Civic Intelligence

Montair Foundation

990 • Fiscal year 2017 • EIN 94-3179784

Jul 01, 2016 to Jun 30, 2017 • Filed on May 16, 2019

PO Box 907Danville, CA 94526

(925) 855-5100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

83%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-7.1%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$397,373

Up $180,000 (+83%) from 2016

Net Assets

Up

$397,373

Up $180,000 (+83%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$449,498

Down $34,165 (-7.1%) from 2016

Expenses

Down

$274,493

Down $168,605 (-38%) from 2016

Net Income

Up

$175,005

Up $134,440 (+331%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $175,678Liabilities 2011: $65,812Net Assets 2011: $109,8662011Assets 2012: $184,554Liabilities 2012: $60,145Net Assets 2012: $124,4092012Assets 2013: $194,586Liabilities 2013: $0Net Assets 2013: $194,5862013Assets 2014: $156,606Liabilities 2014: $0Net Assets 2014: $156,6062014Assets 2015: $216,777Liabilities 2015: $0Net Assets 2015: $216,7772015Assets 2016: $217,373Liabilities 2016: $0Net Assets 2016: $217,3732016Assets 2017: $397,373Liabilities 2017: $0Net Assets 2017: $397,3732017Assets 2018: $550,166Liabilities 2018: $0Net Assets 2018: $550,1662018Assets 2019: $394,134Liabilities 2019: $0Net Assets 2019: $394,1342019Assets 2020: $273,412Liabilities 2020: $0Net Assets 2020: $273,4122020Assets 2021: $350,952Liabilities 2021: $0Net Assets 2021: $350,9522021Assets 2022: $639,786Liabilities 2022: $0Net Assets 2022: $639,7862022Assets 2023: $810,026Liabilities 2023: $0Net Assets 2023: $810,0262023Assets 2024: $918,976Liabilities 2024: $0Net Assets 2024: $918,9762024Assets 2025: $968,049Liabilities 2025: $0Net Assets 2025: $968,0492025

Highlighted filing

2017

Assets$397,373
Liabilities$0
Net Assets$397,373

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $318,091Expenses 2011: $355,118Net Income 2011: -$37,0272011Revenue 2012: $330,114Expenses 2012: $315,571Net Income 2012: $14,5432012Expenses 2013: $349,4222013Revenue 2014: $429,009Expenses 2014: $466,431Net Income 2014: -$37,4222014Revenue 2015: $482,537Expenses 2015: $409,397Net Income 2015: $73,1402015Revenue 2016: $483,663Expenses 2016: $443,098Net Income 2016: $40,5652016Revenue 2017: $449,498Expenses 2017: $274,493Net Income 2017: $175,0052017Revenue 2018: $501,788Expenses 2018: $348,995Net Income 2018: $152,7932018Revenue 2019: $420,881Expenses 2019: $576,913Net Income 2019: -$156,0322019Revenue 2020: $407,443Expenses 2020: $509,798Net Income 2020: -$102,3552020Revenue 2021: $283,353Expenses 2021: $205,813Net Income 2021: $77,5402021Revenue 2022: $540,334Expenses 2022: $251,500Net Income 2022: $288,8342022Revenue 2023: $526,147Expenses 2023: $355,907Net Income 2023: $170,2402023Revenue 2024: $342,483Expenses 2024: $233,533Net Income 2024: $108,9502024Revenue 2025: $448,440Expenses 2025: $399,367Net Income 2025: $49,0732025

Highlighted filing

2017

Revenue$449,498
Expenses$274,493
Net Income$175,005
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 16, 2019
Return Version
2016v3.0
Gross Receipts
$496,276
Mission and Program Overview

Mission

The Montair Foundation is a 501(c)(3) non-profit organization dedicated to raising funds to maintain and enhance educational excellence at Montair Elementary School.

