Civic Intelligence

Carlsbad Educational Foundation

990 • Fiscal year 2022 • EIN 95-3768448

Sep 01, 2021 to Aug 31, 2022 • Filed on Feb 27, 2023

Organization Profilewww.carlsbad.org

View Organization Page

5650 El Camino Real STE 101Carlsbad, CA 92008

(760) 929-1555

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.46x

Higher debt load relative to assets than 83% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.38x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

50th percentile

7.0%

Higher net margin than 50% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

79th percentile

$130,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$3,814,368

Up $416,430 (+12%) from 2021

Net Assets

Up

$2,052,224

Up $236,365 (+13%) from 2021

Liabilities

Up

$1,762,144

Up $180,065 (+11%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin50th percentile

Revenue

Up

$4,615,053

Up $864,443 (+23%) from 2021

Expenses

Up

$4,290,296

Up $667,567 (+18%) from 2021

Net Income

Up

$324,757

Up $196,876 (+154%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2022

Assets$3,814,368
Liabilities$1,762,144
Net Assets$2,052,224
Open 2022 Filing

Operations Trend

Revenue Growth69th 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

2022

Revenue$4,615,053
Expenses$4,290,296
Net Income$324,757
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Feb 27, 2023
Return Version
2021v4.2
Gross Receipts
$4,804,407
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 opportunities for all students in the Carlsbad Unified School District by developing and funding impactful programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$341,599$1,372,862▲ $1,031,263
Savings and Temporary Cash Investments$1,762,896$1,344,369▼ $418,527
Investments in Publicly Traded Securities$646,444$619,827▼ $26,617
Accounts Receivable$587,112$379,583▼ $207,529
Prepaid Expenses and Deferred Charges$30,108$69,291▲ $39,183
Land, Buildings, and Equipment, Net$29,779$28,436▼ $1,343
Total Assets$3,397,938$3,814,368▲ $416,430
Liabilities
Grants Payable$1,010,287$1,169,974▲ $159,687
Accounts Payable and Accrued Expenses$305,725$302,727▼ $2,998
Unsecured Notes Loans Payable$150,000$150,000→ $0
Deferred Revenue$116,067$139,443▲ $23,376
Total Liabilities$1,582,079$1,762,144▲ $180,065
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,601,881$1,869,109▲ $267,228
Net Assets With Donor Restrictions$213,978$183,115▼ $30,863
Total Net Assets Fund Balance$1,815,859$2,052,224▲ $236,365
Total Liabilities and Net Assets / Fund Balance$3,397,938$3,814,368▲ $416,430

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,436$153,114$181,550
Other Land Buildings-$36,650$36,650
Leasehold Improvements-$13,531$13,531
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura PittsCEOFT$130,500$130,500

Board Members and Trustees

NameTitle
Michael ZepedaChair
Ian McDanielVice-Chair
AJ van de VenDirector
Alan LewisDirector
Elliot SpringerDirector
Emma CobbDirector
Javier GuerreroDirector
Jay MarquandDirector
Mark RobinsonDirector
Philip McLellanDirector
Rita IssaDirector
Stephanie San AntonioDirector
Tanner WrisleyDirector
Terra TeatDirector
Trevor McGrawDirector
Jen FornalSecretary
Jackie MazurTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$658,936
Program Service Revenue
$3,743,173
Investment Income
$66,329
Other Revenue
$146,615
All Other Contributions
$553,686
Change in Net Assets
$324,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,537,243
Revenue Not Reported on Financial Statements
$77,810
Revenue Not Reported on Form 990
$-86,850
Other Revenue Adjustments
$77,810
Total Revenue per Audited Statements
$4,450,393
Total Revenue per Form 990
$4,615,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,180,427
Other Expenses$2,109,869
Total Fundraising Expense$224,564
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,546,019$56,953$131,963$1,734,935
Current Officers, Directors, Trustees, and Key Employees$67,343$67,781$33,233$168,357
Payroll Taxes$141,103$10,909$14,448$166,460
Occupancy$139,793$9,753$13,004$162,550
Other Employee Benefits$93,816$7,253$9,606$110,675
Insurance$71,059$5,330$7,072$83,461
All Other Expenses$49,600$14,618$8,111$72,329
Fees for Services Accounting$22,847$40,797-$63,644
Other Expenses$55,662--$55,662
Information Technology$18,495$1,290$1,721$21,506
Advertising$17,578$1,002$1,336$19,916
Conferences and Meetings$16,885$1,178$1,571$19,634
Fees for Services Legal$5,598$7,370-$12,968
Depreciation Depletion$9,735$679$906$11,320
Office Expenses$8,257$576$768$9,601
Fees for Services Other$4,897$3,059-$7,956
Fees for Services Management$5,232$365$487$6,084
Travel$3,634$253$338$4,225
Total Functional Expenses$3,836,566$229,166$224,564$4,290,296

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,290,296
Expenses per Audited Statements$4,214,028
Total Expenses per Audited Statements$4,214,028
Other Expense Adjustments$77,810
Expenses Not Reported on Financial Statements$76,268
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$216,457
Fundraising Direct Expenses$189,354
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$321,707$216,457$57,377$159,080
Total Events$321,707$216,457$189,354$27,103
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 email, 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
In Care Of
% Laura Pitts
Phone
7609291555
Address
5650 El Camino Real STE 101, Carlsbad, CA 92008

Signing Officer

Name
Laura Pitts
Title
CEO
Phone
7609291555
Signed
2023-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Pitts
Formed
1982
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
132
Volunteers
80

Preparer

Firm
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Financial Statement Notes

XI 4B

“ERTC Wage Credit”

XII 4B

“ERTC Wage Credit”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Laura Pitts
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael Zepeda
IRS990/Form990PartVIISectionAGrp/PersonNm2Ian McDaniel
IRS990/Form990PartVIISectionAGrp/PersonNm3Jackie Mazur
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IRS990/Form990PartVIISectionAGrp/PersonNm7Alan Lewis
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IRS990/Form990PartVIISectionAGrp/PersonNm10Trevor McGraw
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IRS990/Form990PartVIISectionAGrp/PersonNm12Stephanie San Antonio
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,814,368
Liabilities
$1,762,144
Net assets
$2,052,224
Revenue
$4,615,053
Expenses
$4,290,296
Net income
$324,757
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