Civic Intelligence

Los Gatos Education Foundation

990 • Fiscal year 2017 • EIN 94-2874929

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization Profilewww.LGEF.org

View Organization Page

17010 Roberts RoadLos Gatos, CA 95032

(408) 335-2229

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.74x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$32,884

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

66th percentile

9.3%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

1.8%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$1,124,954

Up $95,668 (+9.3%) from 2016

Net Assets

Up

$573,639

Up $79,489 (+16%) from 2016

Liabilities

Up

$551,315

Up $16,179 (+3.0%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin68th percentile

Revenue

Up

$741,430

Up $13,238 (+1.8%) from 2016

Expenses

Up

$658,000

Up $17,140 (+2.7%) from 2016

Net Income

Down

$83,430

Down $3,902 (-4.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $815,135Liabilities 2011: $641,432Net Assets 2011: $173,7032011Assets 2012: $1,160,705Liabilities 2012: $835,341Net Assets 2012: $325,3642012Assets 2013: $967,027Liabilities 2013: $623,214Net Assets 2013: $343,8132013Assets 2014: $999,512Liabilities 2014: $655,699Net Assets 2014: $343,8132014Assets 2015: $944,841Liabilities 2015: $537,250Net Assets 2015: $407,5912015Assets 2016: $1,029,286Liabilities 2016: $535,136Net Assets 2016: $494,1502016Assets 2017: $1,124,954Liabilities 2017: $551,315Net Assets 2017: $573,6392017Assets 2018: $1,198,049Liabilities 2018: $551,292Net Assets 2018: $646,7572018Assets 2019: $1,251,423Liabilities 2019: $941,326Net Assets 2019: $310,0972019Assets 2020: $1,287,521Liabilities 2020: $951,299Net Assets 2020: $336,2222020Assets 2021: $1,215,242Liabilities 2021: $1,179,180Net Assets 2021: $36,0622021Assets 2022: $1,484,099Liabilities 2022: $1,560,395Net Assets 2022: -$76,2962022Assets 2023: $1,593,399Liabilities 2023: $1,590,264Net Assets 2023: $3,1352023Assets 2024: $1,834,275Liabilities 2024: $1,608,669Net Assets 2024: $225,6062024

Highlighted filing

2017

Assets$1,124,954
Liabilities$551,315
Net Assets$573,639
Open 2017 Filing

Operations Trend

Revenue Growth43rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $958,563Expenses 2011: $904,601Net Income 2011: $53,9622011Revenue 2012: $1,183,852Expenses 2012: $1,032,191Net Income 2012: $151,6612012Revenue 2013: $679,504Expenses 2013: $661,055Net Income 2013: $18,4492013Revenue 2014: $662,220Expenses 2014: $662,220Net Income 2014: $02014Revenue 2015: $569,644Expenses 2015: $620,046Net Income 2015: -$50,4022015Revenue 2016: $728,192Expenses 2016: $640,860Net Income 2016: $87,3322016Revenue 2017: $741,430Expenses 2017: $658,000Net Income 2017: $83,4302017Revenue 2018: $772,540Expenses 2018: $708,815Net Income 2018: $63,7252018Revenue 2019: $1,033,953Expenses 2019: $1,108,437Net Income 2019: -$74,4842019Revenue 2020: $1,111,012Expenses 2020: $1,111,467Net Income 2020: -$4552020Revenue 2021: $958,010Expenses 2021: $1,275,784Net Income 2021: -$317,7742021Revenue 2022: $1,763,748Expenses 2022: $1,745,104Net Income 2022: $18,6442022Revenue 2023: $1,788,864Expenses 2023: $1,775,709Net Income 2023: $13,1552023Revenue 2024: $2,619,453Expenses 2024: $2,534,670Net Income 2024: $84,7832024

Highlighted filing

2017

Revenue$741,430
Expenses$658,000
Net Income$83,430
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$741,430
Mission and Program Overview

Mission

The Los Gatos Education Foundation works to raise essential funds to ensure that the children of the Los Gatos Union School District receive high-quality programs and resources vital to their education. LGEF funds supplemental teachers and staff in Art, Health, Library, Literacy, Math, Music, Electives, Counseling and Physical Education.

