Civic Intelligence

Orinda Network for Education

990 • Fiscal year 2017 • EIN 94-2623617

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

Organization Profilewww.orindaefo.org
21C Orinda WayOrinda, CA 94563

(925) 253-0885

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.20x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.21x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

34th percentile

-1.9%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.1%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

4.8%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$1,788,463

Up $133,277 (+8.1%) from 2016

Net Assets

Up

$1,434,348

Up $78,478 (+5.8%) from 2016

Liabilities

Up

$354,115

Up $54,799 (+18%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin34th percentile

Revenue

Up

$1,717,643

Up $79,099 (+4.8%) from 2016

Expenses

Up

$1,749,830

Up $73,508 (+4.4%) from 2016

Net Income

Up

-$32,187

Up $5,591 (+15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$10M$5.0M$0Assets 2011: $1,671,966Liabilities 2011: $441,030Net Assets 2011: $1,230,9362011Assets 2012: $1,545,614Liabilities 2012: $393,511Net Assets 2012: $1,152,1032012Assets 2013: $1,489,966Liabilities 2013: $248,406Net Assets 2013: $1,241,5602013Assets 2014: $1,881,845Liabilities 2014: $499,167Net Assets 2014: $1,382,6782014Assets 2015: $1,844,592Liabilities 2015: $435,706Net Assets 2015: $1,408,8862015Assets 2016: $1,655,186Liabilities 2016: $299,316Net Assets 2016: $1,355,8702016Assets 2017: $1,788,463Liabilities 2017: $354,115Net Assets 2017: $1,434,3482017Assets 2018: $1,650,196Liabilities 2018: $99,282Net Assets 2018: $1,550,9142018Assets 2019: $1,839,278Liabilities 2019: $376,306Net Assets 2019: $1,462,9722019Assets 2020: $2,067,520Liabilities 2020: $799,055Net Assets 2020: $1,268,4652020Assets 2021: $5,854,860Liabilities 2021: $3,636,636Net Assets 2021: $2,218,2242021Assets 2022: $6,753,567Liabilities 2022: $4,198,556Net Assets 2022: $2,555,0112022Assets 2023: $8,049,272Liabilities 2023: $4,981,978Net Assets 2023: $3,067,2942023Assets 2024: $8,631,095Liabilities 2024: $6,262,411Net Assets 2024: $2,368,6842024Assets 2025: $8,673,758Liabilities 2025: $6,141,230Net Assets 2025: $2,532,5282025

Highlighted filing

2017

Assets$1,788,463
Liabilities$354,115
Net Assets$1,434,348
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,597,7832011Expenses 2012: $1,635,1262012Expenses 2013: $1,611,8732013Revenue 2014: $1,752,401Expenses 2014: $1,611,283Net Income 2014: $141,1182014Revenue 2015: $1,693,878Expenses 2015: $1,667,670Net Income 2015: $26,2082015Revenue 2016: $1,638,544Expenses 2016: $1,676,322Net Income 2016: -$37,7782016Revenue 2017: $1,717,643Expenses 2017: $1,749,830Net Income 2017: -$32,1872017Revenue 2018: $1,790,704Expenses 2018: $1,747,028Net Income 2018: $43,6762018Revenue 2019: $1,896,149Expenses 2019: $2,012,208Net Income 2019: -$116,0592019Revenue 2020: $1,687,534Expenses 2020: $1,819,615Net Income 2020: -$132,0812020Revenue 2021: $4,453,782Expenses 2021: $3,804,284Net Income 2021: $649,4982021Revenue 2022: $5,169,551Expenses 2022: $4,520,451Net Income 2022: $649,1002022Revenue 2023: $5,335,271Expenses 2023: $4,859,523Net Income 2023: $475,7482023Revenue 2024: $5,721,438Expenses 2024: $5,205,587Net Income 2024: $515,8512024Revenue 2025: $5,886,000Expenses 2025: $5,464,329Net Income 2025: $421,6712025

Highlighted filing

2017

Revenue$1,717,643
Expenses$1,749,830
Net Income-$32,187
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$1,717,643
Mission and Program Overview

Mission

To build on a strong community support for educational excellence in orinda's schools, the orinda network for education provides financial support for quality programs and enrichment opportunities which directly benefit students in the orinda union school district and miramonte high school.

