Civic Intelligence

Ncoe Foundation

990EZ • Fiscal year 2024 • EIN 83-1137940

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

2121 Imola AveNapa, CA 94559

(707) 253-6810

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$69,976

Up $24,977 (+56%) from 2023

Net Assets

Up

$69,976

Up $24,977 (+56%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$47,416

Down $6,195 (-12%) from 2023

Expenses

Down

$22,439

Down $17,196 (-43%) from 2023

Net Income

Up

$24,977

Up $11,001 (+79%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2020: $127,769Liabilities 2020: $0Net Assets 2020: $127,7692020Assets 2021: $131,779Liabilities 2021: $0Net Assets 2021: $131,7792021Assets 2022: $31,023Liabilities 2022: $0Net Assets 2022: $31,0232022Assets 2023: $44,999Liabilities 2023: $0Net Assets 2023: $44,9992023Assets 2024: $69,976Liabilities 2024: $0Net Assets 2024: $69,9762024Assets 2025: $126,204Liabilities 2025: $0Net Assets 2025: $126,2042025

Highlighted filing

2024

Assets$69,976
Liabilities$0
Net Assets$69,976

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2020: $191,126Expenses 2020: $70,531Net Income 2020: $120,5952020Revenue 2021: $128,732Expenses 2021: $124,722Net Income 2021: $4,0102021Revenue 2022: $36,388Expenses 2022: $137,144Net Income 2022: -$100,7562022Revenue 2023: $53,611Expenses 2023: $39,635Net Income 2023: $13,9762023Revenue 2024: $47,416Expenses 2024: $22,439Net Income 2024: $24,9772024Revenue 2025: $77,754Expenses 2025: $21,526Net Income 2025: $56,2282025

Highlighted filing

2024

Revenue$47,416
Expenses$22,439
Net Income$24,977
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$47,416
Mission and Program Overview

Mission

Charitable & educational activities.

Program Services

DescriptionGrantsExpenses
THE NCOE FOUNDATION IS RAISING FUNDS TO SUPPORT THE PROGRAMS OF THE NAPA COUNTY OFFICE OF EDUCATION$19,822$19,822
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE WILSONMember-$0--
CONNIE SILVAMember-$0--
SARA SITCHMember-$0--
LYNNE VAUGHANMember-$0--
GILLIE MILLERMember-$0--
KELSEY PETITHOMMEMember-$0--
TONY APOLLONIChair-$0--
JOSHUA SCHULTZTreasurer-$0--
JULIE MCCLURESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ncoe Foundation
EIN
83-1137940
Phone
7072536810
Address
2121 IMOLA AVE, NAPA, CA 94559

Signing Officer

Name
Joshua Schultz
Title
Treasurer
Phone
7072536810
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Christy White Associates
Address
348 OLIVE STREET, SAN DIEGO, CA 92103
Preparer
Marcy Kearney
Phone
6192708222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,054.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: napa county office of education. Grantee address: 2121 imola ave napa, ca 94559. Grantee relationship: supporting organization. Amount given: 19,822.

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

Description: liability insurance. Amount: 1,418. Description: bank and other fees. Amount: 99. Total to form 990-ez, line 16: 1,517.

Raw XML Appendix192 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLINE WILSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA SITCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNNE VAUGHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GILLIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELSEY PETITHOMME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TONY APOLLONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSHUA SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JULIE MCCLURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01517
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE & EDUCATIONAL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE NCOE FOUNDATION IS RAISING FUNDS TO SUPPORT THE PROGRAMS OF THE NAPA COUNTY OFFICE OF EDUCATION
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt05500
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,054.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: NAPA COUNTY OFFICE OF EDUCATION. GRANTEE ADDRESS: 2121 IMOLA AVE NAPA, CA 94559. GRANTEE RELATIONSHIP: SUPPORTING ORGANIZATION. AMOUNT GIVEN: 19,822.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 1,418. DESCRIPTION: BANK AND OTHER FEES. AMOUNT: 99. TOTAL TO FORM 990-EZ, LINE 16: 1,517.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07072536810
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NCOE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NCOE
ReturnHeader/Filer/EIN0831137940
ReturnHeader/Filer/PhoneNum07072536810
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 IMOLA AVE
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272956198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTY WHITE ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0348 OLIVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06192708222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCY KEARNEY
ReturnHeader/ReturnTs02024-11-13T12:59:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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