Civic Intelligence

Cusd Foundation Inc

990 • Fiscal year 2014 • EIN 95-3766911

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 27, 2014

Organization Profilewww.cusdfoundation.org
33122 Valle RoadSan Juan Capistrano, CA 92675

(949) 234-9570

Siviq Scores

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

Liabilities / Assets

87th percentile

0.42x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

32nd percentile

-7.3%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$187,703

Down $14,866 (-7.3%) from 2013

Net Assets

Up

$109,139

Up $30,381 (+39%) from 2013

Liabilities

Down

$78,564

Down $45,247 (-37%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin72nd percentile

Revenue

Down

$227,244

Down $60,829 (-21%) from 2013

Expenses

Down

$192,691

Down $52,099 (-21%) from 2013

Net Income

Down

$34,553

Down $8,730 (-20%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2011: $169,247Liabilities 2011: $130,941Net Assets 2011: $38,3062011Assets 2012: $255,856Liabilities 2012: $220,494Net Assets 2012: $35,3622012Assets 2013: $202,569Liabilities 2013: $123,811Net Assets 2013: $78,7582013Assets 2014: $187,703Liabilities 2014: $78,564Net Assets 2014: $109,1392014Assets 2015: $168,759Liabilities 2015: $90,780Net Assets 2015: $77,9792015Assets 2016: $130,332Liabilities 2016: $74,040Net Assets 2016: $56,2922016Assets 2017: $97,729Liabilities 2017: $70,952Net Assets 2017: $26,7772017Assets 2018: $97,770Liabilities 2018: $85,993Net Assets 2018: $11,7772018

Highlighted filing

2014

Assets$187,703
Liabilities$78,564
Net Assets$109,139
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $125,214Expenses 2011: $103,682Net Income 2011: $21,5322011Revenue 2012: $93,976Expenses 2012: $97,069Net Income 2012: -$3,0932012Revenue 2013: $288,073Expenses 2013: $244,790Net Income 2013: $43,2832013Revenue 2014: $227,244Expenses 2014: $192,691Net Income 2014: $34,5532014Revenue 2015: $181,359Expenses 2015: $197,275Net Income 2015: -$15,9162015Revenue 2016: $78,172Expenses 2016: $99,859Net Income 2016: -$21,6872016Revenue 2017: $103,949Expenses 2017: $133,464Net Income 2017: -$29,5152017Revenue 2018: $96,141Expenses 2018: $111,141Net Income 2018: -$15,0002018

Highlighted filing

2014

Revenue$227,244
Expenses$192,691
Net Income$34,553
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 27, 2014
Return Version
2013v3.1
Gross Receipts
$227,244
Mission and Program Overview

Mission

The primary objectives and purposes of this corporation shall be to develop a broad based partnership to enhance the educational experience of the students within the capistano unified school district by linking the talents, energy, and resources of education, business, and the community.

The Organizations mission is to support a broad-base partnership to enhance the effectiveness of the Capistrano Unified School Disctrict by linking the talents, energy and resources of education, business and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$181,564$163,191▼ $18,373
Cash and Non-Interest-Bearing Accounts$21,005$24,512▲ $3,507
Total Assets$202,569$187,703▼ $14,866
Liabilities
Other Liabilities$123,353$78,564▼ $44,789
Accounts Payable and Accrued Expenses$458--
Total Liabilities$123,811$78,564▼ $45,247
Net Assets / Fund Balance
Unrestricted Net Assets$42,559$63,130▲ $20,571
Permanently Rstr Net Assets$36,199$46,009▲ $9,810
Total Net Assets Fund Balance$78,758$109,139▲ $30,381
Total Liabilities and Net Assets / Fund Balance$202,569$187,703▼ $14,866
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Larney FowlerPresident
Enzo ScognamiglioGeneral Board Director
Kapil MathurGeneral board Director
Noel JoverGeneral Board Director
Tim FoxGeneral Board Director
Katherine LaiActing Treasurer
Jeff MantejanoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$33,696
Program Service Revenue
$191,487
Investment Income
$2,061
Other Revenue
$0
All Other Contributions
$33,446
Change in Net Assets
$34,553
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,732
Other Expenses$43,796
Salaries, Compensation, and Employee Benefits$11,163
Total Fundraising Expense$676
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$137,732--$137,732
Fees for Services Management-$14,954-$14,954
Other Expenses$10,908$8,202-$10,908
Other Salaries and Wages-$10,255-$10,255
Fees for Services Accounting-$1,550-$1,550
Insurance-$1,500-$1,500
Conferences and Meetings-$1,109-$1,109
Office Expenses-$1,039-$1,039
Payroll Taxes-$908-$908
All Other Expenses--$676$676
Total Functional Expenses$148,640$43,375$676$192,691
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
95-2321055-501c3Education$137,732
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$78,564
Scholarship, CUSD and individual school program funds payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Teh governing body of the organization will be able to review the tax exempt return at their regulard board meeting”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements of the organization are available to the public upon request.”

Filing and Contact Details

Filer

EIN
95-3766911
Phone
9492349570

Signing Officer

Name
Larney Fowler
Title
President
Signed
2014-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steph Ramsey
Formed
1982
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
2

Preparer

Preparer
Elizabeth Weber CPA
Phone
9498310879
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 10,908, Grants and allocations 0, Revenue 0 School Flyer Program Expense”

Raw XML Appendix392 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 10,908, Grants and allocations 0, Revenue 0 School Flyer Program Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teh governing body of the organization will be able to review the tax exempt return at their regulard board meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing documents and financial statements of the organization are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0202569
IRS990/TotalAssetsEOYAmt0187703
IRS990/TotalAssetsGrp/BOYAmt0202569
IRS990/TotalAssetsGrp/EOYAmt0187703
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt033696
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0676
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043375
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0148640
IRS990/TotalFunctionalExpensesGrp/TotalAmt0192691
IRS990/TotalGrossUBIAmt034000
IRS990/TotalLiabilitiesBOYAmt0123811
IRS990/TotalLiabilitiesEOYAmt078564
IRS990/TotalLiabilitiesGrp/BOYAmt0123811
IRS990/TotalLiabilitiesGrp/EOYAmt078564
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt078758
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0109139
IRS990/TotalOtherProgSrvcExpenseAmt010908
IRS990/TotalProgramServiceExpensesAmt0148640
IRS990/TotalProgramServiceRevenueAmt0191487
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0159548
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227244
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt034000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0202569
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0187703
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt042559
IRS990/UnrestrictedNetAssetsGrp/EOYAmt063130
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1033122 Valle Rd
IRS990/USAddress/City0San Juan Capistrano
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode092675
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.cusdfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Larney Fowler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10CUSD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CUSD
ReturnHeader/Filer/EIN0953766911
ReturnHeader/Filer/PhoneNum09492349570
ReturnHeader/Filer/USAddress/AddressLine1033122 VALLE ROAD
ReturnHeader/Filer/USAddress/City0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10E A Weber CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1024072 Ironhead Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Laguna Niguel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092677
ReturnHeader/PreparerPersonGrp/PhoneNum09498310879
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-03T10:46:25-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$187,703
Liabilities
$78,564
Net assets
$109,139
Revenue
$227,244
Expenses
$192,691
Net income
$34,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.86$0.12$0.96$1.11$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.71$0.27$1.04$1.33$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.74$0.56$0.78$1.00$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.91$0.78$1.81$1.97$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.79$1.09$2.27$1.93$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$1.24$0.79$2.88$2.45$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$2.20$0.35$0.94$0.97$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.31$0.38$1.25$1.04$0.22