Civic Intelligence

Urbanek Education Fund

EIN 94-3372793 • Menlo Park, CA

PO Box 7812 2120 Avy AveMenlo Park, CA 94026
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

93rd percentile

69%

Faster asset growth than 93% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

33%

Faster revenue growth than 73% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$516,489

Up $210,293 (+69%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$516,489

Up $210,293 (+69%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin88th percentile

Revenue

Up

$441,098

Up $109,092 (+33%) from 2023

Expenses

Down

$230,805

Down $87,900 (-28%) from 2023

Net Income

Up

$210,293

Up $196,992 (+1481%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $345,633Liabilities 2011: $02011Assets 2012: $290,476Liabilities 2012: $02012Assets 2013: $488,149Liabilities 2013: $02013Assets 2014: $930,461Liabilities 2014: $0Net Assets 2014: $930,4612014Assets 2015: $849,676Liabilities 2015: $0Net Assets 2015: $849,6762015Assets 2016: $653,293Liabilities 2016: $1,131Net Assets 2016: $652,1622016Assets 2017: $644,229Liabilities 2017: $0Net Assets 2017: $644,2292017Assets 2018: $558,953Liabilities 2018: $0Net Assets 2018: $558,9532018Assets 2019: $760,838Liabilities 2019: $3,248Net Assets 2019: $757,5902019Assets 2020: $540,659Liabilities 2020: $0Net Assets 2020: $540,6592020Assets 2021: $517,815Liabilities 2021: $0Net Assets 2021: $517,8152021Assets 2022: $292,895Liabilities 2022: $0Net Assets 2022: $292,8952022Assets 2023: $306,196Liabilities 2023: $0Net Assets 2023: $306,1962023Assets 2024: $516,489Liabilities 2024: $0Net Assets 2024: $516,4892024

Highlighted filing

2024

Assets$516,489
Liabilities$0
Net Assets$516,489
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $105,500Expenses 2011: $211,640Net Income 2011: -$106,1402011Revenue 2012: $128,003Expenses 2012: $183,160Net Income 2012: -$55,1572012Revenue 2013: $394,647Expenses 2013: $196,974Net Income 2013: $197,6732013Revenue 2014: $630,006Expenses 2014: $185,120Net Income 2014: $444,8862014Revenue 2015: $30,263Expenses 2015: $110,486Net Income 2015: -$80,2232015Revenue 2016: $213,735Expenses 2016: $173,917Net Income 2016: $39,8182016Revenue 2017: $238,092Expenses 2017: $196,194Net Income 2017: $41,8982017Revenue 2018: $111,484Expenses 2018: $194,573Net Income 2018: -$83,0892018Revenue 2019: $932,288Expenses 2019: $212,022Net Income 2019: $720,2662019Revenue 2020: $1,279Expenses 2020: $218,210Net Income 2020: -$216,9312020Revenue 2021: $168,633Expenses 2021: $191,470Net Income 2021: -$22,8372021Revenue 2022: $5,785Expenses 2022: $230,705Net Income 2022: -$224,9202022Revenue 2023: $332,006Expenses 2023: $318,705Net Income 2023: $13,3012023Revenue 2024: $441,098Expenses 2024: $230,805Net Income 2024: $210,2932024

