Civic Intelligence

Twin Trails Education Foundation

990EZ • Fiscal year 2022 • EIN 20-1105904

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 01, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

63%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$121,174

Up $24,760 (+26%) from 2021

Net Assets

Up

$121,174

Up $24,760 (+26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$78,314

Up $30,330 (+63%) from 2021

Expenses

Up

$53,554

Up $24,048 (+82%) from 2021

Net Income

Up

$24,760

Up $6,282 (+34%) from 2021

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

2022

Assets$121,174
Liabilities$0
Net Assets$121,174

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

2022

Revenue$78,314
Expenses$53,554
Net Income$24,760
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 1, 2022
Return Version
2021v4.2
Gross Receipts
$79,842
Mission and Program Overview

Mission

Providing financial support to sundance elementary school

Program Services

DescriptionGrantsExpenses
PROVIDE SCIENCE, MUSIC, AND PHYSICAL EDUCATION PROGRAMS$0$26,103
PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS$0$5,685
PROVIDE TECH SUPPORT THROUGH A TECH SUPPORT ASSISTANT TO MAINTAIN TECHNOLOGY ACQUIRED$0$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE WARNERPresidentPT$0--
TERRI RAMUNDOVice PresidentPT$0--
JACQUELYN BENTONSecretaryPT$0--
SEAN O'CONNORTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Get Movin$27,227$27,227$1,528$25,699
Annual Auction$7,583$7,583-$7,583
Total Events$41,423$41,423$1,528$39,895
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
Stephanie Warner
Title
President
Phone
8584842950
Signed
2022-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Gatto Pope & Walwick Llp
Address
3131 CAMINO DEL RIO N 1200, SAN DIEGO, CA 92108
Preparer
Thomas J Mcfadden
Phone
6192827366
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: sundance elementary school. Grantee address: 8944 twin trails drive san diego, ca 92129. Property description: cash. Date of gift: 06/30/22. Amount given: 36,788.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: miscellaneous. Amount: 14,804. Description: bank fees. Amount: 321. Description: taxes and fees. Amount: 1,452. Description: paypal fees . Amount: 189. Total to form 990-ez, line 16: 16,766.

Raw XML Appendix176 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/BooksInCareOfDetail/PhoneNum08584842950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08944 TWIN TRAILS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092129
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRI RAMUNDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACQUELYN BENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SEAN O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016766
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING FINANCIAL SUPPORT TO SUNDANCE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCIENCE, MUSIC, AND PHYSICAL EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE TECH SUPPORT THROUGH A TECH SUPPORT ASSISTANT TO MAINTAIN TECHNOLOGY ACQUIRED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026103
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15685
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt039895
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053554
IRS990EZ/TotalProgramServiceExpensesAmt036788
IRS990EZ/TotalRevenueAmt078314
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TWINTRAILSFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt069961
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038419
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt069961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055802
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0231632
IRS990ScheduleA/TotalSupportAmt0231632
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/DirectExpenseSummaryEventsAmt01528
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GET MOVIN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06613
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039895
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01528
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01528
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: SUNDANCE ELEMENTARY SCHOOL. GRANTEE ADDRESS: 8944 TWIN TRAILS DRIVE SAN DIEGO, CA 92129. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/22. AMOUNT GIVEN: 36,788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 14,804. DESCRIPTION: BANK FEES. AMOUNT: 321. DESCRIPTION: TAXES AND FEES. AMOUNT: 1,452. DESCRIPTION: PAYPAL FEES . AMOUNT: 189. TOTAL TO FORM 990-EZ, LINE 16: 16,766.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08584842950
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-01
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/PreparerFirmEIN0330371564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GATTO POPE & WALWICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03131 CAMINO DEL RIO N 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192827366
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J MCFADDEN
ReturnHeader/ReturnTs02022-11-11T00:12:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARNER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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