Civic Intelligence

Twin Trails Education Foundation

990EZ • Fiscal year 2017 • EIN 20-1105904

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 16, 2017

8944 Twin Trails DriveSan Diego, CA 92129

(858) 484-2950

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

55th percentile

5.7%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$67,478

Up $3,366 (+5.3%) from 2016

Net Assets

$67,478

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$58,525

Up $1,688 (+3.0%) from 2016

Expenses

Up

$55,160

Up $6,462 (+13%) from 2016

Net Income

Down

$3,365

Down $4,774 (-59%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $30,697Liabilities 2012: $02012Assets 2013: $23,281Liabilities 2013: $02013Assets 2014: $28,798Liabilities 2014: $02014Assets 2015: $55,974Liabilities 2015: $02015Assets 2016: $64,112Liabilities 2016: $02016Assets 2017: $67,478Net Assets 2017: $67,4782017Assets 2018: $62,742Net Assets 2018: $62,7422018Assets 2019: $87,799Liabilities 2019: $0Net Assets 2019: $87,7992019Assets 2020: $77,936Liabilities 2020: $0Net Assets 2020: $77,9362020Assets 2021: $96,414Liabilities 2021: $0Net Assets 2021: $96,4142021Assets 2022: $121,174Liabilities 2022: $0Net Assets 2022: $121,1742022Assets 2023: $136,666Liabilities 2023: $0Net Assets 2023: $136,6662023Assets 2024: $174,711Liabilities 2024: $0Net Assets 2024: $174,7112024Assets 2025: $224,705Liabilities 2025: $0Net Assets 2025: $224,7052025

Highlighted filing

2017

Assets$67,478
Liabilities-
Net Assets$67,478

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $34,420Expenses 2012: $42,061Net Income 2012: -$7,6412012Revenue 2013: $26,740Expenses 2013: $34,156Net Income 2013: -$7,4162013Revenue 2014: $53,938Expenses 2014: $48,421Net Income 2014: $5,5172014Revenue 2015: $63,064Expenses 2015: $35,888Net Income 2015: $27,1762015Revenue 2016: $56,837Expenses 2016: $48,698Net Income 2016: $8,1392016Revenue 2017: $58,525Expenses 2017: $55,160Net Income 2017: $3,3652017Revenue 2018: $60,217Expenses 2018: $64,953Net Income 2018: -$4,7362018Revenue 2019: $80,204Expenses 2019: $55,147Net Income 2019: $25,0572019Revenue 2020: $38,488Expenses 2020: $48,351Net Income 2020: -$9,8632020Revenue 2021: $47,984Expenses 2021: $29,506Net Income 2021: $18,4782021Revenue 2022: $78,314Expenses 2022: $53,554Net Income 2022: $24,7602022Revenue 2023: $101,379Expenses 2023: $85,887Net Income 2023: $15,4922023Revenue 2024: $128,895Expenses 2024: $90,850Net Income 2024: $38,0452024Revenue 2025: $177,974Expenses 2025: $127,980Net Income 2025: $49,9942025

Highlighted filing

2017

Revenue$58,525
Expenses$55,160
Net Income$3,365
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$60,487
Mission and Program Overview

Mission

Providing financial support to sundance elementary school

Program Services

DescriptionGrantsExpenses
PROVIDE SCIENCE, MUSIC, AND PHYSICAL EDUCATION PROGRAMS$25,535-
PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS$12,698-
PROVIDE TECH SUPPORT THROUGH A TECH SUPPORT ASSISTANT TO MAINTAIN TECHNOLOGY ACQUIRED$8,512-
PROVIDE SUPPORT FOR CHILDREN WHO ARE FALLING BEHIND IN CERTAIN SUBJECTS BENEFITING ALL GRADES K-5 BY OBTAINING AN IMPACT TEACHER$7,646-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL TSAIPresidentPT$0--
MELISSA HENRYVice PresidentPT$0--
JENNIFER ELDERSecretaryPT$0--
LORI PORTERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$17,041$1,591$805$786
Total Events$17,041$1,591$1,591-
Filing and Contact Details

Filer

Filer Name
Twin Trails Education Foundation
EIN
20-1105904
Phone
8584842950
Address
8944 TWIN TRAILS DRIVE, SAN DIEGO, CA 92129

Signing Officer

Name
Phil Tsai
Title
President
Signed
2017-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Wilkinson Hadley King Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
P Robert Wilkinson
Phone
6194476700
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: SUNDANCE ELEMENTARY SCHOOL | Donee's Address: 8944 TWIN TRAILS DRIVE SAN DIEGO CA 92129 | Cash Amount Given: $54391

Other Expenses.1012

Insurance $596

Other Expenses.1

SUPPLIES $140

Other Expenses.2

BANK FEES $23

Other Expenses.3

TAXES AND FEES $10

Raw XML Appendix169 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LORI PORTER
IRS990EZ/BooksInCareOfDetail/PhoneNum08584842950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08944 TWIN TRAILS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092129
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064113
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067478
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt058525
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03365
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064113
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067478
IRS990EZ/FundraisingGrossIncomeAmt01962
IRS990EZ/GrantsAndSimilarAmountsPaidAmt054391
IRS990EZ/GrossReceiptsAmt060487
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064113
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067478
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064113
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHIL TSAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER ELDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORI PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0769
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing financial support to Sundance Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCIENCE, MUSIC, AND PHYSICAL EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE TECH SUPPORT THROUGH A TECH SUPPORT ASSISTANT TO MAINTAIN TECHNOLOGY ACQUIRED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SUPPORT FOR CHILDREN WHO ARE FALLING BEHIND IN CERTAIN SUBJECTS BENEFITING ALL GRADES K-5 BY OBTAINING AN IMPACT TEACHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025535
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18512
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27646
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt312698
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01962
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055160
IRS990EZ/TotalProgramServiceExpensesAmt054391
IRS990EZ/TotalRevenueAmt058525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TWINTRAILSFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011991
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0158429
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt051595
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt058980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt020115
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt019344
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0150034
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51360
IRS990ScheduleA/PublicSupportPY170Pct00.23200
IRS990ScheduleA/PublicSupportTotal170Amt0158429
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011991
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016166
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0158429
IRS990ScheduleA/TotalSupportAmt0308463
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015450
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015450
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01591
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0786
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0786
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01591
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0805
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SUNDANCE ELEMENTARY SCHOOL | Donee's Address: 8944 TWIN TRAILS DRIVE SAN DIEGO CA 92129 | Cash Amount Given: $54391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES AND FEES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL TSAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWIN TRAILS EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TWIN
ReturnHeader/Filer/EIN0201105904
ReturnHeader/Filer/PhoneNum08584842950
ReturnHeader/Filer/USAddress/AddressLine1Txt08944 TWIN TRAILS DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wilkinson Hadley King Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 W Douglas Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06194476700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0P ROBERT WILKINSON
ReturnHeader/ReturnTs02017-11-15T18:00:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$1.78$1.28$0.50
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.29$0.91$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.01$0.86$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.78$0.54$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.48$0.30$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.38$0.48$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.80$0.55$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.60$0.65$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.59$0.55$0.03
2016Summary only. Only limited summary data is available for this year.$0.64$0.00$0.57$0.49$0.08
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$0.63$0.36$0.27
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.54$0.48$0.06
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.27$0.34$0.07
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.34$0.42$0.08