Civic Intelligence

Petaluma Educational Foundation

990 • Fiscal year 2014 • EIN 94-2847212

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfilePEFINFO.COM
200 Douglas Street94952

(707) 778-4632

Siviq Scores

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

Liabilities / Assets

57th percentile

0.17x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.51x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

40th percentile

$32,263

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$4,875,752

Up $524,597 (+12%) from 2013

Net Assets

Up

$4,049,316

Up $539,652 (+15%) from 2013

Liabilities

Down

$826,436

Down $15,055 (-1.8%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin80th percentile

Revenue

$1,626,618

No earlier filing loaded for comparison.

Expenses

Up

$1,260,030

Up $55,115 (+4.6%) from 2013

Net Income

$366,588

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,135,108Liabilities 2011: $681,466Net Assets 2011: $3,453,6422011Assets 2012: $4,500,070Liabilities 2012: $1,209,893Net Assets 2012: $3,290,1772012Assets 2013: $4,351,155Liabilities 2013: $841,491Net Assets 2013: $3,509,6642013Assets 2014: $4,875,752Liabilities 2014: $826,436Net Assets 2014: $4,049,3162014Assets 2015: $5,254,031Liabilities 2015: $992,206Net Assets 2015: $4,261,8252015Assets 2016: $5,289,463Liabilities 2016: $1,066,377Net Assets 2016: $4,223,0862016Assets 2017: $5,653,650Liabilities 2017: $1,132,584Net Assets 2017: $4,521,0662017Assets 2018: $5,764,270Liabilities 2018: $1,142,604Net Assets 2018: $4,621,6662018Assets 2019: $5,903,975Liabilities 2019: $1,157,554Net Assets 2019: $4,746,4212019Assets 2020: $5,683,024Liabilities 2020: $1,109,675Net Assets 2020: $4,573,3492020Assets 2021: $6,654,747Liabilities 2021: $979,639Net Assets 2021: $5,675,1082021Assets 2022: $6,121,635Liabilities 2022: $722,270Net Assets 2022: $5,399,3652022Assets 2023: $6,604,645Liabilities 2023: $805,360Net Assets 2023: $5,799,2852023Assets 2024: $7,146,536Liabilities 2024: $649,010Net Assets 2024: $6,497,5262024

Highlighted filing

2014

Assets$4,875,752
Liabilities$826,436
Net Assets$4,049,316
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $984,0582011Expenses 2012: $1,049,9632012Expenses 2013: $1,204,9152013Revenue 2014: $1,626,618Expenses 2014: $1,260,030Net Income 2014: $366,5882014Revenue 2015: $1,641,076Expenses 2015: $1,306,488Net Income 2015: $334,5882015Revenue 2016: $1,361,465Expenses 2016: $1,253,105Net Income 2016: $108,3602016Revenue 2017: $1,471,091Expenses 2017: $1,272,060Net Income 2017: $199,0312017Revenue 2018: $1,384,433Expenses 2018: $1,294,124Net Income 2018: $90,3092018Revenue 2019: $980,389Expenses 2019: $774,053Net Income 2019: $206,3362019Revenue 2020: $883,641Expenses 2020: $782,376Net Income 2020: $101,2652020Revenue 2021: $1,090,670Expenses 2021: $746,056Net Income 2021: $344,6142021Revenue 2022: $1,393,764Expenses 2022: $836,524Net Income 2022: $557,2402022Revenue 2023: $1,208,172Expenses 2023: $977,781Net Income 2023: $230,3912023Revenue 2024: $1,469,694Expenses 2024: $985,107Net Income 2024: $484,5872024

Highlighted filing

2014

Revenue$1,626,618
Expenses$1,260,030
Net Income$366,588
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$2,749,635
Mission and Program Overview

Mission

The primary purpose of the petaluma educational foundation is to provide additional educational programs for all public and private nonprofit schools within the petaluma area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,970,063$4,371,400▲ $401,337
Rtn Earn Endowment Incm Other Fnds$3,509,664$4,049,316▲ $539,652
Savings and Temporary Cash Investments$233,345$327,593▲ $94,248
Cash and Non-Interest-Bearing Accounts$60,445$85,272▲ $24,827
Land, Buildings, and Equipment, Net$45,233$51,899▲ $6,666
Pledges and Grants Receivable$23,602$22,479▼ $1,123
Prepaid Expenses and Deferred Charges$18,467$17,109▼ $1,358
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,351,155$4,875,752▲ $524,597
Liabilities
Other Liabilities$456,314$537,110▲ $80,796
Grants Payable$257,616$236,335▼ $21,281
Accounts Payable and Accrued Expenses$54,681$51,841▼ $2,840
Deferred Revenue$72,880$1,150▼ $71,730
Total Liabilities$841,491$826,436▼ $15,055
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,509,664$4,049,316▲ $539,652
Total Liabilities and Net Assets / Fund Balance$4,351,155$4,875,752▲ $524,597

