Civic Intelligence

Sydney Paige Foundation

990 • Fiscal year 2023 • EIN 83-2089156

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 09, 2024

1243 Boulevard WayWalnut Creek, CA 94595

(844) 486-2225

Siviq Scores

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

Liabilities / Assets

95th percentile

1.07x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.32x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$416,128

Up $58,946 (+17%) from 2022

Net Assets

Up

-$28,115

Up $4,671 (+14%) from 2022

Liabilities

Up

$444,243

Up $54,275 (+14%) from 2022

Revenue

Down

$1,391,784

Down $187,897 (-12%) from 2022

Expenses

Down

$1,387,113

Down $242,441 (-15%) from 2022

Net Income

Up

$4,671

Up $54,544 (+109%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2019: $145,617Liabilities 2019: $137,369Net Assets 2019: $8,2482019Assets 2020: $185,180Liabilities 2020: $170,091Net Assets 2020: $15,0892020Assets 2021: $231,099Liabilities 2021: $215,444Net Assets 2021: $15,6552021Assets 2022: $357,182Liabilities 2022: $389,968Net Assets 2022: -$32,7862022Assets 2023: $416,128Liabilities 2023: $444,243Net Assets 2023: -$28,1152023Assets 2024: $384,496Liabilities 2024: $381,496Net Assets 2024: $3,0002024

Highlighted filing

2023

Assets$416,128
Liabilities$444,243
Net Assets-$28,115

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $331,513Expenses 2019: $324,647Net Income 2019: $6,8662019Revenue 2020: $679,648Expenses 2020: $672,807Net Income 2020: $6,8412020Revenue 2021: $1,198,296Expenses 2021: $1,198,474Net Income 2021: -$1782021Revenue 2022: $1,579,681Expenses 2022: $1,629,554Net Income 2022: -$49,8732022Revenue 2023: $1,391,784Expenses 2023: $1,387,113Net Income 2023: $4,6712023Revenue 2024: $1,441,474Expenses 2024: $1,410,359Net Income 2024: $31,1152024

Highlighted filing

2023

Revenue$1,391,784
Expenses$1,387,113
Net Income$4,671
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 9, 2024
Return Version
2023v4.0
Gross Receipts
$1,477,164
Mission and Program Overview

Mission

To provide low-income youth with the foundational tools and confidence needed to succeed in school through the donation of high-quality backpacks and school supplies to students most in need.

To provide low-income youth with the foundational tools and confidence needed to succeed in school through the donation of high-quality backpacks, books and school supplies to students most in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$296,618$357,683▲ $61,065
Accounts Receivable$20,664$33,116▲ $12,452
Land, Buildings, and Equipment, Net$11,363$13,569▲ $2,206
Cash and Non-Interest-Bearing Accounts$19,856$3,345▼ $16,511
Savings and Temporary Cash Investments-$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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Rtn Earn Endowment Incm Other Fnds$-32,786$-28,115▲ $4,671
Total Assets$357,182$416,128▲ $58,946
Other Assets Total$8,681$8,415▼ $266
Liabilities
Unsecured Notes Loans Payable$237,812$260,687▲ $22,875
Accounts Payable and Accrued Expenses$152,010$183,556▲ $31,546
Other Liabilities$146--
Total Liabilities$389,968$444,243▲ $54,275
Net Assets / Fund Balance
Total Net Assets Fund Balance$-32,786$-28,115▲ $4,671
Total Liabilities and Net Assets / Fund Balance$357,182$416,128▲ $58,946

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,569-$13,569
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alexandria AranoffBoard Member
Ellide SmithBoard Member
Lauren RubensteinBoard Member
Neela CampbellBoard Member
Sara WheelerBoard Member
Courtney BrockmeyerEd/CEO
Anna LeeSecretary
Terra JacobsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,357,011
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$34,773
All Other Contributions
$1,357,011
Change in Net Assets
$4,671

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Books and Publications-$188,480Fair Market Value (FMV)
Other Non Cash Contri Table1$72,650Fair Market Value (FMV)
Total Noncash Contributions1$261,130-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,126,001
Salaries, Compensation, and Employee Benefits$261,112
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$261,112--$261,112
Occupancy$161,830--$161,830
Fees for Services Other$13,437--$13,437
Interest-$12,263-$12,263
Insurance$6,422--$6,422
Fees for Services Legal-$3,729-$3,729
All Other Expenses$583$1,196-$1,779
Advertising-$955-$955
Other Expenses$675$20,836-$675
Travel-$224-$224
Total Functional Expenses$1,347,910$39,203$0$1,387,113
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$120,153
Fundraising Direct Expenses$85,380
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$120,153$120,153$85,380$34,773
Total Events$120,153$120,153$85,380$34,773
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 B, Line 11B

A draft of the Form 990 is provided for review. Any needed changes are made prior to its filing.

