Civic Intelligence

San Carlos Educational Foundation

990 • Fiscal year 2017 • EIN 94-2842712

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization Profilewww.scefkids.org

View Organization Page

PO Box 1214San Carlos, CA 94070

(650) 590-5983

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

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

Net Margin

66th percentile

10.0%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

71st percentile

$103,924

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

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

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

59th percentile

8.4%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,940,910

Up $300,559 (+6.5%) from 2016

Net Assets

Up

$4,892,022

Up $313,351 (+6.8%) from 2016

Liabilities

Down

$48,888

Down $12,792 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin66th percentile

Revenue

Up

$3,144,528

Up $244,904 (+8.4%) from 2016

Expenses

Down

$2,831,177

Down $39,843 (-1.4%) from 2016

Net Income

Up

$313,351

Up $284,747 (+995%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$10M$5.0M$0Assets 2011: $3,746,971Liabilities 2011: $15,229Net Assets 2011: $3,731,7422011Assets 2012: $3,790,776Liabilities 2012: $34,734Net Assets 2012: $3,756,0422012Assets 2013: $3,943,321Liabilities 2013: $31,234Net Assets 2013: $3,912,0872013Assets 2014: $4,382,628Liabilities 2014: $30,074Net Assets 2014: $4,352,5542014Assets 2015: $4,602,655Liabilities 2015: $52,588Net Assets 2015: $4,550,0672015Assets 2016: $4,640,351Liabilities 2016: $61,680Net Assets 2016: $4,578,6712016Assets 2017: $4,940,910Liabilities 2017: $48,888Net Assets 2017: $4,892,0222017Assets 2018: $5,178,993Liabilities 2018: $80,155Net Assets 2018: $5,098,8382018Assets 2019: $5,600,378Liabilities 2019: $67,440Net Assets 2019: $5,532,9382019Assets 2020: $6,472,303Liabilities 2020: $102,381Net Assets 2020: $6,369,9222020Assets 2021: $7,344,346Liabilities 2021: $47,895Net Assets 2021: $7,296,4512021Assets 2022: $6,778,148Liabilities 2022: $122,320Net Assets 2022: $6,655,8282022Assets 2023: $7,172,586Liabilities 2023: $61,887Net Assets 2023: $7,110,6992023Assets 2024: $7,657,882Liabilities 2024: $60,803Net Assets 2024: $7,597,0792024Assets 2025: $8,218,807Liabilities 2025: $47,829Net Assets 2025: $8,170,9782025

Highlighted filing

2017

Assets$4,940,910
Liabilities$48,888
Net Assets$4,892,022
Open 2017 Filing

Operations Trend

Revenue Growth59th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2011: $1,913,0542011Expenses 2012: $2,291,7732012Expenses 2013: $2,391,8232013Revenue 2014: $2,654,578Expenses 2014: $2,446,098Net Income 2014: $208,4802014Revenue 2015: $2,854,035Expenses 2015: $2,656,522Net Income 2015: $197,5132015Revenue 2016: $2,899,624Expenses 2016: $2,871,020Net Income 2016: $28,6042016Revenue 2017: $3,144,528Expenses 2017: $2,831,177Net Income 2017: $313,3512017Revenue 2018: $3,031,748Expenses 2018: $2,824,932Net Income 2018: $206,8162018Revenue 2019: $3,246,127Expenses 2019: $2,869,262Net Income 2019: $376,8652019Revenue 2020: $4,000,118Expenses 2020: $3,145,899Net Income 2020: $854,2192020Revenue 2021: $4,409,865Expenses 2021: $3,945,768Net Income 2021: $464,0972021Revenue 2022: $4,839,708Expenses 2022: $3,752,433Net Income 2022: $1,087,2752022Revenue 2023: $3,886,199Expenses 2023: $3,632,059Net Income 2023: $254,1402023Revenue 2024: $3,888,130Expenses 2024: $3,758,107Net Income 2024: $130,0232024Revenue 2025: $4,041,292Expenses 2025: $3,839,538Net Income 2025: $201,7542025

