Civic Intelligence

Kohl Educational Foundation

990EZ • Fiscal year 2016 • EIN 94-3329542

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

7.9%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$93,506

Up $33,054 (+55%) from 2015

Net Assets

Up

$93,506

Up $33,054 (+55%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$116,378

Up $8,473 (+7.9%) from 2015

Expenses

Down

$83,324

Down $47,538 (-36%) from 2015

Net Income

Up

$33,054

Up $56,011 (+244%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$93,506
Liabilities-
Net Assets$93,506

Operations Trend

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

2016

Revenue$116,378
Expenses$83,324
Net Income$33,054
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$142,757
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.

Organizing after school events tutoring

Program Services

DescriptionGrantsExpenses
Organizing after school events and tutoring-$56,945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Francine MartinezPresidentPT$0--
Katie AussenVice PresidentPT$0--
Tim DearbornSecretaryPT$0--
Tamara MorgaliTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$38,665$38,665$15,801$22,864
Miscellaneous Fundraisers$20,410$20,410$10,578$9,832
Total Events$59,075$59,075$26,379$32,696
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
Francine Martinez
Title
President
Phone
2092982004
Signed
2017-05-08
Discuss with paid preparer
No

Preparer

Firm
Number Solutions LLC
Address
218 S School Street, Lodi, CA 95240
Preparer
Nancy L Byer-Hauan
Phone
2093660746
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 460

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 346

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Charges 566

Form 990-EZ, Part I, Line 16, Other Expenses

Activity Expenses 14,026

Form 990-EZ, Part I, Line 16, Other Expenses

Charitable Contributions 5,212

Form 990-EZ, Part I, Line 16, Other Expenses

Field Trip Expenses 23,635

Form 990-EZ, Part I, Line 16, Other Expenses

Kasp Expenses 29,949

Form 990-EZ, Part I, Line 16, Other Expenses

Kohl Reserve 8,500

Raw XML Appendix179 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.

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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/OtherExpensesTotalAmt082694
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZING AFTER SCHOOL EVENTS TUTORING
IRS990EZ/ProgramServiceRevenueAmt046205
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organizing after school events and tutoring
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056945
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026379
IRS990EZ/SpecialEventsNetIncomeLossAmt032696
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalExpensesAmt083324
IRS990EZ/TotalProgramServiceExpensesAmt056945
IRS990EZ/TotalRevenueAmt0116378
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084691
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0235288
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0173780
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0142757
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Crab Feed
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Miscellaneous Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038665
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038665
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015801
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges 566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Expenses 14,026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Charitable Contributions 5,212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trip Expenses 23,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Kasp Expenses 29,949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Kohl Reserve 8,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Francine Martinez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02092982004
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.181.15.221
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm000:04:52
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Number Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 S School Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lodi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095240
ReturnHeader/PreparerPersonGrp/PhoneNum02093660746
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy L Byer-Hauan
ReturnHeader/ReturnTs02017-05-08T05:12:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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