Civic Intelligence

Shorecliffs Middle School Educational Foundation

990EZ • Fiscal year 2017 • EIN 20-4613157

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 06, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% 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

60th percentile

8.4%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

97th percentile

259%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Up

$63,496

Up $4,922 (+8.4%) from 2016

Net Assets

Up

$63,496

Up $4,922 (+8.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$91,061

Up $65,724 (+259%) from 2016

Expenses

Up

$69,859

Up $39,880 (+133%) from 2016

Net Income

Up

$21,202

Up $25,844 (+557%) from 2016

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

2017

Assets$63,496
Liabilities-
Net Assets$63,496

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

2017

Revenue$91,061
Expenses$69,859
Net Income$21,202
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$94,860
Mission and Program Overview

Mission

Educational academic enrichment

Program Services

DescriptionGrantsExpenses
School Benefit - including technology, and security improvements-$50,124
Departmental Benefit- Supplies, equipment, student recognition, technology, books.-$12,440
Student Benefit - including field trips and other programs.-$5,313
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie ColsonPresPT$0--
Erini RedmondV. P.-$0--
Christine BrowerTreas-$0--
Kelli JohnsonSecy-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shorcliffs Annual Social Event$29,345$29,345$1,197$28,148
Total Events$29,345$29,345$3,799$25,546
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 Brower
Title
Treasurer
Phone
9494981660
Signed
2017-10-06
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 119

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

Amortization 63

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

Student Programs 5,313

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

School Improvement 50,124

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

Departmental Programs 12,440

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

Bank and Paypal Fees Expense 659

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

Fees Expense 25

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

Insurance Expense 150

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

Website Expense 365

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

Music, Garden, Drama, Surf departmental balances change from prior year 3,495

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

Non-cash items donated for auction fundraising efforts-reversal needed to balance -19,775

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

Organization Costs Beginning of year 473, End of year 410

Raw XML Appendix196 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/OtherExpensesTotalAmt069258
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IRS990EZ/PrintingPublicationsPostageAmt0216
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03799
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0460
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0460
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Shorcliffs Annual Social Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02142
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amortization 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Programs 5,313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement 50,124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Departmental Programs 12,440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank and Paypal Fees Expense 659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fees Expense 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance Expense 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Website Expense 365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Music, Garden, Drama, Surf departmental balances change from prior year 3,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Non-cash items donated for auction fundraising efforts-reversal needed to balance -19,775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Organization Costs Beginning of year 473, End of year 410
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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christine Brower
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09494981660
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-06
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.181.102.6
ReturnHeader/FilingSecurityInformation/IPDt02017-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:30:48
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-12T05:32:16-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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