Highlighted filing

2017

Revenue$3,144,528
Expenses$2,831,177
Net Income$313,351
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$3,803,501
Mission and Program Overview

Mission

To enhance the educational opportunities provided by the san carlos school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,379,068$2,496,125▲ $117,057
Investments in Publicly Traded Securities$1,849,765$2,050,732▲ $200,967
Accounts Receivable$398,664$378,924▼ $19,740
Prepaid Expenses and Deferred Charges$7,019$8,890▲ $1,871
Savings and Temporary Cash Investments-$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$4,640,351$4,940,910▲ $300,559
Other Assets Total$5,835$6,239▲ $404
Liabilities
Accounts Payable and Accrued Expenses$61,680$36,788▼ $24,892
Deferred Revenue-$12,100-
Total Liabilities$61,680$48,888▼ $12,792
Net Assets / Fund Balance
Unrestricted Net Assets$2,636,376$2,721,703▲ $85,327
Permanently Rstr Net Assets$1,650,000$1,784,605▲ $134,605
Temporarily Rstr Net Assets$292,295$385,714▲ $93,419
Total Net Assets Fund Balance$4,578,671$4,892,022▲ $313,351
Total Liabilities and Net Assets / Fund Balance$4,640,351$4,940,910▲ $300,559

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,650,000$134,605--$1,784,605
2015$1,600,000$50,000--$1,650,000
2014$1,500,000$100,000--$1,600,000
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy Parmer-lohanExecutive DirectorFT$103,924$103,924

Board Members and Trustees

NameTitle
Nandini GondhalekarPresident
Alana CorsoVice President
Hazel SatbinskyVice President
Jayne SmithVice President
Jennifer BerryVice President
Joy SykesVice President
Marianne JettVice President
Rachel CottonVice President
Roberta MarksVice President
Anjena KacholiyaTrustee
Annie RamirezTrustee
Cindi HunterTrustee
Cindy HollowayTrustee
Jen RudyTrustee
John McafeeTrustee
Kari SchnappTrustee
Liz JollsTrustee
Lynsy BridgmanTrustee
Maggie LarssonTrustee
Rebecca TaylorTrustee
Rosa WhittenTrustee
Shelley BlackTrustee
Tanya LehmanTrustee
Sara McdowellSecretary
Susan RaymondTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,922,362
Program Service Revenue
$0
Investment Income
$227,785
Other Revenue
$-5,619
All Other Contributions
$2,601,399
Change in Net Assets
$313,351

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table315$260,294Fair Market Value (FMV)
Other Non Cash Contri Table39$74,296Fair Market Value (FMV)
Other Non Cash Contri Table5$35,400Fair Market Value (FMV)
Other Non Cash Contri Table109$21,770Fair Market Value (FMV)
Other Non Cash Contri Table19$17,470Fair Market Value (FMV)
Other Non Cash Contri Table14$14,265Fair Market Value (FMV)
Other Non Cash Contri Table11$7,978Fair Market Value (FMV)
Other Non Cash Contri Table2$4,000Fair Market Value (FMV)
Other Non Cash Contri Table1$3,800Fair Market Value (FMV)
Other Non Cash Contri Table1$2,000Fair Market Value (FMV)
Other Non Cash Contri Table1$2,000Fair Market Value (FMV)
Other Non Cash Contri Table1$1,500Fair Market Value (FMV)
Other Non Cash Contri Table1$700Fair Market Value (FMV)
Other Non Cash Contri Table1$599Fair Market Value (FMV)
Other Non Cash Contri Table3$550Fair Market Value (FMV)
Other Non Cash Contri Table1$265Fair Market Value (FMV)
Total Noncash Contributions524$446,887-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,144,528
Total Revenue per Audited Statements
$3,144,528
Total Revenue per Form 990
$3,144,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,466,506
Salaries, Compensation, and Employee Benefits$206,711
Total Fundraising Expense$160,994
Other Expenses$157,960
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,466,506--$2,466,506
Current Officers, Directors, Trustees, and Key Employees-$64,823$49,905$114,728
Other Salaries and Wages-$39,730$30,587$70,317
Information Technology-$2,711$12,047$14,758
Payroll Taxes-$7,805$5,896$13,701
Fees for Service Investment Mgmnt Fees-$10,243-$10,243
All Other Expenses-$1,664$7,800$9,464
Fees for Services Accounting-$8,000-$8,000
Other Employee Benefits-$4,537$3,428$7,965
Advertising--$7,946$7,946
Other Expenses$54,275$266$5,421$5,421
Conferences and Meetings-$3,236$759$3,995
Insurance-$3,845-$3,845
Fees for Services Other-$361$2,919$3,280
Office Expenses-$1,145$1,709$2,854
Occupancy-$1,036-$1,036
Total Functional Expenses$2,520,781$149,402$160,994$2,831,177

