Civic Intelligence

Twin Trails Education Foundation

990EZ • Fiscal year 2018 • EIN 20-1105904

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 11, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-7.0%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

2.9%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$62,742

Down $4,736 (-7.0%) from 2017

Net Assets

Down

$62,742

Down $4,736 (-7.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$60,217

Up $1,692 (+2.9%) from 2017

Expenses

Up

$64,953

Up $9,793 (+18%) from 2017

Net Income

Down

-$4,736

Down $8,101 (-241%) from 2017

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

2018

Assets$62,742
Liabilities-
Net Assets$62,742

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

2018

Revenue$60,217
Expenses$64,953
Net Income-$4,736
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 11, 2019
Return Version
2017v2.2
Gross Receipts
$79,029
Mission and Program Overview

Mission

Providing financial support to sundance elementary school

Program Services

DescriptionGrantsExpenses
PROVIDE SCIENCE, MUSIC, AND PHYSICAL EDUCATION PROGRAMS$23,804-
PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS$16,178-
PROVIDE TECH SUPPORT THROUGH A TECH SUPPORT ASSISTANT TO MAINTAIN TECHNOLOGY ACQUIRED$12,796-
PROVIDE SUPPORT FOR CHILDREN WHO ARE FALLING BEHIND IN CERTAIN SUBJECTS BENEFITING ALL GRADES K-5 BY OBTAINING AN IMPACT TEACHER$10,525-
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$15,607$15,607$9,713$5,894
Halloween Carnival$7,620$7,620$5,148$2,472
Total Events$23,227$23,227$18,812$4,415
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
2019-04-11
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: $63303

Other Expenses.1012

Insurance $600

Other Expenses.1

TAXES AND FEES $613

Other Expenses.2

BANK FEES $330

Other Expenses.3

SUPPLIES $65

Other Expenses.4

WEBSITE $42

Raw XML Appendix170 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/OtherExpensesTotalAmt01650
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE TECH SUPPORT THROUGH A TECH SUPPORT ASSISTANT TO MAINTAIN TECHNOLOGY ACQUIRED
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALLOWEEN CARNIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09713
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SUNDANCE ELEMENTARY SCHOOL | Donee's Address: 8944 TWIN TRAILS DRIVE SAN DIEGO CA 92129 | Cash Amount Given: $63303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES AND FEES $613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE $42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL TSAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-11
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/PreparerFirmEIN0522354566
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/ReturnTs02019-04-24T09:09:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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