Civic Intelligence

Petaluma Educational Foundation

990 • Fiscal year 2017 • EIN 94-2847212

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

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

54th percentile

0.20x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.77x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$90,825

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

59th percentile

6.9%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

8.1%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,653,650

Up $364,187 (+6.9%) from 2016

Net Assets

Up

$4,521,066

Up $297,980 (+7.1%) from 2016

Liabilities

Up

$1,132,584

Up $66,207 (+6.2%) from 2016

Revenue

Up

$1,471,091

Up $109,626 (+8.1%) from 2016

Expenses

Up

$1,272,060

Up $18,955 (+1.5%) from 2016

Net Income

Up

$199,031

Up $90,671 (+84%) from 2016

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

2017

Assets$5,653,650
Liabilities$1,132,584
Net Assets$4,521,066

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

2017

Revenue$1,471,091
Expenses$1,272,060
Net Income$199,031
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$2,679,428
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$4,446,875$4,698,282▲ $251,407
Rtn Earn Endowment Incm Other Fnds$4,223,086$4,521,066▲ $297,980
Savings and Temporary Cash Investments$712,571$767,062▲ $54,491
Cash and Non-Interest-Bearing Accounts$70,829$126,108▲ $55,279
Pledges and Grants Receivable$15,079$25,410▲ $10,331
Prepaid Expenses and Deferred Charges$17,235$20,593▲ $3,358
Land, Buildings, and Equipment, Net$26,874$16,195▼ $10,679
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,289,463$5,653,650▲ $364,187
Liabilities
Other Liabilities$715,399$787,007▲ $71,608
Grants Payable$219,144$222,241▲ $3,097
Deferred Revenue$74,400$65,412▼ $8,988
Accounts Payable and Accrued Expenses$57,434$57,924▲ $490
Total Liabilities$1,066,377$1,132,584▲ $66,207
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,223,086$4,521,066▲ $297,980
Total Liabilities and Net Assets / Fund Balance$5,289,463$5,653,650▲ $364,187

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,195$67,611$83,806
Other Securities$4,698,282--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,914,044$15,362▲ $391,613-$4,115,161
2015$3,944,281$173,554▲ $31,439-$3,914,044
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Highland MaureenExecutive DirectorFT$90,825$90,825
Kimball SharonAccounting ManagerPT$50,831$50,831

Board Members and Trustees

NameTitle
Mackay BridgetPast President
Maddalena MikePresident
Breen BrianBoard Member
Burns John Joined 1216Board Member
Gorman RickBoard Member
Harris MikeBoard Member
Higgins KatherineBoard Member
Isaak CarolBoard Member
Leoni ReginaBoard Member
Libarle Carol Ann Jn 0517Board Member
Mcbride WesBoard Member
Ranadive Rajina Joined 0916Board Member
Regan MichaelBoard Member
Rosen ClarkBoard Member
Rudder Maureen Joined 1216Board Member
Smith DeborahBoard Member
Soiland MarkBoard Member
Souza PaulaBoard Member
Zimmerman DianeBoard Member
Rabbit JaneSecretary
Pounds KellyTreasurer
Krout AndreaVP Development
Revenue and Support

Revenue Composition

Contributions and Grants
$516,346
Program Service Revenue
$36,347
Investment Income
$292,928
Other Revenue
$625,470
All Other Contributions
$235,912
Change in Net Assets
$199,031

