Civic Intelligence

Community Foundation for Eagle Peak

990EZ • Fiscal year 2013 • EIN 87-0743084

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 14, 2014

Organization Profilecfep.us
800 Hutchinson Rd94598
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

25th percentile

-8.7%

Higher net margin than 25% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

33rd percentile

-9.4%

Faster revenue growth than 33% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$245,563

Down $11,791 (-4.6%) from 2012

Net Assets

Down

$245,563

Down $11,791 (-4.6%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$135,634

Down $14,006 (-9.4%) from 2012

Expenses

Up

$147,423

Up $7,273 (+5.2%) from 2012

Net Income

Down

-$11,789

Down $21,279 (-224%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $247,864Liabilities 2011: $02011Assets 2012: $257,354Net Assets 2012: $257,3542012Assets 2013: $245,563Net Assets 2013: $245,5632013Assets 2014: $309,644Liabilities 2014: $0Net Assets 2014: $309,6442014Assets 2015: $380,468Liabilities 2015: $0Net Assets 2015: $380,4682015Assets 2016: $407,766Liabilities 2016: $1Net Assets 2016: $407,7652016Assets 2017: $333,816Liabilities 2017: $0Net Assets 2017: $333,8162017Assets 2018: $246,721Liabilities 2018: $1Net Assets 2018: $246,7202018Assets 2019: $221,391Liabilities 2019: $0Net Assets 2019: $221,3912019Assets 2020: $278,107Liabilities 2020: $0Net Assets 2020: $278,1072020Assets 2021: $435,430Net Assets 2021: $435,4302021Assets 2022: $463,312Net Assets 2022: $463,3122022Assets 2023: $581,912Liabilities 2023: $0Net Assets 2023: $581,9122023Assets 2024: $627,855Liabilities 2024: $0Net Assets 2024: $627,8552024Assets 2025: $652,598Liabilities 2025: $0Net Assets 2025: $652,5982025

Highlighted filing

2013

Assets$245,563
Liabilities-
Net Assets$245,563
Open 2013 Filing

Operations Trend

Revenue Growth33rd percentile

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

$400K$200K$0-$200KRevenue 2011: $139,958Expenses 2011: $127,274Net Income 2011: $12,6842011Revenue 2012: $149,640Expenses 2012: $140,150Net Income 2012: $9,4902012Revenue 2013: $135,634Expenses 2013: $147,423Net Income 2013: -$11,7892013Revenue 2014: $221,506Expenses 2014: $157,425Net Income 2014: $64,0812014Revenue 2015: $269,679Expenses 2015: $198,857Net Income 2015: $70,8222015Revenue 2016: $264,147Expenses 2016: $237,794Net Income 2016: $26,3532016Revenue 2017: $247,186Expenses 2017: $320,141Net Income 2017: -$72,9552017Revenue 2018: $215,241Expenses 2018: $302,462Net Income 2018: -$87,2212018Revenue 2019: $312,386Expenses 2019: $338,104Net Income 2019: -$25,7182019Revenue 2020: $294,807Expenses 2020: $239,838Net Income 2020: $54,9692020Revenue 2021: $187,253Expenses 2021: $25,170Net Income 2021: $162,0832021Revenue 2022: $133,154Expenses 2022: $98,788Net Income 2022: $34,3662022Revenue 2023: $168,165Expenses 2023: $49,565Net Income 2023: $118,6002023Revenue 2024: $199,051Expenses 2024: $153,422Net Income 2024: $45,6292024Revenue 2025: $199,991Expenses 2025: $175,247Net Income 2025: $24,7442025

Highlighted filing

2013

Revenue$135,634
Expenses$147,423
Net Income-$11,789
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 14, 2014
Return Version
2012v2.0
Mission and Program Overview

Mission

Augment school programs to enhance the educational experience of the students and teachers of Eagle Peak Montessori School.

