Civic Intelligence

Petaluma Educational Foundation

990 • Fiscal year 2015 • EIN 94-2847212

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

200 Douglas StreetPetaluma, CA 94952

(707) 778-4632

Siviq Scores

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

Liabilities / Assets

51st percentile

0.19x

Higher debt load relative to assets than 51% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.60x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

30th percentile

$77,874

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

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

Asset Growth

71st percentile

7.8%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

41st percentile

0.9%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Up

$5,254,031

Up $378,279 (+7.8%) from 2014

Net Assets

Up

$4,261,825

Up $212,509 (+5.2%) from 2014

Liabilities

Up

$992,206

Up $165,770 (+20%) from 2014

Revenue

Up

$1,641,076

Up $14,458 (+0.9%) from 2014

Expenses

Up

$1,306,488

Up $46,458 (+3.7%) from 2014

Net Income

Down

$334,588

Down $32,000 (-8.7%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$5,254,031
Liabilities$992,206
Net Assets$4,261,825

Operations Trend

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

2015

Revenue$1,641,076
Expenses$1,306,488
Net Income$334,588
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$2,151,745
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$4,371,400$4,473,353▲ $101,953
Rtn Earn Endowment Incm Other Fnds$4,049,316$4,261,825▲ $212,509
Savings and Temporary Cash Investments$327,593$715,007▲ $387,414
Cash and Non-Interest-Bearing Accounts$85,272--
Land, Buildings, and Equipment, Net$51,899$39,844▼ $12,055
Prepaid Expenses and Deferred Charges$17,109$15,490▼ $1,619
Pledges and Grants Receivable$22,479$10,337▼ $12,142
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,875,752$5,254,031▲ $378,279
Liabilities
Other Liabilities$537,110$643,864▲ $106,754
Grants Payable$236,335$254,185▲ $17,850
Accounts Payable and Accrued Expenses$51,841$51,157▼ $684
Deferred Revenue$1,150$43,000▲ $41,850
Total Liabilities$826,436$992,206▲ $165,770
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,049,316$4,261,825▲ $212,509
Total Liabilities and Net Assets / Fund Balance$4,875,752$5,254,031▲ $378,279

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$39,844$42,751$82,595
Other Securities$4,473,353--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,891,407$196,583▲ $82,000-$3,944,281
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Highland MaureenExecutive DirectorFT$77,874$77,874
Kimball SharonAccounting ManagerPT$40,555$40,555

Board Members and Trustees

NameTitle
Wallner ChrisPast President
Hansel AliciaPresident
Mackay BridgetVice President
Bachman CathyBoard Member
Breen BrianBoard Member
Celli RebeccaBoard Member
Foley SallyBoard Member
Harris MikeBoard Member
Knudson ThomBoard Member
Krout AndreaBoard Member
Marquardt LizBoard Member
Mcbride WesBoard Member
Mccaffrey MaryBoard Member
Nizibian RamonaBoard Member
Rabbit JaneBoard Member
Regan MichaelBoard Member
Rosen ClarkBoard Member
Sikora PeteBoard Member
Soiland MarkBoard Member
Soper WillBoard Member
Souza PaulaBoard Member
Tomasini MikeBoard Member
Zimmerman DianeBoard Member
Maddalena MikeMember at Large
Smith DeborahSecretary
Pounds KellyTreasurer
Libarle Carol AnnVP Development
Revenue and Support

Revenue Composition

Contributions and Grants
$649,001
Program Service Revenue
$37,171
Investment Income
$197,046
Other Revenue
$757,858
All Other Contributions
$279,756
Change in Net Assets
$334,588

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 Table165$53,955Determined by Donor
Other Non Cash Contri Table217$9,466Determined by Donor
Clothing and Household Goods-$4,884Determined by Donor
Works of Art22$4,255Determined by Donor
Food Inventory5$975Determined by Donor
Other Non Cash Contri Table8$965Determined by Donor
Other Non Cash Contri Table4$608Determined by Donor
Other Non Cash Contri Table1$500Determined by Donor
Other Non Cash Contri Table2$475Determined by Donor
Other Non Cash Contri Table2$220Determined by Donor
Other Non Cash Contri Table1$135Determined by Donor
Other Non Cash Contri Table1$125Determined by Donor
Books and Publications-$45Determined by Donor
Total Noncash Contributions428$76,608-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$548,580
Salaries, Compensation, and Employee Benefits$511,277
Grants and Similar Amounts Paid$453,930
Other Expenses$338,831
Professional Fundraising Fees$2,450