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 Table242$61,765Determined by Donor
Other Non Cash Contri Table27$10,642Determined by Donor
Clothing and Household Goods-$2,918Determined by Donor
Other Non Cash Contri Table3$2,269Determined by Donor
Other Non Cash Contri Table3$2,100Determined by Donor
Other Non Cash Contri Table8$1,785Determined by Donor
Collectibles4$1,550Determined by Donor
Other Non Cash Contri Table4$1,364Determined by Donor
Works of Art7$1,275Determined by Donor
Other Non Cash Contri Table3$1,057Determined by Donor
Other Non Cash Contri Table1$345Determined by Donor
Other Non Cash Contri Table3$335Determined by Donor
Books and Publications-$25Determined by Donor
Total Noncash Contributions305$87,430-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$605,477
Salaries, Compensation, and Employee Benefits$552,964
Grants and Similar Amounts Paid$386,998
Other Expenses$332,098
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$35,461$20,816$301,724$358,001
Grants to Domestic Individuals$204,967--$204,967
Grants to Domestic Orgs$182,031--$182,031
Occupancy-$5,858$148,004$153,862
Current Officers, Directors, Trustees, and Key Employees$23,126$70,207$46,251$139,584
Payroll Taxes$5,007$7,780$33,437$46,224
Office Expenses-$12,332$12,089$24,421
Insurance$308$4,839$16,722$21,869
Fees for Service Investment Mgmnt Fees-$16,827-$16,827
Other Expenses$14,764$2,314$12,778$14,764
Depreciation Depletion-$11,753-$11,753
All Other Expenses$562$2,220$8,781$11,563
Pension Plan Contributions$1,709$2,656$4,790$9,155
Advertising-$6,165$2,325$8,490
Fees for Services Accounting-$3,795-$3,795
Conferences and Meetings-$2,797-$2,797
Total Functional Expenses$496,224$170,359$605,477$1,272,060
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Petaluma High SchoolPetaluma, CA501(c)(3)Education in Technology$30,818
Kenilworth Junior HighPetaluma, CA501(c)(3)Education in Literature & Physical Education$17,200
Casa Grande HighPetaluma, CA501(c)(3)Education in Technology$15,575
Loma VistaPetaluma, CA501(c)(3)Education in Literature$15,000
Mckinley SchoolPetaluma, CA501(c)(3)Education in Technology$15,000
Corona Creek SchoolPetaluma, CA501(c)(3)Education for Science$14,793
St Vincent HighPetaluma, CA501(c)(3)Education in Technology$14,464
Harvest ChristianPetaluma, CA501(c)(3)Education for Technology$13,351
Two Rock SchoolPetaluma, CA501(c)(3)Education for Technology$13,227
Additional Grants to Schools Under 5000 Threshold - Detail on FilePetaluma, CA501(c)(3)Education Grants$11,396
CinnabarPetaluma, CA501(c)(3)Education in Health$10,000
Mcdowell SchoolPetaluma, CA501(c)(3)Education in Literature$8,141
Mcnear SchoolPetaluma, CA501(c)(3)Education in Science$7,686
Penngrove SchoolPenngrove, CA501(c)(3)Education in Science$5,000
Uncommitted Grants Paid From Prior Year Awards - Detail on FilePetaluma, CA501(c)(3)Education Grants$-9,621
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$132,486
Fundraising Gross Income$131,837
Gaming Gross Income$5,700
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bash$398,034$122,056$64,726$57,330
Giants Night$14,237$9,781$9,781$0
Total Events$412,271$131,837$132,486$-649
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$590,698
Misc. School Investment Pools$170,424
Uncommitted Grant Funds$25,885
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 11B

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
Mike Maddalena
Title
2017-18 Treasurer
Phone
7077784632
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Maddalena
Formed
1982
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
25
Volunteers
70

Preparer

Firm
Pisenti & Brinker Llp
Address
201 1ST 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.

