Civic Intelligence

Estancia & Tewinkle Schools Foundation

990PF • Fiscal year 2012 • EIN 14-1896442

Feb 01, 2011 to Jan 31, 2012 • Filed on Aug 08, 2012

Organization Profile
1700 Adams Ave92626
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$979,829

Flat from 2012

Net Assets

$979,829

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$66,303

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $909,212Liabilities 2011: $0Net Assets 2011: $909,2122011Assets 2012: $979,829Liabilities 2012: $0Net Assets 2012: $979,8292012Assets 2012: $979,829Liabilities 2012: $12012Assets 2013: $942,716Liabilities 2013: $0Net Assets 2013: $942,7162013Assets 2014: $1,005,152Liabilities 2014: $0Net Assets 2014: $1,005,1522014Assets 2015: $1,053,508Liabilities 2015: $0Net Assets 2015: $1,053,5082015Assets 2016: $1,060,536Liabilities 2016: $0Net Assets 2016: $1,060,5362016Assets 2017: $954,296Liabilities 2017: $0Net Assets 2017: $954,2962017Assets 2018: $1,054,012Liabilities 2018: $0Net Assets 2018: $1,054,0122018Assets 2019: $1,136,103Liabilities 2019: $0Net Assets 2019: $1,136,1032019Assets 2020: $1,030,966Liabilities 2020: $0Net Assets 2020: $1,030,9662020Assets 2021: $1,056,253Liabilities 2021: $0Net Assets 2021: $1,056,2532021Assets 2022: $1,086,387Liabilities 2022: $0Net Assets 2022: $1,086,3872022Assets 2023: $1,139,008Liabilities 2023: $0Net Assets 2023: $1,139,0082023Assets 2024: $1,017,996Liabilities 2024: $0Net Assets 2024: $1,017,9962024Assets 2025: $1,035,735Liabilities 2025: $0Net Assets 2025: $1,035,7352025

Highlighted filing

2012

Assets$979,829
Liabilities$0
Net Assets$979,829
Open 2012 Filing

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $70,8572011Expenses 2012: $66,3032012Revenue 2012: $44,007Expenses 2012: $66,303Net Income 2012: -$22,2962012Expenses 2013: $113,3832013Revenue 2014: $83,448Expenses 2014: $84,552Net Income 2014: -$1,1042014Revenue 2015: $193,138Expenses 2015: $109,623Net Income 2015: $83,5152015Revenue 2016: $106,716Expenses 2016: $100,828Net Income 2016: $5,8882016Revenue 2017: $91,487Expenses 2017: $101,103Net Income 2017: -$9,6162017Revenue 2018: $114,786Expenses 2018: $98,681Net Income 2018: $16,1052018Revenue 2019: $109,175Expenses 2019: $115,077Net Income 2019: -$5,9022019Revenue 2020: $66,102Expenses 2020: $79,812Net Income 2020: -$13,7102020Revenue 2021: $53,810Expenses 2021: $85,318Net Income 2021: -$31,5082021Revenue 2022: $62,701Expenses 2022: $80,525Net Income 2022: -$17,8242022Revenue 2023: $47,114Expenses 2023: $66,734Net Income 2023: -$19,6202023Revenue 2024: $42,008Expenses 2024: $70,580Net Income 2024: -$28,5722024Revenue 2025: $70,570Expenses 2025: $100,530Net Income 2025: -$29,9602025

Highlighted filing

2012

Revenue-
Expenses$66,303
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
Aug 8, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN BARLOONBoard Member-$0--
BILL THORPESecretary-$0--
RICHARD SNELLBoard Member-$0--
JOAN OLIVERBoard Member-$0--
RICK KAPKOBoard Member-$0--
ROBIN MENSINGERBoard Member-$0--
ANN LYONSBoard Member-$0--
ANNE MCCLANAHANBoard Member-$0--
MIKE JOHNSTONTreasurer-$0--
KATHY ESFAHANIVice President-$0--
JENNIFER KNAPPPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL GRANTEXEMPTCOSTA MESA, CA, US$60,500
Paid Grant-MARNIE FERGUSON AWARDN/ACOSTA MESA, CA, US$500
Filing and Contact Details

Filer

EIN
14-1896442
Raw XML Appendix350 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4RICK KAPKO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ROBIN MENSINGER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6ANN LYONS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7ANNE MCCLANAHAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8MIKE JOHNSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9KATHY ESFAHANI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName10JENNIFER KNAPP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0BOARD MEMBER
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION SUPPORTS ESTANCIA HIGH SCHOOL.
IRS990PF/SummaryOfDirectCharitableActy/Description20THE FOUNDATION SUPPORTS TEWINKLE MIDDLE SCHOOL.
IRS990PF/SummaryOfDirectCharitableActy/Description30Marnie Ferguson Award
IRS990PF/SummaryOfDirectCharitableActy/Expenses1040000
IRS990PF/SummaryOfDirectCharitableActy/Expenses2020500
IRS990PF/SummaryOfDirectCharitableActy/Expenses30500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount160500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MARNIE FERGUSON AWARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ARELY MARTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1NEWPORT MESA UNIFIED SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102985-A BEAR STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112985-A BEAR STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0COSTA MESA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1COSTA MESA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092626
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode192626
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear061000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
OtherExpensesSchedule/OtherExpenses/Description0MERCHANT FEES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/Description2INSURANCE
OtherExpensesSchedule/OtherExpenses/Description3BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02382
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0691
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12382
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21530
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks370
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome02558
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02558
OtherIncreasesSchedule/OtherIncreases/Amount092913
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED 2010
TaxesSchedule/Taxes/Amount055
TaxesSchedule/Taxes/Category0TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0141896442
ReturnHeader/Filer/Name/BusinessNameLine10ESTANCIA & TEWINKLE SCHOOLS FOUNDATION
ReturnHeader/Filer/NameControl0ESTA
ReturnHeader/Filer/Phone07145498200
ReturnHeader/Filer/USAddress/AddressLine101700 ADAMS AVE
ReturnHeader/Filer/USAddress/City0COSTA MESA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092626
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-08
ReturnHeader/Officer/Name0MIKE JOHNSTON
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10J Johnston CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101700 Adams Avenue Suite 212
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Costa Mesa
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092626
ReturnHeader/Preparer/Name0J Michael Johnston
ReturnHeader/Preparer/Phone07145498200
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-02-01
ReturnHeader/TaxPeriodEndDate02012-01-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-08T09:21:33-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$979,829
Liabilities
$0
Net assets
$979,829
Revenue
-
Expenses
$66,303
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.10$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.11$0.12$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.19$0.11$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.11
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.04$0.07$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07