Civic Intelligence

Commodore Sloat School Fund

990 • Fiscal year 2014 • EIN 94-1677648

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 16, 2015

50 Darien WaySan Francisco, CA 94127

(415) 759-2807

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$175,594

Up $38,813 (+28%) from 2013

Net Assets

Up

$175,594

Up $38,813 (+28%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$222,631

Down $26,255 (-11%) from 2013

Expenses

Down

$183,818

Down $90,842 (-33%) from 2013

Net Income

Up

$38,813

Up $64,587 (+251%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $171,179Liabilities 2011: $0Net Assets 2011: $171,1792011Assets 2012: $162,555Liabilities 2012: $0Net Assets 2012: $162,5552012Assets 2013: $136,781Liabilities 2013: $0Net Assets 2013: $136,7812013Assets 2014: $175,594Liabilities 2014: $0Net Assets 2014: $175,5942014Assets 2015: $169,514Liabilities 2015: $0Net Assets 2015: $169,5142015Assets 2016: $222,798Liabilities 2016: $0Net Assets 2016: $222,7982016Assets 2017: $208,139Liabilities 2017: $0Net Assets 2017: $208,1392017Assets 2018: $252,955Liabilities 2018: $0Net Assets 2018: $252,9552018Assets 2019: $222,964Liabilities 2019: $0Net Assets 2019: $222,9642019Assets 2020: $228,038Liabilities 2020: $0Net Assets 2020: $228,0382020Assets 2021: $259,093Liabilities 2021: $0Net Assets 2021: $259,0932021Assets 2022: $340,355Liabilities 2022: $1,167Net Assets 2022: $339,1882022Assets 2023: $396,807Liabilities 2023: $0Net Assets 2023: $396,8072023

Highlighted filing

2014

Assets$175,594
Liabilities$0
Net Assets$175,594

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $241,858Expenses 2011: $172,813Net Income 2011: $69,0452011Expenses 2012: $251,9672012Revenue 2013: $248,886Expenses 2013: $274,660Net Income 2013: -$25,7742013Revenue 2014: $222,631Expenses 2014: $183,818Net Income 2014: $38,8132014Revenue 2015: $206,097Expenses 2015: $212,177Net Income 2015: -$6,0802015Revenue 2016: $270,058Expenses 2016: $216,774Net Income 2016: $53,2842016Revenue 2017: $211,377Expenses 2017: $226,036Net Income 2017: -$14,6592017Revenue 2018: $253,735Expenses 2018: $208,919Net Income 2018: $44,8162018Revenue 2019: $252,808Expenses 2019: $282,799Net Income 2019: -$29,9912019Revenue 2020: $232,762Expenses 2020: $227,688Net Income 2020: $5,0742020Revenue 2021: $150,169Expenses 2021: $119,114Net Income 2021: $31,0552021Revenue 2022: $255,374Expenses 2022: $175,279Net Income 2022: $80,0952022Revenue 2023: $271,688Expenses 2023: $214,069Net Income 2023: $57,6192023

Highlighted filing

2014

Revenue$222,631
Expenses$183,818
Net Income$38,813
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 16, 2015
Return Version
2014v5.0
Gross Receipts
$222,631
Mission and Program Overview

Mission

Provide learning for Commodore Sloat School children

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$136,781$175,594▲ $38,813
Cash and Non-Interest-Bearing Accounts$136,781$172,927▲ $36,146
Prepaid Expenses and Deferred Charges-$2,667-
Savings and Temporary Cash Investments-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$136,781$175,594▲ $38,813
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$136,781$175,594▲ $38,813
Total Liabilities and Net Assets / Fund Balance$136,781$175,594▲ $38,813
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clare RobinsonCo-President
Stacey EstesCo-President
Haydee CamposVice President
Karen GallagherVice President
Kathy ToloskiVice President
Liz TioupineVice President
Marnie HarkerVice President
Peggy Lee MirpuriVice President
Rebecca BucherVice President
Tessa WhiteVice President
Tracey ColemanVice President
Victoria HollandVice President
Amanda BousheyCo-Secretary
Diane FreeCo-Secretary
Lionel BrazilCo-Treasurer
William ZimmermanCo-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,631
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$106,073
Change in Net Assets
$38,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,818
Total Fundraising Expense$23,612
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$29,533$-7,463$23,612$45,682
Other Expenses$20,088--$20,088
Information Technology$14,672--$14,672
Office Expenses-$1,883-$1,883
Fees for Services Accounting-$660-$660
Insurance-$370-$370
Total Functional Expenses$164,756$-4,550$23,612$183,818
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silient Auction$46,057---
Sloat Stride$33,224---
Total Events$103,601---
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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Commodore Sloat School Fund
EIN
94-1677648
Phone
4157592807
Address
50 Darien Way, San Francisco, CA 94127

