Civic Intelligence

Shorecliffs Middle School Educational Foundation

990EZ • Fiscal year 2020 • EIN 20-4613157

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 11, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

69th percentile

25%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$61,163

Up $12,058 (+25%) from 2019

Net Assets

Up

$61,163

Up $12,058 (+25%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$81,200

Up $13,930 (+21%) from 2019

Expenses

Down

$42,905

Down $26,354 (-38%) from 2019

Net Income

Up

$38,295

Up $40,284 (+2025%) from 2019

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

2020

Assets$61,163
Liabilities-
Net Assets$61,163

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

2020

Revenue$81,200
Expenses$42,905
Net Income$38,295
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 11, 2020
Return Version
2019v5.1
Gross Receipts
$90,778
Mission and Program Overview

Mission

Educational academic enrichment

Program Services

DescriptionGrantsExpenses
School Instructional and Student Programs Support-$32,966
Student Programs - including field trips and other programs.-$5,467
Departmental Benefit- Supplies, equipment, technology, books.-$566
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie CappadociaPresPT$0--
Alexandra OtaSecretary-$0--
Kate FranklinTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraiser$40,610$40,610$5,860$34,750
Total Events$40,610$40,610$9,578$31,032
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
Kate Franklin
Title
Treasurer
Phone
9494981660
Signed
2020-09-11
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

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

Fundraising 691

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

Amortization 63

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

Student Programs 5,467

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

School Instructional and Student Support Programs 32,966

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

Departmental Programs 566

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

Organization Administrative Expenses 2,409

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

Insurance Expense 343

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

Non-cash items donated for auction fundraising efforts-reversal needed to balance -27,165

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

Prior period adjustment of old balance sheet item 616

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

Unlocated Difference 312

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

Organization Costs Beginning of year 284, End of year 221

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

Deferred revenue Beginning of year 616, End of year 0

Raw XML Appendix189 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/USAddress/CityNm0San Clemente
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926723714
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alexandra Ota
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kate Franklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0900
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0221
IRS990EZ/OtherChangesInNetAssetsAmt0-26237
IRS990EZ/OtherExpensesTotalAmt042505
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational academic enrichment
IRS990EZ/ProgramServiceRevenueAmt03680
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Programs - including field trips and other programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Instructional and Student Programs Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Departmental Benefit- Supplies, equipment, technology, books.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05467
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132966
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2566
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09578
IRS990EZ/SpecialEventsNetIncomeLossAmt031032
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt042905
IRS990EZ/TotalProgramServiceExpensesAmt038999
IRS990EZ/TotalRevenueAmt081200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0shorecliffsfoundation.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046488
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0196624
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044290
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038835
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090778
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032052
IRS990ScheduleA/Total509Grp/TotalAmt0390403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090778
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032052
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0390403
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09578
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02918
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040610
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031032
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05860
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05860
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amortization 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Programs 5,467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Instructional and Student Support Programs 32,966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Departmental Programs 566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Organization Administrative Expenses 2,409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance Expense 343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Non-cash items donated for auction fundraising efforts-reversal needed to balance -27,165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prior period adjustment of old balance sheet item 616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Unlocated Difference 312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Organization Costs Beginning of year 284, End of year 221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Deferred revenue Beginning of year 616, End of year 0
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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kate Franklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09494981660
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04A911B53998F4B0D3853F03806E02D969764C820
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A911B53998F4B0D3853F03806E02D969764C820
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.5.210.65
ReturnHeader/FilingSecurityInformation/IPDt02020-09-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm021:10:00
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-15T02:10:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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