Civic Intelligence

Claremont Education Network Foundat DBA Claremont Educational Foundatio

990 • Fiscal year 2019 • EIN 95-4095651

Jul 01, 2018 to Jun 30, 2019 • Filed on May 05, 2020

112 Harvard Avenue 191Claremont, CA 91711

(909) 399-1709

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$435,858

Up $65,144 (+18%) from 2018

Net Assets

Up

$431,903

Up $61,189 (+17%) from 2018

Liabilities

Up

$3,955

Up $3,955 from 2018

Revenue

Up

$268,287

Up $34,318 (+15%) from 2018

Expenses

Down

$207,098

Down $7,373 (-3.4%) from 2018

Net Income

Up

$61,189

Up $41,691 (+214%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2009: $303,781Liabilities 2009: $02009Assets 2010: $459,999Liabilities 2010: $02010Assets 2011: $188,216Liabilities 2011: $0Net Assets 2011: $188,2162011Assets 2012: $416,415Liabilities 2012: $0Net Assets 2012: $416,4152012Assets 2013: $426,074Liabilities 2013: $0Net Assets 2013: $426,0742013Assets 2014: $395,052Liabilities 2014: $0Net Assets 2014: $395,0522014Assets 2015: $477,294Liabilities 2015: $0Net Assets 2015: $477,2942015Assets 2016: $402,222Liabilities 2016: $0Net Assets 2016: $402,2222016Assets 2017: $384,931Liabilities 2017: $0Net Assets 2017: $384,9312017Assets 2018: $370,714Liabilities 2018: $0Net Assets 2018: $370,7142018Assets 2019: $435,858Liabilities 2019: $3,955Net Assets 2019: $431,9032019Assets 2020: $324,540Liabilities 2020: $1,956Net Assets 2020: $322,5842020Assets 2021: $200,470Liabilities 2021: $2,264Net Assets 2021: $198,2062021Assets 2022: $174,021Liabilities 2022: $1,815Net Assets 2022: $172,2062022Assets 2023: $131,493Liabilities 2023: $5,070Net Assets 2023: $126,4232023Assets 2024: $120,070Liabilities 2024: $1,474Net Assets 2024: $118,5962024

Highlighted filing

2019

Assets$435,858
Liabilities$3,955
Net Assets$431,903

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2009: $169,117Expenses 2009: $147,239Net Income 2009: $21,8782009Revenue 2010: $295,908Expenses 2010: $139,690Net Income 2010: $156,2182010Revenue 2011: $289,993Expenses 2011: $561,776Net Income 2011: -$271,7832011Revenue 2012: $285,139Expenses 2012: $56,940Net Income 2012: $228,1992012Expenses 2013: $265,2622013Revenue 2014: $268,233Expenses 2014: $299,255Net Income 2014: -$31,0222014Revenue 2015: $412,080Expenses 2015: $329,838Net Income 2015: $82,2422015Revenue 2016: $231,567Expenses 2016: $306,639Net Income 2016: -$75,0722016Revenue 2017: $284,328Expenses 2017: $301,619Net Income 2017: -$17,2912017Revenue 2018: $233,969Expenses 2018: $214,471Net Income 2018: $19,4982018Revenue 2019: $268,287Expenses 2019: $207,098Net Income 2019: $61,1892019Revenue 2020: $144,422Expenses 2020: $253,741Net Income 2020: -$109,3192020Revenue 2021: $230,624Expenses 2021: $226,074Net Income 2021: $4,5502021Revenue 2022: $243,623Expenses 2022: $269,623Net Income 2022: -$26,0002022Revenue 2023: $295,968Expenses 2023: $341,751Net Income 2023: -$45,7832023Revenue 2024: $321,446Expenses 2024: $329,273Net Income 2024: -$7,8272024

Highlighted filing

2019

Revenue$268,287
Expenses$207,098
Net Income$61,189
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 5, 2020
Return Version
2018v3.2
Gross Receipts
$347,601
Mission and Program Overview