To raise essential funds to ensure that the children of LG Union School District receive high-quality programs and resources vital to their education. LGEF funds supplemental teachers and staff in Art, Health, Library, Literacy, Math, Music, Physical Education, and other areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$477,424-
Savings and Temporary Cash Investments$845,821$375,935▼ $469,886
Cash and Non-Interest-Bearing Accounts$146,938$255,196▲ $108,258
Pledges and Grants Receivable$31,700$10,275▼ $21,425
Prepaid Expenses and Deferred Charges$4,453$6,124▲ $1,671
Accounts Receivable$374$0▼ $374
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,029,286$1,124,954▲ $95,668
Other Assets Total-$0-
Liabilities
Grants Payable$535,000$550,000▲ $15,000
Other Liabilities-$1,315-
Accounts Payable and Accrued Expenses$136--
Total Liabilities$535,136$551,315▲ $16,179
Net Assets / Fund Balance
Unrestricted Net Assets$494,150$573,639▲ $79,489
Total Net Assets Fund Balance$494,150$573,639▲ $79,489
Total Liabilities and Net Assets / Fund Balance$1,029,286$1,124,954▲ $95,668

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$480,000$5,000--$485,000
2015$405,000$75,000--$480,000
2014$113,698$291,302--$405,000
2013$93,944$19,754--$113,698
2012$60,000$33,944--$93,944
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Deborah WeinsteinExecutive DirectorPT$32,884$32,884

Board Members and Trustees

NameTitle
Kristin OwensPresident
Andrew FergusonDirector
Barbara BlackDirector
Claire NippressDirector
Eric DunstanDirector
Erica MittelhauserDirector
Erik IversenDirector
Jodi BannonDirector
Kate HattonDirector
Kathy GrangerDirector
Kerry LindholmDirector
Lisa RennerDirector
Matt FondillerDirector
Nick GoddardDirector
Nicole ReginelliDirector
Regina BarhydtDirector
Ryan RosenbergDirector
Selin Gurses-AcarDirector
Frances FergusonSecretary
Sarah JohnstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$731,373
Program Service Revenue
$0
Investment Income
$10,057
Other Revenue
$0
All Other Contributions
$731,373
Change in Net Assets
$83,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$555,000
Total Fundraising Expense$71,929
Salaries, Compensation, and Employee Benefits$67,178
Other Expenses$35,822
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$555,000--$555,000
Current Officers, Directors, Trustees, and Key Employees-$11,273$33,818$45,091
Other Salaries and Wages-$12,407$4,136$16,543
Fees for Services Other-$1,370$11,736$13,106
Information Technology--$8,401$8,401
Payroll Taxes-$2,216$3,328$5,544
All Other Expenses-$1,718$1,347$3,065
Advertising--$2,308$2,308
Other Expenses$712$533$1,250$712
Insurance-$445-$445
Fees for Service Investment Mgmnt Fees-$308-$308
Office Expenses-$89-$89
Total Functional Expenses$555,712$30,359$71,929$658,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Los Gatos Union School DistLos Gatos, CAGovEducational$505,000
Art DocentsLos Gatos, CA501c3Educational$30,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll$1,315
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
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, Line 11B: Form 990 Review Process

“The treasurer will present the return to the Board of Directors prior to filing.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation for the Executive Director is based on a review of comparable organizations and is discussed and approved by the independent Executive Committee.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Los Gatos Education Foundation
EIN
94-2874929
Phone
4083352229
Address
17010 Roberts Road, Los Gatos, CA 95032

Signing Officer

Name
Sarah Johnston
Title
Treasurer
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Weinstein
Formed
1982
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
71