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$51,899$27,794$79,693
Other Securities$4,371,400--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,532,889$43,575▲ $514,436-$3,891,407
2012$3,296,220$11,409▲ $381,653-$3,532,889
2011$3,424,942$4,681▲ $29,383-$3,296,220
2010$2,980,532$41,150▲ $569,150-$3,424,942
2009$2,789,713$15,825▲ $334,096-$2,980,532
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimball SharonAccounting ManagerPT$32,263$32,263
Catherine SteaneExecutive DirectorFT$25,417$25,417

Board Members and Trustees

NameTitle
Knudson ThomPast President
Wallner ChrisPresident
Hansel AliciaVice President
Bachman CathyBoard Member
Bean OraleeBoard Member
Breen BrianBoard Member
Celli RebeccaBoard Member
Foley SallyBoard Member
Haynes PattyBoard Member
Henris TamiBoard Member
Isaak CarolBoard Member
Krout AndreaBoard Member
Mackay BridgetBoard Member
Marquardt LizBoard Member
Mccaffrey MaryBoard Member
Mike MaddalenaBoard Member
Naventi ClaudiaBoard Member
Nizibian RamonaBoard Member
Pritchard ScottBoard Member
Rosen ClarkBoard Member
Sikora PeteBoard Member
Soper WillBoard Member
Tomasini MikeBoard Member
Zimmerman DianeBoard Member
Smith DeborahSecretary
Pounds KellyTreasurer
Libarle Carol AnnVP Development
Revenue and Support

Revenue Composition

Contributions and Grants
$510,809
Program Service Revenue
$33,441
Investment Income
$323,274
Other Revenue
$759,094
All Other Contributions
$156,037
Change in Net Assets
$366,588

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table135$54,239Determined by Donor
Cars and Other Vehicles-$17,815Determined by Donor
Other Non Cash Contri Table30$10,343Determined by Donor
Other Non Cash Contri Table156$9,125Determined by Donor
Works of Art14$4,100Determined by Donor
Other Non Cash Contri Table5$1,865Determined by Donor
Other Non Cash Contri Table3$1,375Determined by Donor
Food Inventory502$1,265Determined by Donor
Clothing and Household Goods-$667Determined by Donor
Other Non Cash Contri Table3$350Determined by Donor
Books and Publications-$185Determined by Donor
Other Non Cash Contri Table1$150Determined by Donor
Other Non Cash Contri Table1$125Determined by Donor
Total Noncash Contributions850$101,604-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$608,308
Salaries, Compensation, and Employee Benefits$532,645
Grants and Similar Amounts Paid$376,126
Other Expenses$345,759
Professional Fundraising Fees$5,500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,539$24,561$322,590$381,690
Grants to Domestic Individuals$210,054--$210,054
Grants to Domestic Orgs$166,072--$166,072
Occupancy-$5,890$126,108$131,998
Current Officers, Directors, Trustees, and Key Employees$9,244$44,542$18,488$72,274
Payroll Taxes$4,367$6,447$33,485$44,299
Office Expenses-$11,974$26,255$38,229
Other Employee Benefits$5,050$2,872$26,460$34,382
Insurance$411$5,249$19,254$24,914
Fees for Services Other-$16,350-$16,350
Advertising-$11,679$4,666$16,345
Fees for Service Investment Mgmnt Fees$15,390$680-$16,070
Depreciation Depletion-$14,650-$14,650
Information Technology-$6,577-$6,577
Other Expenses$14,900$2,010$4,160$6,170
Fees for Services Professional Fundraising--$5,500$5,500
All Other Expenses-$3,256$910$4,166
Conferences and Meetings-$3,579-$3,579
Fees for Services Accounting-$2,500-$2,500
Total Functional Expenses$488,906$162,816$608,308$1,260,030
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
68-0343405-501(c)(3)Education for Music & Technology & Community$20,214
68-0343405-501(c)(3)Education for Music & Technology & Community$19,801
90-0115625-501(c)(3)Education for Technology$15,000
68-0343405-501(c)(3)Education for Technology$14,776
68-0343405-501(c)(3)Education for Science$11,573
94-6002635-501(c)(3)Education for Technology$11,000
94-6002635-501(c)(3)Education for Technology$11,000
68-0343405-501(c)(3)Education for Technology and Science$10,172
68-0343405-501(c)(3)Education for Technology$10,160
94-6002635-501(c)(3)Education for Science$10,000
94-6002635-501(c)(3)Education for Science$10,000
68-0343405-501(c)(3)Education for Technology$9,179
68-0343405-501(c)(3)Education for Technology$8,689
68-0343405-501(c)(3)Education for Technology$8,672
99-9999999-501(c)(3)Education Grants$6,105
99-9999999-501(c)(3)Education Grants$-10,469
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$134,100
Fundraising Gross Income$125,742
Gaming Gross Income$8,000
Professional Fundraising Fees$5,500
Gaming Direct Expenses$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$425,231$113,206$66,060$47,146
Event 2$24,522-$2,831-
Total Events$480,213$125,742$134,100$-8,358
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
ST. VINCENT'S H.S. INVESTMENT POOL$489,255
Misc. School Investment Pools$43,565
Uncommitted Grant Funds$4,290
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The foundation wishes to disclose the following business relationship: the foundation entered into a business contract with a business owned by a board member. The board member provided goods and services to the foundation in the normal course of business with similar terms and conditions available to the general public.”

