Civic Intelligence

Piedmont Educational Foundation

990 • Fiscal year 2014 • EIN 94-6426176

Jul 01, 2013 to Jun 30, 2014 • Filed on May 07, 2015

Organization ProfileWWW.PIEDMONTEDFOUNDATION.ORG
PO Box 1119294611

(510) 653-1816

Siviq Scores

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

Liabilities / Assets

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.26x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

88th percentile

29%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,121,618

Up $1,583,712 (+29%) from 2013

Net Assets

Up

$6,850,048

Up $1,318,238 (+24%) from 2013

Liabilities

Up

$271,570

Up $265,474 (+4355%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

$1,041,391

No earlier filing loaded for comparison.

Expenses

Up

$426,180

Up $53,714 (+14%) from 2013

Net Income

$615,211

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,751,970Liabilities 2011: $46Net Assets 2011: $4,751,9242011Assets 2012: $4,905,495Liabilities 2012: $0Net Assets 2012: $4,905,4952012Assets 2013: $5,537,906Liabilities 2013: $6,096Net Assets 2013: $5,531,8102013Assets 2014: $7,121,618Liabilities 2014: $271,570Net Assets 2014: $6,850,0482014Assets 2015: $6,733,960Liabilities 2015: $21,152Net Assets 2015: $6,712,8082015Assets 2016: $8,742,460Liabilities 2016: $100,566Net Assets 2016: $8,641,8942016Assets 2017: $9,568,791Liabilities 2017: $205,220Net Assets 2017: $9,363,5712017Assets 2018: $10,320,284Liabilities 2018: $167,240Net Assets 2018: $10,153,0442018Assets 2019: $11,262,883Liabilities 2019: $221,131Net Assets 2019: $11,041,7522019Assets 2020: $11,730,033Liabilities 2020: $55,114Net Assets 2020: $11,674,9192020Assets 2021: $13,462,754Liabilities 2021: $34,717Net Assets 2021: $13,428,0372021Assets 2022: $12,935,136Liabilities 2022: $65,086Net Assets 2022: $12,870,0502022Assets 2023: $13,516,564Liabilities 2023: $57,981Net Assets 2023: $13,458,5832023Assets 2024: $14,715,134Liabilities 2024: $52,099Net Assets 2024: $14,663,0352024

Highlighted filing

2014

Assets$7,121,618
Liabilities$271,570
Net Assets$6,850,048
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $267,3632011Expenses 2012: $677,1692012Expenses 2013: $372,4662013Revenue 2014: $1,041,391Expenses 2014: $426,180Net Income 2014: $615,2112014Revenue 2015: $1,097,513Expenses 2015: $1,062,680Net Income 2015: $34,8332015Revenue 2016: $3,887,309Expenses 2016: $3,927,344Net Income 2016: -$40,0352016Revenue 2017: $3,378,071Expenses 2017: $3,432,004Net Income 2017: -$53,9332017Revenue 2018: $3,536,789Expenses 2018: $2,939,098Net Income 2018: $597,6912018Revenue 2019: $4,025,037Expenses 2019: $3,432,981Net Income 2019: $592,0562019Revenue 2020: $3,841,454Expenses 2020: $3,708,256Net Income 2020: $133,1982020Revenue 2021: $3,686,859Expenses 2021: $3,930,418Net Income 2021: -$243,5592021Revenue 2022: $4,571,932Expenses 2022: $3,493,884Net Income 2022: $1,078,0482022Revenue 2023: $4,365,711Expenses 2023: $4,344,291Net Income 2023: $21,4202023Revenue 2024: $4,934,717Expenses 2024: $4,419,285Net Income 2024: $515,4322024

Highlighted filing

2014

Revenue$1,041,391
Expenses$426,180
Net Income$615,211
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 7, 2015
Return Version
2013v4.0
Gross Receipts
$1,132,574
Mission and Program Overview

