Civic Intelligence

Piedmont Educational Foundation

990 • Fiscal year 2015 • EIN 94-6426176

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 30, 2015

Organization ProfileWWW.PIEDMONTEDFOUNDATION.ORG
PO Box 11192Piedmont, CA 94611

(510) 653-1816

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

52nd percentile

3.2%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

19th percentile

-5.4%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

5.4%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$6,733,960

Down $387,658 (-5.4%) from 2014

Net Assets

Down

$6,712,808

Down $137,240 (-2.0%) from 2014

Liabilities

Down

$21,152

Down $250,418 (-92%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin52nd percentile

Revenue

Up

$1,097,513

Up $56,122 (+5.4%) from 2014

Expenses

Up

$1,062,680

Up $636,500 (+149%) from 2014

Net Income

Down

$34,833

Down $580,378 (-94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2015

Assets$6,733,960
Liabilities$21,152
Net Assets$6,712,808
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

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

2015

Revenue$1,097,513
Expenses$1,062,680
Net Income$34,833
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 30, 2015
Return Version
2014v6.0
Gross Receipts
$1,685,225
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$5,551,166$6,006,871▲ $455,705
Savings and Temporary Cash Investments$1,538,666$689,434▼ $849,232
Investments Other Securities$2,551$3,061▲ $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$7,121,618$6,733,960▼ $387,658
Other Assets Total$29,235$34,594▲ $5,359
Liabilities
Accounts Payable and Accrued Expenses$271,519$21,152▼ $250,367
Other Liabilities$51--
Total Liabilities$271,570$21,152▼ $250,418
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,466,774$6,251,112▼ $215,662
Unrestricted Net Assets$164,156$240,549▲ $76,393
Temporarily Rstr Net Assets$219,118$221,147▲ $2,029
Total Net Assets Fund Balance$6,850,048$6,712,808▼ $137,240
Total Liabilities and Net Assets / Fund Balance$7,121,618$6,733,960▼ $387,658

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,968,511$467,629▲ $25,988-$5,824,595
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
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Mary IrelandPresident
Cathy GeddeisVice President
Christine Wente Von MetzschVice President
Ann TrutnerDirector
Anne-marie LamarcheDirector
Bryan CantrillDirector
Chee Keong LinDirector
Dawn RiordanDirector
Denis MathewsonDirector
Doug OkunDirector
Eileen RubyDirector
Gayle SellsDirector
Jackie KhorDirector
Jenny LynnDirector
Jim BaackDirector
John ChiangDirector
Mahvash HassanDirector
Shanti BrienDirector
Jen WilsonSecretary
Yoko NarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$871,982
Program Service Revenue
$11,172
Investment Income
$214,359
Other Revenue
$0
All Other Contributions
$871,982
Change in Net Assets
$34,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$921,699
Other Expenses$113,339
Total Fundraising Expense$41,138
Salaries, Compensation, and Employee Benefits$27,642
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$921,699--$921,699
Fees for Service Investment Mgmnt Fees-$25,997-$25,997
Other Salaries and Wages--$25,322$25,322
Office Expenses$2,927$1,183$8,965$13,075
Information Technology$10,772$725-$11,497
Occupancy-$3,945-$3,945
Payroll Taxes--$2,080$2,080
Fees for Services Accounting-$1,921-$1,921
Other Expenses$1,356-$4,531$1,356
Fees for Services Legal-$329-$329
Other Employee Benefits--$240$240
Insurance-$146-$146
Total Functional Expenses$987,296$34,246$41,138$1,062,680
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Piedmont Unified School DistrictPiedmont, CA-To Support the Public Schools$921,699
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-
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

Filer Name
Piedmont Educational Foundation
EIN
94-6426176
Phone
5106531816
Address
PO BOX 11192, PIEDMONT, CA 94611

Signing Officer

Name
Mary Ireland
Title
President
Signed
2015-12-30
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

Firm
Moline CPA
Address
3461 Castro Valley Blvd, Castro Valley, CA 94546
Preparer
Jeffrey 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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0201895
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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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt06712808
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt012464
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012464
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt03945
IRS990/OfficeExpensesGrp/FundraisingAmt08965
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01183
IRS990/OfficeExpensesGrp/ProgramServicesAmt02927
IRS990/OfficeExpensesGrp/TotalAmt013075
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0240
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0240
IRS990/OtherExpensesGrp/Desc0JOINT EXPENSES
IRS990/OtherExpensesGrp/Desc1PRINTING & PUBLICATION
IRS990/OtherExpensesGrp/Desc2CREDIT CARD DISCOUNTS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/ProgramServicesAmt037396
IRS990/OtherExpensesGrp/ProgramServicesAmt113146
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IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO THE PIEDMONT UNIFIED SCHOOL DISTRICT TO SUPPORT QUALITY DEPTH AND BREADTH OF THE EDUCATIONAL PROGRAM PROVIDED BY THE PUBLIC SCHOOLS.
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLICATION OF A STUDENT DIRECTORY TO FACILITATE COMMUNICATION IN THE PIEDMONT COMMUNITY.
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IRS990/PYProgramServiceRevenueAmt011154
IRS990/PYRevenuesLessExpensesAmt0615211
IRS990/PYSalariesCompEmpBnftPaidAmt024957
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt034833
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,733,960
Liabilities
$21,152
Net assets
$6,712,808
Revenue
$1,097,513
Expenses
$1,062,680
Net income
$34,833
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