Filing and Contact Details

Filer

EIN
87-0743084
Raw XML Appendix173 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
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IRS990EZ/CashSavingsAndInvestments/BOY0257354
IRS990EZ/CashSavingsAndInvestments/EOY0236491
IRS990EZ/ContributionsGiftsGrantsEtc089951
IRS990EZ/CostOfGoodsSold015293
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-11789
IRS990EZ/FeesAndOthPymtToIndContractors0350
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IRS990EZ/FundraisingGrossIncome042501
IRS990EZ/GroProfitLossSalesOfInventory0-3393
IRS990EZ/GrossReceipts0160659
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossSalesOfInventory011900
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/InvestmentIncome0331
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
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IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0257354
IRS990EZ/NetAssetsOrFundBalancesBOY0257354
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IRS990EZ/OccupancyRentUtilitiesAndMaint0860
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Jeanne Marie Van Note
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Reece Mahood
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Jay Vlavianos
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Teresa Buckner
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/EOY09072
IRS990EZ/OtherChangesInNetAssets0-2
IRS990EZ/OtherExpensesTotal0146213
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Augment school programs to enhance the educational experience of the students and teachers.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Augment school programs to enhance the educational experience of the students and teachers.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations0143680
IRS990EZ/ProgramServiceRevenue015976
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses09732
IRS990EZ/SpecialEventsNetIncomeLoss032769
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10800 Hutchinson Rd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Walnut Creek
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094598
IRS990EZ/TheBooksAreInCareOf/NamePerson0Jeanne Van Note
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09259461976
IRS990EZ/TotalAssets/BOY0257354
IRS990EZ/TotalAssets/EOY0245563
IRS990EZ/TotalExpenses0147423
IRS990EZ/TotalProgramServiceExpenses0143680
IRS990EZ/TotalRevenue0135634
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts0143680
IRS990ScheduleA/SupportedOrgInformation/Amount0143680
IRS990ScheduleA/SupportedOrgInformation/EIN0943349426
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10Eagle Peak Montessori
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization06
IRS990ScheduleA/SupportingOrg509a3Type3FuncInt0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents08681
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1038541
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal038541
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1038541
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents038541
IRS990ScheduleG/EventsInformation/NameOfEvent10Auction
IRS990ScheduleG/EventsInformation/NetIncomeSummary029860
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent108681
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents08681
IRS990ScheduleO/GeneralExplanation/Explanation0Miscellaneous - Beginning $0 Miscellaneous - Ending $9072
IRS990ScheduleO/GeneralExplanation/Explanation1Refunds $-1185
IRS990ScheduleO/GeneralExplanation/Explanation2State Fees $80
IRS990ScheduleO/GeneralExplanation/Explanation3Bank Fees $1393
IRS990ScheduleO/GeneralExplanation/Explanation4Teacher Training $10356
IRS990ScheduleO/GeneralExplanation/Explanation5School Programs $13580
IRS990ScheduleO/GeneralExplanation/Explanation6School Lunches $16731
IRS990ScheduleO/GeneralExplanation/Explanation7Field Trips $38622
IRS990ScheduleO/GeneralExplanation/Explanation8School Funding $64716
IRS990ScheduleO/GeneralExplanation/Explanation9Insurance $761
IRS990ScheduleO/GeneralExplanation/Explanation10Depreciation $698
IRS990ScheduleO/GeneralExplanation/Explanation11Office Expenses $461
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1004
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.10
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1004
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.10
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.1002
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0870743084
ReturnHeader/Filer/Name/BusinessNameLine10Community Foundation for Eagle Peak
ReturnHeader/Filer/NameControl0COMM
ReturnHeader/Filer/Phone09259461976
ReturnHeader/Filer/USAddress/AddressLine10800 Hutchinson Rd
ReturnHeader/Filer/USAddress/City0Walnut Creek
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094598
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-14
ReturnHeader/Officer/Name0Teresa Buckner
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Jill DykesEA Equitable Tax Sv
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1022 Trixie Dr
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Livermore
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094550
ReturnHeader/Preparer/Name0Jill Dykes EA
ReturnHeader/Preparer/Phone09253730153
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-14T11:34:00-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$245,563
Liabilities
-
Net assets
$245,563
Revenue
$135,634
Expenses
$147,423
Net income
-$11,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$2.00$1.75$0.25
2024Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$1.99$1.53$0.46
2023Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$1.68$0.50$1.19
2022Detailed filing. Detailed filing data is available for this year.$4.63$4.63$1.33$0.99$0.34
2021Detailed filing. Detailed filing data is available for this year.$4.35$4.35$1.87$0.25$1.62
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$2.95$2.40$0.55
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$3.12$3.38$0.26
2018Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$2.15$3.02$0.87
2017Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$2.47$3.20$0.73
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$2.64$2.38$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$2.70$1.99$0.71
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$2.22$1.57$0.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$2.46$1.36$1.47$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$2.57$1.50$1.40$0.09
2011Summary only. Only limited summary data is available for this year.$2.48$0.00$1.40$1.27$0.13