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,805$37,078$253,901$327,784
Grants to Domestic Individuals$234,408--$234,408
Grants to Domestic Orgs$219,522--$219,522
Occupancy-$5,770$133,238$139,008
Current Officers, Directors, Trustees, and Key Employees$22,546$67,076$45,092$134,714
Payroll Taxes$5,054$8,941$28,975$42,970
Office Expenses-$12,418$14,311$26,729
Insurance$346$4,761$15,648$20,755
All Other Expenses-$4,531$13,257$17,788
Depreciation Depletion-$14,957-$14,957
Other Expenses$14,311$2,406$25,748$14,311
Advertising-$6,425$1,435$7,860
Other Employee Benefits-$5,205$604$5,809
Information Technology-$4,375-$4,375
Conferences and Meetings-$2,917-$2,917
Fees for Services Accounting-$2,500-$2,500
Fees for Services Professional Fundraising--$2,450$2,450
Total Functional Expenses$578,548$179,360$548,580$1,306,488
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa Grande HighPetaluma, CA501(c)(3)Education for Technology and Science$25,497
St Vincent ElementaryPetaluma, CA501(c)(3)Education for Music & Technology & Community$20,902
Petaluma High SchoolPetaluma, CA501(c)(3)Education for Music & Technology & Community$20,000
Sonoma Mt ElementaryPetaluma, CA501(c)(3)Education for Science & Technology$18,000
Kenwilworth Junior HighPetaluma, CA501(c)(3)Education for Science$15,000
Mary Collins at Cherry ValleyPetaluma, CA501(c)(3)Education for Technology$15,000
Harvest ChristianPetaluma, CA501(c)(3)Education for Music & Technology & Community$14,542
Waugh School DistrictPetaluma, CA501(c)(3)Education in Music$14,489
Valley Vista ElementaryPetaluma, CA501(c)(3)Education for Technology$14,354
Miwok Valley SchoolPetaluma, CA501(c)(3)Education for Literature & Music$13,094
St Vincent De Paul HighPetaluma, CA501(c)(3)Education for Athletics$13,000
Meadow SchoolPetaluma, CA501(c)(3)Education for Technology$12,964
Two Rock SchoolPetaluma, CA501(c)(3)Education for Music & Technology & Community$8,000
Mcnear SchoolPetaluma, CA501(c)(3)Education for Technology$7,132
Grant ElementaryPetaluma, CA501(c)(3)Education for Technology$6,500
Additional Grants to Schools Under 5000 Threshold - Detail on FilePetaluma, CA501(c)(3)Education Grants$5,337
Uncommitted Grants Paid From Prior Year Awards - Detail on FilePetaluma, CA501(c)(3)Education Grants$-4,289
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$144,661
Fundraising Gross Income$124,214
Gaming Gross Income$5,400
Professional Fundraising Fees$2,450
Gaming Direct Expenses$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash$455,636$114,394$80,924$33,470
Golf$15,894-$2,155-
Total Events$492,585$124,214$144,661$-20,447
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$537,538
Misc. School Investment Pools$98,193
Overdrawn Cash$7,253
Uncommitted Grant Funds$880
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 B, Line 11

Prior to the filing of the form 990, all members of the board of directors review and approve the final draft. A pdf form of the draft is emailed out to each member of the board of directors and it is their responsibility to review the tax return and respond back in email with their approval of the tax return.

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

Filer Name
Petaluma Education Foundation
EIN
94-2847212
Phone
7077784632
Address
200 DOUGLAS STREET, PETALUMA, CA 94952

Signing Officer

Name
Kelly Pounds
Title
Treasurer
Phone
7077784632
Signed
2016-05-13
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
26
Volunteers
93

