Civic Intelligence

San Marino Schools Foundation

990 • Fiscal year 2015 • EIN 95-3507283

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization Profilewww.smsf.org
1665 West DriveSan Marino, CA 91108

(626) 299-7014

Siviq Scores

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

Liabilities / Assets

64th percentile

0.24x

Higher debt load relative to assets than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.48x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

48th percentile

2.0%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

21st percentile

-5.6%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$4,854,580

Down $285,375 (-5.6%) from 2014

Net Assets

Up

$3,666,111

Up $44,230 (+1.2%) from 2014

Liabilities

Down

$1,188,469

Down $329,605 (-22%) from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin48th percentile

Revenue

Down

$2,496,727

Down $322,079 (-11%) from 2014

Expenses

Down

$2,446,205

Down $308,424 (-11%) from 2014

Net Income

Down

$50,522

Down $13,655 (-21%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$10M$5.0M$0Assets 2011: $4,561,279Liabilities 2011: $1,380,386Net Assets 2011: $3,180,8932011Assets 2012: $5,292,179Liabilities 2012: $2,107,158Net Assets 2012: $3,185,0212012Assets 2013: $5,186,309Liabilities 2013: $1,793,771Net Assets 2013: $3,392,5382013Assets 2014: $5,139,955Liabilities 2014: $1,518,074Net Assets 2014: $3,621,8812014Assets 2015: $4,854,580Liabilities 2015: $1,188,469Net Assets 2015: $3,666,1112015Assets 2016: $5,830,703Liabilities 2016: $1,020,796Net Assets 2016: $4,809,9072016Assets 2017: $8,534,264Liabilities 2017: $1,012,952Net Assets 2017: $7,521,3122017Assets 2018: $9,372,215Liabilities 2018: $7,500Net Assets 2018: $9,364,7152018Assets 2019: $5,143,732Liabilities 2019: $18,409Net Assets 2019: $5,125,3232019Assets 2020: $5,483,776Liabilities 2020: $48,395Net Assets 2020: $5,435,3812020Assets 2021: $5,989,460Liabilities 2021: $18,652Net Assets 2021: $5,970,8082021Assets 2022: $4,976,220Liabilities 2022: $9,277Net Assets 2022: $4,966,9432022Assets 2023: $4,888,158Liabilities 2023: $28,929Net Assets 2023: $4,859,2292023Assets 2024: $4,971,632Liabilities 2024: $14,421Net Assets 2024: $4,957,2112024

Highlighted filing

2015

Assets$4,854,580
Liabilities$1,188,469
Net Assets$3,666,111
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,077,030Expenses 2011: $3,034,363Net Income 2011: $42,6672011Revenue 2012: $3,386,012Expenses 2012: $3,332,466Net Income 2012: $53,5462012Revenue 2013: $3,128,914Expenses 2013: $3,072,570Net Income 2013: $56,3442013Revenue 2014: $2,818,806Expenses 2014: $2,754,629Net Income 2014: $64,1772014Revenue 2015: $2,496,727Expenses 2015: $2,446,205Net Income 2015: $50,5222015Revenue 2016: $3,941,247Expenses 2016: $2,736,015Net Income 2016: $1,205,2322016Revenue 2017: $5,158,110Expenses 2017: $2,446,705Net Income 2017: $2,711,4052017Revenue 2018: $3,409,469Expenses 2018: $1,566,066Net Income 2018: $1,843,4032018Revenue 2019: $2,601,421Expenses 2019: $6,840,813Net Income 2019: -$4,239,3922019Revenue 2020: $3,271,048Expenses 2020: $2,960,990Net Income 2020: $310,0582020Revenue 2021: $3,483,281Expenses 2021: $3,518,505Net Income 2021: -$35,2242021Revenue 2022: $2,509,888Expenses 2022: $2,315,946Net Income 2022: $193,9422022Revenue 2023: $2,082,009Expenses 2023: $2,473,011Net Income 2023: -$391,0022023Revenue 2024: $2,289,924Expenses 2024: $2,423,112Net Income 2024: -$133,1882024

Highlighted filing

2015

Revenue$2,496,727
Expenses$2,446,205
Net Income$50,522
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$2,496,727
Mission and Program Overview

Mission

SMSF's mission is to provide financial support to the San Marino Unified School District for its four schools KL Carver Elementary School, Valentine Elementary School, Henry E. Huntington Middle School and San Marino High School and support full-time teachers.

