Civic Intelligence

Peninsula School Endowment and Trust Fund

990 • Fiscal year 2020 • EIN 94-2751105

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

Organization Profile
PO Box 1073 380 Hamilton AvePalo Alto, CA 94302

(650) 224-5484

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

58th percentile

9.8%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-67%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,416,133

Up $126,127 (+9.8%) from 2019

Net Assets

Up

$1,416,133

Up $126,127 (+9.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin22nd percentile

Revenue

Down

$60,569

Down $121,756 (-67%) from 2019

Expenses

Up

$66,837

Up $66,227 (+10857%) from 2019

Net Income

Down

-$6,268

Down $187,983 (-103%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $534,979Liabilities 2011: $32,200Net Assets 2011: $502,7792011Assets 2012: $629,109Liabilities 2012: $22,625Net Assets 2012: $606,4842012Assets 2013: $827,159Liabilities 2013: $0Net Assets 2013: $827,1692013Assets 2014: $874,344Liabilities 2014: $0Net Assets 2014: $874,3442014Assets 2015: $858,426Liabilities 2015: $0Net Assets 2015: $858,4262015Assets 2016: $913,271Liabilities 2016: $0Net Assets 2016: $913,2712016Assets 2017: $1,071,032Liabilities 2017: $0Net Assets 2017: $1,071,1322017Assets 2018: $1,023,459Liabilities 2018: $0Net Assets 2018: $1,023,4592018Assets 2019: $1,290,006Liabilities 2019: $0Net Assets 2019: $1,290,0062019Assets 2020: $1,416,133Liabilities 2020: $0Net Assets 2020: $1,416,1332020Assets 2021: $1,738,589Liabilities 2021: $0Net Assets 2021: $1,738,5892021Assets 2022: $1,444,253Liabilities 2022: $0Net Assets 2022: $1,444,2532022Assets 2023: $1,757,956Liabilities 2023: $0Net Assets 2023: $1,757,9562023Assets 2024: $2,065,183Liabilities 2024: $0Net Assets 2024: $2,065,1832024Assets 2025: $2,246,461Liabilities 2025: $0Net Assets 2025: $2,246,4612025

Highlighted filing

2020

Assets$1,416,133
Liabilities$0
Net Assets$1,416,133
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $37,039Expenses 2011: $20,500Net Income 2011: $16,5392011Revenue 2012: $46,971Expenses 2012: $21,100Net Income 2012: $25,8712012Revenue 2013: $151,522Expenses 2013: $23,700Net Income 2013: $127,8222013Revenue 2014: $100,694Expenses 2014: $25,300Net Income 2014: $75,3942014Revenue 2015: $73,902Expenses 2015: $28,600Net Income 2015: $45,3022015Revenue 2016: $72,624Expenses 2016: $32,300Net Income 2016: $40,3242016Revenue 2017: $95,032Expenses 2017: $34,500Net Income 2017: $60,5322017Revenue 2018: $68,862Expenses 2018: $31,800Net Income 2018: $37,0622018Revenue 2019: $182,325Expenses 2019: $610Net Income 2019: $181,7152019Revenue 2020: $60,569Expenses 2020: $66,837Net Income 2020: -$6,2682020Revenue 2021: $88,420Expenses 2021: $26,640Net Income 2021: $61,7802021Revenue 2022: $80,122Expenses 2022: $26,697Net Income 2022: $53,4252022Revenue 2023: $74,725Expenses 2023: $26,531Net Income 2023: $48,1942023Revenue 2024: $105,073Expenses 2024: $26,946Net Income 2024: $78,1272024Revenue 2025: $312,825Expenses 2025: $52,136Net Income 2025: $260,6892025

Highlighted filing

2020

Revenue$60,569
Expenses$66,837
Net Income-$6,268
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.0
Gross Receipts
$60,569
Mission and Program Overview

Mission

Annually contribute, without restrictions, to general fund of peninsula school, ltd., which is a 501(c)(3) organization. Also, build a nest egg for unforseen emergencies of that school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,290,006$1,416,133▲ $126,127
Total Assets$1,290,006$1,416,133▲ $126,127
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,290,006$1,416,133▲ $126,127
Total Net Assets Fund Balance$1,290,006$1,416,133▲ $126,127
Total Liabilities and Net Assets / Fund Balance$1,290,006$1,416,133▲ $126,127
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Alison ElliottTrustee
David QuinnTrustee
Jerry HearnTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$16,545
Program Service Revenue
$0
Investment Income
$44,024
Other Revenue
$0
Change in Net Assets
$-6,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,190
Other Expenses$1,647
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,190--$65,190
Insurance-$881-$881
Fees for Services Accounting-$600-$600
Other Expenses-$60-$60
Total Functional Expenses$65,190$1,647$0$66,837
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peninsula School LtdMenlo Park, CA501c3Support$65,190
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
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 35% controlled entity
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, Page 6, Part VI, Line 11B

“Form 990 is prepared and presented to trustees for review. After approval, trustee signs the e-file authorization forms so that form 990 can be electronically filed.”

Form 990, Page 6, Part VI, Line 12C

“All trustees review the governance policies and then sign the "annual affirmation of governance policies by current trustees- and forward a copy by us mail or hand-deliver to trustee elliot for retention. (trustee elliott functions as the fund's secretary, in addition to being a trustee)”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Peninsula School Endowment and
EIN
94-2751105
Phone
6502245484
Address
PO BOX 1073 380 HAMILTON AVE, PALO ALTO, CA 94302

Signing Officer

Name
Alison Elliott
Title
Trustee
Phone
6502245484
Signed
2021-04-22

Organization Details

Principal Officer
Alison Elliott
Formed
1970
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Coastside Tax Consultants
Address
225 CABRILLO HWY S STE 105D, HALF MOON BAY, CA 94019-7205
Preparer
Cindy Chong
Phone
6507135089
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investments owned by peninsula school endowment and trust fund on december 31,2020: 1653.308 shares dodfx 72,249.55 custodian: fidelity investments 724.456 shares dodgx 139,501.24 custodian: fidelity investments 4,146.108 shares prilx 222,853.30 custodian: fidelity investments 2,559.906 shares pogrx 108,591.21 custodian: fidelity investments 653,935 shares vfiax 226,634.25 custodian: fidelity investments 1,406.93 shares vig 198,616.30 custodian: fidelity investments 892.173 shares vug 226,023.10 custodian: fidelity investments 221,664.32 shares spaxx 221,664.32 custodian: fidelity investments total value as of 12/31/2020 is 1,416,133.27”

Raw XML Appendix302 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.

Path#Value
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IRS990/ActivityOrMissionDesc0ANNUALLY CONTRIBUTE, WITHOUT RESTRICTIONS, TO GENERAL FUND OF PENINSULA SCHOOL, LTD., WHICH IS A 501(C)(3) ORGANIZATION. ALSO, BUILD A NEST EGG FOR UNFORSEEN EMERGENCIES OF THAT SCHOOL.
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IRS990/FormationYr01970
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IRS990/GoverningBodyVotingMembersCnt03
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt029555
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01290006
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ANNUALLY CONTRIBUTE, WITHOUT RESTRICTIONS, TO GENERAL FUND OF PENINSULA SCHOOL, LTD., WHICH IS A 501(C)(3) ORGANIZATION. ALSO, BUILD A NEST EGG FOR UNFORSEEN EMERGENCIES OF THAT SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OtherWebsiteInd0X
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IRS990/PYTotalExpensesAmt0610
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt016545
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleI/RecipientTable/RecipientEIN0941186181
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0920 PENINSULA WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MENLO PARK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED AND PRESENTED TO TRUSTEES FOR REVIEW. AFTER APPROVAL, TRUSTEE SIGNS THE E-FILE AUTHORIZATION FORMS SO THAT FORM 990 CAN BE ELECTRONICALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL TRUSTEES REVIEW THE GOVERNANCE POLICIES AND THEN SIGN THE "ANNUAL AFFIRMATION OF GOVERNANCE POLICIES BY CURRENT TRUSTEES- AND FORWARD A COPY BY US MAIL OR HAND-DELIVER TO TRUSTEE ELLIOT FOR RETENTION. (TRUSTEE ELLIOTT FUNCTIONS AS THE FUND'S SECRETARY, IN ADDITION TO BEING A TRUSTEE)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENTS OWNED BY PENINSULA SCHOOL ENDOWMENT AND TRUST FUND ON DECEMBER 31,2020: 1653.308 SHARES DODFX 72,249.55 CUSTODIAN: FIDELITY INVESTMENTS 724.456 SHARES DODGX 139,501.24 CUSTODIAN: FIDELITY INVESTMENTS 4,146.108 SHARES PRILX 222,853.30 CUSTODIAN: FIDELITY INVESTMENTS 2,559.906 SHARES POGRX 108,591.21 CUSTODIAN: FIDELITY INVESTMENTS 653,935 SHARES VFIAX 226,634.25 CUSTODIAN: FIDELITY INVESTMENTS 1,406.93 SHARES VIG 198,616.30 CUSTODIAN: FIDELITY INVESTMENTS 892.173 SHARES VUG 226,023.10 CUSTODIAN: FIDELITY INVESTMENTS 221,664.32 SHARES SPAXX 221,664.32 CUSTODIAN: FIDELITY INVESTMENTS TOTAL VALUE AS OF 12/31/2020 IS 1,416,133.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01290006
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01416133
IRS990/TotalProgramServiceExpensesAmt065190
IRS990/TotalRevenueGrp/ExclusionAmt044024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060569
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01290006
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01416133
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0216 MARMONA DRIVE
IRS990/USAddress/CityNm0MENLO PARK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094025
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06502245484
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENINSULA SCHOOL ENDOWMENT AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PENI
ReturnHeader/Filer/EIN0942751105
ReturnHeader/Filer/PhoneNum06502245484
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1073 380 HAMILTON AVE
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823120630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COASTSIDE TAX CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 CABRILLO HWY S STE 105D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HALF MOON BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940197205
ReturnHeader/PreparerPersonGrp/PhoneNum06507135089
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY CHONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-04T22:04:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLIOTT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,416,133
Liabilities
$0
Net assets
$1,416,133
Revenue
$60,569
Expenses
$66,837
Net income
-$6,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.31$0.05$0.26
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.11$0.03$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.07$0.03$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.08$0.03$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.09$0.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.18$0.00$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.07$0.03$0.04
2017Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.10$0.03$0.06
2016Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.07$0.03$0.04
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.07$0.03$0.05
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.10$0.03$0.08
2013Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.15$0.02$0.13
2012Summary only. Only limited summary data is available for this year.$0.63$0.02$0.61$0.05$0.02$0.03
2011Summary only. Only limited summary data is available for this year.$0.53$0.03$0.50$0.04$0.02$0.02