Form 990, Part VI, Section B, Line 11

“The return is reviewed and approved by all members of the executive committee of the board of directors prior to its submission to the tax authorities.”

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

“Each board member signs the conflict of interest policy statement and a board survey requires disclosure of professional and work affiliations.”

Form 990, Part VI, Section B, Line 15

“The executive director annually completes a form designed by the foundation to document the executive director's performance in relation to the goals set by the executive committee. Upon completion of the form, the executive director submits it to the executive committee for review. Comparability data for executive director pay is also reviewed by the executive committee as part of the process of determining compensation.”

Form 990, Part VI, Section C, Line 19

“While the foundation does make its tax return available to the public, it does not make its governing documents and financial statements available to the public at this time.”

Filing and Contact Details

Filer

EIN
94-2847212
Phone
7077784632

Signing Officer

Name
Kelly Pounds
Title
Treasurer
Phone
7077784632
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Pounds
Formed
1982
Legal Domicile
CA
Voting Board Members
27
Independent Board Members
27
Employees
20
Volunteers
93

Preparer

Preparer
Raymond Pounds
Phone
7077629900
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“The foundation uses a formula provided by the finance committee to withdraw from the endowment fund amounts to fund scholarships and grants.”

Raw XML AppendixShowing 400 of 889 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/ActivityOrMissionDesc0THE PRIMARY PURPOSE OF THE PETALUMA EDUCATIONAL FOUNDATION IS TO PROVIDE ADDITIONAL EDUCATIONAL PROGRAMS FOR ALL PUBLIC AND PRIVATE NONPROFIT SCHOOLS WITHIN THE PETALUMA AREA.
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IRS990/Desc0IN ORDER TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF THE STUDENTS WITHIN THE PETALUMA HIGH SCHOOL DISTRICT BOUNDARIES, THE FOUNDATION HAS SEVERAL SCHOLARSHIP PROGRAMS THAT HAVE BEEN ESTABLISHED TO AWARD GRADUATING SENIORS BOUND FOR COLLEGE. SCHOLARSHIPS ARE AWARDED BASED ON INDIVIDUAL SCHOLARSHIP CRITERIA OF GRADES, COMMUNITY SERVICE AND SCHOOL SERVICE.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
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IRS990/Form990PartVIISectionAGrp/PersonNm2BREEN BRIAN
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IRS990/Form990PartVIISectionAGrp/PersonNm5HANSEL ALICIA
IRS990/Form990PartVIISectionAGrp/PersonNm6HAYNES PATTY
IRS990/Form990PartVIISectionAGrp/PersonNm7HENRIS TAMI
IRS990/Form990PartVIISectionAGrp/PersonNm8ISAAK CAROL
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IRS990/Form990PartVIISectionAGrp/PersonNm11MARQUARDT LIZ
IRS990/Form990PartVIISectionAGrp/PersonNm12MCCAFFREY MARY
IRS990/Form990PartVIISectionAGrp/PersonNm13NAVENTI CLAUDIA
IRS990/Form990PartVIISectionAGrp/PersonNm14NIZIBIAN RAMONA
IRS990/Form990PartVIISectionAGrp/PersonNm15POUNDS KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm16PRITCHARD SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm17SIKORA PETE
IRS990/Form990PartVIISectionAGrp/PersonNm18SMITH DEBORAH
IRS990/Form990PartVIISectionAGrp/PersonNm19SOPER WILL
IRS990/Form990PartVIISectionAGrp/PersonNm20TOMASINI MIKE
IRS990/Form990PartVIISectionAGrp/PersonNm21WALLNER CHRIS
IRS990/Form990PartVIISectionAGrp/PersonNm22KROUT ANDREA
IRS990/Form990PartVIISectionAGrp/PersonNm23MACKAY BRIDGET
IRS990/Form990PartVIISectionAGrp/PersonNm24ROSEN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm25MIKE MADDALENA
IRS990/Form990PartVIISectionAGrp/PersonNm26ZIMMERMAN DIANE
