Civic Intelligence

Foundation for Educational Administration

990 • Fiscal year 2015 • EIN 94-2702741

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 10, 2016

1575 Bayshore HwyBurlingame, CA 94010-1616

(650) 692-4300

Siviq Scores

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

Liabilities / Assets

100th percentile

6.78x

Higher debt load relative to assets than 100% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

2.10x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

97th percentile

104%

Faster asset growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

15%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,648,418

Up $839,937 (+104%) from 2014

Net Assets

Up

-$9,534,052

Up $2,901 (+0.0%) from 2014

Liabilities

Up

$11,182,470

Up $837,036 (+8.1%) from 2014

Revenue

Up

$5,322,134

Up $711,563 (+15%) from 2014

Expenses

Up

$5,319,233

Up $705,653 (+15%) from 2014

Net Income

Up

$2,901

Up $5,910 (+196%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$10M$0-$10MAssets 2011: $682,258Liabilities 2011: $8,867,370Net Assets 2011: -$8,185,1122011Assets 2012: $683,578Liabilities 2012: $10,329,730Net Assets 2012: -$9,646,1522012Assets 2013: $705,605Liabilities 2013: $10,239,549Net Assets 2013: -$9,533,9442013Assets 2014: $808,481Liabilities 2014: $10,345,434Net Assets 2014: -$9,536,9532014Assets 2015: $1,648,418Liabilities 2015: $11,182,470Net Assets 2015: -$9,534,0522015Assets 2016: $1,739,313Liabilities 2016: $11,266,159Net Assets 2016: -$9,526,8462016Assets 2017: $1,738,283Liabilities 2017: $11,481,024Net Assets 2017: -$9,742,7412017Assets 2018: $1,961,646Liabilities 2018: $11,425,988Net Assets 2018: -$9,464,3422018Assets 2019: $1,069,866Liabilities 2019: $10,256,627Net Assets 2019: -$9,186,7612019Assets 2020: $1,021,571Liabilities 2020: $10,291,195Net Assets 2020: -$9,269,6242020Assets 2021: $984,247Liabilities 2021: $9,966,681Net Assets 2021: -$8,982,4342021Assets 2022: $953,972Liabilities 2022: $9,909,850Net Assets 2022: -$8,955,8782022Assets 2023: $850,971Liabilities 2023: $9,375,383Net Assets 2023: -$8,524,4122023Assets 2024: $3,822,778Liabilities 2024: $584,814Net Assets 2024: $3,237,9642024

Highlighted filing

2015

Assets$1,648,418
Liabilities$11,182,470
Net Assets-$9,534,052

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $4,088,391Expenses 2011: $5,780,592Net Income 2011: -$1,692,2012011Revenue 2012: $4,097,531Expenses 2012: $5,558,571Net Income 2012: -$1,461,0402012Revenue 2013: $4,387,417Expenses 2013: $4,275,209Net Income 2013: $112,2082013Revenue 2014: $4,610,571Expenses 2014: $4,613,580Net Income 2014: -$3,0092014Revenue 2015: $5,322,134Expenses 2015: $5,319,233Net Income 2015: $2,9012015Revenue 2016: $6,101,680Expenses 2016: $6,094,474Net Income 2016: $7,2062016Revenue 2017: $6,325,388Expenses 2017: $6,541,283Net Income 2017: -$215,8952017Revenue 2018: $7,280,552Expenses 2018: $7,002,153Net Income 2018: $278,3992018Revenue 2019: $7,494,821Expenses 2019: $7,217,240Net Income 2019: $277,5812019Revenue 2020: $6,141,488Expenses 2020: $6,224,351Net Income 2020: -$82,8632020Revenue 2021: $3,963,175Expenses 2021: $3,675,985Net Income 2021: $287,1902021Revenue 2022: $6,015,224Expenses 2022: $5,988,668Net Income 2022: $26,5562022Revenue 2023: $7,720,963Expenses 2023: $7,289,497Net Income 2023: $431,4662023Revenue 2024: $18,543,093Expenses 2024: $6,780,717Net Income 2024: $11,762,3762024

Highlighted filing

2015

Revenue$5,322,134
Expenses$5,319,233
Net Income$2,901
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$5,322,134
Mission and Program Overview

Mission

Develop and improve educational administration, to engage in research in the field of educational administration, to assist qualified individuals in the study of educational administration, and to assist federal, state and local agencies in training and research programs.

