Civic Intelligence

Cambrian Educational Foundation

990 • Fiscal year 2018 • EIN 77-0448212

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

4115 Jacksol DriveSan Jose, CA 95124

(408) 377-2103

Siviq Scores

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

Liabilities / Assets

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.07x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-1.8%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$862,515

Up $102,744 (+14%) from 2017

Net Assets

Up

$802,031

Up $63,261 (+8.6%) from 2017

Liabilities

Up

$60,484

Up $39,483 (+188%) from 2017

Revenue

Down

$886,323

Down $15,845 (-1.8%) from 2017

Expenses

Up

$823,062

Up $170,510 (+26%) from 2017

Net Income

Down

$63,261

Down $186,355 (-75%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $488,547Liabilities 2011: $33,983Net Assets 2011: $454,5642011Assets 2012: $447,122Liabilities 2012: $24,139Net Assets 2012: $422,9832012Assets 2013: $488,723Liabilities 2013: $20,581Net Assets 2013: $468,1422013Assets 2014: $496,298Liabilities 2014: $17,984Net Assets 2014: $478,3142014Assets 2015: $549,489Liabilities 2015: $11,246Net Assets 2015: $538,2432015Assets 2016: $505,881Liabilities 2016: $16,726Net Assets 2016: $489,1552016Assets 2017: $759,771Liabilities 2017: $21,001Net Assets 2017: $738,7702017Assets 2018: $862,515Liabilities 2018: $60,484Net Assets 2018: $802,0312018Assets 2019: $984,781Liabilities 2019: $40,251Net Assets 2019: $944,5302019Assets 2020: $1,134,916Liabilities 2020: $13,276Net Assets 2020: $1,121,6402020Assets 2021: $1,173,406Liabilities 2021: $17,354Net Assets 2021: $1,156,0522021Assets 2022: $1,259,148Liabilities 2022: $16,795Net Assets 2022: $1,242,3532022Assets 2023: $1,182,328Liabilities 2023: $11,407Net Assets 2023: $1,170,9212023Assets 2024: $1,157,193Liabilities 2024: $0Net Assets 2024: $1,157,1932024

Highlighted filing

2018

Assets$862,515
Liabilities$60,484
Net Assets$802,031

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $645,057Expenses 2011: $590,834Net Income 2011: $54,2232011Expenses 2012: $622,7452012Expenses 2013: $608,8582013Revenue 2014: $635,354Expenses 2014: $625,182Net Income 2014: $10,1722014Revenue 2015: $631,033Expenses 2015: $571,106Net Income 2015: $59,9272015Revenue 2016: $624,097Expenses 2016: $673,187Net Income 2016: -$49,0902016Revenue 2017: $902,168Expenses 2017: $652,552Net Income 2017: $249,6162017Revenue 2018: $886,323Expenses 2018: $823,062Net Income 2018: $63,2612018Revenue 2019: $957,226Expenses 2019: $814,725Net Income 2019: $142,5012019Revenue 2020: $896,650Expenses 2020: $719,540Net Income 2020: $177,1102020Revenue 2021: $372,213Expenses 2021: $337,800Net Income 2021: $34,4132021Revenue 2022: $680,919Expenses 2022: $594,784Net Income 2022: $86,1352022Revenue 2023: $760,166Expenses 2023: $831,419Net Income 2023: -$71,2532023Revenue 2024: $739,133Expenses 2024: $752,862Net Income 2024: -$13,7292024

Highlighted filing

2018

Revenue$886,323
Expenses$823,062
Net Income$63,261
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$1,057,862
Mission and Program Overview

Mission

To enhance the educational experience for the students served by the cambrian school district.

Oversees the five home and school clubs in the cambrian school district which manage volunteers and raise funds for supplies, equipment, books, and field trips for more than 3000 students in the cambrian school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$400,240$465,117▲ $64,877
Savings and Temporary Cash Investments$345,380$395,198▲ $49,818
Prepaid Expenses and Deferred Charges$4,775$0▼ $4,775
Inventories for Sale or Use$9,039$1,005▼ $8,034
Total Assets$759,771$862,515▲ $102,744
Other Assets Total$337$1,195▲ $858
Liabilities
Accounts Payable and Accrued Expenses$21,001$60,484▲ $39,483
Total Liabilities$21,001$60,484▲ $39,483
Net Assets / Fund Balance
Unrestricted Net Assets$720,415$784,825▲ $64,410
Temporarily Rstr Net Assets$18,355$17,206▼ $1,149
Total Net Assets Fund Balance$738,770$802,031▲ $63,261
Total Liabilities and Net Assets / Fund Balance$759,771$862,515▲ $102,744
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gil GarciaPresident
Colette StratmanVice President
Jarod MiddletonDirector
Lisa IvesDirector
Rachel MazeDirector
Cathy RamonaSecretary
Ronald NilesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$166,950
Program Service Revenue
$122,910
Investment Income
$207
Other Revenue
$596,256
All Other Contributions
$166,950
Change in Net Assets
$63,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$823,062
Total Fundraising Expense$478
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$98,884$739-$99,623
Other Expenses$82,597--$82,597
Occupancy$68,171--$68,171
All Other Expenses$41,358--$41,358
Office Expenses$9,196$5,471$478$15,145
Fees for Services Accounting-$3,894-$3,894
Insurance$1,898$1,313-$3,211
Fees for Services Lobbying$1,250--$1,250
Total Functional Expenses$811,167$11,417$478$823,062
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$737,539
Fundraising Direct Expenses$155,890
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathons$192,981$192,981$20,227$172,754
Fall Festivals$116,346$116,346$41,975$74,371
Total Events$737,539$737,539$155,890$581,649
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section A, Line 6

As per our bylaws, each of the six home and school clubs in the cambrian school district are members. Each member annually appoints a director to the governing body. The cambrian school district also appoints a member to the governing body.