Highlighted filing

2024

Revenue$441,098
Expenses$230,805
Net Income$210,293
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$516,489
Liabilities
$0
Net assets
$516,489
Revenue
$441,098
Expenses
$230,805
Net income
$210,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$4.41$2.31$2.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$3.32$3.19$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.06$2.31$2.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$1.69$1.91$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.00$5.41$0.01$2.18$2.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$0.03$7.58$9.32$2.12$7.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$1.11$1.95$0.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.44$0.00$6.44$2.38$1.96$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$0.01$6.52$2.14$1.74$0.40
2015Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.30$1.10$0.80
2014Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$6.30$1.85$4.45
2013Summary only. Only limited summary data is available for this year.$4.88$0.00$3.95$1.97$1.98
2012Summary only. Only limited summary data is available for this year.$2.90$0.00$1.28$1.83$0.55
2011Summary only. Only limited summary data is available for this year.$3.46$0.00$1.06$2.12$1.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen UrbanekTreasurer-$0--
LIDA URBANEKPresident-$0--
PENNY GALLOSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF CALIFORNIA BERKELEYSCHOLARSHIP FOR STUDY.-BERKELEY, CA, US$16,000
Paid GrantUNIVERSITY OF TEXAS AT DALLASSCHOLARSHIP FOR STUDY.-RICHARDSON, TX, US$13,000
Paid GrantMASSACHUSETTS INSTITUTE OF TECHNOLOGYSCHOLARSHIP FOR STUDY.-CAMBRIDGE, MA, US$11,000
Paid GrantUNIVERSITY OF CALIFORNIA SANTA BARBARASCHOLARSHIP FOR STUDY.-SANTA BARBARA, CA, US$11,000
Paid GrantUNIVERSITY OF MASSACHUSETTSSCHOLARSHIP FOR STUDY.-amherst, MA, US$10,000
Paid GrantCOLUMBIA UNIVERSITYSCHOLARSHIP FOR STUDY.-NEW YORK, NY, US$10,000
Paid GrantUNIVERSITY OF CALIFORNIA IRVINESCHOLARSHIP FOR STUDY.-IRVINE, CA, US$10,000
Paid GrantUNIVERISTY OF WISCONSIN MADISONSCHOLARSHIP FOR STUDY.-MADISON, WI, US$10,000
Paid GrantUNIVERSITY OF WASHINGTONSCHOLARSHIP FOR STUDY.-SEATTLE, WA, US$10,000
Paid GrantARIZONA STATE UNIVERSITYSCHOLARSHIP FOR STUDY.-Tempe, AZ, US$8,000
Paid GrantUNIVERSITY OF CALIFORNIA SAN DIEGOSCHOLARSHIP FOR STUDY-LA JOLLA, CA, US$8,000
Paid GrantCARNEGIE MELLON UNIVERSITYSCHOLARSHIP FOR STUDY.-PITTSBURGH, PA, US$7,000
Paid GrantCALIFORNIA POLYTECHNIC STATE UNIVERSITYSCHOLARSHIP FOR STUDY.-SAN LOUIS OBISPO, CA, US$6,000
Paid GrantUNIVERSITY OF CALIFORNIA DAVISSCHOLARSHIP FOR STUDY.-DAVIS, CA, US$6,000
Paid GrantUNIVERSITY OF NOTRE DAMESCHOLARSHIP FOR STUDY-NOTRE DAME, IN, US$6,000
Paid GrantREGIS COLLEGESCHOLARSHIP FOR STUDY-WESTON, MA, US$6,000
Paid GrantNorth Eastern UniversitySCHOLARSHIP FOR STUDY.-Boston, MA, US$5,000
Paid GrantSANTA CLARA UNIVERSITYSCHOLARSHIP FOR STUDY.-Santa Clara, CA, US$5,000
Paid GrantUNIVERSITY OF NORTH CAROLINASCHOLARSHIP FOR STUDY.-CHAPEL HILL, NC, US$5,000
Paid GrantUNIVERSITY OF TENNESSEESCHOLARSHIP FOR STUDY-KNOXVILLE, TN, US$5,000
Paid GrantNEW JERSEY INSTITUTE OF TECHNOLOGYSCHOLARSHIP FOR STUDY-NEWARK, NJ, US$5,000
Paid GrantUNIVERSITY OF CALIFORNIA RIVERSIDESCHOLARSHIP FOR STUDY.-RIVERSIDE, CA, US$4,000
Paid GrantMICHIGAN STATE UNIVERISTYSCHOLARSHIP FOR STUDY-EAST LANCING, MI, US$4,000
Paid GrantNEW MEXICO STATE UNIVERSITYSCHOLARSHIP FOR STUDY-LAS CRUCES, NM, US$4,000
Paid GrantCLARK COLLEGESCHOLARSHIP FOR STUDY.-Vancouver, WA, US$3,000
Paid GrantJIE FUSCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.-YUYANG TOWN QIANJIANG, CH$3,000
Paid GrantGIAN FRONDARINASCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.-SN$3,000
Paid GrantKONG MEIQINSCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.-Shenzhen, CH$2,000
Paid GrantXIAN LIN WONGSCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.-SN$2,000
Paid GrantUNIVERSITY OF CALIFORNIA LOS ANGELESSCHOLARSHIP FOR STUDY.-LOS ANGELES, CA, US$2,000
Paid GrantJING FEI HUANGSCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.-LONGYOU, ZHEJIANG, CH$2,000
Paid GrantKEVIN WENGSCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.-Fremont, CA, US$2,000
Paid GrantMIHI CHAUHANSCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.-Fremont, CA, US$2,000
Paid GrantUNIVERSITY OF ILLINOIS URBANASCHOLARSHIP FOR STUDY-URBANA, IL, US$2,000
Filing and Contact Details

Filer

Filer Name
Urbanek Education Fund
EIN
94-3372793
In Care Of
% JOY HEMP
Phone
4157299180
Address
PO Box 7812 2120 Avy Ave, Menlo Park, CA 94026

Signing Officer

Name
Karen Urbanek
Title
Treasurer
Phone
4157299180
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group LP
Address
3 Lagoon Drive Ste 400, Redwood CIty, CA 94065
Preparer
David M Sacarelos
Phone
6503654646
Raw XML AppendixShowing 400 of 547 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt1897
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1THE PRIVATE FOUNDATION
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2BOOKKEEPING
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1601
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04094
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1296
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1441084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SPDR S&P 500 ETF TRUST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Karen Urbanek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LIDA URBANEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PENNY GALLO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Tempe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN LOUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Vancouver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Santa Clara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17RICHARDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19Fremont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm20Fremont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm21KNOXVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm22EAST LANCING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm23NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm24WESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm25LAS CRUCES

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