Civic Intelligence

Cusd Foundation Inc

990 • Fiscal year 2015 • EIN 95-3766911

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 10, 2015

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

89th percentile

0.54x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-8.8%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$168,759

Down $18,944 (-10%) from 2014

Net Assets

Down

$77,979

Down $31,160 (-29%) from 2014

Liabilities

Up

$90,780

Up $12,216 (+16%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin25th percentile

Revenue

Down

$181,359

Down $45,885 (-20%) from 2014

Expenses

Up

$197,275

Up $4,584 (+2.4%) from 2014

Net Income

Down

-$15,916

Down $50,469 (-146%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2015

Assets$168,759
Liabilities$90,780
Net Assets$77,979
Open 2015 Filing

Operations Trend

Revenue Growth23rd 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

2015

Revenue$181,359
Expenses$197,275
Net Income-$15,916
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 10, 2015
Return Version
2014v5.0
Gross Receipts
$187,657
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$163,191$146,103▼ $17,088
Cash and Non-Interest-Bearing Accounts$24,512$22,656▼ $1,856
Total Assets$187,703$168,759▼ $18,944
Liabilities
Other Liabilities$78,564$90,780▲ $12,216
Total Liabilities$78,564$90,780▲ $12,216
Net Assets / Fund Balance
Permanently Rstr Net Assets$46,009$43,395▼ $2,614
Unrestricted Net Assets$63,130$34,584▼ $28,546
Total Net Assets Fund Balance$109,139$77,979▼ $31,160
Total Liabilities and Net Assets / Fund Balance$187,703$168,759▼ $18,944
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Larney FowlerPresident
Bryce LindnerGeneral Board Director
Enzo ScognamiglioGeneral Board Director
Kapil MathurGeneral Board Director
Kerri LewisGeneral Board Director
Laval BrewerGeneral Board Director
Noel JoverGeneral Board Director
Paul SimondsGeneral Board Director
Tim FoxGeneral Board Director
Jeff MantejanoSecretary
Katherine LaiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,296
Program Service Revenue
$141,997
Investment Income
$364
Other Revenue
$-1,298
All Other Contributions
$40,296
Change in Net Assets
$-15,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,249
Grants and Similar Amounts Paid$94,026
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$94,026--$94,026
Fees for Services Management-$38,026-$38,026
Other Expenses$16,430$3,554-$16,430
Advertising-$4,000-$4,000
Conferences and Meetings-$2,915-$2,915
Office Expenses-$2,067-$2,067
Fees for Services Accounting-$1,575-$1,575
Insurance-$1,500-$1,500
All Other Expenses-$805-$805
Total Functional Expenses$141,613$55,662$0$197,275
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Capistran Unified School DistrictSan Juan Capistrano, CA501c3Educational Programs$94,025
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,298
Fundraising Gross Income$5,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Superintendent Reception$10,515$10,515$2,434$8,081
Fall 2015 Golf Event$5,000$5,000$6,298$-1,298
Total Events$15,515$15,515$9,798$5,717
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$90,780
CUSD scholarship 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
No
Other officer compensation reviewed
No
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

“The governing body of the organization will be able to review the tax exempt return at their regular board meeting.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Cusd Foundation Inc
EIN
95-3766911
Phone
9492349570
Address
33122 VALLE ROAD, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Larney Fowler
Title
President
Signed
2015-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larney Fowler
Formed
1982
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Firm
E A Weber CPA
Address
29351 Kinglet Court, Laguna Niguel, CA 92677
Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 16,430, Grants and allocations 0, Revenue 0 School Flyer Program Expense”

Form 990, Part XI, Line 9

“To properly account for old but not yet used school program funds.”

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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952321055
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt094026
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Capistrano Unified School District
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt094026
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt090780
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CUSD scholarship and individual school program funds payable
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalLiabilityAmt090780
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09798
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall 2015 Golf Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Superintendent Reception
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01066
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01066
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015515
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05717
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08732
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06298
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02434
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt094025
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational Programs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Capistran Unified School District
IRS990ScheduleI/RecipientTable/RecipientEIN0951211055
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt033122 Valle Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Juan Capistrano
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091675
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 16,430, Grants and allocations 0, Revenue 0 School Flyer Program Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1To properly account for old but not yet used school program funds.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing body of the organization will be able to review the tax exempt return at their regular board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The govering documents and financial statements of the organization are availabel to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 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/TotalAssetsBOYAmt0187703
IRS990/TotalAssetsEOYAmt0168759
IRS990/TotalAssetsGrp/BOYAmt0187703
IRS990/TotalAssetsGrp/EOYAmt0168759
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt040296
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055662
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0141613
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197275
IRS990/TotalGrossUBIAmt00

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
$168,759
Liabilities
$90,780
Net assets
$77,979
Revenue
$181,359
Expenses
$197,275
Net income
-$15,916
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