Mission

The mission of the piedmont educational foundation is to promote academic excellence, champion innovation, and provide sustained financial support to the piedmont public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,741,506$5,551,166▲ $809,660
Savings and Temporary Cash Investments$793,289$1,538,666▲ $745,377
Investments Other Securities$3,061$2,551▼ $510
Cash and Non-Interest-Bearing Accounts-$0-
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 Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,537,906$7,121,618▲ $1,583,712
Other Assets Total$50$29,235▲ $29,185
Liabilities
Accounts Payable and Accrued Expenses-$271,519-
Other Liabilities$6,096$51▼ $6,045
Total Liabilities$6,096$271,570▲ $265,474
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,123,194$6,466,774▲ $1,343,580
Temporarily Rstr Net Assets$194,992$219,118▲ $24,126
Unrestricted Net Assets$213,624$164,156▼ $49,468
Total Net Assets Fund Balance$5,531,810$6,850,048▲ $1,318,238
Total Liabilities and Net Assets / Fund Balance$5,537,906$7,121,618▲ $1,583,712

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$510--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,123,194$292,869▲ $814,814-$5,968,511
2012$4,572,232$282,322▲ $517,494-$5,123,194
2011$4,396,627$533,190▲ $41,309-$4,572,232
2010$3,520,582$343,019▲ $714,355-$4,396,627
2009$244,254$397,749▲ $95,421$11,199$3,520,582
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Anne-marie LamarcheComm Chair
Mary IrelandPresident
Cathy GeddeisVice President
Bryan CantrillBoard Member
Denis MathewsonBoard Member
Eileen RubyBoard Member
Jackie KhorBoard Member
Mahvash HassanBoard Member
Shanti BrienBoard Member
Ann TrutnerDirectory
Nancy Mchugh2nd Vice Pres
Yoko NarterAsst Treasurer
Paul ManolisAt Large
Huldah HodkinsonDbfl
Doug OkunFundraising
Chee Keong LinGovernance
Christine Wente Von MetzschGrants & Dev.
Bob McbainInvestments
Jen WilsonSecretary
Jim BaackWeb Master
Revenue and Support

Revenue Composition

Contributions and Grants
$898,891
Program Service Revenue
$11,154
Investment Income
$131,346
Other Revenue
$0
All Other Contributions
$898,891
Change in Net Assets
$615,211

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$28,056Fair Market Value (FMV)
Total Noncash Contributions3$28,056-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$353,774
Other Expenses$47,449
Total Fundraising Expense$46,621
Salaries, Compensation, and Employee Benefits$24,957
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$353,774--$353,774
Other Salaries and Wages--$23,064$23,064
Occupancy-$3,609-$3,609
Fees for Services Accounting-$3,500-$3,500
Other Expenses$15,786-$2,080$2,080
Payroll Taxes--$1,893$1,893
All Other Expenses-$752$590$1,342
Information Technology-$1,167-$1,167
Office Expenses-$494-$494
Advertising-$329-$329
Insurance-$148-$148
Total Functional Expenses$369,560$9,999$46,621$426,180
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-6002444--To Support the Public Schools$353,774
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
Credit Card in Transit$51
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
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

“The board of directors of the piedmont educational foundation constitute its membership.”

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

“The form 990 is reviewed in draft form by a committee including the president and treasurer. Any changes to the draft form 990 are incorporated into the final information return.”

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

“The compliance officer solicits and reviews annually an affirmation and disclosure statement from each director and each employee of potential conflicts of interest. The board president rules on whether a potential conflict of an employee is an actual conflict of interest. The board similarly reviews and rules on potential director conflicts.”

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

“Governing documents, policies, financial statements, and forms 990 are available for review at the foundation office. In addition, form 990 and founding documents are available online at the website maintained by the california registry of charitable trust, an agency directed by the california attorney general.”

