Civic Intelligence

Community Foundation for Eagle Peak

990 • Fiscal year 2015 • EIN 87-0743084

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileN/A
800 Hutchinson RdWalnut Creek, CA 94598

(925) 946-1976

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$380,468

Up $70,824 (+23%) from 2014

Net Assets

Up

$380,468

Up $70,824 (+23%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin82nd percentile

Revenue

Up

$269,679

Up $48,173 (+22%) from 2014

Expenses

Up

$198,857

Up $41,432 (+26%) from 2014

Net Income

Up

$70,822

Up $6,741 (+11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2015

Assets$380,468
Liabilities$0
Net Assets$380,468
Open 2015 Filing

Operations Trend

Revenue Growth74th 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

2015

Revenue$269,679
Expenses$198,857
Net Income$70,822
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$301,582
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$309,644$380,468▲ $70,824
Savings and Temporary Cash Investments$194,938$365,236▲ $170,298
Land, Buildings, and Equipment, Net$11,799$9,768▼ $2,031
Cash and Non-Interest-Bearing Accounts$102,907$5,464▼ $97,443
Accounts Receivable-$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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$309,644$380,468▲ $70,824
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$309,644$380,468▲ $70,824
Total Liabilities and Net Assets / Fund Balance$309,644$380,468▲ $70,824

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,768$5,770$15,538
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Kris HarwoodPresident
Lena TakahashiVice President
Shelly GillisVice President
Nash LiaoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,411
Program Service Revenue
$89,249
Investment Income
$298
Other Revenue
$36,721
All Other Contributions
$143,261
Change in Net Assets
$70,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,857
Grants and Similar Amounts Paid$60,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,000--$60,000
Conferences and Meetings$3,682$7,770-$11,452
All Other Expenses$3,603$95-$3,698
Other Expenses$2,979$3,173-$2,979
Depreciation Depletion$2,031--$2,031
Occupancy$1,295--$1,295
Insurance-$949-$949
Advertising$809--$809
Office Expenses-$478-$478
Fees for Services Accounting-$450-$450
Total Functional Expenses$185,942$12,915$0$198,857
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eagle Peak MontessoriWalnut Creek, CA501(c)3Augment the school budget$60,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,609
Fundraising Direct Expenses$19,911
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$39,192$39,192$18,068$21,124
Raffle$12,885$12,885$1,017$11,868
Total Events$52,077$52,077$19,085$32,992
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
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Electronic copy distributed prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Community Foundation for Eagle Peak
EIN
87-0743084
Phone
9259461976
Address
800 Hutchinson Rd, Walnut Creek, CA 94598

Signing Officer

Name
Shelly Gillis
Title
Vice President
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Firm
Jill DykesEA Equitable Tax Sv
Address
22 Trixie Dr, Livermore, CA 94550
Preparer
Jill Dykes EA
Phone
9253730153
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $2”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0943349426
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0186348
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Eagle Peak Montessori
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0186348
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09768
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05770
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015538
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09768
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019085
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052077
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052077
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032992
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018068
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01017
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt060000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Augment the school budget
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Eagle Peak Montessori
IRS990ScheduleI/RecipientTable/RecipientEIN0943349426
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 Hutchinson
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Walnut Creek
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094598
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Electronic copy distributed prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rounding = $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0309644
IRS990/TotalAssetsEOYAmt0380468
IRS990/TotalAssetsGrp/BOYAmt0309644
IRS990/TotalAssetsGrp/EOYAmt0380468
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0143411
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012915
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185942
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198857
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0309644
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0380468
IRS990/TotalProgramServiceExpensesAmt0186348
IRS990/TotalProgramServiceRevenueAmt089249
IRS990/TotalRevenueGrp/ExclusionAmt036721
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089547
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0269679
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0309644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0380468
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelly Gillis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Community Foundation for Eagle Peak
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0870743084
ReturnHeader/Filer/PhoneNum09259461976
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 Hutchinson Rd
ReturnHeader/Filer/USAddress/CityNm0Walnut Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jill DykesEA Equitable Tax Sv

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$380,468
Liabilities
$0
Net assets
$380,468
Revenue
$269,679
Expenses
$198,857
Net income
$70,822
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