Civic Intelligence

Carlsbad Educational Foundation

990 • Fiscal year 2014 • EIN 95-3768448

Sep 01, 2013 to Aug 31, 2014 • Filed on May 21, 2015

Organization Profilewww.carlsbaded.org

View Organization Page

5631 Palmer Way Suite L92010

(760) 929-1555

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.40x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.15x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

48th percentile

2.1%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$101,703

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

57th percentile

4.1%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,023,345

Up $40,397 (+4.1%) from 2013

Net Assets

Up

$618,071

Up $55,330 (+9.8%) from 2013

Liabilities

Down

$405,274

Down $14,933 (-3.6%) from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin48th percentile

Revenue

$2,664,266

No earlier filing loaded for comparison.

Expenses

Up

$2,608,936

Up $40,822 (+1.6%) from 2013

Net Income

$55,330

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $784,221Liabilities 2010: $207,855Net Assets 2010: $576,3662010Assets 2011: $948,781Liabilities 2011: $369,838Net Assets 2011: $578,9432011Assets 2012: $1,084,712Liabilities 2012: $476,236Net Assets 2012: $608,4762012Assets 2013: $982,948Liabilities 2013: $420,207Net Assets 2013: $562,7412013Assets 2014: $1,023,345Liabilities 2014: $405,274Net Assets 2014: $618,0712014Assets 2015: $1,442,604Liabilities 2015: $738,440Net Assets 2015: $704,1642015Assets 2016: $1,259,324Liabilities 2016: $538,535Net Assets 2016: $720,7892016Assets 2017: $1,127,237Liabilities 2017: $570,074Net Assets 2017: $557,1632017Assets 2018: $1,398,596Liabilities 2018: $811,190Net Assets 2018: $587,4062018Assets 2019: $1,706,961Liabilities 2019: $949,486Net Assets 2019: $757,4752019Assets 2020: $2,308,474Liabilities 2020: $662,812Net Assets 2020: $1,645,6622020Assets 2021: $3,397,938Liabilities 2021: $1,582,079Net Assets 2021: $1,815,8592021Assets 2022: $3,814,368Liabilities 2022: $1,762,144Net Assets 2022: $2,052,2242022Assets 2023: $4,575,130Liabilities 2023: $600,045Net Assets 2023: $3,975,0852023Assets 2024: $5,016,582Liabilities 2024: $540,116Net Assets 2024: $4,476,4662024

Highlighted filing

2014

Assets$1,023,345
Liabilities$405,274
Net Assets$618,071
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,337,4752010Expenses 2011: $2,176,3092011Expenses 2012: $2,350,6672012Expenses 2013: $2,568,1142013Revenue 2014: $2,664,266Expenses 2014: $2,608,936Net Income 2014: $55,3302014Revenue 2015: $3,176,003Expenses 2015: $3,084,688Net Income 2015: $91,3152015Revenue 2016: $2,999,931Expenses 2016: $2,995,584Net Income 2016: $4,3472016Revenue 2017: $3,191,113Expenses 2017: $3,359,481Net Income 2017: -$168,3682017Revenue 2018: $3,791,069Expenses 2018: $3,768,985Net Income 2018: $22,0842018Revenue 2019: $3,950,561Expenses 2019: $3,788,765Net Income 2019: $161,7962019Revenue 2020: $3,537,535Expenses 2020: $2,652,842Net Income 2020: $884,6932020Revenue 2021: $3,750,610Expenses 2021: $3,622,729Net Income 2021: $127,8812021Revenue 2022: $4,615,053Expenses 2022: $4,290,296Net Income 2022: $324,7572022Revenue 2023: $5,586,966Expenses 2023: $5,076,832Net Income 2023: $510,1342023Revenue 2024: $6,251,978Expenses 2024: $5,814,880Net Income 2024: $437,0982024

Highlighted filing

2014

Revenue$2,664,266
Expenses$2,608,936
Net Income$55,330
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
May 21, 2015
Return Version
2013v4.0
Gross Receipts
$2,907,022
Mission and Program Overview

Mission

To provide increased educational opportunities for all students in the carlsbad unified school district by developing and funding impactful programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$769,984$583,171▼ $186,813
Cash and Non-Interest-Bearing Accounts$162,702$307,222▲ $144,520
Accounts Receivable$4,755$74,675▲ $69,920
Prepaid Expenses and Deferred Charges$21,049$28,712▲ $7,663
Land, Buildings, and Equipment, Net$22,431$27,538▲ $5,107
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$982,948$1,023,345▲ $40,397
Other Assets Total$2,027$2,027→ $0
Liabilities
Accounts Payable and Accrued Expenses$208,529$197,231▼ $11,298
Grants Payable$148,028$137,125▼ $10,903
Deferred Revenue$59,755$70,918▲ $11,163
Other Liabilities$3,895--
Total Liabilities$420,207$405,274▼ $14,933
Net Assets / Fund Balance
Unrestricted Net Assets$478,617$474,680▼ $3,937
Temporarily Rstr Net Assets$84,124$143,391▲ $59,267
Total Net Assets Fund Balance$562,741$618,071▲ $55,330
Total Liabilities and Net Assets / Fund Balance$982,948$1,023,345▲ $40,397