Form 990, Part VI, Section A, Line 7A

Membership is open to parents of students and staff of the six cambrian school district schools.

Form 990, Part VI, Section B, Line 11B

The treasurer will provide a draft copy to each director for review prior to filing

Form 990, Part VI, Section C, Line 18

Governing documents and the latest form 990 are available for review at the principal office of the cambrian school district.

Form 990, Part VI, Section C, Line 19

Governing documents are available for review at the principal office of the cambrian school district. Financial statements are not available for review.

Filing and Contact Details

Filer

Filer Name
Cambrian Educational Foundation
EIN
77-0448212
Phone
4083772103
Address
4115 JACKSOL DRIVE, SAN JOSE, CA 95124

Signing Officer

Name
Ron Niles
Title
Treasurer
Phone
4083772103
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gil Garcia
Formed
1996
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
Abbott Stringham & Lynch
Address
1530 MERIDIAN AVE 2ND FLR, SAN JOSE, CA 95125
Preparer
Sheba B Dalaney
Phone
4083778700
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IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07407
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0428
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0195
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0356
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0184
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08570
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99730
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt03623531
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0748599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0714970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0731883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0702123
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0725956
IRS990ScheduleA/Total509Grp/TotalAmt03623531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0756213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0715605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0732314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0702713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0726446
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03633291
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearAmt01250
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/TotalAmt01250
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt028797
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt028797
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0115188
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0115188
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt01250
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt01250
IRS990ScheduleC/GrassrootsCeilingAmt043196
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt028797
IRS990ScheduleC/LobbyingCeilingAmt0172782
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0115188
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0600000
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0PRICE HOME AND SCHOOL CLUB DONATED $1,250 TO "CAMBRIAN SCHOOLS - YES ON H"PARCEL TAX CAMPAIGN" WHICH WILL BENEFIT THE CAMBRIAN SCHOOLS THAT WE SERVE AS PART OF OUR MISSION.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0601250
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt01250
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt01250
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0155890
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FESTIVALS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALKATHONS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0116346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0192981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0428212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0737539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0116346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0192981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0428212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0737539
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0581649
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt093688
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0155890
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041975
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt020227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS PER OUR BYLAWS, EACH OF THE SIX HOME AND SCHOOL CLUBS IN THE CAMBRIAN SCHOOL DISTRICT ARE MEMBERS. EACH MEMBER ANNUALLY APPOINTS A DIRECTOR TO THE GOVERNING BODY. THE CAMBRIAN SCHOOL DISTRICT ALSO APPOINTS A MEMBER TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP IS OPEN TO PARENTS OF STUDENTS AND STAFF OF THE SIX CAMBRIAN SCHOOL DISTRICT SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER WILL PROVIDE A DRAFT COPY TO EACH DIRECTOR FOR REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND THE LATEST FORM 990 ARE AVAILABLE FOR REVIEW AT THE PRINCIPAL OFFICE OF THE CAMBRIAN SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE PRINCIPAL OFFICE OF THE CAMBRIAN SCHOOL DISTRICT. FINANCIAL STATEMENTS ARE NOT AVAILABLE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt018355
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt017206
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0759771
IRS990/TotalAssetsEOYAmt0862515
IRS990/TotalAssetsGrp/BOYAmt0759771
IRS990/TotalAssetsGrp/EOYAmt0862515
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0166950
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0478
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011417
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0811167
IRS990/TotalFunctionalExpensesGrp/TotalAmt0823062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021001
IRS990/TotalLiabilitiesEOYAmt060484
IRS990/TotalLiabilitiesGrp/BOYAmt021001
IRS990/TotalLiabilitiesGrp/EOYAmt060484
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0738770
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0802031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0811167
IRS990/TotalProgramServiceRevenueAmt0122910
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0589263
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130110
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0886323
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0759771
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0862515
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0720415
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0784825
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04115 JACKSOL DRIVE
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095124
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.74$0.75$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.76$0.83$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.02$1.24$0.68$0.59$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.16$0.37$0.34$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$0.90$0.72$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.04$0.94$0.96$0.81$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.06$0.80$0.89$0.82$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$0.90$0.65$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$0.62$0.67$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.01$0.54$0.63$0.57$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$0.64$0.63$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.02$0.47$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.02$0.42$0.62
2011Summary only. Only limited summary data is available for this year.$0.49$0.03$0.45$0.65$0.59$0.05