Provide educational programs for school administrators

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$353,438$1,252,891▲ $899,453
Accounts Receivable$394,894$321,055▼ $73,839
Prepaid Expenses and Deferred Charges$60,149$74,472▲ $14,323
Total Assets$808,481$1,648,418▲ $839,937
Liabilities
Other Liabilities$9,359,045$10,087,472▲ $728,427
Deferred Revenue$614,632$570,159▼ $44,473
Accounts Payable and Accrued Expenses$371,757$524,839▲ $153,082
Total Liabilities$10,345,434$11,182,470▲ $837,036
Net Assets / Fund Balance
Unrestricted Net Assets$-9,536,953$-9,534,052▲ $2,901
Total Net Assets Fund Balance$-9,536,953$-9,534,052▲ $2,901
Total Liabilities and Net Assets / Fund Balance$808,481$1,648,418▲ $839,937
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris AdamsAssistant Executive DirectorFT$155,540$46,933$202,473
Mary GomesEducational Services ExecuFT$135,160$33,441$168,601
Margaret ArthoferEducational Services ExecuFT$118,329$31,179$149,508
Alicia AusaraEducational Services ExecuFT$111,328$34,042$145,370
Gladys Phillips-evansEducational Services ExecuFT$112,023$19,044$131,067

Board Members and Trustees

NameTitle
Marc EckerPast President
Randall DellingPresident
Tom ArmalinoPresident Elect
Ralph PorrasVice-president
Andrew IshibashiDirector
Cindy PetersenDirector
Craig WheatonDirector
Darrien JohnsonDirector
Edward TrimisDirector
Heidi LawlerDirector
Holly EddsDirector
Jeff HarrisDirector
Jon LedouxDirector
Katherine CastleberryDirector
Linda KaminskiDirector
Lisette Estrella-hendersonDirector
Mary GraceDirector
Mauricio ArellanoDirector
Randy BangsDirector
Rod FederwischDirector
Rose LockDirector
Tammie CalzadillasDirector
Will EctorDirector
Eric AndrewDirector at Large
Peter JohnsonDirector at Large
Robert MartinezDirector at Large
Terri RufertDirector at Large
Wes SmithExecutive Director
David GasserCFO
Lisa GonzalesVP for Legislation Action
Revenue and Support

Revenue Composition

Contributions and Grants
$960,497
Program Service Revenue
$4,356,325
Investment Income
$0
Other Revenue
$5,312
All Other Contributions
$855,800
Change in Net Assets
$2,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,157,405
Salaries, Compensation, and Employee Benefits$161,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,940,823--$1,940,823
Fees for Services Other$981,868--$981,868
Travel$508,795--$508,795
Office Expenses$301,625--$301,625
Current Officers, Directors, Trustees, and Key Employees$161,828--$161,828
Information Technology$55,469--$55,469
Fees for Services Accounting$16,501--$16,501
Fees for Services Legal$9,950--$9,950
All Other Expenses$8,279--$8,279
Other Expenses$2,428--$2,428
Total Functional Expenses$5,319,233$0$0$5,319,233
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$10,087,472
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The executive committee consists of board of director officers and various board members. The number of board members varies per year.

Form 990, Part VI, Section A, Line 6

The organization's members have the right to elect board members. In addition, decisions of the governing body are subject to the approval by members. Members belong to a charter which in turn are part of a region. Each region elects one representative from their region to be on the board of directors. Regions also have delegates to a delgate assembly with number of votes based on number of members in their region.