The Montair Foundation was established by parents of the Montair Elementary School in 1992 to exclusively raise funds in support of key enrichment programs at the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$104,258$303,599▲ $199,341
Savings and Temporary Cash Investments$113,115$93,774▼ $19,341
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$217,373$397,373▲ $180,000
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$217,373$397,373▲ $180,000
Total Net Assets Fund Balance$217,373$397,373▲ $180,000
Total Liabilities and Net Assets / Fund Balance$217,373$397,373▲ $180,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carrie NevisPresident
Kimberly AndersonVice President
Chris KoenigAuditor
Kim HensleyCorporate Match
Jennifer VasconiFundraising
Mimi KingGolf Tournament
Jennifer SoineLive Auction
Tiffany AndradeLive Auction
Ondi TricasoPrincipal
Angela FrankelSecretary
Lynn DillonTeacher Rep
Shannon MundeliusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$242,456
Program Service Revenue
$0
Investment Income
$37
Other Revenue
$207,005
All Other Contributions
$238,191
Change in Net Assets
$175,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$254,867
Other Expenses$19,626
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$254,867--$254,867
Conferences and Meetings$4,274--$4,274
Fees for Services Accounting-$610-$610
Insurance-$580-$580
Office Expenses-$430-$430
Other Expenses-$202-$202
All Other Expenses-$75-$75
Total Functional Expenses$259,141$15,352$0$274,493
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montair Elementary SchDanville, CA-Paras$74,880
Montair Elementary SchDanville, CA-Supplies$43,607
Montair Elementary SchDanville, CA-Intervention$25,507
Montair Elementary SchDanville, CA-Library$21,046
Montair Elementary SchDanville, CA-Teacher on Special Assignment$20,116
Montair Elementary SchDanville, CA-Technology Aid$18,244
Montair Elementary SchDanville, CA-Fund A Need$13,331
Montair Elementary SchDanville, CA-Drama$10,500
Montair Elementary SchDanville, CA-School Support$9,346
Montair Elementary SchDanville, CA-Art Program$8,279
Montair Elementary SchDanville, CA-Office Assistant/Clerk$5,687
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$253,783
Fundraising Direct Expenses$46,778
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$221,793$217,528$40,022$177,506
Golf Tournament$29,455$29,455$2,866$26,589
Total Events$258,048$253,783$46,778$207,005
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

any family who donates funds to the Alamo School Education Fund is a member.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's treasurer (a member of the board of directors). After it is prepared, the final version of the tax return is provided to all members of the organization's voting body. A representative authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All members of the board of directors reviews all potential conflicts of interest atleast annually. All board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or ppearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

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

The organization does not have any employees. All activities of the Foundation are carried out by an all-volunteer Board of Directors along with other volunteers.

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

ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE they are AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE FOR A PHYSICAL INSPECTION AT THE school's office IN DANVILLE, CALIFORNIA.

Filing and Contact Details

Filer

Filer Name
Montair Foundation
EIN
94-3179784
Phone
9258555100
Address
PO Box 907, Danville, CA 94526

Signing Officer

Name
Katie Billingsley
Title
Treasurer
Signed
2019-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
50

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Adjustment to net assets beginning year = $4995

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IRS990/MissionDesc0the Montair Foundation funds many of the programs that make Montair such a wonderful school.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2395
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IRS990/ProgSrvcAccomActy2Grp/Desc0Vocal & Instrumental Music: All Kindergarteners have a vocal class once each week and all 3rd graders are introduced to instrumental music by learning to play the recorder.Paraprofessional Classroom Aides: All K - 3rd classrooms receive five hours a week of aide time and 4th and 5th classrooms receive seven and a half hours a week of aide time. Aides work directly with students in small group and 1:1 format.Library: Funding enables the library to remain open throughout the school day. State funding is so low that it does not cover a half-time position.
IRS990/ProgSrvcAccomActy3Grp/Desc0Cooperative Adventures & Rainbow Program: Important social and emotional supportprograms help students learn critical resolution and leadership skills.Reading Intervention: Foundation matches other funds to provide intensive reading intervention for K - 5th graders who need additional support.Other Programs: Other programs include enrichment, leadership, lunch program, science, and technology. When necessary, funds have also been used to assist with capital improvements and equipment needs of the Montair Elementary School.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.68$0.00$9.68$4.48$3.99$0.49
2024Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$3.42$2.34$1.09
2023Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$5.26$3.56$1.70
2022Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$5.40$2.52$2.89
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$2.83$2.06$0.78
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$4.07$5.10$1.02
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$4.21$5.77$1.56
2018Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$5.02$3.49$1.53
2017Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$4.49$2.74$1.75
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$4.84$4.43$0.41
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$4.83$4.09$0.73
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$4.29$4.66$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$3.49
2012Summary only. Only limited summary data is available for this year.$1.85$0.60$1.24$3.30$3.16$0.15
2011Summary only. Only limited summary data is available for this year.$1.76$0.66$1.10$3.18$3.55$0.37