Civic Intelligence

Community Foundation for Eagle Peak

990 • Fiscal year 2017 • EIN 87-0743084

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-6.4%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$333,816

Down $73,950 (-18%) from 2016

Net Assets

Down

$333,816

Down $73,949 (-18%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin12th percentile

Revenue

Down

$247,186

Down $16,961 (-6.4%) from 2016

Expenses

Up

$320,141

Up $82,347 (+35%) from 2016

Net Income

Down

-$72,955

Down $99,308 (-377%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$333,816
Liabilities$0
Net Assets$333,816
Open 2017 Filing

Operations Trend

Revenue Growth38th 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

2017

Revenue$247,186
Expenses$320,141
Net Income-$72,955
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$271,167
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$407,765$333,816▼ $73,949
Savings and Temporary Cash Investments$389,561$279,870▼ $109,691
Cash and Non-Interest-Bearing Accounts$10,467$48,238▲ $37,771
Land, Buildings, and Equipment, Net$7,738$5,708▼ $2,030
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$407,766$333,816▼ $73,950
Other Assets Total-$0-
Liabilities
Other Liabilities$1--
Total Liabilities$1$0▼ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$407,765$333,816▼ $73,949
Total Liabilities and Net Assets / Fund Balance$407,766$333,816▼ $73,950

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,708$9,830$15,538
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jay VlavianosPresident
Taylor ChoiVice President
Tina SeagroveEPMS Board Pres
Allison WendelbergerSecretary
Nancy ValeroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$155,772
Program Service Revenue
$49,006
Investment Income
$324
Other Revenue
$42,084
All Other Contributions
$155,772
Change in Net Assets
$-72,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,110
Grants and Similar Amounts Paid$113,000
Professional Fundraising Fees$3,031
Total Fundraising Expense$3,031
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$113,000--$113,000
All Other Expenses$8,510$2,207-$10,717
Other Expenses$4,305--$4,305
Fees for Services Professional Fundraising--$3,031$3,031
Depreciation Depletion$2,030--$2,030
Fees for Services Accounting-$450-$450
Total Functional Expenses$314,453$2,657$3,031$320,141
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,659
Fundraising Direct Expenses$19,354
Professional Fundraising Fees$3,031

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$28,650$28,650$11,082$17,568
Dinner Fundraiser$12,591$12,591$7,023$5,568
Total Events$54,808$54,808$18,298$36,510
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
Jay Vlavianos
Title
President
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Vlavianos
Formed
2004
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
50

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 Decreases

“Correct current year amounts = -$994”

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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/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Organization augments educational experiences of the school is supports.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt0201453
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0943349426
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0201453
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0113000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Eagle Peak Montessori
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0113000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05708
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09830
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015538
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05708
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018298
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Dinner Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054808
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036510
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0193
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018298
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011082
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07023
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Electronic copy distributed prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Correct current year amounts = -$994
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 Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0407766
IRS990/TotalAssetsEOYAmt0333816
IRS990/TotalAssetsGrp/BOYAmt0407766
IRS990/TotalAssetsGrp/EOYAmt0333816
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0155772
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03031
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02657
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0314453
IRS990/TotalFunctionalExpensesGrp/TotalAmt0320141
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0407765
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0333816
IRS990/TotalProgramServiceExpensesAmt0314453
IRS990/TotalProgramServiceRevenueAmt049006
IRS990/TotalRevenueGrp/ExclusionAmt036516
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049330
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0247186
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0407766
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0333816
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0800 Hutchinson Road
IRS990/USAddress/CityNm0Walnut Creek
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094598
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay Vlavianos
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Community Foundation for Eagle Peak
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0870743084
ReturnHeader/Filer/PhoneNum09259461976
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 Hutchinson Rd

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$333,816
Liabilities
$0
Net assets
$333,816
Revenue
$247,186
Expenses
$320,141
Net income
-$72,955
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