Civic Intelligence

Educational Foundation for the Rosemead School District

990EZ • Fiscal year 2018 • EIN 87-0782769

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

Organization Profilerosemeadedfoundation.com
3907 Rosemead BlvdRosemead, CA 91770

(626) 312-2900

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

2nd percentile

-461%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,576

Down $6,809 (-35%) from 2017

Net Assets

Down

$12,576

Down $6,809 (-35%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Up

$1,477

Up $7,836 (+123%) from 2017

Expenses

Up

$8,286

Up $7,890 (+1992%) from 2017

Net Income

Down

-$6,809

Down $54 (-0.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$80K$60K$40K$20K$0Assets 2010: $69,295Liabilities 2010: $02010Assets 2011: $44,614Liabilities 2011: $02011Assets 2013: $40,517Liabilities 2013: $02013Assets 2014: $37,469Liabilities 2014: $02014Assets 2015: $22,533Net Assets 2015: $22,5332015Assets 2016: $26,140Net Assets 2016: $26,1402016Assets 2017: $19,385Net Assets 2017: $19,3852017Assets 2018: $12,576Net Assets 2018: $12,5762018Assets 2019: $13,393Net Assets 2019: $13,3932019Assets 2020: $20,634Net Assets 2020: $20,6342020Assets 2021: $19,180Net Assets 2021: $19,1802021Assets 2022: $15,345Net Assets 2022: $15,3452022Assets 2023: $18,502Net Assets 2023: $18,5022023Assets 2024: $25,615Net Assets 2024: $25,6152024

Highlighted filing

2018

Assets$12,576
Liabilities-
Net Assets$12,576
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2010: $16,967Expenses 2010: $29,009Net Income 2010: -$12,0422010Revenue 2011: $8,404Expenses 2011: $33,085Net Income 2011: -$24,6812011Revenue 2013: $17,563Expenses 2013: $19,149Net Income 2013: -$1,5862013Revenue 2014: $19,254Expenses 2014: $22,302Net Income 2014: -$3,0482014Revenue 2015: $13,440Expenses 2015: $18,511Net Income 2015: -$5,0712015Revenue 2016: $8,850Expenses 2016: $5,243Net Income 2016: $3,6072016Revenue 2017: -$6,359Expenses 2017: $396Net Income 2017: -$6,7552017Revenue 2018: $1,477Expenses 2018: $8,286Net Income 2018: -$6,8092018Revenue 2019: $7,305Expenses 2019: $6,488Net Income 2019: $8172019Revenue 2020: $10,716Expenses 2020: $3,475Net Income 2020: $7,2412020Revenue 2021: $3,854Expenses 2021: $5,308Net Income 2021: -$1,4542021Revenue 2022: $2,312Expenses 2022: $6,147Net Income 2022: -$3,8352022Revenue 2023: $11,882Expenses 2023: $8,725Net Income 2023: $3,1572023Revenue 2024: $14,216Expenses 2024: $7,103Net Income 2024: $7,1132024

Highlighted filing

2018

Revenue$1,477
Expenses$8,286
Net Income-$6,809
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$19,519
Mission and Program Overview

Mission

To enhance and enrich the educational opportunities and experiences of all students, through community financial partnerships of support and caring.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CONDUCTED VARIOUS EVENTS DURING THE YEAR TO RAISE FUNDS FOR THE ROSEMEAD SCHOOL DISTRICT.$17,041$7,144
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX GAETAPresident-$0--
DEBORAH LAWRENCESecretary-$0--
MYRENE MANGALITreasurer-$0--
KEN LIUMember-$0--
RON ESQUIVELMember-$0--
AMY ENOMOTO-PEREZMember-$0--
WENLI JENMember-$0--
FRANK QUINTANILLAMember-$0--
DEAN WHARTONMember-$0--
KRISTA DIXONMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
See Below$19,519$16,619$8,965$7,654
Total Events$19,519$16,619$18,042$-1,423
Filing and Contact Details

