Moraga Educational Foundation FY2021 filing

Tax-deductible

Moraga, CA501(c)(3)EducationEIN 94-2791659

Moraga Education Foundation is a non- profit organization which collects financial resources from within the community to fund programs in Moraga schools. These programs benefit the students attending Camino Pablo, Donald Rheem and Los Perales Elementary Schools, and (continued)

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$56K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $183K a year · 6% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$56K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$37K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
-1% vs prior year
Spent
$2.6M
To programs
93%
Net assets
$4.3M
By yearFY2020–FY2025
Revenue
$2.5M
FY2021▼ -1%
Revenue by fiscal year
FY2020$2.5M
FY2021$2.5M
FY2022$3.1M
FY2023$2.9M
FY2024$3.0M
FY2025$3.4M
Expenses
$2.6M
FY2021▼ -1%
Expenses by fiscal year
FY2020$2.6M
FY2021$2.6M
FY2022$2.5M
FY2023$2.8M
FY2024$2.8M
FY2025$3.0M
Net assets
$4.3M
FY2021▲ +9%
Net assets by fiscal year
FY2020$3.9M
FY2021$4.3M
FY2022$4.2M
FY2023$4.7M
FY2024$5.3M
FY2025$6.0M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $2.4M Management & general 3% · $89K Fundraising 3% · $80K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

21 people listed on the 990; $56K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Exec Director
$56,129Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Fin Secretary
$0Pt VII · Sec A
Rec Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Heather Davis’s $38K as Ed, Operations is at the 5th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kim Matranga—$62,826$59,238$56,959$56,129$55,300
Heather Davis$38,065$8,065————
Ana Moon$38,065$8,065————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Moraga Educational Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Funds school programs for local elementary students.

Provided by the organization

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1 program service account for $2.4M of program spending, described in the organization's own filed words · FY2020.
01

The Moraga Education Foundation raises funds to preserve and enhance educational opportunities for all Moraga public school students, through a broad-based community effort. We believe that together the entire community can build a better future for our children consistent with the educational goals of the Moraga School District and…

$2.4Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$10K
Grants paid · 12 grants · $14.9M · 2019–2024
Moraga School DistrictCA · FY2024$1,660,000
Moraga School DistrictCA · FY2023$1,600,000
Moraga School DistrictCA · FY2022$1,600,000
Moraga School DistrictCA · FY2021$1,500,000
Moraga School DistrictCA · FY2020$1,624,900
Acalanes Union High School DiFY2020$788,406
Moraga School DistrictCA · FY2019$1,625,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Gifts and grantsLn 1h$2.4M
Investment incomeLn 3$120K
Money outPt IX
$2.6M
Ln 25
Programscol B$2.4M
Managementcol C$89K
Fundraisingcol D$80K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$593K
Total assetsLn 16$4.3M
LiabilitiesLn 26$37K
PeoplePt VI, VII
21
listed · VII A
PaidVII A1
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.4M
Noncash giftsLn 1g$37K
Investment incomeLn 3$120K
Gains on assetsLn 7$0
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$57K
SavingsLn 2$536K
Cash and savings togetherLn 1–2$593K
InvestmentsLn 11–13$3.7M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$4.3M
LiabilitiesLn 26$37K
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 52
VolunteersI 6100
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.2M$593K
InvestmentsLn 11–13$2.9M$3.7M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$4.0M$4.3M
LiabilitiesLn 26$124K$37K
Net assetsLn 32$3.9M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.4M$2.4M
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$57K$43K$14K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$13K$7K$7K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$830$581$249
Payroll taxesLn 10$6K$4K$2K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$12K$12K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$16K$16K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$10K$10K
Office expensesLn 13$10K$4K$5K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$42K$224$42K
All other expensesLn 24e$0
Total functional expensesLn 25$2.6M$2.4M$89K$80K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.4M$3.0M$388K$6.0M 990 PDF
FY2024 $3.0M$2.8M$187K$5.3M 990 PDF
FY2023 $2.9M$2.8M$142K$4.7M 990 PDF
FY2022 $3.1M$2.5M$583K$4.2M 990 PDF
FY2021 Viewing $2.5M$2.6M−$106K$4.3M 990 PDF
FY2020 $2.5M$2.6M−$97K$3.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $2,476,420 across 9 lines filed
VIII-1f All other contributions, gifts and grants$2,356,286
VIII-1g Noncash contributions (included above)$37,300
VIII-1h Total contributions, gifts and grants$2,356,286
VIII-3 Investment incomeExcluded from tax $120,134$120,134
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueExcluded from tax $120,134$2,476,420
Part IX · Statement of functional expenses $2,582,200 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $2,413,306$2,413,306
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $42,720 · Fundraising $14,240$56,960
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesManagement $6,540 · Fundraising $6,540$13,080
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsManagement $581 · Fundraising $249$830
IX-10 Payroll taxesManagement $3,910 · Fundraising $1,676$5,586
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $12,213$12,213
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $15,709$15,709
IX-11g Other fees for services$0
IX-12 Advertising and promotionFundraising $10,061$10,061
IX-13 Office expensesManagement $4,278 · Fundraising $5,363$9,641
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $2,749$2,749
IX-24 Other expenses (24a–d)Management $224 · Fundraising $41,841$42,065
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $2,413,306 · Management $88,924 · Fundraising $79,970$2,582,200
Part X · Balance sheet $4,325,922 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $1,149,179$56,961
X-2 Savings and temporary cash investmentsStart of year $25,468$535,937
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $1,819$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securitiesStart of year $2,872,515$3,733,024
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $4,048,981$4,325,922
X-17 Accounts payable and accrued expensesStart of year $124,408$37,054
X-26 Total liabilitiesStart of year $124,408$37,054
X-27 Net assets without donor restrictionsStart of year $3,924,573$4,288,868
X-32 Total net assets or fund balancesStart of year $3,924,573$4,288,868
X-33 Total liabilities and net assetsStart of year $4,048,981$4,325,922
Part XI · Reconciliation of net assets $4,288,868 net assets at year end
XI-1 Total revenue$2,476,420
XI-2 Total expenses$2,582,200
XI-3 Revenue less expenses−$105,780
XI-4 Net assets at start of year$3,924,573
XI-5 Net unrealized gains (losses) on investments$470,075
XI-10 Net assets at end of year$4,288,868

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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