Civic Intelligence

Exeter Union High School Alumni Foundation

990EZ • Fiscal year 2014 • EIN 77-0368762

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 05, 2014

P O Box 103593221

(559) 594-5500

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

1.02x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

89th percentile

41%

Higher net margin than 89% 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

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

93rd percentile

114%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Down

$161,334

Down $1,289 (-0.8%) from 2013

Net Assets

Up

$140,334

Up $8,461 (+6.4%) from 2013

Liabilities

Down

$21,000

Down $9,750 (-32%) from 2013

Revenue

Up

$20,538

Up $10,959 (+114%) from 2013

Expenses

Down

$12,077

Down $744 (-5.8%) from 2013

Net Income

Up

$8,461

Up $11,703 (+361%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $172,965Liabilities 2012: $37,850Net Assets 2012: $135,1152012Assets 2013: $162,623Liabilities 2013: $30,750Net Assets 2013: $131,8732013Assets 2014: $161,334Liabilities 2014: $21,000Net Assets 2014: $140,3342014Assets 2015: $173,389Liabilities 2015: $12,250Net Assets 2015: $161,1392015Assets 2016: $144,138Liabilities 2016: $23,500Net Assets 2016: $120,6382016Assets 2017: $110,142Liabilities 2017: $23,000Net Assets 2017: $87,1422017Assets 2018: $84,785Liabilities 2018: $29,500Net Assets 2018: $55,2852018Assets 2019: $77,652Liabilities 2019: $37,800Net Assets 2019: $39,8522019Assets 2020: $75,674Liabilities 2020: $32,850Net Assets 2020: $42,8242020Assets 2022: $169,755Liabilities 2022: $22,350Net Assets 2022: $147,4052022Assets 2023: $168,667Liabilities 2023: $14,350Net Assets 2023: $154,3172023Assets 2025: $493,156Liabilities 2025: $14,350Net Assets 2025: $478,8062025

Highlighted filing

2014

Assets$161,334
Liabilities$21,000
Net Assets$140,334

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $9,315Expenses 2012: $22,115Net Income 2012: -$12,8002012Revenue 2013: $9,579Expenses 2013: $12,821Net Income 2013: -$3,2422013Revenue 2014: $20,538Expenses 2014: $12,077Net Income 2014: $8,4612014Revenue 2015: $39,633Expenses 2015: $18,828Net Income 2015: $20,8052015Revenue 2016: $19,808Expenses 2016: $60,309Net Income 2016: -$40,5012016Revenue 2017: $23,319Expenses 2017: $56,815Net Income 2017: -$33,4962017Revenue 2018: $26,070Expenses 2018: $57,927Net Income 2018: -$31,8572018Revenue 2019: $24,843Expenses 2019: $40,276Net Income 2019: -$15,4332019Revenue 2020: $16,245Expenses 2020: $13,273Net Income 2020: $2,9722020Revenue 2022: $107,797Expenses 2022: $2,865Net Income 2022: $104,9322022Revenue 2023: $15,850Expenses 2023: $8,938Net Income 2023: $6,9122023Revenue 2025: $364,664Expenses 2025: $32,481Net Income 2025: $332,1832025

Highlighted filing

2014

Revenue$20,538
Expenses$12,077
Net Income$8,461
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 5, 2014
Return Version
2013v3.1
Gross Receipts
$21,385
Mission and Program Overview

Mission

To provide scholarships to students who have shown outstanding achievement and a desire to further their educational studies.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO HAVE SHOWN OUTSTANDING ACHIEVEMENT AND A DESIRE TO FURTHER THEIR EDUCATIONAL STUDIES$2,923-
TO COMPILE, PUBLISH AND MAIL A NEWSLETTER TO INFORM MEMBERS AND PROSPECTIVE MEMBERS ABOUT CURRENT ORGANIZATIONAL AFFAIRS--
TO PROVIDE FUNDS FOR IMPROVMENTS TO CAMPUS FACILITIES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rodney CappsDirector-$0--
David NielsenTreasurer-$0--
Sherrie TriplittDirector-$0--
MaryBeth LaMunyon-JonesPresident-$0--
Victor Silvas JrDirector-$0--
Pamela WhitmireVice President-$0--
Filing and Contact Details

Filer

EIN
77-0368762

Signing Officer

Name
David Nielsen
Title
Treasurer
Signed
2014-09-05
Discuss with paid preparer
Yes

Preparer

Preparer
Tad W Edwards
Phone
5596259240
Supplemental Narrative

Additional Explanations

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

| Cash Amount Given: $10000

Other Expenses.1002

Office Expenses $260

Other Expenses.1

Other expense $100

Other Expenses.2

Dues $75

Total Liabilities.1002

Grants Payable - Beginning $30750 Grants Payable - Ending $21000

Raw XML Appendix181 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/PersonNm0DAVID NIELSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05595945500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10601 SEQUOIA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0EXETER
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093221
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0162623
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161334
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015955
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08461
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01642
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0162623
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161334
IRS990EZ/FundraisingGrossIncomeAmt04718
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt021385
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0712
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0131873
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140334
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0131873
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140334
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rodney Capps
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Nielsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sherrie Triplitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MaryBeth LaMunyon-Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Victor Silvas Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Pamela Whitmire
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0435
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO HAVE SHOWN OUTSTANDING ACHIEVEMENT AND A DESIRE TO FURTHER THEIR EDUCATIONAL STUDIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO COMPILE, PUBLISH AND MAIL A NEWSLETTER TO INFORM MEMBERS AND PROSPECTIVE MEMBERS ABOUT CURRENT ORGANIZATIONAL AFFAIRS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO HAVE SHOWN OUTSTANDING ACHIEVEMENT AND A DESIRE TO FURTHER THEIR EDUCATIONAL STUDIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE FUNDS FOR IMPROVMENTS TO CAMPUS FACILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02923
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0847
IRS990EZ/SpecialEventsNetIncomeLossAmt03871
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030750
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt021000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012077
IRS990EZ/TotalProgramServiceExpensesAmt02923
IRS990EZ/TotalRevenueAmt020538
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047895
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0712
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0829
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0900
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01199
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030047
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0712
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0829
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0900
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01199
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04665
IRS990ScheduleA/InvestmentIncomeCYPct00.05650
IRS990ScheduleA/InvestmentIncomePYPct00.05850
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94350
IRS990ScheduleA/PublicSupportPY509Pct00.94150
IRS990ScheduleA/PublicSupportTotal509Amt077942
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031930
IRS990ScheduleA/Total509Grp/TotalAmt077942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033129
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt082607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other expense $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Grants Payable - Beginning $30750 Grants Payable - Ending $21000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1002
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Nielsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10EXETER UNION HIGH SCHOOL ALUMNI FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0EXET
ReturnHeader/Filer/EIN0770368762
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1035
ReturnHeader/Filer/USAddress/City0EXETER
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BASTRIRE EDWARDS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103330 W MINERAL KING AVE STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VISALIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0932915763
ReturnHeader/PreparerPersonGrp/PhoneNum05596259240
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAD W EDWARDS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-05T10:07:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings