Civic Intelligence

Peninsula School Endowment and Trust Fund

990 • Fiscal year 2024 • EIN 94-2751105

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 17, 2025

Organization Profile
380 Hamilton Avenue PO Box 1073Palo Alto, CA 94302

(650) 224-5484

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,065,183

Up $307,227 (+17%) from 2023

Net Assets

Up

$2,065,183

Up $307,227 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin95th percentile

Revenue

Up

$105,073

Up $30,348 (+41%) from 2023

Expenses

Up

$26,946

Up $415 (+1.6%) from 2023

Net Income

Up

$78,127

Up $29,933 (+62%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2024

Assets$2,065,183
Liabilities$0
Net Assets$2,065,183
Open 2024 Filing

Operations Trend

Revenue Growth79th 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

2024

Revenue$105,073
Expenses$26,946
Net Income$78,127
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Gross Receipts
$126,714
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$1,757,956$2,065,183▲ $307,227
Total Assets$1,757,956$2,065,183▲ $307,227
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,757,956$2,065,183▲ $307,227
Total Net Assets Fund Balance$1,757,956$2,065,183▲ $307,227
Total Liabilities and Net Assets / Fund Balance$1,757,956$2,065,183▲ $307,227
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Alison ElliottTrustee
David QuinnTrustee
Jerry HearnTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$7,060
Program Service Revenue
$0
Investment Income
$98,013
Other Revenue
$0
Change in Net Assets
$78,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$1,946
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Insurance-$1,080-$1,080
Fees for Services Accounting-$600-$600
Other Expenses-$34-$34
Total Functional Expenses$25,000$1,946$0$26,946
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peninsula School LtdMenlo Park, CA501c3Support$25,000
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
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
380 HAMILTON AVENUE PO BOX 1073, PALO ALTO, CA 94302

Signing Officer

Name
Alison Elliott
Title
Trustee
Phone
6502245484
Signed
2025-03-17

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
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 31,2024: 1,815.098 shares dodfx 90,573.39 custodian: fidelity investments 891.779 shares dodgx 229,347.72 custodian: fidelity investments 5,780.757 shares prilx 345,400.23 custodian: fidelity investments 4,470.928 shares pogrx 154,336.43 custodian: fidelity investments 693.724 shares vfiax 376,526.18 custodian: fidelity investments 1,516.206 shares vig 296,918.62 custodian: fidelity investments 913.261 shares vug 374,838.84 custodian: fidelity investments 2,206.12 shares jpst 111,122.26 custodian: fidelity investments 914.475 shares vnq 81,461.43 custodian: fidelity investments 4,657.57 shares spaxx 4,657.57 custodian: fidelity investments total value as of 12/31/2024 is 2,065,182.67”

Raw XML Appendix310 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/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/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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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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IRS990ScheduleI/RecipientTable/RecipientEIN0941186181
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0920 PENINSULA WAY
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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 31,2024: 1,815.098 SHARES DODFX 90,573.39 CUSTODIAN: FIDELITY INVESTMENTS 891.779 SHARES DODGX 229,347.72 CUSTODIAN: FIDELITY INVESTMENTS 5,780.757 SHARES PRILX 345,400.23 CUSTODIAN: FIDELITY INVESTMENTS 4,470.928 SHARES POGRX 154,336.43 CUSTODIAN: FIDELITY INVESTMENTS 693.724 SHARES VFIAX 376,526.18 CUSTODIAN: FIDELITY INVESTMENTS 1,516.206 SHARES VIG 296,918.62 CUSTODIAN: FIDELITY INVESTMENTS 913.261 SHARES VUG 374,838.84 CUSTODIAN: FIDELITY INVESTMENTS 2,206.12 SHARES JPST 111,122.26 CUSTODIAN: FIDELITY INVESTMENTS 914.475 SHARES VNQ 81,461.43 CUSTODIAN: FIDELITY INVESTMENTS 4,657.57 SHARES SPAXX 4,657.57 CUSTODIAN: FIDELITY INVESTMENTS TOTAL VALUE AS OF 12/31/2024 IS 2,065,182.67
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/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01757956
IRS990/TotalAssetsEOYAmt02065183
IRS990/TotalAssetsGrp/BOYAmt01757956
IRS990/TotalAssetsGrp/EOYAmt02065183
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07060
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01946
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025000
IRS990/TotalFunctionalExpensesGrp/TotalAmt026946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01757956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02065183
IRS990/TotalProgramServiceExpensesAmt025000
IRS990/TotalRevenueGrp/ExclusionAmt099045
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1032
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0105073
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01757956
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02065183
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06502245484
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENINSULA SCHOOL ENDOWMENT AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PENI
ReturnHeader/Filer/EIN0942751105
ReturnHeader/Filer/PhoneNum06502245484
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 HAMILTON AVENUE PO BOX 1073
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/ZIPCd094019
ReturnHeader/PreparerPersonGrp/PhoneNum06507135089
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY CHONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-27T21:40:59-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,065,183
Liabilities
$0
Net assets
$2,065,183
Revenue
$105,073
Expenses
$26,946
Net income
$78,127
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
2024Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $1M-$5M nonprofits