Filing and Contact Details

Filer

EIN
94-6426176
Phone
5106531816

Signing Officer

Name
Mary Ireland
Title
President
Signed
2015-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
26

Preparer

Preparer
Jeff Moline
Phone
5105386014
Supplemental Narrative

Financial Statement Notes

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

“Endowment funds are held to provide sustained financial support to the piedmont public schools.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMM CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTORY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DBFL
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt82nd Vice Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10WEB MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt12GRANTS & DEV.
IRS990/Form990PartVIISectionAGrp/TitleTxt13FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt14INVESTMENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt15AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
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IRS990/FormationYr01975
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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0113086
IRS990/GrossReceiptsAmt01132574
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IRS990/InformationTechnologyGrp/TotalAmt01167
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0109443
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03061
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt091183
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE PIEDMONT EDUCATIONAL FOUNDATION IS TO PROMOTE ACADEMIC EXCELLENCE, CHAMPION INNOVATION, AND PROVIDE SUSTAINED FINANCIAL SUPPORT TO THE PIEDMONT PUBLIC SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt06850048
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021903
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021903
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0703027
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt028056
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03609
IRS990/OccupancyGrp/TotalAmt03609
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0494
IRS990/OfficeExpensesGrp/TotalAmt0494
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt050
IRS990/OtherAssetsTotalGrp/EOYAmt029235
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1BOND MEASURE DONATION
IRS990/OtherExpensesGrp/Desc2EVENT COSTS
IRS990/OtherExpensesGrp/Desc3CREDIT CARD DISCOUNTS
IRS990/OtherExpensesGrp/FundraisingAmt09933
IRS990/OtherExpensesGrp/FundraisingAmt15000
IRS990/OtherExpensesGrp/FundraisingAmt24061
IRS990/OtherExpensesGrp/FundraisingAmt32080
IRS990/OtherExpensesGrp/ProgramServicesAmt015786
IRS990/OtherExpensesGrp/TotalAmt025719
IRS990/OtherExpensesGrp/TotalAmt15000
IRS990/OtherExpensesGrp/TotalAmt24061
IRS990/OtherExpensesGrp/TotalAmt32080
IRS990/OtherLiabilitiesGrp/BOYAmt06096
IRS990/OtherLiabilitiesGrp/EOYAmt051
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt023064
IRS990/OtherSalariesAndWagesGrp/TotalAmt023064
IRS990/OtherWebsiteInd0X
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01893
IRS990/PayrollTaxesGrp/TotalAmt01893
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06466774
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS AND AWARDS TO TEACHERS AND STUDENTS IN SUPPORT OF INNOVATION AND EXCELLENCE IN THE EDUCATIONAL PROGRAM PROVIDED BY THE PUBLIC SCHOOLS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0103774
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0103774
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLICATION OF A STUDENT DIRECTORY TO FACILITATE COMMUNICATION IN THE PIEDMONT COMMUNITY.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt011154
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt0118826
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt062743
IRS990/PYOtherRevenueAmt010294
IRS990/PYProgramServiceRevenueAmt09791
IRS990/PYRevenuesLessExpensesAmt0231517
IRS990/PYSalariesCompEmpBnftPaidAmt010023
IRS990/PYTotalExpensesAmt0372466
IRS990/PYTotalRevenueAmt0603983
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0615211
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0793289
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01538666

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,121,618
Liabilities
$271,570
Net assets
$6,850,048
Revenue
$1,041,391
Expenses
$426,180
Net income
$615,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.7$0.05$14.7$4.93$4.42$0.52
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.06$13.5$4.37$4.34$0.02
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.07$12.9$4.57$3.49$1.08
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.03$13.4$3.69$3.93$0.24
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.06$11.7$3.84$3.71$0.13
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.22$11.0$4.03$3.43$0.59
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.17$10.2$3.54$2.94$0.60
2017Detailed filing. Detailed filing data is available for this year.$9.57$0.21$9.36$3.38$3.43$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.74$0.10$8.64$3.89$3.93$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.73$0.02$6.71$1.10$1.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.12$0.27$6.85$1.04$0.43$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.01$5.53$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.00$4.91$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.00$4.75$0.27