Civic Intelligence

Estancia & Tewinkle Schools Foundation

990PF • Fiscal year 2013 • EIN 14-1896442

Feb 01, 2012 to Jan 31, 2013 • Filed on Sep 12, 2013

Organization Profile
1700 Adams Ave92626
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$942,716

Down $37,113 (-3.8%) from 2012

Net Assets

$942,716

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$113,383

Up $47,080 (+71%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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: $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

2013

Assets$942,716
Liabilities$0
Net Assets$942,716
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $70,8572011Revenue 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

2013

Revenue-
Expenses$113,383
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2012 to Jan 31, 2013
Signed
Sep 12, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE GRAHAMBoard Member-$0--
LINDA TENNOBoard Member-$0--
KAREN BARLOONTreasurer-$0--
BILL THORPESecretary-$0--
JOAN OLIVERVice President-$0--
ROBIN MENSINGERBoard Member-$0--
ANN LYONSBoard Member-$0--
HYDEE BETHBoard Member-$0--
CATHI HARTWELLBoard Member-$0--
JENNIFER KNAPPPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL GRANTEXEMPTCOSTA MESA, CA, US$93,268
Paid Grant-MARNIE FERGUSON AWARDN/ACOSTA MESA, CA, US$500
Filing and Contact Details

Filer

EIN
14-1896442
Raw XML Appendix340 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/PersonName1LINDA TENNO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KAREN BARLOON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3BILL THORPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JOAN OLIVER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ROBIN MENSINGER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6ANN LYONS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0BOARD MEMBER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1BOARD MEMBER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5BOARD MEMBER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title9President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102792 Redwing Circle
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11979 Trabuco Circle
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122978 COUNTRY CLUB DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131649 PALAU PLACE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine142730 ALBATROSS DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine152323 PLACENTIA AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine162952 MAUI PLACE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine17947 Joann Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine181868 Elba Cir
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine192705 SPARROW CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0COSTA MESA
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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/Expenses1056200
IRS990PF/SummaryOfDirectCharitableActy/Expenses2037000
IRS990PF/SummaryOfDirectCharitableActy/Expenses30500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount193268
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MARNIE FERGUSON AWARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0EMILY LEAHY
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/TotGrantOrContriPaidDuringYear093768
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
OtherDecreasesSchedule/OtherDecreases/Amount016948
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED 2011
OtherExpensesSchedule/OtherExpenses/Description0Special Event Expenses
OtherExpensesSchedule/OtherExpenses/Description1MERCHANT FEES
OtherExpensesSchedule/OtherExpenses/Description2INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/Description3BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/Description4ADVERTISING
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome04323
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks012737
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1748
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks24323
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks318
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks41005
OtherIncomeSchedule2/OtherIncome/Description0Income From Special Events
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks050108
TaxesSchedule/Taxes/Amount0234
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/DateSigned02013-09-12
ReturnHeader/Officer/Name0KAREN BARLOON
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/TaxPeriodBeginDate02012-02-01
ReturnHeader/TaxPeriodEndDate02013-01-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-12T16:34:31-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$942,716
Liabilities
$0
Net assets
$942,716
Revenue
-
Expenses
$113,383
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
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