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,254$34,803$42,057
Equipment$19,393$18,544$37,937
Leasehold Improvements$891$12,640$13,531
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Valin BrownCEOFT$101,703$101,703

Board Members and Trustees

NameTitle
Michelle GinnChair-Elect
Pat HurleyChairman
Bart BlechschmidtDirector
Carol Van VoorenDirector
Debbie MeyerDirector
Emilie HershDirector
Gary KawanoDirector
J Scott RunnerDirector
John StevensDirector
Rebecca MooreDirector
Sharon SteeleDirector
Sue Hetzel MeadeDirector
Tyson LundDirector
Marc MoodySecretary
Dave IrvineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$428,758
Program Service Revenue
$2,124,779
Investment Income
$-1,409
Other Revenue
$112,138
All Other Contributions
$317,890
Change in Net Assets
$55,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,469,632
Other Expenses$1,139,304
Total Fundraising Expense$109,724
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,048,680$38,394$49,585$1,136,659
Payroll Taxes$104,701$8,658$6,785$120,144
Occupancy$116,036$1,807$1,416$119,259
All Other Expenses$94,544$7,378$16,241$118,163
Other Employee Benefits$96,842$8,008$6,276$111,126
Current Officers, Directors, Trustees, and Key Employees$30,511$50,851$20,341$101,703
Insurance$67,000$5,540$4,342$76,882
Other Expenses$31,798--$31,798
Fees for Services Accounting$21,929$1,814$1,421$25,164
Advertising$13,906$1,150$1,841$16,897
Depreciation Depletion$8,558$708$555$9,821
Fees for Services Other$7,808$646$507$8,961
Office Expenses$4,473$370$290$5,133
Information Technology$1,925$159$124$2,208
Total Functional Expenses$2,373,729$125,483$109,724$2,608,936
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$352,207
Fundraising Direct Expenses$240,069
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$260,450$260,450$205,651$54,799
Event 2$75,244$75,244$25,404$49,840
Total Events$349,275$349,275$237,712$111,563
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
Audit committee
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
Yes
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

“Copies of form 990 are provided to all board members, who are given five days to respond with comments. The finance commitee reviews form 990 in detail prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“At the governing body's annual retreat, officers and directors are required to review the organization's conflict of interest policy, and submit an annual prescribed form attesting to their compliance with the policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The process for determining compensation of the executive director includes a review and approval by the independent governing body of the organization.”

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

“Copies of form 990 are available on guidestar.com's website, and the exempt application and copies of form 990 are available upon written request to the organization's address of record”

Filing and Contact Details

Filer

EIN
95-3768448
Phone
7609291555

Signing Officer

Name
Michelle Ginn
Title
CEO
Signed
2015-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Ginn
Formed
1982
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
108
Volunteers
70

Preparer

Preparer
Kurt Filipovitch
Phone
7606028200
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chair-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0112138
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0370
IRS990/OfficeExpensesGrp/ProgramServicesAmt04473
IRS990/OfficeExpensesGrp/TotalAmt05133
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt02027
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06276
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08008
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt096842
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0111126
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IRS990/OtherExpensesGrp/Desc1STUDENT ENRICHMENT
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3FOOD & SNACK SUPPLIES
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IRS990/OtherExpensesGrp/ProgramServicesAmt256243
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08658
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IRS990/ReconcilationRevenueExpnssAmt055330
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IRS990/ReportLandBuildingEquipmentInd0true
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,023,345
Liabilities
$405,274
Net assets
$618,071
Revenue
$2,664,266
Expenses
$2,608,936
Net income
$55,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.02$0.54$4.48$6.25$5.81$0.44
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.60$3.98$5.59$5.08$0.51
2022Detailed filing. Detailed filing data is available for this year.$3.81$1.76$2.05$4.62$4.29$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.40$1.58$1.82$3.75$3.62$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.66$1.65$3.54$2.65$0.88
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.95$0.76$3.95$3.79$0.16
2018Summary only. Only limited summary data is available for this year.$1.40$0.81$0.59$3.79$3.77$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.57$0.56$3.19$3.36$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.54$0.72$3.00$3.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.74$0.70$3.18$3.08$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.41$0.62$2.66$2.61$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.42$0.56$2.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.48$0.61$2.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.37$0.58$2.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.21$0.58$2.34