Building on a strong tradition of strong community support for educational excellence in orinda's schools, the educational foundation of orinda provides financial support for quality programs and enrichment opportunities which directly benefit students in the orinda union school district and miramonte high school.there were no program expendiures during june because school was not in session. Program grans and funding generally follow the school year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,293,005$1,362,958▲ $69,953
Cash and Non-Interest-Bearing Accounts$127,893$230,518▲ $102,625
Savings and Temporary Cash Investments$233,665$194,987▼ $38,678
Prepaid Expenses and Deferred Charges$622$0▼ $622
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,655,186$1,788,463▲ $133,277
Other Assets Total$1$0▼ $1
Liabilities
Grants Payable$299,316$354,115▲ $54,799
Total Liabilities$299,316$354,115▲ $54,799
Net Assets / Fund Balance
Unrestricted Net Assets$1,348,670$1,427,148▲ $78,478
Permanently Rstr Net Assets$7,200$7,200→ $0
Total Net Assets Fund Balance$1,355,870$1,434,348▲ $78,478
Total Liabilities and Net Assets / Fund Balance$1,655,186$1,788,463▲ $133,277

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,293,005-▲ $135,631$65,679$1,362,957
2015$1,323,492$34,919▼ $1,089$64,317$1,293,005
2014$1,250,527$74,740▲ $77,627$63,359$1,339,535
2013$1,192,228-▲ $136,935$78,636$1,250,527
2012$1,083,489$9,123▲ $154,616$55,000$1,192,228
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Dean BurnickCo-president
Shauna SimmondsCo-president
Bene StreubelVice President
Carolyn StewartVice President
Jennifer LurieVice President
Julie LuckenbachVice President
Linda BakshiVice President
Meggin HollisterVice President
Penelope BlairVice President
Wendy BondVice President
Cara HoxiParliamentarian
Hillary WeinerSecretary
Minnie WrightSecretary
Alexis SticeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,694,076
Program Service Revenue
$0
Investment Income
$23,567
Other Revenue
$0
All Other Contributions
$1,694,076
Change in Net Assets
$-32,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,636,500
Other Expenses$113,330
Total Fundraising Expense$67,161
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,636,500--$1,636,500
All Other Expenses$6,111$4,108$2,088$12,307
Other Expenses-$30,773$7,763$7,763
Fees for Services Accounting-$2,650$2,500$5,150
Insurance-$2,102-$2,102
Office Expenses-$425-$425
Total Functional Expenses$1,642,611$40,058$67,161$1,749,830
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orinda Union School DistrictOrinda, CA-Program Support for Elementary & Ms$1,101,500
Miramonte High SchoolOrinda, CA-Student Support & Enrichment$535,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
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
Yes
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

“Prior to filing, the tax returns are reviewed by the president and treasurer and are made available to the board of directors.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board informs new members of the conflicts of interest policy and new members review the bylaws for all efo's policies.”

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

“Documents are available on request.”

Filing and Contact Details

Filer

Filer Name
Educational Foundation of Orinda
EIN
94-2623617
Phone
9252530885
Address
21C ORINDA WAY, ORINDA, CA 94563

Signing Officer

Name
Alexis Stice
Title
Treasurer
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
CA
Voting Board Members
37
Independent Board Members
37
Employees
0
Volunteers
60

Preparer

Firm
Porter & Yee Cpas an Accountancy Corp
Address
2300 Contra Costa Blvd Suite 100, Pleasant Hill, CA 94523
Preparer
Lori Abele CPA
Phone
9252880600
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment fund provides financial support for quality programs and enrichment opportunities to benefit students in the orinda school district and miramonte high school.”

Part X : FIN48 Footnote

“THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(c)3 OF THE INTERNAL REVENUE CODE AND FROM CALIFORNIA FRANCHISE AND/OR INCOME TAX TAXES UNDER SECTIONS 23701(d) OF THE REVENUE AND TAXATION CODE. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMATION.THE ENDOWMENT FUND PROVIDES FINANCIAL SUPPORT FOR QUALITY PROGRAMS AND ENRICHMENT OPPORTUNITIES THAT BENEFIT STUDENTS IN THE ORINDA SCHOOL DISTRICT AND MIRAMONTE HIGH SCHOOL.”

Raw XML AppendixShowing 400 of 513 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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IRS990/ProgSrvcAccomActy3Grp/Desc0ARTS CELEBRATION, TEACHER APPRECIATION, MUSICAL PERFORMANCE SUPPORT, AND OTHER PROGRAM ACTIVITIES AND COSTS.
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IRS990/PYExcessBenefitTransInd0false
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,788,463
Liabilities
$354,115
Net assets
$1,434,348
Revenue
$1,717,643
Expenses
$1,749,830
Net income
-$32,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.67$6.14$2.53$5.89$5.46$0.42
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$6.26$2.37$5.72$5.21$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$4.98$3.07$5.34$4.86$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$4.20$2.56$5.17$4.52$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$3.64$2.22$4.45$3.80$0.65
2020Summary only. Only limited summary data is available for this year.$2.07$0.80$1.27$1.69$1.82$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.38$1.46$1.90$2.01$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.10$1.55$1.79$1.75$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.35$1.43$1.72$1.75$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.30$1.36$1.64$1.68$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.44$1.41$1.69$1.67$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.50$1.38$1.75$1.61$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.25$1.24$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.39$1.15$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.44$1.23$1.60
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits