Civic Intelligence

New Haven Schools Foundation

990 • Fiscal year 2020 • EIN 94-2855611

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 29, 2021

PO Box 1574Union City, CA 94587

(925) 598-0056

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

34th percentile

-1.6%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

26th percentile

-2.2%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-8.7%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$556,479

Down $12,636 (-2.2%) from 2019

Net Assets

Down

$556,332

Down $9,078 (-1.6%) from 2019

Liabilities

Down

$147

Down $3,558 (-96%) from 2019

Revenue

Down

$240,724

Down $22,867 (-8.7%) from 2019

Expenses

Down

$244,489

Down $11,383 (-4.4%) from 2019

Net Income

Down

-$3,765

Down $11,484 (-149%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $495,064Net Assets 2010: $495,0642010Assets 2011: $525,551Liabilities 2011: $0Net Assets 2011: $525,5512011Assets 2012: $505,942Liabilities 2012: $0Net Assets 2012: $505,9422012Assets 2013: $499,277Liabilities 2013: $0Net Assets 2013: $499,2772013Assets 2014: $530,411Liabilities 2014: $15Net Assets 2014: $530,3962014Assets 2015: $518,997Liabilities 2015: $2Net Assets 2015: $518,9952015Assets 2016: $507,862Liabilities 2016: $0Net Assets 2016: $507,8622016Assets 2017: $517,760Liabilities 2017: $25Net Assets 2017: $517,7352017Assets 2018: $552,259Liabilities 2018: $97Net Assets 2018: $552,1622018Assets 2019: $569,115Liabilities 2019: $3,705Net Assets 2019: $565,4102019Assets 2020: $556,479Liabilities 2020: $147Net Assets 2020: $556,3322020Assets 2021: $615,028Liabilities 2021: $2,020Net Assets 2021: $613,0082021Assets 2022: $615,821Liabilities 2022: $9,647Net Assets 2022: $606,1742022Assets 2023: $680,788Liabilities 2023: $5,258Net Assets 2023: $675,5302023Assets 2024: $694,383Liabilities 2024: $3,803Net Assets 2024: $690,5802024Assets 2025: $736,484Liabilities 2025: $14,077Net Assets 2025: $722,4072025

Highlighted filing

2020

Assets$556,479
Liabilities$147
Net Assets$556,332

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $26,073Expenses 2010: $37,780Net Income 2010: -$11,7072010Expenses 2011: $154,7592011Expenses 2012: $218,0122012Expenses 2013: $210,7572013Revenue 2014: $164,776Expenses 2014: $133,657Net Income 2014: $31,1192014Revenue 2015: $146,797Expenses 2015: $146,494Net Income 2015: $3032015Revenue 2016: $155,968Expenses 2016: $165,102Net Income 2016: -$9,1342016Revenue 2017: $173,530Expenses 2017: $170,190Net Income 2017: $3,3402017Revenue 2018: $242,273Expenses 2018: $208,666Net Income 2018: $33,6072018Revenue 2019: $263,591Expenses 2019: $255,872Net Income 2019: $7,7192019Revenue 2020: $240,724Expenses 2020: $244,489Net Income 2020: -$3,7652020Revenue 2021: $303,799Expenses 2021: $273,672Net Income 2021: $30,1272021Revenue 2022: $436,677Expenses 2022: $398,446Net Income 2022: $38,2312022Revenue 2023: $442,721Expenses 2023: $374,861Net Income 2023: $67,8602023Revenue 2024: $460,735Expenses 2024: $460,700Net Income 2024: $352024Revenue 2025: $612,474Expenses 2025: $587,166Net Income 2025: $25,3082025

Highlighted filing

2020

Revenue$240,724
Expenses$244,489
Net Income-$3,765
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 29, 2021
Return Version
2019v5.1
Gross Receipts
$318,950
Mission and Program Overview

Mission

The foundation was organized to provide financial assistance to the various extra curricular activities at the new haven unified school district and to award scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$343,946$309,843▼ $34,103
Investments in Publicly Traded Securities$216,487$193,943▼ $22,544
Cash and Non-Interest-Bearing Accounts$7,632$52,081▲ $44,449
Pledges and Grants Receivable$1,050$612▼ $438
Total Assets$569,115$556,479▼ $12,636
Liabilities
Other Liabilities$3,705$147▼ $3,558
Total Liabilities$3,705$147▼ $3,558
Net Assets / Fund Balance
Net Assets With Donor Restrictions$494,563$507,107▲ $12,544
Net Assets Without Donor Restrictions$70,847$49,225▼ $21,622
Total Net Assets Fund Balance$565,410$556,332▼ $9,078
Total Liabilities and Net Assets / Fund Balance$569,115$556,479▼ $12,636

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$250,000---$250,000
2018$250,000---$250,000
2017$250,000---$250,000
2016$250,000---$250,000
2015$250,000---$250,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
John ShockeyPresident
Michael RitchieVice President
Anson TjingBoard of Directors
Cynthia ObrienBoard of Directors
Don Del PilarBoard of Directors
Glenn NateBoard of Directors
Jacob PerezBoard of Directors
Jill StavoskyBoard of Directors
Josemari GalangBoard of Directors
Lance NishihiraBoard of Directors
Remy FortierBoard of Directors
Rhonda NeagleBoard of Directors
Rita MijaresBoard of Directors
Shamsa Rafay KhawajaBoard of Directors
Sharan KaurBoard of Directors
Subru BhatBoard of Directors
Tina Bobadilla-mastelBoard of Directors
Tommie LindseyBoard of Directors
Emma BlancoCommunications Director
Helen KennedyExecutive Director
Jerry WilliamsTechnology Director
Tracie NoriegaSecretary
Galen HamiltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$196,470
Program Service Revenue
$1,950
Investment Income
$16,160
Other Revenue
$26,144
All Other Contributions
$188,710
Change in Net Assets
$-3,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$184,884
Other Expenses$59,605
Total Fundraising Expense$4,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$150,630--$150,630
Fees for Services Management$29,705$3,713$3,713$37,131
Grants to Domestic Orgs$34,254--$34,254
Fees for Services Accounting-$6,000-$6,000
Fees for Services Other$4,649--$4,649
Advertising$3,519--$3,519
Office Expenses$2,614$327$327$3,268
Fees for Service Investment Mgmnt Fees$2,017--$2,017
Insurance$1,520--$1,520
Other Expenses$1,181$148$147$1,476
Total Functional Expenses$230,114$10,188$4,187$244,489
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New Haven School DistrictsUnion City, CA-Education$61,783
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,951
Fundraising Direct Expenses$37,807
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$52,057$48,247$21,766$26,481
Luncheon$8,000$4,600$4,419$181
Total Events$71,711$63,951$37,807$26,144
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card$147
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Management duties delegation Part VI line 3

The current executive director, helen kennedy, is an independent contractor under the company kennedy consulting services llc

Governing body meeting documentation Part VI line 8A

Minutes of the meeting is taken and filed

Form 990 governing body review Part VI line 11

The 990 is reviewed by the governing body before it is filed

Conflict of interest policy compliance Part VI line 12C

It is understood by all members of the governing, a strict compliance to the policy is mandatory

Governing documents etc available to public Part VI line 19

The documents are available to the public either thru the website or in the office and can be made available during business hours

Filing and Contact Details

Filer

Filer Name
New Haven Schools Foundation
EIN
94-2855611
Address
PO BOX 1574, UNION CITY, CA 94587

Signing Officer

Name
Helen Kennedy
Title
Executive Direc
Phone
5109099263
Signed
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Kennedy
Formed
2003
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
35

Preparer

Firm
Ltd Global LLC
Address
6200 STONERIDGE MALL RD STE 300, PLEASANTON, CA 94588
Preparer
LTD tax group
Phone
9255980056
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMUNICATIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TECHNOLOGY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
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IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt07760
IRS990/FundraisingDirectExpensesAmt037807
IRS990/FundraisingGrossIncomeAmt063951
IRS990/GainOrLossGrp/OtherAmt05849
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IRS990/GoverningBodyVotingMembersCnt022
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0150630
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt034254
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt046268
IRS990/GrossReceiptsAmt0318950
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01520
IRS990/InsuranceGrp/TotalAmt01520
IRS990/InvestmentIncomeGrp/ExclusionAmt010311
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010311
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0216487
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IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt040419
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION WAS ORGANIZED TO PROVIDE FINANCIAL ASSISTANCE TO THE VARIOUS EXTRA CURRICULAR ACTIVITIES AT THE NEW HAVEN UNIFIED SCHOOL DISTRICT AND TO AWARD SCHOLARSHIPS
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0556332
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026144
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0327
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0327
IRS990/OfficeExpensesGrp/ProgramServicesAmt02614
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0FILING AND REGISTRATION
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0148
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IRS990/OtherExpensesGrp/TotalAmt11476
IRS990/OtherLiabilitiesGrp/BOYAmt03705
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IRS990/OtherOrganizationDsc0FOUNDATION
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01050
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0612
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HELEN KENNEDY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0OTHER INCOME
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01950
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0194761
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt012465
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IRS990/PYTotalExpensesAmt0255872
IRS990/PYTotalRevenueAmt0263591
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-3765
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0309843
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0233954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0168864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0845806
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016160
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06420
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt052121
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026144
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92270
IRS990ScheduleA/PublicSupportPY170Pct00.96710
IRS990ScheduleA/PublicSupportTotal170Amt0828488
IRS990ScheduleA/SubstantialContributorsTotAmt017318

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.36$0.14$7.22$6.12$5.87$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$0.04$6.91$4.61$4.61$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.05$6.76$4.43$3.75$0.68
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.10$6.06$4.37$3.98$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.15$0.02$6.13$3.04$2.74$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$2.41$2.44$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.04$5.65$2.64$2.56$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$2.42$2.09$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.00$5.18$1.74$1.70$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$1.56$1.65$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.47$1.46$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.30$1.65$1.34$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.00$4.99$2.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.00$5.06$2.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.26$0.00$5.26$1.55
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$4.95$0.26$0.38$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $500k-$1M nonprofits