Civic Intelligence

Saratoga Education Foundation

990 • Fiscal year 2018 • EIN 94-2853969

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

Organization ProfileWWW.SARATOGA-SEF.ORG
PO Box 2392Saratoga, CA 95070-0392

(408) 867-3424

Siviq Scores

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

Liabilities / Assets

80th percentile

0.49x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.88x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

9.0%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

67th percentile

7.0%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$1,646,729

Up $107,372 (+7.0%) from 2017

Net Assets

Up

$841,642

Up $82,285 (+11%) from 2017

Liabilities

Up

$805,087

Up $25,087 (+3.2%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin64th percentile

Revenue

Up

$917,062

Up $103,916 (+13%) from 2017

Expenses

Down

$834,777

Down $25,529 (-3.0%) from 2017

Net Income

Up

$82,285

Up $129,445 (+274%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,789,426Liabilities 2010: $918,921Net Assets 2010: $870,5052010Assets 2011: $1,936,248Liabilities 2011: $1,179,627Net Assets 2011: $756,6212011Assets 2012: $1,762,957Liabilities 2012: $1,022,286Net Assets 2012: $740,6712012Assets 2013: $1,755,025Liabilities 2013: $1,043,637Net Assets 2013: $711,3882013Assets 2014: $1,745,700Liabilities 2014: $942,581Net Assets 2014: $803,1192014Assets 2015: $1,645,753Liabilities 2015: $829,518Net Assets 2015: $816,2352015Assets 2016: $1,601,542Liabilities 2016: $795,025Net Assets 2016: $806,5172016Assets 2017: $1,539,357Liabilities 2017: $780,000Net Assets 2017: $759,3572017Assets 2018: $1,646,729Liabilities 2018: $805,087Net Assets 2018: $841,6422018Assets 2019: $1,733,274Liabilities 2019: $825,000Net Assets 2019: $908,2742019Assets 2020: $1,854,891Liabilities 2020: $575,000Net Assets 2020: $1,279,8912020Assets 2021: $2,058,212Liabilities 2021: $500,000Net Assets 2021: $1,558,2122021Assets 2022: $2,050,166Liabilities 2022: $0Net Assets 2022: $2,050,1662022Assets 2023: $2,143,897Liabilities 2023: $0Net Assets 2023: $2,143,8972023

Highlighted filing

2018

Assets$1,646,729
Liabilities$805,087
Net Assets$841,642
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $945,4122010Revenue 2011: $1,027,384Expenses 2011: $1,209,894Net Income 2011: -$182,5102011Expenses 2012: $1,047,9902012Expenses 2013: $1,070,1322013Revenue 2014: $1,052,714Expenses 2014: $960,983Net Income 2014: $91,7312014Revenue 2015: $862,935Expenses 2015: $849,819Net Income 2015: $13,1162015Revenue 2016: $805,111Expenses 2016: $814,829Net Income 2016: -$9,7182016Revenue 2017: $813,146Expenses 2017: $860,306Net Income 2017: -$47,1602017Revenue 2018: $917,062Expenses 2018: $834,777Net Income 2018: $82,2852018Revenue 2019: $879,860Expenses 2019: $845,632Net Income 2019: $34,2282019Revenue 2020: $871,070Expenses 2020: $583,151Net Income 2020: $287,9192020Revenue 2021: $530,456Expenses 2021: $516,244Net Income 2021: $14,2122021Revenue 2022: $688,336Expenses 2022: $29,605Net Income 2022: $658,7312022Revenue 2023: $636,961Expenses 2023: $686,500Net Income 2023: -$49,5392023

Highlighted filing

2018

Revenue$917,062
Expenses$834,777
Net Income$82,285
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$920,662
Mission and Program Overview

Mission

To promote a high quality and balanced educational experience for the students in the saratoga union school district by raising funds for programs such as music, art, computer instruction, library, physical education, and science.

The organization fundraises for various programs for the students in the saratoga union school district. Fundraising is accomplished through direct donations, matching donations from businesses, and holding various events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,093,229$1,186,772▲ $93,543
Rtn Earn Endowment Incm Other Fnds$759,357$841,642▲ $82,285
Cash and Non-Interest-Bearing Accounts$446,128$459,957▲ $13,829
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,539,357$1,646,729▲ $107,372
Liabilities
Grants Payable$780,000$805,087▲ $25,087
Total Liabilities$780,000$805,087▲ $25,087
Net Assets / Fund Balance
Total Net Assets Fund Balance$759,357$841,642▲ $82,285
Total Liabilities and Net Assets / Fund Balance$1,539,357$1,646,729▲ $107,372
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Tamami HonmaPresident
Julian BrownChief Information Officer
Jessica YanParliamentarian
Ye YuanSecretary
Amelia ShenTreasurer
Sungmin JinVP-communications
Shobana RadhakrishnanVP-events
Revenue and Support

