Civic Intelligence

Carlsbad Educational Foundation

990 • Fiscal year 2020 • EIN 95-3768448

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 07, 2021

Organization Profilewww.carlsbad.org

View Organization Page

5631 PALMER WAY Room LCarlsbad, CA 92010

(760) 929-1555

Siviq Scores

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

Liabilities / Assets

70th percentile

0.29x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.19x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$147,012

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-10%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$2,308,474

Up $601,513 (+35%) from 2019

Net Assets

Up

$1,645,662

Up $888,187 (+117%) from 2019

Liabilities

Down

$662,812

Down $286,674 (-30%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin78th percentile

Revenue

Down

$3,537,535

Down $413,026 (-10%) from 2019

Expenses

Down

$2,652,842

Down $1,135,923 (-30%) from 2019

Net Income

Up

$884,693

Up $722,897 (+447%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2020

Assets$2,308,474
Liabilities$662,812
Net Assets$1,645,662
Open 2020 Filing

Operations Trend

Revenue Growth32nd 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

2020

Revenue$3,537,535
Expenses$2,652,842
Net Income$884,693
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jun 7, 2021
Return Version
2019v5.1
Gross Receipts
$3,758,545
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

To provide increased educational opportunites 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$735,961$1,177,504▲ $441,543
Investments in Publicly Traded Securities$268,047$594,899▲ $326,852
Cash and Non-Interest-Bearing Accounts$533,712$413,107▼ $120,605
Accounts Receivable$80,924$67,245▼ $13,679
Land, Buildings, and Equipment, Net$40,961$35,494▼ $5,467
Prepaid Expenses and Deferred Charges$47,356$20,225▼ $27,131
Total Assets$1,706,961$2,308,474▲ $601,513
Liabilities
Grants Payable$561,862$266,552▼ $295,310
Unsecured Notes Loans Payable-$150,000-
Accounts Payable and Accrued Expenses$276,092$125,502▼ $150,590
Deferred Revenue$111,532$120,758▲ $9,226
Total Liabilities$949,486$662,812▼ $286,674
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$535,913$1,160,813▲ $624,900
Net Assets With Donor Restrictions$221,562$484,849▲ $263,287
Total Net Assets Fund Balance$757,475$1,645,662▲ $888,187
Total Liabilities and Net Assets / Fund Balance$1,706,961$2,308,474▲ $601,513

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,827$127,397$162,224
Other Land Buildings$667$35,983$36,650
Leasehold Improvements-$13,531$13,531
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
Michelle GinnCEO$147,012$147,012

Board Members and Trustees

NameTitle
JR PhillipsChair
J Scott RunnerImmediate Past Chair
Jay MarquandVice Chair
Aaron NelsonDirector
Alan LewisDirector
Debbie MeyerDirector
Ian McDanielDirector
Jackie MazurDirector
Mark RobinsonDirector
Michael WardDirector
R Scott KarlDirector
Rosie MarksDirector
Kristina Tina RaySecretary
Michael J Zepeda JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$873,645
Program Service Revenue
$2,541,113
Investment Income
$13,266
Other Revenue
$109,511
All Other Contributions
$514,195
Change in Net Assets
$884,693

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,537,535
Revenue Not Reported on Form 990
$3,494
Total Revenue per Audited Statements
$3,541,029
Total Revenue per Form 990
$3,537,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,608,664
Other Expenses$1,044,178
Total Fundraising Expense$191,678
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,031,724$78,083$107,317$1,217,124
Current Officers, Directors, Trustees, and Key Employees$68,462$41,077$27,385$136,924
Other Employee Benefits$109,053$11,811$13,353$134,217
Occupancy$103,591$7,227$9,636$120,454
Payroll Taxes$97,826$10,595$11,978$120,399
Other Expenses$98,650--$98,650
Insurance$41,668$3,892$4,628$50,188
Fees for Services Accounting$16,455$31,708-$48,163
Fees for Services Management$41,316$2,883$3,843$48,042
All Other Expenses$31,783$13,826$1,849$47,458
Fees for Services Legal$14,477$15,745-$30,222
Information Technology$20,818$1,453$1,936$24,207
Office Expenses$16,214$1,131$1,508$18,853
Depreciation Depletion$14,387$1,004$1,338$16,729
Conferences and Meetings$10,913$761$1,016$12,690
Advertising$6,928$339$5,299$12,566
Fees for Services Other$6,590$3,784-$10,374
Travel$6,363$444$592$7,399
Total Functional Expenses$2,235,401$225,763$191,678$2,652,842

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,652,842
Total Expenses per Audited Statements$2,652,842
Total Expenses per Form 990$2,652,842
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$313,424
Fundraising Direct Expenses$221,010
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legoland$204,986$204,986$171,903$33,083
Golf$98,024$69,074$42,124$26,950
Total Events$342,374$313,424$221,010$92,414
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-
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 35% controlled entity
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
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, Section B, Line 11B

“Copies of Form 990 are provided to all board members by e-mail, who are given five days to respond with comments. The finance committee reviews Form 990 in detail prior to filing.”

Form 990, Part VI, Section B, Line 12C

“At the boards annual retreat, officers and directors are required to review the organizations conflict of interest policy, and submit an annual prescribed form attesting to their compliance with the policy.”

Form 990, Part VI, Section B, Line 15A

“The process for determining compensation of the CEO includes a review and approval by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Copies of Form 990, the exempt application, conflict of interest policy, and financial statements are available upon written request to the organizations office.”

Filing and Contact Details

Filer

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

Signing Officer

Name
JR Phillips
Title
Board Chair
Phone
7609291555
Signed
2021-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Pitts
Formed
1982
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
149
Volunteers
84

Preparer

Firm
Sonnenberg & Co CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,308,474
Liabilities
$662,812
Net assets
$1,645,662
Revenue
$3,537,535
Expenses
$2,652,842
Net income
$884,693
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
Peer Organizations

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