Civic Intelligence

Claremont Education Network Foundat DBA Claremont Educational Foundatio

990 • Fiscal year 2021 • EIN 95-4095651

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization ProfileWWW.CLAREMONTEDUCATIONALFOUNDATION.ORG
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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.01x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

40th percentile

2.0%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

60%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$200,470

Down $124,070 (-38%) from 2020

Net Assets

Down

$198,206

Down $124,378 (-39%) from 2020

Liabilities

Up

$2,264

Up $308 (+16%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin40th percentile

Revenue

Up

$230,624

Up $86,202 (+60%) from 2020

Expenses

Down

$226,074

Down $27,667 (-11%) from 2020

Net Income

Up

$4,550

Up $113,869 (+104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2021

Assets$200,470
Liabilities$2,264
Net Assets$198,206
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

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

2021

Revenue$230,624
Expenses$226,074
Net Income$4,550
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Gross Receipts
$258,352
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$198,490$200,470▲ $1,980
Total Assets$198,490$200,470▲ $1,980
Liabilities
Unsecured Notes Loans Payable$4,834$2,264▼ $2,570
Total Liabilities$4,834$2,264▼ $2,570
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$193,656$198,206▲ $4,550
Total Net Assets Fund Balance$193,656$198,206▲ $4,550
Total Liabilities and Net Assets / Fund Balance$198,490$200,470▲ $1,980
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
John HeitkemperPresident
Christine LeiblePresident El
Lee KimmelCo-treasurer
Scott SmithCo-treasurer
Deborah KekonePast Preside
Emily CavalcantiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$192,235
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$38,389
All Other Contributions
$192,235
Change in Net Assets
$4,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,915
Salaries, Compensation, and Employee Benefits$34,283
Other Expenses$13,876
Total Fundraising Expense$7,460
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$177,915--$177,915
Other Salaries and Wages$17,946$16,337-$34,283
Information Technology-$4,964-$4,964
Fees for Services Other--$3,804$3,804
Advertising--$3,656$3,656
Office Expenses-$1,142-$1,142
Insurance$310--$310
Total Functional Expenses$196,171$22,443$7,460$226,074
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Claremont Unified School DistrictClaremont, CA--$165,415
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,269
Gaming Direct Expenses$14,061
Fundraising Direct Expenses$13,667
Gaming Gross Income$5,848
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$60,269$60,269$13,667$46,602
Total Events$60,269$60,269$13,667$46,602
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 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
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
2022-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Heitkemper
Voting Board Members
6
Independent Board Members
0
Employees
5

Preparer

Firm
Yoss Allen Bernstein Lightfoot Llp
Address
300 W FOOTHILL BLVD, CLAREMONT, CA 91711
Preparer
Bernard a Bernstein
Phone
9096213023
Raw XML Appendix336 raw XML fields

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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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022443
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196171
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226074
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ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,470
Liabilities
$2,264
Net assets
$198,206
Revenue
$230,624
Expenses
$226,074
Net income
$4,550
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