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,831,177
Total Expenses per Audited Statements$2,831,177
Total Expenses per Form 990$2,831,177
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Carlos School DistrictSan Carlos, CA-Education$2,228,720
San Carlos Charter Learning CSan Carlos, CA501(c)(3)Education$237,786
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$658,973
Fundraising Gross Income$652,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$623,630$350,185$88,512$261,673
Parent Hosted Events$146,180$146,180$1,082$145,098
Total Events$973,663$652,700$658,973$-6,273
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
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
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

“A draft of the form 990 is sent to board members for review and is reviewed by the treasurer, president, and audit chair.”

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

“The board regularly and consistently monitors and enforces compliance with the policy by requiring a board vote for all significant transactions.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Executive director job description was reviewed and approved by the board and compensation was reviewed by an external human resource professional who compared the proposed salary with external data regarding compensation on nonprofit executives.”

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

“The board maintains all policies required for operating the foundation. These policies are available upon request from the foundation.”

Filing and Contact Details

Filer

Filer Name
San Carlos Education Foundation
EIN
94-2842712
Address
PO BOX 1214, SAN CARLOS, CA 94070

Signing Officer

Name
Kathy Parmer-lohan
Title
Executive Director
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
3
Volunteers
75

Preparer

Firm
Wilkinson Hadley King Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
P Robert Wilkinson
Phone
6194476700
Supplemental Narrative

Financial Statement Notes

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

“Endowment funds are invested into a vanguard investment account. Return on investments are used to support health and wellness programs in san carlos public schools”

Part X : FIN48 Footnote

“Uncertain tax provisions: the foundation follows provisions of uncertain tax positions as addressed in asc 958. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable. There are no amounts accrued in the financial statements related to uncertain tax positions for the year ended june 30, 2017.”

Raw XML AppendixShowing 400 of 779 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/Form990PartVIISectionAGrp/TitleTxt22Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt23Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt24Vice President
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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
$4,940,910
Liabilities
$48,888
Net assets
$4,892,022
Revenue
$3,144,528
Expenses
$2,831,177
Net income
$313,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.22$0.05$8.17$4.04$3.84$0.20
2024Detailed filing. Detailed filing data is available for this year.$7.66$0.06$7.60$3.89$3.76$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.17$0.06$7.11$3.89$3.63$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.78$0.12$6.66$4.84$3.75$1.09
2021Detailed filing. Detailed filing data is available for this year.$7.34$0.05$7.30$4.41$3.95$0.46
2020Detailed filing. Detailed filing data is available for this year.$6.47$0.10$6.37$4.00$3.15$0.85
2019Detailed filing. Detailed filing data is available for this year.$5.60$0.07$5.53$3.25$2.87$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.18$0.08$5.10$3.03$2.82$0.21
2017Detailed filing. Detailed filing data is available for this year.$4.94$0.05$4.89$3.14$2.83$0.31
2016Detailed filing. Detailed filing data is available for this year.$4.64$0.06$4.58$2.90$2.87$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.05$4.55$2.85$2.66$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.03$4.35$2.65$2.45$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.03$3.91$2.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.03$3.76$2.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.02$3.73$1.91