Filer

Filer Name
Educational Foundation for the
EIN
87-0782769
Address
3907 Rosemead Blvd, Rosemead, CA 91770

Signing Officer

Name
Myrene Mangali
Title
Treasurer
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Beeson Hoffman & Siddall Inc
Address
500 North Central Ave Suite 325, Glendale, CA 91203
Preparer
Gordon P Hoffman CPA
Phone
8182408322
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: EDUCATIONAL | Donee's Name: VARIOUS | Relationship of Donee: N/A | Cash Amount Given: $7144”

Other Expenses.1

“Various fees and taxes $342”

Raw XML Appendix184 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rosemead
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0917701984
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEX GAETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MYRENE MANGALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEN LIU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON ESQUIVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY ENOMOTO-PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WENLI JEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRANK QUINTANILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEAN WHARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KRISTA DIXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0342
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE AND ENRICH THE EDUCATIONAL OPPORTUNITIES AND EXPERIENCES OF ALL STUDENTS, THROUGH COMMUNITY FINANCIAL PARTNERSHIPS OF SUPPORT AND CARING.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017041
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018042
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1423
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08286
IRS990EZ/TotalProgramServiceExpensesAmt017041
IRS990EZ/TotalRevenueAmt01477
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0rosemeadedfoundation.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GRANTS WERE MADE TO TEACHERS EMPLOYED BY THE ROSEMEAD SCHOOL DISTRICT IN FURTHERANCE OF THE EDUCATION OF THE STUDENTS OF THE DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956002586
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROSEMEAD SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018042
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEE BELOW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016619
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016619
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1423
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08965
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08965
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09077
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09077
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0GOLF TOURNAMENT / FITNESS EVENT / CASINO NIGHT
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATIONAL | Donee's Name: VARIOUS | Relationship of Donee: N/A | Cash Amount Given: $7144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS FEES AND TAXES $342
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MYRENE MANGALI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Educational Foundation for the
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Rosemead School District
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0870782769
ReturnHeader/Filer/USAddress/AddressLine1Txt03907 Rosemead Blvd
ReturnHeader/Filer/USAddress/CityNm0Rosemead
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091770
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953654092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beeson Hoffman & Siddall Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 North Central Ave Suite 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091203
ReturnHeader/PreparerPersonGrp/PhoneNum08182408322
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gordon P Hoffman CPA
ReturnHeader/ReturnTs02019-10-15T15:30:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,576
Liabilities
-
Net assets
$12,576
Revenue
$1,477
Expenses
$8,286
Net income
-$6,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.6$25.6$14.2$7.10$7.11
2023Detailed filing. Detailed filing data is available for this year.$18.5$18.5$11.9$8.73$3.16
2022Detailed filing. Detailed filing data is available for this year.$15.3$15.3$2.31$6.15$3.84
2021Detailed filing. Detailed filing data is available for this year.$19.2$19.2$3.85$5.31$1.45
2020Detailed filing. Detailed filing data is available for this year.$20.6$20.6$10.7$3.48$7.24
2019Detailed filing. Detailed filing data is available for this year.$13.4$13.4$7.31$6.49$0.82
2018Detailed filing. Detailed filing data is available for this year.$12.6$12.6$1.48$8.29$6.81
2017Detailed filing. Detailed filing data is available for this year.$19.4$19.4$6.36$0.40$6.76
2016Detailed filing. Detailed filing data is available for this year.$26.1$26.1$8.85$5.24$3.61
2015Detailed filing. Detailed filing data is available for this year.$22.5$22.5$13.4$18.5$5.07
2014Summary only. Only limited summary data is available for this year.$37.5$0.00$19.3$22.3$3.05
2013Summary only. Only limited summary data is available for this year.$40.5$0.00$17.6$19.1$1.59
2011Summary only. Only limited summary data is available for this year.$44.6$0.00$8.40$33.1$24.7
2010Summary only. Only limited summary data is available for this year.$69.3$0.00$17.0$29.0$12.0