Form 990, Part VI, Section C, Line 18

The Form 990 is available on the IRS website and at guidestar.org.

Form 990, Part VI, Section C, Line 19

Upon request.

Filing and Contact Details

Filer

Filer Name
Sydney Paige Foundation
EIN
83-2089156
Phone
8444862225
Address
1243 Boulevard Way, Walnut Creek, CA 94595

Signing Officer

Name
Courtney Brockmeyer
Title
Ed/CEO
Signed
2024-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Courtney Brockmeyer
Formed
2018
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
275

Preparer

Firm
Harmon Burstyn CPA
Address
1012 HACIENDA DR, WALNUT CREEK, CA 94598
Preparer
Harmon Burstyn
Phone
9252863522
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IRS990/Desc0SCHOOL PREPAREDNESSThrough the donation of high-quality backpacks, books and school supplies to Pre-K to College students in need, we aim to equip students with the foundational tools and confidence needed to learn and thrive in school. We are passionate that education is the number one path out of poverty and that graduation is essential to achieving financial freedom. We address the top reasons for school dropout (lack of confidence and lack of tools to do their work) and consistently check in with educators and social workers to ensure we are providing the items most needed. By providing students with quality, long-lasting supplies, the need for teachers to fill in supply gaps is also eliminated.38,587 students served. 23,479 backpacks, 578,810 school supplies donated.
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IRS990/MissionDesc0To provide low-income youth with the foundational tools and confidence needed to succeed in school through the donation of high-quality backpacks, books and school supplies to students most in need.
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IRS990/ProgSrvcAccomActy2Grp/Desc0LITERACYOur literacy initiative, launched in 2021, encompasses book borrowing as well as book ownership. Examples of book borrowing include donating to existing school and non-profit libraries based on their reading level and subject needs, creating mini libraries in transitional housing communities and replenishing neighborhood lending libraries. For book ownership, we give 1 bundle of 3 brand new books per child, toddler to young adult. We segment donations to ensure we provide a prioritized mix of STEM, social emotional and multicultural books to best meet the needs of each project.16,521 students served. 21,737 books donated.
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04671
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-32786
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-28115
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01347910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01373642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01139490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0673903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0328637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04863582
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0120431
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05745
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0126176
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97470
IRS990ScheduleA/PublicSupportPY170Pct00.96300
IRS990ScheduleA/PublicSupportTotal170Amt04863582
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01347910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01373642
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01139490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0673903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0328637
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04863582
IRS990ScheduleA/TotalSupportAmt04989758
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleD/EquipmentGrp/BookValueAmt013569
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013569
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013569
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt085380
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0120153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0120153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0120153
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034773
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt085380
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt085380
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/BooksAndPublicationsGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/BooksAndPublicationsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt0188480
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0STEM Kits
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt072650
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft of the Form 990 is provided for review. Any needed changes are made prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is available on the IRS website and at guidestar.org.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0357182
IRS990/TotalAssetsEOYAmt0416128
IRS990/TotalAssetsGrp/BOYAmt0357182
IRS990/TotalAssetsGrp/EOYAmt0416128
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01357011
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039203
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01347910
IRS990/TotalFunctionalExpensesGrp/TotalAmt01387113
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0389968
IRS990/TotalLiabilitiesEOYAmt0444243
IRS990/TotalLiabilitiesGrp/BOYAmt0389968
IRS990/TotalLiabilitiesGrp/EOYAmt0444243
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-32786
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-28115
IRS990/TotalProgramServiceExpensesAmt01347910
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01391784
IRS990/TotalVolunteersCnt0275
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0357182
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0416128
IRS990/TravelGrp/ManagementAndGeneralAmt0224
IRS990/TravelGrp/TotalAmt0224
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0237812
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0260687
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01243 Boulevard Way
IRS990/USAddress/CityNm0Walnut Creek
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094595
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.sydneypaige.org
IRS990/WhistleblowerPolicyInd0false

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