Revenue Composition

Contributions and Grants
$783,769
Program Service Revenue
$0
Investment Income
$34,961
Other Revenue
$98,332
All Other Contributions
$783,769
Change in Net Assets
$82,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$820,087
Other Expenses$14,690
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$820,087--$820,087
All Other Expenses-$1,596-$1,596
Other Expenses-$1,039-$1,039
Fees for Services Accounting-$985-$985
Total Functional Expenses$820,087$14,690$0$834,777
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saratoga Union School DistrictSaratoga, CA-School Support$820,087
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,923
Fundraising Direct Expenses$3,600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$30,923$30,923$2,284$28,639
Sef Fair--$899-
Total Events$30,923$30,923$3,600$27,323
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“Tax return is reviewed prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Saratoga Education Foundation
EIN
94-2853969
Phone
4088673424
Address
PO BOX 2392, SARATOGA, CA 95070-0392

Signing Officer

Name
Kenneth K Munson
Title
Treasurer
Phone
4088673424
Signed
2018-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth K Munson
Formed
1982
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
0
Volunteers
0

Preparer

Firm
Rosbrugh Accountancy Corporation
Address
PO BOX 18667, SAN JOSE, CA 95158-8667
Preparer
Alicia Santillan
Phone
4082655660
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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030923
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027323
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0417
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03600
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02284
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0820087
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SARATOGA UNION SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0770175231
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt020460 FORREST HILLS DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SARATOGA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0950706020
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ON AN ANNUAL BASIS, SARATOGA EDUCATION FOUNDATION (SEF) GATHERS PARENTS' INPUT ON THE PROGRAMS TO BE FUNDED FOR THE FOLLOWING YEAR. SEF PRESIDENTS DISCUSS WITH SARATOGA UNION SCHOOL DISTRICT (SUSD) FUNDING REQUIREMENTS FOR THE PROGRAMS AND DEVELOP FUNDING PROPOSALS. THE SEF BOARD VOTES TO APPROVE THE FUNDING PROPOSALS. SUSD PROVIDES UPDATES AT MONTHLY SEF GENERAL MEETINGS ON THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN IS REVIEWED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01539357
IRS990/TotalAssetsEOYAmt01646729
IRS990/TotalAssetsGrp/BOYAmt01539357
IRS990/TotalAssetsGrp/EOYAmt01646729
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0783769
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014690
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0820087
IRS990/TotalFunctionalExpensesGrp/TotalAmt0834777
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0780000
IRS990/TotalLiabilitiesEOYAmt0805087
IRS990/TotalLiabilitiesGrp/BOYAmt0780000
IRS990/TotalLiabilitiesGrp/EOYAmt0805087
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0759357
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0841642
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0820087
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027323
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105970
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0917062
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01539357
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01646729
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2392
IRS990/USAddress/CityNm0SARATOGA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0950700392
IRS990/VotingMembersGoverningBodyCnt030
IRS990/VotingMembersIndependentCnt030
IRS990/WebsiteAddressTxt0WWW.SARATOGA-SEF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH K MUNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04088673424
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARATOGA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0942853969
ReturnHeader/Filer/PhoneNum04088673424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2392
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950700392
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04A37276F3F6F8E48060D3146CDCF3761E4AD9B58
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DBC1742436E47DBFCA3276CBDAAC3381B45B22B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.90.226.90
ReturnHeader/FilingSecurityInformation/IPDt02018-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:43:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770061486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSBRUGH ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 18667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951588667
ReturnHeader/PreparerPersonGrp/PhoneNum04082655660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALICIA SANTILLAN
ReturnHeader/ReturnTs02018-10-30T13:45:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,646,729
Liabilities
$805,087
Net assets
$841,642
Revenue
$917,062
Expenses
$834,777
Net income
$82,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.64$0.69$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.69$0.03$0.66
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.50$1.56$0.53$0.52$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.58$1.28$0.87$0.58$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.83$0.91$0.88$0.85$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.81$0.84$0.92$0.83$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.78$0.76$0.81$0.86$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.80$0.81$0.81$0.81$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.83$0.82$0.86$0.85$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.94$0.80$1.05$0.96$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$1.04$0.71$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$1.02$0.74$1.05
2011Summary only. Only limited summary data is available for this year.$1.94$1.18$0.76$1.03$1.21$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.92$0.87$0.95