Mission

To protect and enrich quality public education in claremont through community involvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$370,714$435,858▲ $65,144
Total Assets$370,714$435,858▲ $65,144
Liabilities
Unsecured Notes Loans Payable-$3,955-
Total Liabilities$0$3,955▲ $3,955
Net Assets / Fund Balance
Unrestricted Net Assets$370,714$431,903▲ $61,189
Total Net Assets Fund Balance$370,714$431,903▲ $61,189
Total Liabilities and Net Assets / Fund Balance$370,714$435,858▲ $65,144
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen McmillenPresident
Deborah KekonePresident-el
Lee KimmelCo-treasurer
Scott SmithCo-treasurer
Amy WeilerPast Preside
Bonnie EmadiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$198,106
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$70,181
All Other Contributions
$198,106
Change in Net Assets
$61,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$153,300
Salaries, Compensation, and Employee Benefits$33,652
Other Expenses$20,146
Total Fundraising Expense$6,819
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$153,300--$153,300
Other Salaries and Wages$4,001$29,651-$33,652
Insurance$7,163--$7,163
Information Technology$3,856-$492$4,348
Advertising--$3,371$3,371
Fees for Services Other--$2,778$2,778
Office Expenses-$1,808$178$1,986
Fees for Services Accounting-$500-$500
Total Functional Expenses$168,320$31,959$6,819$207,098
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Claremont Unified School DistrictClaremont, CA--$126,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,387
Fundraising Direct Expenses$70,336
Gaming Gross Income$35,108
Gaming Direct Expenses$8,978
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$114,387$114,387$70,336$44,051
Total Events$114,387$114,387$70,336$44,051
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was conducted prior to the form 990 filing but will be conducted subsequently with the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies & financial statements are available for pub lic inspection upon request.

Filing and Contact Details

Filer

Filer Name
Claremont Educational Foundation
EIN
95-4095651
Phone
9093991709
Address
112 HARVARD AVENUE 191, CLAREMONT, CA 91711

Signing Officer

Name
Lee Kimmel
Title
Co-treasurer
Phone
9093991709
Signed
2020-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Mcmillen
Voting Board Members
6
Independent Board Members
0
Employees
1

Preparer

Firm
Yoss Allen Bernstein Lightfoot Llp
Address
675 W FOOTHILL BLVD STE 310, CLAREMONT, CA 91711
Preparer
Bernard a Bernstein
Phone
9096213023
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS CONDUCTED PRIOR TO THE FORM 990 FILING BUT WILL BE CONDUCTED SUBSEQUENTLY WITH THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, POLICIES & FINANCIAL STATEMENTS ARE AVAILABLE FOR PUB LIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalContributionsAmt0198106
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06819
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031959
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0168320
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207098
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt03955
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370714
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IRS990/TotalProgramServiceExpensesAmt0168320
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026130
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268287
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0370714
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0370714
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IRS990/USAddress/CityNm0CLAREMONT
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IRS990/USAddress/ZIPCd091711
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE KIMMEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09093991709
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAREMONT EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0954095651
ReturnHeader/Filer/PhoneNum09093991709
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 HARVARD AVENUE 191
ReturnHeader/Filer/USAddress/CityNm0CLAREMONT
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId094D49B502CB3940760826E39402F46BC8FF29ADD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:27:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832856444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOSS ALLEN BERNSTEIN LIGHTFOOT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 W FOOTHILL BLVD STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLAREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091711
ReturnHeader/PreparerPersonGrp/PhoneNum09096213023
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNARD A BERNSTEIN
ReturnHeader/ReturnTs02020-05-15T16:27:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$3.21$3.29$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.05$1.26$2.96$3.42$0.46
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.02$1.72$2.44$2.70$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.02$1.98$2.31$2.26$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.02$3.23$1.44$2.54$1.09
2019Detailed filing. Detailed filing data is available for this year.$4.36$0.04$4.32$2.68$2.07$0.61
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$2.34$2.14$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$2.84$3.02$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$2.32$3.07$0.75
2015Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$4.12$3.30$0.82
2014Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$2.68$2.99$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.00$4.26$2.65
2012Summary only. Only limited summary data is available for this year.$4.16$0.00$4.16$2.85$0.57$2.28
2011Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$2.90$5.62$2.72
2010Summary only. Only limited summary data is available for this year.$4.60$0.00$2.96$1.40$1.56
2009Summary only. Only limited summary data is available for this year.$3.04$0.00$1.69$1.47$0.22