Civic Intelligence

Shorecliffs Middle School Educational Foundation

990EZ • Fiscal year 2016 • EIN 20-4613157

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 07, 2016

240 Via SocorroSan Clemente, CA 92672-3714

(949) 498-1660

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-7.3%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$58,574

Down $4,646 (-7.3%) from 2015

Net Assets

Down

$58,574

Down $4,646 (-7.3%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$25,337

Down $17,775 (-41%) from 2015

Expenses

Down

$29,979

Down $9,045 (-23%) from 2015

Net Income

Down

-$4,642

Down $8,730 (-214%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $49,186Net Assets 2011: $49,1862011Assets 2012: $32,102Liabilities 2012: $02012Assets 2013: $59,332Net Assets 2013: $59,3322013Assets 2014: $59,025Net Assets 2014: $59,0252014Assets 2015: $63,220Net Assets 2015: $63,2202015Assets 2016: $58,574Net Assets 2016: $58,5742016Assets 2017: $63,496Net Assets 2017: $63,4962017Assets 2018: $65,546Liabilities 2018: $1,625Net Assets 2018: $63,9212018Assets 2019: $49,105Net Assets 2019: $49,1052019Assets 2020: $61,163Net Assets 2020: $61,1632020Assets 2021: $58,752Net Assets 2021: $58,7522021Assets 2025: $39,012Net Assets 2025: $39,0122025

Highlighted filing

2016

Assets$58,574
Liabilities-
Net Assets$58,574

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $82,285Expenses 2011: $71,683Net Income 2011: $10,6022011Revenue 2012: $98,746Expenses 2012: $115,830Net Income 2012: -$17,0842012Revenue 2013: $125,903Expenses 2013: $98,673Net Income 2013: $27,2302013Revenue 2014: $129,002Expenses 2014: $129,309Net Income 2014: -$3072014Revenue 2015: $43,112Expenses 2015: $39,024Net Income 2015: $4,0882015Revenue 2016: $25,337Expenses 2016: $29,979Net Income 2016: -$4,6422016Revenue 2017: $91,061Expenses 2017: $69,859Net Income 2017: $21,2022017Revenue 2018: $89,428Expenses 2018: $64,206Net Income 2018: $25,2222018Revenue 2019: $67,270Expenses 2019: $69,259Net Income 2019: -$1,9892019Revenue 2020: $81,200Expenses 2020: $42,905Net Income 2020: $38,2952020Revenue 2021: $21,751Expenses 2021: $24,496Net Income 2021: -$2,7452021Revenue 2025: $53,193Expenses 2025: $62,745Net Income 2025: -$9,5522025

Highlighted filing

2016

Revenue$25,337
Expenses$29,979
Net Income-$4,642
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 7, 2016
Return Version
2015v2.1
Gross Receipts
$32,052
Mission and Program Overview

Mission

Educational academic enrichment

Program Services

DescriptionGrantsExpenses
Student Benefit - including field trips and other programs.-$20,757
Teacher Benefit - Supplies-$6,894
School Benefit - including departmental, technology, and library improvements-$1,137
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie ColsonPresPT$0--
ERini RedmondV. P.-$0--
Nicole GirardTreas-$0--
Joelle DunnwaldSecy-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Drama Production$6,456$6,456$6,715$-259
Total Events$6,456$6,456$6,715$-259
Filing and Contact Details

Filer

Filer Name
Shorecliffs Middle School Educational Foundation
EIN
20-4613157
Phone
9494981660
Address
240 Via Socorro, San Clemente, CA 92672-3714

Signing Officer

Name
Christine Bowers
Title
201617 Treasurer
Signed
2016-09-07
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber
Phone
9492909333
Supplemental Narrative

Additional Explanations

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

Supplies 512

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

Amortization 63

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

Student Programs 20,757

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

School Improvement and Department Programs 1,137

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

Teacher Supplies, Equipment and Support Program 6,894

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

Bank and Paypal Fees 32

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

Fees 25

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

Insurance 150

Form 990-EZ, Part I, Line 20, Net Assets

rounding -4

Form 990-EZ, Part II, Line 24, Other Assets

Organization Costs Beginning of year 536, End of year 473

Raw XML Appendix188 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/PersonNm0Martha Mericle
IRS990EZ/BooksInCareOfDetail/PhoneNum09494981660
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 Via Socorro
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Clemente
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926723714
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062684
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058101
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020251
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4642
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063220
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058574
IRS990EZ/FundraisingGrossIncomeAmt06456
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0100
IRS990EZ/GrossReceiptsAmt032052
IRS990EZ/GrossSalesOfInventoryAmt0100
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063220
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058574
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063220
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058574
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephanie Colson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERini Redmond
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Girard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joelle Dunnwald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V. P.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secy
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0536
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0473
IRS990EZ/OtherChangesInNetAssetsAmt0-4
IRS990EZ/OtherExpensesTotalAmt029570
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational academic enrichment
IRS990EZ/PrintingPublicationsPostageAmt029
IRS990EZ/ProgramServiceRevenueAmt05245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Benefit - including field trips and other programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Benefit - including departmental, technology, and library improvements
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher Benefit - Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020757
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11137
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26894
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06715
IRS990EZ/SpecialEventsNetIncomeLossAmt0-259
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt029979
IRS990EZ/TotalProgramServiceExpensesAmt028788
IRS990EZ/TotalRevenueAmt025337
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0shorecliffsfoundation.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0127720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0108287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0332433
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt099896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt023563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0181178
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0513611
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032052
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0155253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0146806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131850
IRS990ScheduleA/Total509Grp/TotalAmt0513611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0155253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0146806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0131850
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0513611
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06715
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Drama Production
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt06456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06456
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-259
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06715
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06715
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Nicole Girard
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0240 Via Socorro
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0San Clemente
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd092672
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amortization 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Programs 20,757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement and Department Programs 1,137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Supplies, Equipment and Support Program 6,894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank and Paypal Fees 32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fees 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8rounding -4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Organization Costs Beginning of year 536, End of year 473
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christine Bowers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0201617 Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shorecliffs Middle School Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHOR
ReturnHeader/Filer/EIN0204613157
ReturnHeader/Filer/PhoneNum09494981660
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 Via Socorro
ReturnHeader/Filer/USAddress/CityNm0San Clemente
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926723714
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-11T02:53:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings