch DistCarpinteria, CA-Educational Programs for Students$370,093
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$80,575
Fundraising Direct Expenses$14,582
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carp-a-cabana$59,520$59,520$4,156$55,364
Orchard to Ocean$21,055$21,055$10,426$10,629
Total Events$80,575$80,575$14,582$65,993
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Draft of complete Federal income tax return distributed at Board Meeting to all Board Members and available for comment at the Carpinteria Education Foundation's office.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Carpinteria Education Foundation Inc
EIN
77-0354256
Phone
8055661615
Address
PO BOX 9, CARPINTERIA, CA 93014

Signing Officer

Name
Tyler Powell
Title
President
Signed
2017-03-08
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
65

Preparer

Firm
Jfr & Company Inc
Address
1145 EUGENIA PL STE 201, CARPINTERIA, CA 93013-2061
Preparer
Mark S Buckley
Phone
8056847866
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04308
IRS990/PayrollTaxesGrp/TotalAmt04308
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0567737
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0567695
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01680
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01615
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS ISSUED TO VARIOUS SCHOOLS IN THE CUSD FOR EDUCATIONAL PROGRAMS AND MATERIALS IN WHICH 2750 STUDENTS PARTICIPATE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046508
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0423585
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0432269
IRS990/PYInvestmentIncomeAmt044019
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt039817
IRS990/PYOtherRevenueAmt059912
IRS990/PYRevenuesLessExpensesAmt014524
IRS990/PYSalariesCompEmpBnftPaidAmt040906
IRS990/PYTotalExpensesAmt0512992
IRS990/PYTotalRevenueAmt0527516
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt041912
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956101195
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CARPINTERIA UNIFIED SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014582
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARP-A-CABANA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ORCHARD TO OCEAN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080575
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065993
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014582
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04156
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010426
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt046508
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship Assistance to Students
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt035
IRS990ScheduleI/RecipientTable/CashGrantAmt0370093
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL PROGRAMS FOR STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARP UNIFIED SCH DIST
IRS990ScheduleI/RecipientTable/RecipientEIN0956000940
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01400 LINDEN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CARPINTERIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093013
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Draft of complete Federal income tax return distributed at Board Meeting to all Board Members and available for comment at the Carpinteria Education Foundation's office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0709631
IRS990/TotalAssetsEOYAmt0688613
IRS990/TotalAssetsGrp/BOYAmt0709631
IRS990/TotalAssetsGrp/EOYAmt0688613
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0414000
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080377
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0416601
IRS990/TotalFunctionalExpensesGrp/TotalAmt0496978
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01418
IRS990/TotalLiabilitiesEOYAmt039

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$688,613
Liabilities
$39
Net assets
$688,574
Revenue
$538,890
Expenses
$496,978
Net income
$41,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.35$0.34$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.26$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.41$0.40$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.89$0.84$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.38$0.24$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.29$0.23$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.25$0.12$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.19$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.54$0.50$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.53$0.51$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.53$0.51$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.02$0.58$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.17$0.59$0.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.08$0.52$0.19$0.20$0.02