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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/PersonNm9MACKAY BRIDGET
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IRS990/Form990PartVIISectionAGrp/PersonNm12POUNDS KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm13RABBIT JANE
IRS990/Form990PartVIISectionAGrp/PersonNm14RANADIVE RAJINA JOINED 0916
IRS990/Form990PartVIISectionAGrp/PersonNm15REGAN MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm16ROSEN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm17RUDDER MAUREEN JOINED 1216
IRS990/Form990PartVIISectionAGrp/PersonNm18SMITH DEBORAH
IRS990/Form990PartVIISectionAGrp/PersonNm19SOILAND MARK
IRS990/Form990PartVIISectionAGrp/PersonNm20SOUZA PAULA
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0280434
IRS990/FundraisingDirectExpensesAmt0132486
IRS990/FundraisingGrossIncomeAmt0131837
IRS990/GainOrLossGrp/OtherAmt0-187
IRS990/GainOrLossGrp/SecuritiesAmt0185537
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt05700
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt0204967
IRS990/GrantsPayableGrp/BOYAmt0219144
IRS990/GrantsPayableGrp/EOYAmt0222241
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0204967
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0204967
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0182031
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0182031
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01261201
IRS990/GrossReceiptsAmt02679428
IRS990/GrossSalesOfInventoryAmt0620419
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt016722
IRS990/InsuranceGrp/ManagementAndGeneralAmt04839
IRS990/InsuranceGrp/ProgramServicesAmt0308
IRS990/InsuranceGrp/TotalAmt021869
IRS990/InvestmentIncomeGrp/ExclusionAmt0107578
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0107578
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04446875
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04698282
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt067611
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026874
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016195
IRS990/LandBldgEquipCostOrOtherBssAmt083806
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0187
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01075664
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04223086
IRS990/NetAssetsOrFundBalancesEOYAmt04521066
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0185350
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0185350
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-649
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-649
IRS990/NetIncomeFromGamingGrp/ExclusionAmt05700
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt05700
IRS990/NetIncomeOrLossGrp/ExclusionAmt0620419
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0620419
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IRS990/NoncashContributionsAmt087430
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt05858
IRS990/OccupancyGrp/TotalAmt0153862
IRS990/OfficeExpensesGrp/FundraisingAmt012089
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012332
IRS990/OfficeExpensesGrp/TotalAmt024421
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherExpensesGrp/Desc1THRIFT STORE OTHER EXPS
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc3SUPPORT EXPENSE FOR SCH
IRS990/OtherExpensesGrp/FundraisingAmt018576
IRS990/OtherExpensesGrp/FundraisingAmt112778
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02314
IRS990/OtherExpensesGrp/ProgramServicesAmt028289
IRS990/OtherExpensesGrp/ProgramServicesAmt114764
IRS990/OtherExpensesGrp/TotalAmt028289
IRS990/OtherExpensesGrp/TotalAmt118576
IRS990/OtherExpensesGrp/TotalAmt215092
IRS990/OtherExpensesGrp/TotalAmt314764
IRS990/OtherLiabilitiesGrp/BOYAmt0715399
IRS990/OtherLiabilitiesGrp/EOYAmt0787007
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0301724
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020816
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt035461
IRS990/OtherSalariesAndWagesGrp/TotalAmt0358001
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt033437
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07780
IRS990/PayrollTaxesGrp/ProgramServicesAmt05007
IRS990/PayrollTaxesGrp/TotalAmt046224
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt04790
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02656
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01709
IRS990/PensionPlanContributionsGrp/TotalAmt09155
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015079
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025410
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017235
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020593
IRS990/PrincipalOfficerNm0MIKE MADDALENA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036347
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036347
IRS990/ProgSrvcAccomActy2Grp/Desc0IN ORDER TO PROVIDE ADDITIONAL EDUCATIONAL PROGRAMS IN THE SCHOOLS, THE FOUNDATION SOLICITS FUNDS FOR THE INVEST IN EDUCATION PROGRAM WHICH AWARDS GRANTS TO TEACHERS FOR INNOVATIVE PROGRAMS THAT ENRICH THE EDUCATION OF THE STUDENTS WITHIN THE PETALUMA HIGH SCHOOL DISTRICT BOUNDARIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0236748
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0182031
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0507257
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0396138
IRS990/PYInvestmentIncomeAmt0173059

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