IRS990/Form990PartVIISectionAGrp/PersonNm27KIMBALL SHARON
IRS990/Form990PartVIISectionAGrp/PersonNm28CATHERINE STEANE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DIRECTOR
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IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0354471
IRS990/FundraisingDirectExpensesAmt0134100
IRS990/FundraisingGrossIncomeAmt0125742
IRS990/GainOrLossGrp/SecuritiesAmt0221336
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt08000
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt0210054
IRS990/GrantsPayableGrp/BOYAmt0257616
IRS990/GrantsPayableGrp/EOYAmt0236335
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0210054
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0210054
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0166072
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0166072
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01210253
IRS990/GrossReceiptsAmt02749635
IRS990/GrossSalesOfInventoryAmt0759452
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06577
IRS990/InformationTechnologyGrp/TotalAmt06577
IRS990/InsuranceGrp/FundraisingAmt019254
IRS990/InsuranceGrp/ManagementAndGeneralAmt05249
IRS990/InsuranceGrp/ProgramServicesAmt0411
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101938
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04371400
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt079693
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE PETALUMA EDUCATIONAL FOUNDATION IS TO PROVIDE ADDITIONAL EDUCATIONAL PROGRAMS FOR ALL PUBLIC AND PRIVATE NONPROFIT SCHOOLS WITHIN THE PETALUMA AREA.
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IRS990/NoncashContributionsAmt0101604
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IRS990/OccupancyGrp/ManagementAndGeneralAmt05890
IRS990/OccupancyGrp/TotalAmt0131998
IRS990/OfficeExpensesGrp/FundraisingAmt026255
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011974
IRS990/OfficeExpensesGrp/TotalAmt038229
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt026460
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02872
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05050
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034382
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherExpensesGrp/Desc1THRIFT STORE OTHER EXPS
IRS990/OtherExpensesGrp/Desc2SUPPORT EXPENSE FOR SCH
IRS990/OtherExpensesGrp/Desc3PAYROLL PROCESSING FEES
IRS990/OtherExpensesGrp/FundraisingAmt020432
IRS990/OtherExpensesGrp/FundraisingAmt14160

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,875,752
Liabilities
$826,436
Net assets
$4,049,316
Revenue
$1,626,618
Expenses
$1,260,030
Net income
$366,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.15$0.65$6.50$1.47$0.99$0.48
2023Detailed filing. Detailed filing data is available for this year.$6.60$0.81$5.80$1.21$0.98$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.12$0.72$5.40$1.39$0.84$0.56
2021Detailed filing. Detailed filing data is available for this year.$6.65$0.98$5.68$1.09$0.75$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.68$1.11$4.57$0.88$0.78$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.90$1.16$4.75$0.98$0.77$0.21
2018Detailed filing. Detailed filing data is available for this year.$5.76$1.14$4.62$1.38$1.29$0.09
2017Detailed filing. Detailed filing data is available for this year.$5.65$1.13$4.52$1.47$1.27$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.29$1.07$4.22$1.36$1.25$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.25$0.99$4.26$1.64$1.31$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.88$0.83$4.05$1.63$1.26$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.84$3.51$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$1.21$3.29$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.68$3.45$0.98