Financial Support for San Marino public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,532,709$3,163,609▼ $369,100
Cash and Non-Interest-Bearing Accounts$11,146$70,171▲ $59,025
Pledges and Grants Receivable-$17,284-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,139,955$4,854,580▼ $285,375
Other Assets Total$1,596,100$1,603,516▲ $7,416
Liabilities
Grants Payable$1,507,289$1,129,111▼ $378,178
Other Liabilities$10,785$59,358▲ $48,573
Total Liabilities$1,518,074$1,188,469▼ $329,605
Net Assets / Fund Balance
Unrestricted Net Assets$1,492,020$1,500,084▲ $8,064
Permanently Rstr Net Assets$1,087,050$1,117,250▲ $30,200
Temporarily Rstr Net Assets$1,042,811$1,048,777▲ $5,966
Total Net Assets Fund Balance$3,621,881$3,666,111▲ $44,230
Total Liabilities and Net Assets / Fund Balance$5,139,955$4,854,580▼ $285,375

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,603,516--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,596,100$13,638▼ $6,222-$1,603,516
2013$1,343,885$45,189▲ $207,026-$1,596,100
2012$1,126,548$66,163▲ $161,067-$1,343,885
2011$1,083,440$92,526▼ $40,236-$1,126,548
2010$875,465$39,201▲ $177,138-$1,083,440
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Peter KohPresident
John SimpsonVice President
Calvin LoTrustee
Christopher MalingTrustee
Curt McClamTrustee
Dan GiddingsTrustee
Diana RichardsonTrustee
Eileen HaleTrustee
Ellen TsangTrustee
Hal SuetsuguTrustee
Hunter ChangTrustee
Jennifer ChuangTrustee
Jesse HongTrustee
John CateTrustee
Lawrence YangTrustee
Linda SunTrustee
Michael HarrigianTrustee
Michele CanonTrustee
Phil ChanTrustee
Raymond LiangTrustee
Renee OlsonTrustee
Robert FrenchTrustee
Stephen TaltTrustee
Steve LevyTrustee
Ted SutherlandTrustee
Ursula St GemeTrustee
Victor WongTrustee
Webster WongTrustee
Donna BalbinSecretary
Arax MansourianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,490,505
Program Service Revenue
$0
Investment Income
$6,222
Other Revenue
$0
All Other Contributions
$2,490,505
Change in Net Assets
$50,522

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,496,727
Revenue Not Reported on Form 990
$9,833
Total Revenue per Audited Statements
$2,506,560
Total Revenue per Form 990
$2,496,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,129,111
Other Expenses$158,977
Salaries, Compensation, and Employee Benefits$158,117
Total Fundraising Expense$132,022
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,129,111--$2,129,111
Other Salaries and Wages-$79,059$79,058$158,117
All Other Expenses-$13,846$7,034$20,880
Advertising-$8,919$11,824$20,743
Other Expenses-$11,407$15,200$11,407
Fees for Services Accounting-$8,475-$8,475
Insurance-$4,697-$4,697
Information Technology-$1,914-$1,914
Office Expenses-$833-$833
Total Functional Expenses$2,129,111$185,072$132,022$2,446,205

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,462,330
Expenses per Audited Statements$2,446,205
Total Expenses per Form 990$2,446,205
Expenses Not Reported on Form 990$16,125
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Marino Unified School DisSan Marino, CA-Financial Support$2,129,111
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
Other Payables$51,590
Vacation liability for staff$7,768
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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 11B: Form 990 Review Process

“The Form 990 contains data from audited financial and is reviewed by officers of the organization before it is submitted to the Internal Revenue Service.”

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

“The San Marino Schools Foundation makes its governing documents, conflict of interest policy and financial statements available to the public during normal business hours at our office.”

Filing and Contact Details

Filer

Filer Name
San Marino Schools Foundation
EIN
95-3507283
Phone
6262997014
Address
1665 West Drive, San Marino, CA 91108

Signing Officer

Name
John Simpson
Title
Vice President
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
0
Volunteers
100

Preparer

Firm
Caven & Associates Inc
Address
2030 North Glenoaks Blvd, Burbank, CA 91504-2835
Preparer
Melissa A Donovan
Phone
8188425193
Supplemental Narrative

Financial Statement Notes

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

“The purpose of the Endowment Fund is to raise gifts and bequests of funds for the benefit of the San Marino Unified School District in order to provide a stable source of income to support the continued excellence of the public schools in San Marino.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,854,580
Liabilities
$1,188,469
Net assets
$3,666,111
Revenue
$2,496,727
Expenses
$2,446,205
Net income
$50,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$2.29$2.42$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.89$0.03$4.86$2.08$2.47$0.39
2022Detailed filing. Detailed filing data is available for this year.$4.98$0.01$4.97$2.51$2.32$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.02$5.97$3.48$3.52$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.05$5.44$3.27$2.96$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.02$5.13$2.60$6.84$4.24
2018Detailed filing. Detailed filing data is available for this year.$9.37$0.01$9.36$3.41$1.57$1.84
2017Detailed filing. Detailed filing data is available for this year.$8.53$1.01$7.52$5.16$2.45$2.71
2016Detailed filing. Detailed filing data is available for this year.$5.83$1.02$4.81$3.94$2.74$1.21
2015Detailed filing. Detailed filing data is available for this year.$4.85$1.19$3.67$2.50$2.45$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.14$1.52$3.62$2.82$2.75$0.06
2013Summary only. Only limited summary data is available for this year.$5.19$1.79$3.39$3.13$3.07$0.06
2012Summary only. Only limited summary data is available for this year.$5.29$2.11$3.19$3.39$3.33$0.05
2011Summary only. Only limited summary data is available for this year.$4.56$1.38$3.18$3.08$3.03$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits