Civic Intelligence

Caliente Educational Foundation

990EZ • Fiscal year 2022 • EIN 95-2135621

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 11, 2023

Organization ProfileCALIENTEEDUCATIONFOUNDATION.COM
PO Box 125Caliente, CA 93518

(661) 867-2409

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

29th percentile

-12%

Faster asset growth than 29% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

47th percentile

6.2%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$53,266

Down $15,878 (-23%) from 2020

Net Assets

Down

$25,453

Down $46,331 (-65%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$70,196

Up $8,011 (+13%) from 2020

Expenses

Up

$44,743

Up $11,040 (+33%) from 2020

Net Income

Down

$25,453

Down $3,029 (-11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$80K$60K$40K$20K$0Assets 2011: $48,550Liabilities 2011: $2732011Assets 2012: $50,989Liabilities 2012: $6342012Assets 2013: $49,807Liabilities 2013: $5092013Assets 2014: $59,786Liabilities 2014: $385Net Assets 2014: $59,4012014Assets 2015: $50,203Liabilities 2015: $84Net Assets 2015: $50,1192015Assets 2016: $35,100Liabilities 2016: $193Net Assets 2016: $34,9072016Assets 2017: $9,516Liabilities 2017: $0Net Assets 2017: $9,5162017Assets 2018: $31,645Net Assets 2018: $32,0342018Assets 2019: $43,302Net Assets 2019: $37,1172019Assets 2020: $69,144Net Assets 2020: $71,7842020Assets 2022: $53,266Net Assets 2022: $25,4532022Assets 2023: $44,083Net Assets 2023: $41,5192023Assets 2024: $51,190Net Assets 2024: $46,7032024Assets 2025: $33,703Liabilities 2025: $0Net Assets 2025: $33,7032025

Highlighted filing

2022

Assets$53,266
Liabilities-
Net Assets$25,453
Open 2022 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KRevenue 2011: $4,319Expenses 2011: $10,145Net Income 2011: -$5,8262011Revenue 2012: $14,331Expenses 2012: $12,253Net Income 2012: $2,0782012Revenue 2013: $12,401Expenses 2013: $13,458Net Income 2013: -$1,0572013Revenue 2014: $12,765Expenses 2014: $2,662Net Income 2014: $10,1032014Revenue 2015: $6,484Expenses 2015: $15,766Net Income 2015: -$9,2822015Revenue 2016: $2,607Expenses 2016: $17,819Net Income 2016: -$15,2122016Revenue 2017: $12,858Expenses 2017: $15,800Net Income 2017: -$2,9422017Revenue 2018: $17,010Expenses 2018: $12,872Net Income 2018: $4,1382018Revenue 2019: $49,022Expenses 2019: $43,185Net Income 2019: $5,8372019Revenue 2020: $62,185Expenses 2020: $33,703Net Income 2020: $28,4822020Revenue 2022: $70,196Expenses 2022: $44,743Net Income 2022: $25,4532022Revenue 2023: $46,303Expenses 2023: $58,050Net Income 2023: -$11,7472023Revenue 2024: $69,317Expenses 2024: $66,697Net Income 2024: $2,6202024Revenue 2025: $26,250Expenses 2025: $25,164Net Income 2025: $1,0862025

Highlighted filing

2022

Revenue$70,196
Expenses$44,743
Net Income$25,453
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 11, 2023
Return Version
2021v4.2
Gross Receipts
$70,196
Mission and Program Overview

Mission

To provide financial support for books and equipment needed by the caliente union school district

Program Services

DescriptionGrantsExpenses
PROVIDED FINANCIAL SUPPORT TO LOCAL SCHOOLS, THROUGH BOOKS, AND FUNDRAISING EVENTS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNIE BIRDWELLPresident-$0--
DOBBIE DONALDSONSecretary/TreasurerPT$0--
LESTER JELLISONFirst VP-$0--
MICHAEL VAQUEROSecond VP-$0--
Filing and Contact Details

Filer

Filer Name
Caliente Educational Foundation
EIN
95-2135621
Phone
6618672409
Address
PO BOX 125, Caliente, CA 93518

Signing Officer

Name
Debbie Donaldson
Title
Secretary/treasurer
Phone
6618672409
Signed
2023-01-11
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
2600 OSWELL ST STE D, BAKERSFIELD, CA 93306
Preparer
Shannon Paracha
Phone
6618721040
Supplemental Narrative

Additional Explanations

Pg 1 Part 1 Line 10

“College scholarships for higher education/2 scholarships proved in 2021 fiscal year”

Raw XML Appendix120 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/BooksInCareOfDetail/PersonNm0DEBBIE DONALDSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06618672409
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014905 CALIENTE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Caliente
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053266
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070185
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0405
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053266
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04500
IRS990EZ/GrossReceiptsAmt070196
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025453
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053266
IRS990EZ/OccupancyRentUtltsAndMaintAmt04694
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNIE BIRDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOBBIE DONALDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LESTER JELLISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL VAQUERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FIRST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECOND VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034513
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SUPPORT FOR BOOKS AND EQUIPMENT NEEDED BY THE CALIENTE UNION SCHOOL DISTRICT
IRS990EZ/PrintingPublicationsPostageAmt0631
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FINANCIAL SUPPORT TO LOCAL SCHOOLS, THROUGH BOOKS, AND FUNDRAISING EVENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044743
IRS990EZ/TotalRevenueAmt070196
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CALIENTEEDUCATIONFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016994
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0false
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLEGE SCHOLARSHIPS FOR HIGHER EDUCATION/2 SCHOLARSHIPS PROVED IN 2021 FISCAL YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PG 1 PART 1 LINE 10
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE DONALDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06618672409
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIENTE EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0952135621
ReturnHeader/Filer/PhoneNum06618672409
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 125
ReturnHeader/Filer/USAddress/CityNm0Caliente
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093518
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 OSWELL ST STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093306
ReturnHeader/PreparerPersonGrp/PhoneNum06618721040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shannon Paracha
ReturnHeader/ReturnTs02023-01-18T19:50:47Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONALDSON
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,266
Liabilities
-
Net assets
$25,453
Revenue
$70,196
Expenses
$44,743
Net income
$25,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$26.3$25.2$1.09
2024Detailed filing. Detailed filing data is available for this year.$51.2$46.7$69.3$66.7$2.62
2023Detailed filing. Detailed filing data is available for this year.$44.1$41.5$46.3$58.1$11.7
2022Detailed filing. Detailed filing data is available for this year.$53.3$25.5$70.2$44.7$25.5
2020Detailed filing. Detailed filing data is available for this year.$69.1$71.8$62.2$33.7$28.5
2019Detailed filing. Detailed filing data is available for this year.$43.3$37.1$49.0$43.2$5.84
2018Detailed filing. Detailed filing data is available for this year.$31.6$32.0$17.0$12.9$4.14
2017Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$12.9$15.8$2.94
2016Detailed filing. Detailed filing data is available for this year.$35.1$0.19$34.9$2.61$17.8$15.2
2015Detailed filing. Detailed filing data is available for this year.$50.2$0.08$50.1$6.48$15.8$9.28
2014Detailed filing. Detailed filing data is available for this year.$59.8$0.39$59.4$12.8$2.66$10.1
2013Summary only. Only limited summary data is available for this year.$49.8$0.51$12.4$13.5$1.06
2012Summary only. Only limited summary data is available for this year.$51.0$0.63$14.3$12.3$2.08
2011Summary only. Only limited summary data is available for this year.$48.6$0.27$4.32$10.1$5.83