Civic Intelligence

Carlsbad Educational Foundation

990 • Fiscal year 2015 • EIN 95-3768448

Sep 01, 2014 to Aug 31, 2015 • Filed on Feb 27, 2016

Organization Profilewww.carlsbaded.org

View Organization Page

5631 Palmer Way Suite LCarlsbad, CA 92010

(760) 929-1555

Siviq Scores

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

Liabilities / Assets

79th percentile

0.51x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.23x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

51st percentile

2.9%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

44th percentile

$49,283

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

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

Asset Growth

89th percentile

41%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$1,442,604

Up $419,259 (+41%) from 2014

Net Assets

Up

$704,164

Up $86,093 (+14%) from 2014

Liabilities

Up

$738,440

Up $333,166 (+82%) from 2014

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin51st percentile

Revenue

Up

$3,176,003

Up $511,737 (+19%) from 2014

Expenses

Up

$3,084,688

Up $475,752 (+18%) from 2014

Net Income

Up

$91,315

Up $35,985 (+65%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2015

Assets$1,442,604
Liabilities$738,440
Net Assets$704,164
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

2015

Revenue$3,176,003
Expenses$3,084,688
Net Income$91,315
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Feb 27, 2016
Return Version
2014v6.0
Gross Receipts
$3,480,048
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$583,171$996,196▲ $413,025
Investments in Publicly Traded Securities-$176,506-
Cash and Non-Interest-Bearing Accounts$307,222$168,353▼ $138,869
Land, Buildings, and Equipment, Net$27,538$35,264▲ $7,726
Prepaid Expenses and Deferred Charges$28,712$32,367▲ $3,655
Accounts Receivable$74,675$31,891▼ $42,784
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,023,345$1,442,604▲ $419,259
Other Assets Total$2,027$2,027→ $0
Liabilities
Grants Payable$137,125$513,409▲ $376,284
Accounts Payable and Accrued Expenses$197,231$166,033▼ $31,198
Deferred Revenue$70,918$58,998▼ $11,920
Total Liabilities$405,274$738,440▲ $333,166
Net Assets / Fund Balance
Unrestricted Net Assets$474,680$422,153▼ $52,527
Temporarily Rstr Net Assets$143,391$282,011▲ $138,620
Total Net Assets Fund Balance$618,071$704,164▲ $86,093
Total Liabilities and Net Assets / Fund Balance$1,023,345$1,442,604▲ $419,259

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,889$23,940$53,829
Other Land Buildings$5,248$22,561$27,809
Leasehold Improvements$127$13,404$13,531
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle GinnCEOFT$49,283$49,283
Valin BrownCEOFT$30,378$30,378

Board Members and Trustees

NameTitle
Emilie HershBoard Chair
J Scott RunnerVice President
Brad LinebergerDirector
Carol Van VoorenDirector
Dave IrvineDirector
Gary KawanoDirector
Jr PhillipsDirector
Kristina RayDirector
Pat HurleyDirector
Rebecca MooreDirector
Sharon SteeleDirector
Debbie MeyerSecretary
Bart BlechschmidtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$710,205
Program Service Revenue
$2,327,394
Investment Income
$799
Other Revenue
$137,605
All Other Contributions
$604,036
Change in Net Assets
$91,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,599,899
Other Expenses$1,484,789
Total Fundraising Expense$102,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,193,379$24,146$41,217$1,258,742
Payroll Taxes$122,581$6,442$5,755$134,778
Other Employee Benefits$115,250$6,057$5,411$126,718
Occupancy$110,294$5,797$5,178$121,269
All Other Expenses$82,339$5,584$22,459$110,382
Insurance$80,234$4,217$3,767$88,218
Current Officers, Directors, Trustees, and Key Employees$23,898$39,830$15,933$79,661
Other Expenses$32,732--$32,732
Fees for Services Accounting$18,164$955$852$19,971
Advertising$15,284$803$718$16,805
Depreciation Depletion$10,891$572$511$11,974
Fees for Services Other$10,337$543$486$11,366
Office Expenses$7,278$383$342$8,003
Information Technology$5,475$288$257$6,020
Total Functional Expenses$2,886,185$95,617$102,886$3,084,688
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$439,432
Fundraising Direct Expenses$301,827
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celebrate Carlsbad$312,059$312,059$262,637$49,422
Golf Tournament$80,780$80,780$27,263$53,517
Total Events$436,250$436,250$301,693$134,557
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

Filer Name
Carlsbad Educational Foundation
EIN
95-3768448
Phone
7609291555
Address
5631 PALMER WAY SUITE L, CARLSBAD, CA 92010

Signing Officer

Name
Michelle Ginn
Title
CEO
Signed
2016-02-27
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
93
Volunteers
70

Preparer

Firm
Filipovitch & Co
Address
5800 ARMADA DRIVE SUITE 290, CARLSBAD, CA 92008-4611
Preparer
Kurt Filipovitch
Phone
7606028200
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
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IRS990/InsuranceGrp/FundraisingAmt03767
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IRS990/LoanOutstandingInd0false
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IRS990/MissionDesc0TO PROVIDE INCREASED EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS IN THE CARLSBAD UNIFIED SCHOOL DISTRICT BY DEVELOPING AND FUNDING IMPACTFUL PROGRAMS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt05797
IRS990/OccupancyGrp/ProgramServicesAmt0110294
IRS990/OccupancyGrp/TotalAmt0121269
IRS990/OfficeExpensesGrp/FundraisingAmt0342
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0383
IRS990/OfficeExpensesGrp/ProgramServicesAmt07278
IRS990/OfficeExpensesGrp/TotalAmt08003
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt02027
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05411
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06057
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0115250
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0126718
IRS990/OtherExpensesGrp/Desc0AWARDS
IRS990/OtherExpensesGrp/Desc1STUDENT ENRICHMENT
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3FOOD & SNACK SUPPLIES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1169559
IRS990/OtherExpensesGrp/ProgramServicesAmt271005
IRS990/OtherExpensesGrp/ProgramServicesAmt332732
IRS990/OtherExpensesGrp/TotalAmt0817485
IRS990/OtherExpensesGrp/TotalAmt1169559
IRS990/OtherExpensesGrp/TotalAmt271005
IRS990/OtherExpensesGrp/TotalAmt332732
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01193379
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06442
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0358003

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,442,604
Liabilities
$738,440
Net assets
$704,164
Revenue
$3,176,003
Expenses
$3,084,688
Net income
$91,315
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