Civic Intelligence

Kohl Educational Foundation

990EZ • Fiscal year 2014 • EIN 94-3329542

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 25, 2015

Organization ProfileN/A
4115 North Crown AvenueStockton, CA 95207

(209) 937-0737

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

58%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$83,409

Up $30,568 (+58%) from 2013

Net Assets

Up

$83,409

Up $30,568 (+58%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$132,806

Up $22,268 (+20%) from 2013

Expenses

Down

$101,841

Down $6,762 (-6.2%) from 2013

Net Income

Up

$30,965

Up $29,030 (+1500%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$150K$100K$50K$0-$50KAssets 2010: $27,322Liabilities 2010: $0Net Assets 2010: $27,3222010Assets 2011: $38,065Liabilities 2011: $0Net Assets 2011: $38,0652011Assets 2012: $50,906Liabilities 2012: $0Net Assets 2012: $50,9062012Assets 2013: $52,841Net Assets 2013: $52,8412013Assets 2014: $83,409Net Assets 2014: $83,4092014Assets 2015: $60,452Net Assets 2015: $60,4522015Assets 2016: $93,506Net Assets 2016: $93,5062016Assets 2017: $42,946Liabilities 2017: $02017Assets 2018: $0Net Assets 2018: -$2,3632018Assets 2019: $86,170Net Assets 2019: $86,1702019Assets 2020: $99,405Net Assets 2020: $99,4052020Assets 2021: $91,905Net Assets 2021: $91,9052021Assets 2022: $97,417Net Assets 2022: $97,4172022Assets 2023: $127,424Net Assets 2023: $127,4242023Assets 2024: $117,876Net Assets 2024: $117,8762024

Highlighted filing

2014

Assets$83,409
Liabilities-
Net Assets$83,409
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $50,4452010Expenses 2011: $30,1942011Expenses 2012: $52,9502012Revenue 2013: $110,538Expenses 2013: $108,603Net Income 2013: $1,9352013Revenue 2014: $132,806Expenses 2014: $101,841Net Income 2014: $30,9652014Revenue 2015: $107,905Expenses 2015: $130,862Net Income 2015: -$22,9572015Revenue 2016: $116,378Expenses 2016: $83,324Net Income 2016: $33,0542016Revenue 2017: $120,847Expenses 2017: $105,742Net Income 2017: $15,1052017Revenue 2018: $41,385Expenses 2018: $86,694Net Income 2018: -$45,3092018Revenue 2019: $89,093Expenses 2019: $107,042Net Income 2019: -$17,9492019Revenue 2020: $44,747Expenses 2020: $31,512Net Income 2020: $13,2352020Revenue 2021: $26,902Expenses 2021: $34,402Net Income 2021: -$7,5002021Revenue 2022: $81,248Expenses 2022: $75,736Net Income 2022: $5,5122022Revenue 2023: $64,853Expenses 2023: $34,846Net Income 2023: $30,0072023Revenue 2024: $39,437Expenses 2024: $48,985Net Income 2024: -$9,5482024

Highlighted filing

2014

Revenue$132,806
Expenses$101,841
Net Income$30,965
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 25, 2015
Return Version
2014v5.0
Gross Receipts
$132,806
Mission and Program Overview

Mission

This organization, the kohl education foundation, is founded upon the principle that all children who are students of kohl elementary, shall be allowed to particiapate and be involved in educational opportunities which will enhance their school experience and further their education. The parents, volunteers, and groups that support our efforts, are to be commended for their tremendous efforts to provide a great opportunity to learn and prosper.

Khol education foundation principal function is to assist and participate in the activities, fundraising, and general well fare of kohl elementary school in stockton ca. Kohl elementary school is a public school and is part of the stockton

Program Services

DescriptionGrantsExpenses
ORGANIZING AFTER SCHOOL EVENTS AND TUTORING-$59,625
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGGIE MARTINEZPresidentPT$0--
DAVID QUALLSVice PresidentPT$0--
TIM DEARBORNSecretaryPT$0--
TAMARA MORGALITreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$53,935$53,935$28,129$25,806
Total Events$53,935$53,935$28,129$25,806
Filing and Contact Details

Filer

Filer Name
Kohl Educational Foundation
EIN
94-3329542
Phone
2099370737
Address
4115 NORTH CROWN AVENUE, STOCKTON, CA 95207

Signing Officer

Name
Reggie Martinez
Title
President
Phone
2099370737
Signed
2015-03-25

Preparer

Firm
Bmb Associates
Address
9619 WINDHAM CT, STOCKTON, CA 95209-1134
Preparer
Clifford M Barros Ea
Phone
2099515148
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank charges 433. Equipment 764. Events 35052. Jacoby center for tutors 34063. Supplies 6372. Misc 246. Trips 13333. Charity 2211. Kasp supplies 1742.”

Form 990EZ, Part I, Line 20

“UNCASHED CHECKS -397.”

Raw XML Appendix138 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt04062
IRS990EZ/BooksInCareOfDetail/PersonNm0TAMARA MORGALI
IRS990EZ/BooksInCareOfDetail/PhoneNum02094659712
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04115 NORTH CROWN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052841
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt072719
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030965
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03563
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052841
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083409
IRS990EZ/FundraisingGrossIncomeAmt053935
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0132806
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052841
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083409
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052841
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083409
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REGGIE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID QUALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM DEARBORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMARA MORGALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-397
IRS990EZ/OtherExpensesTotalAmt094216
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0KHOL EDUCATION FOUNDATION PRINCIPAL FUNCTION IS TO ASSIST AND PARTICIPATE IN THE ACTIVITIES, FUNDRAISING, AND GENERAL WELL FARE OF KOHL ELEMENTARY SCHOOL IN STOCKTON CA. KOHL ELEMENTARY SCHOOL IS A PUBLIC SCHOOL AND IS PART OF THE STOCKTON
IRS990EZ/ProgramServiceRevenueAmt06152
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZING AFTER SCHOOL EVENTS AND TUTORING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059625
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt053935
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101841
IRS990EZ/TotalProgramServiceExpensesAmt059625
IRS990EZ/TotalRevenueAmt0132806
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072719
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060087
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0132806
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132806
IRS990ScheduleA/Total509Grp/TotalAmt0132806
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132806
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028129
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053935
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025806
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028129
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 433. EQUIPMENT 764. EVENTS 35052. JACOBY CENTER FOR TUTORS 34063. SUPPLIES 6372. MISC 246. TRIPS 13333. CHARITY 2211. KASP SUPPLIES 1742.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNCASHED CHECKS -397.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REGGIE MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02099370737
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOHL EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOHL
ReturnHeader/Filer/EIN0943329542
ReturnHeader/Filer/PhoneNum02099370737
ReturnHeader/Filer/USAddress/AddressLine1Txt04115 NORTH CROWN AVENUE
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMB ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09619 WINDHAM CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952091134
ReturnHeader/PreparerPersonGrp/PhoneNum02099515148
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLIFFORD M BARROS EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-21T11:49:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,409
Liabilities
-
Net assets
$83,409
Revenue
$132,806
Expenses
$101,841
Net income
$30,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.39$0.49$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.65$0.35$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.81$0.76$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.27$0.34$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.45$0.32$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.89$1.07$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.02$0.41$0.87$0.45
2017Summary only. Only limited summary data is available for this year.$0.43$0.00$1.21$1.06$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.94$1.16$0.83$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.08$1.31$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.33$1.02$0.31
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.11$1.09$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.50