Signing Officer

Name
Lionel Brazil
Title
Co-Treasurer
Signed
2015-06-16
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
CA
Voting Board Members
500
Independent Board Members
500
Employees
0
Volunteers
16

Preparer

Firm
Wong Mui & Chiao Llp
Address
1500 East Hamilton Ave Suite 211, Campbell, CA 95008
Preparer
Eugene Mui
Phone
4083691000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Others

Form 990, Part IX, Line 24E: Other Expenses

Bank Fees: Column (A) - Total = $27; Column (B) - Program Services = $0; Column (C) - Management & General = $27; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Beautification Project: Column (A) - Total = $108; Column (B) - Program Services = $108; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Cash Appeal Expense: Column (A) - Total = $324; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $324

Form 990, Part IX, Line 24E: Other Expenses

Chinese New Year Parade: Column (A) - Total = $2487; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $2487

Form 990, Part IX, Line 24E: Other Expenses

Cultural Assemblies: Column (A) - Total = $2039; Column (B) - Program Services = $2039; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Equipment: Column (A) - Total = $23; Column (B) - Program Services = $0; Column (C) - Management & General = $23; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Field Trips: Column (A) - Total = $5782; Column (B) - Program Services = $5782; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Food Sales: Column (A) - Total = $817; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $817

Form 990, Part IX, Line 24E: Other Expenses

Gifts: Column (A) - Total = $350; Column (B) - Program Services = $0; Column (C) - Management & General = $350; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Hospitality: Column (A) - Total = $52; Column (B) - Program Services = $52; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Library Expense: Column (A) - Total = $426; Column (B) - Program Services = $426; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Lunch Monitor: Column (A) - Total = $4256; Column (B) - Program Services = $4256; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Magazine Sales: Column (A) - Total = $2379; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $2379

Form 990, Part IX, Line 24E: Other Expenses

MARE Program: Column (A) - Total = $3774; Column (B) - Program Services = $3774; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Merchandize: Column (A) - Total = $2799; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $2799

Form 990, Part IX, Line 24E: Other Expenses

Office Assistant: Column (A) - Total = $-8020; Column (B) - Program Services = $0; Column (C) - Management & General = $-8020; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Parent Night SSC: Column (A) - Total = $366; Column (B) - Program Services = $366; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $157; Column (B) - Program Services = $0; Column (C) - Management & General = $157; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Principal's Account: Column (A) - Total = $1501; Column (B) - Program Services = $1501; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Pumpkin Patch Expense: Column (A) - Total = $875; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $875

Form 990, Part IX, Line 24E: Other Expenses

Scholastic Book Fairs: Column (A) - Total = $4983; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $4983

Form 990, Part IX, Line 24E: Other Expenses

Silient Auction Expense: Column (A) - Total = $5021; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $5021

Form 990, Part IX, Line 24E: Other Expenses

Spring Festival/Rainbow Affair: Column (A) - Total = $3772; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $3772

Form 990, Part IX, Line 24E: Other Expenses

Student Council Expense: Column (A) - Total = $71; Column (B) - Program Services = $71; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Appreciation Lunch: Column (A) - Total = $154; Column (B) - Program Services = $154; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Professional Developme: Column (A) - Total = $3250; Column (B) - Program Services = $3250; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Teacher Supplies: Column (A) - Total = $7754; Column (B) - Program Services = $7754; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Trude Yazman Expense: Column (A) - Total = $155; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $155

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.97$0.00$3.97$2.72$2.14$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.01$3.39$2.55$1.75$0.80
2021Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$1.50$1.19$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.00$2.28$2.33$2.28$0.05
2019Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$2.53$2.83$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$2.54$2.09$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$2.11$2.26$0.15
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$2.70$2.17$0.53
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$2.06$2.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$2.23$1.84$0.39
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$2.49$2.75$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$2.52
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$2.42$1.73$0.69
Peer Organizations

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