Preparer

Firm
Pisenti & Brinker Llp
Address
201 FIRST STREET SUITE 208, PETALUMA, CA 94952
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 891 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/Form990PartVIISectionAGrp/OtherCompensationAmt160
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
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IRS990/Form990PartVIISectionAGrp/PersonNm4HARRIS MIKE
IRS990/Form990PartVIISectionAGrp/PersonNm5HANSEL ALICIA
IRS990/Form990PartVIISectionAGrp/PersonNm6KNUDSON THOM
IRS990/Form990PartVIISectionAGrp/PersonNm7KROUT ANDREA
IRS990/Form990PartVIISectionAGrp/PersonNm8LIBARLE CAROL ANN
IRS990/Form990PartVIISectionAGrp/PersonNm9MACKAY BRIDGET
IRS990/Form990PartVIISectionAGrp/PersonNm10MADDALENA MIKE
IRS990/Form990PartVIISectionAGrp/PersonNm11MARQUARDT LIZ
IRS990/Form990PartVIISectionAGrp/PersonNm12MCBRIDE WES
IRS990/Form990PartVIISectionAGrp/PersonNm13MCCAFFREY MARY
IRS990/Form990PartVIISectionAGrp/PersonNm14NIZIBIAN RAMONA
IRS990/Form990PartVIISectionAGrp/PersonNm15POUNDS KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm16RABBIT JANE
IRS990/Form990PartVIISectionAGrp/PersonNm17REGAN MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm18ROSEN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm19SIKORA PETE
IRS990/Form990PartVIISectionAGrp/PersonNm20SMITH DEBORAH
IRS990/Form990PartVIISectionAGrp/PersonNm21SOILAND MARK
IRS990/Form990PartVIISectionAGrp/PersonNm22SOPER WILL
IRS990/Form990PartVIISectionAGrp/PersonNm23SOUZA PAULA
IRS990/Form990PartVIISectionAGrp/PersonNm24TOMASINI MIKE
IRS990/Form990PartVIISectionAGrp/PersonNm25WALLNER CHRIS
IRS990/Form990PartVIISectionAGrp/PersonNm26ZIMMERMAN DIANE
IRS990/Form990PartVIISectionAGrp/PersonNm27KIMBALL SHARON
IRS990/Form990PartVIISectionAGrp/PersonNm28HIGHLAND MAUREEN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2877874
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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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/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER AT LARGE
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/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0368371
IRS990/FundraisingDirectExpensesAmt0144661
IRS990/FundraisingGrossIncomeAmt0124214
IRS990/GainOrLossGrp/SecuritiesAmt088398
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt05400
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt0234408
IRS990/GrantsPayableGrp/BOYAmt0236335
IRS990/GrantsPayableGrp/EOYAmt0254185
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0234408
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0234408
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0219522
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0219522
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0454406
IRS990/GrossReceiptsAmt02151745
IRS990/GrossSalesOfInventoryAmt0772905
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04375
IRS990/InformationTechnologyGrp/TotalAmt04375
IRS990/InsuranceGrp/FundraisingAmt015648
IRS990/InsuranceGrp/ManagementAndGeneralAmt04761
IRS990/InsuranceGrp/ProgramServicesAmt0346
IRS990/InsuranceGrp/TotalAmt020755
IRS990/InvestmentIncomeGrp/ExclusionAmt0108648
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0108648
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04371400
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04473353
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt051899
IRS990/LandBldgEquipBasisNetGrp/EOYAmt039844
IRS990/LandBldgEquipCostOrOtherBssAmt082595
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0366008
IRS990/LoanOutstandingInd00
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/NetAssetsOrFundBalancesEOYAmt04261825
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt088398
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088398
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-20447
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-20447
IRS990/NetIncomeFromGamingGrp/ExclusionAmt05400
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt05400
IRS990/NetIncomeOrLossGrp/ExclusionAmt0772905
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0772905
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-122079
IRS990/NoncashContributionsAmt076608
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0133238
IRS990/OccupancyGrp/ManagementAndGeneralAmt05770
IRS990/OccupancyGrp/TotalAmt0139008
IRS990/OfficeExpensesGrp/FundraisingAmt014311
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012418
IRS990/OfficeExpensesGrp/TotalAmt026729
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0604
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05205
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05809
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEE
IRS990/OtherExpensesGrp/Desc2THRIFT STORE OTHER EXPS
IRS990/OtherExpensesGrp/Desc3SUPPORT EXPENSE FOR SCH
IRS990/OtherExpensesGrp/FundraisingAmt013921
IRS990/OtherExpensesGrp/FundraisingAmt125748
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02406
IRS990/OtherExpensesGrp/ProgramServicesAmt015721
IRS990/OtherExpensesGrp/ProgramServicesAmt129835
IRS990/OtherExpensesGrp/ProgramServicesAmt214311
IRS990/OtherExpensesGrp/TotalAmt032048
IRS990/OtherExpensesGrp/TotalAmt129835
IRS990/OtherExpensesGrp/TotalAmt225748
IRS990/OtherExpensesGrp/TotalAmt314311

Document Assets

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Filings

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