Civic Intelligence

Memorial Educational Foundation

990 • Fiscal year 2024 • EIN 86-2587908

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization ProfileN/A
255 E River Park Circle Suite 220Fresno, CA 93720

(559) 906-5862

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

100th percentile

100%

Higher net margin than 100% 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

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

4th percentile

-82%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$76,562

Up $14,626 (+24%) from 2023

Net Assets

Up

$76,562

Up $14,626 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin100th percentile

Revenue

Down

$14,626

Down $67,698 (-82%) from 2023

Expenses

Down

$0

Down $1,045,690 (-100%) from 2023

Net Income

Up

$14,626

Up $977,992 (+102%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $1,020,073Liabilities 2021: $0Net Assets 2021: $1,020,0732021Assets 2022: $1,025,302Liabilities 2022: $0Net Assets 2022: $1,025,3022022Assets 2023: $61,936Liabilities 2023: $0Net Assets 2023: $61,9362023Assets 2024: $76,562Liabilities 2024: $0Net Assets 2024: $76,5622024

Highlighted filing

2024

Assets$76,562
Liabilities$0
Net Assets$76,562
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2021: $1,020,673Expenses 2021: $600Net Income 2021: $1,020,0732021Revenue 2022: $5,229Expenses 2022: $0Net Income 2022: $5,2292022Revenue 2023: $82,324Expenses 2023: $1,045,690Net Income 2023: -$963,3662023Revenue 2024: $14,626Expenses 2024: $0Net Income 2024: $14,6262024

Highlighted filing

2024

Revenue$14,626
Expenses$0
Net Income$14,626
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$14,626
Mission and Program Overview

Mission

Fundraise and distribute funds for catholic education in the san joaquin valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$61,936$76,562▲ $14,626
Rtn Earn Endowment Incm Other Fnds$61,936$76,562▲ $14,626
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$61,936$76,562▲ $14,626
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,936$76,562▲ $14,626
Total Liabilities and Net Assets / Fund Balance$61,936$76,562▲ $14,626
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Jeff PerrachiPresident
Susan ByersSecretary
Doug SampsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,500
Program Service Revenue
$0
Investment Income
$2,126
Other Revenue
$0
All Other Contributions
$12,500
Change in Net Assets
$14,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
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
Yes
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

“Foundation board reviews draft 990 prior to filing”

Form 990, Part VI, Section B, Line 12C

“Foundation board members annually disclose any conflicts of interest”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Memorial Educational Foundation Inc
EIN
86-2587908
Phone
5599065862
Address
255 E RIVER PARK CIRCLE SUITE 220, FRESNO, CA 93720

Signing Officer

Name
Doug Sampson
Title
Treasurer
Phone
5599065862
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Sampson
Formed
2019
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
255 E RIVER PARK CIRCLE STE 220, FRESNO, CA 93720
Preparer
Christopher B Morse
Phone
5593895700
Raw XML Appendix279 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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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014626
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02126
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IRS990/NetAssetsOrFundBalancesEOYAmt076562
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IRS990/NondeductibleContributionsInd00
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYTotalRevenueAmt082324
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IRS990/ReconcilationRevenueExpnssAmt014626
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01020000
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOUNDATION BOARD REVIEWS DRAFT 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOUNDATION BOARD MEMBERS ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG SAMPSON
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ReturnHeader/BusinessOfficerGrp/PhoneNum05599065862
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEMORIAL EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MEMO
ReturnHeader/Filer/EIN0862587908
ReturnHeader/Filer/PhoneNum05599065862
ReturnHeader/Filer/USAddress/AddressLine1Txt0255 E RIVER PARK CIRCLE SUITE 220
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 E RIVER PARK CIRCLE STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093720
ReturnHeader/PreparerPersonGrp/PhoneNum05593895700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER B MORSE
ReturnHeader/ReturnTs02025-11-17T11:55:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$76,562
Liabilities
$0
Net assets
$76,562
Revenue
$14,626
Expenses
$0
Net income
$14,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.08$1.05$0.96
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.01$0.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.02$0.00$1.02