Civic Intelligence

Shorecliffs Middle School Educational Foundation

990EZ • Fiscal year 2021 • EIN 20-4613157

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 05, 2021

Organization Profileshorecliffsfoundation.com
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.9%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-73%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$58,752

Down $2,411 (-3.9%) from 2020

Net Assets

Down

$58,752

Down $2,411 (-3.9%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$21,751

Down $59,449 (-73%) from 2020

Expenses

Down

$24,496

Down $18,409 (-43%) from 2020

Net Income

Down

-$2,745

Down $41,040 (-107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2021

Assets$58,752
Liabilities-
Net Assets$58,752
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

2021

Revenue$21,751
Expenses$24,496
Net Income-$2,745
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 5, 2021
Return Version
2020v4.1
Gross Receipts
$21,751
Mission and Program Overview

Mission

Educational academic enrichment

Program Services

DescriptionGrantsExpenses
Student Programs - including field trips and other programs.-$18,709
School Instructional and Student Programs Support-$2,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie CappadociaPresPT$0--
Alexandra OtaSecretary-$0--
Kate FranklinTreasurer-$0--
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
2021-10-05
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 2,697”

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

“Amortization 63”

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

“Student Programs 18,709”

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

“School Instructional and Student Support Programs 2,000”

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

“Organization Administrative Expenses 274”

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

“Insurance Expense 343”

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

“Prior Period Adjustment 334”

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

“Organization Costs Beginning of year 221, End of year 158”

Raw XML Appendix160 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0221
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0158
IRS990EZ/OtherChangesInNetAssetsAmt0334
IRS990EZ/OtherExpensesTotalAmt024086
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational academic enrichment
IRS990EZ/ProgramServiceRevenueAmt010721
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Programs - including field trips and other programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Instructional and Student Programs Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018709
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt024496
IRS990EZ/TotalProgramServiceExpensesAmt020709
IRS990EZ/TotalRevenueAmt021751
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0shorecliffsfoundation.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046488
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0186783
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051027
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0193319
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/Total509Grp/CurrentTaxYearAmt021751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094860
IRS990ScheduleA/Total509Grp/TotalAmt0380102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090778
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094860
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0380102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 2,697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amortization 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Programs 18,709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Instructional and Student Support Programs 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Organization Administrative Expenses 274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance Expense 343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prior Period Adjustment 334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Organization Costs Beginning of year 221, End of year 158
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
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ReturnHeader/Filer/PhoneNum09494981660
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-08T11:15:55-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kate
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,752
Liabilities
-
Net assets
$58,752
Revenue
$21,751
Expenses
$24,496
Net income
-$2,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.53$0.63$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.22$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.81$0.43$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.67$0.69$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.64$0.89$0.64$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.91$0.70$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.25$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.43$0.39$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.59$1.29$1.29$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$1.26$0.99$0.27
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.99$1.16$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$0.82$0.72$0.11