Preparer

Firm
Waterman & Associates CPA
Address
1855 HAMILTON AVE STE 203, SAN JOSE, CA 95125
Preparer
Paul Resnikoff
Phone
4082658400
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds are board designated for expenditure on future grants to the Los Gatos Union School District. The district mandates that the Organization hold one year's salary in reserve before they will accept any personnel grants.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Kristin Owens
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IRS990/Form990PartVIISectionAGrp/PersonNm3Frances Ferguson
IRS990/Form990PartVIISectionAGrp/PersonNm4Sarah Johnston
IRS990/Form990PartVIISectionAGrp/PersonNm5Ryan Rosenberg
IRS990/Form990PartVIISectionAGrp/PersonNm6Claire Nippress
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IRS990/Form990PartVIISectionAGrp/PersonNm8Kate Hatton
IRS990/Form990PartVIISectionAGrp/PersonNm9Eric Dunstan
IRS990/Form990PartVIISectionAGrp/PersonNm10Barbara Black
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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IRS990/FormationYr01982
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InformationTechnologyGrp/TotalAmt08401
IRS990/InsuranceGrp/ManagementAndGeneralAmt0445
IRS990/InsuranceGrp/TotalAmt0445
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010057
IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestTaxExemptBondsInd0false
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IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LGEF works to raise essential funds to ensure that the children of LGUSD receive high-quality programs and resources vital to their education. To this end, LGEF provides grants to fund additional teachers and staff for students at Blossom Hill, Daves Avenue, Lexington and Louise Van Meter elementary schools and RJ Fisher Middle School. Grants support a wide range of areas including (but not limited to): Art, Health, Library, Literacy, Math, PE, Music and more.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0573639
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3941
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt089
IRS990/OfficeExpensesGrp/TotalAmt089
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1Payroll Fees
IRS990/OtherExpensesGrp/Desc2Consultant Fee
IRS990/OtherExpensesGrp/Desc3Direct Program Expense
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IRS990/OtherExpensesGrp/FundraisingAmt1855
IRS990/OtherExpensesGrp/FundraisingAmt21250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0533
IRS990/OtherExpensesGrp/ProgramServicesAmt0712
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IRS990/OtherExpensesGrp/TotalAmt11388
IRS990/OtherExpensesGrp/TotalAmt21250
IRS990/OtherExpensesGrp/TotalAmt3712
IRS990/OtherLiabilitiesGrp/EOYAmt01315
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04136
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012407
IRS990/OtherSalariesAndWagesGrp/TotalAmt016543
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03328
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IRS990/PrincipalOfficerNm0DEBORAH WEINSTEIN
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IRS990/PYProgramServiceRevenueAmt037000
IRS990/PYRevenuesLessExpensesAmt087332
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IRS990/PYTotalExpensesAmt0640860
IRS990/PYTotalRevenueAmt0728192
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,124,954
Liabilities
$551,315
Net assets
$573,639
Revenue
$741,430
Expenses
$658,000
Net income
$83,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$1.61$0.23$2.62$2.53$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.00$1.79$1.78$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.48$1.56$0.08$1.76$1.75$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.22$1.18$0.04$0.96$1.28$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.95$0.34$1.11$1.11$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.94$0.31$1.03$1.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.55$0.65$0.77$0.71$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.55$0.57$0.74$0.66$0.08
2016Summary only. Only limited summary data is available for this year.$1.03$0.54$0.49$0.73$0.64$0.09
2015Summary only. Only limited summary data is available for this year.$0.94$0.54$0.41$0.57$0.62$0.05
2014Summary only. Only limited summary data is available for this year.$1.00$0.66$0.34$0.66$0.66$0.00
2013Summary only. Only limited summary data is available for this year.$0.97$0.62$0.34$0.68$0.66$0.02
2012Summary only. Only limited summary data is available for this year.$1.16$0.84$0.33$1.18$1.03$0.15
2011Summary only. Only limited summary data is available for this year.$0.82$0.64$0.17$0.96$0.90$0.05