Form 990, Part VI, Section A, Line 7A

Members belong to a charter which in turn are part of a region. Each region elects one representative from their region to be on the board of directors. Regions also send delegates to a delegate assembly with number of votes based on number of members in their region.

Form 990, Part VI, Section A, Line 7B

Decisions by the board may be subject to approval by members including state council presidents, state committee chairs, board members, region officers and additional members based on the total members in each region.

Form 990, Part VI, Section B, Line 11

The form 990 will be reviewed by the cfo and copies will be sent electronically to the executive director and finance committee of the board of directors before it is filed. The cfo will respond to any inquiries.

Form 990, Part VI, Section B, Line 12C

All employees and board members are covered by the conflict of interest policy. Human resources monitors and determines if a conflict exists and that is reviewed by the executive director.

Form 990, Part VI, Section B, Line 15

The association of california school administrators (acsa), a related entity, is responsible for determining the compensation of the organization's entire staff. All foundation for educational administration officers are employees of acsa and, therefore, are subject to that organization's policies and procedures.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Foundation for Educational Administration
EIN
94-2702741
Phone
6506924300
Address
1575 BAYSHORE HWY, BURLINGAME, CA 94010-1616

Signing Officer

Name
David Gasser
Title
CFO
Phone
6506924300
Signed
2016-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wes Smith
Formed
1980
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
0
Volunteers
0

Preparer

Firm
Gilbert Associates Inc
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Darla a Colson
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: program service expenses 487,031. Management and general expenses 0. Fundraising expenses 0. Total expenses 487,031. Honoraria: program service expenses 494,837. Management and general expenses 0. Fundraising expenses 0. Total expenses 494,837.

FORM 990, PART XII, LINE 2C:

Form 990, part xii line 2c: neither the process for oversight of the financial statement audit nor the process for selection of an independent accountant changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The foundation has applied the amended accounting principles related to accounting for uncertainty in income taxes and has determined that there is no material impact on the consolidated financial statements.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP FOR LEGISLATION ACTION
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt30ASSISTANT EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31EDUCATIONAL SERVICES EXECU
IRS990/Form990PartVIISectionAGrp/TitleTxt32EDUCATIONAL SERVICES EXECU
IRS990/Form990PartVIISectionAGrp/TitleTxt33EDUCATIONAL SERVICES EXECU
IRS990/Form990PartVIISectionAGrp/TitleTxt34EDUCATIONAL SERVICES EXECU
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0DEVELOP AND IMPROVE EDUCATIONAL ADMINISTRATION, TO ENGAGE IN RESEARCH IN THE FIELD OF EDUCATIONAL ADMINISTRATION, TO ASSIST QUALIFIED INDIVIDUALS IN THE STUDY OF EDUCATIONAL ADMINISTRATION, AND TO ASSIST FEDERAL, STATE AND LOCAL AGENCIES IN TRAINING AND RESEARCH PROGRAMS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.58$3.24$18.5$6.78$11.8
2023Detailed filing. Detailed filing data is available for this year.$0.85$9.38$8.52$7.72$7.29$0.43
2022Detailed filing. Detailed filing data is available for this year.$0.95$9.91$8.96$6.02$5.99$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.98$9.97$8.98$3.96$3.68$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.02$10.3$9.27$6.14$6.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.07$10.3$9.19$7.49$7.22$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.96$11.4$9.46$7.28$7.00$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.74$11.5$9.74$6.33$6.54$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.74$11.3$9.53$6.10$6.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.65$11.2$9.53$5.32$5.32$0.00
2014Summary only. Only limited summary data is available for this year.$0.81$10.3$9.54$4.61$4.61$0.00
2013Summary only. Only limited summary data is available for this year.$0.71$10.2$9.53$4.39$4.28$0.11
2012Summary only. Only limited summary data is available for this year.$0.68$10.3$9.65$4.10$5.56$1.46
2011Summary only. Only limited summary data is available for this year.$0.68$8.87$8.19$4.09$5.78$1.69