Civic Intelligence

Shorecliffs Middle School Educational Foundation

990EZ • Fiscal year 2025 • EIN 20-4613157

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 11, 2025

Organization Profileshorecliffsmiddleschooleducationfoundation.org
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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,012

Down $19,740 (-34%) from 2021

Net Assets

Down

$39,012

Down $19,740 (-34%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Up

$53,193

Up $31,442 (+145%) from 2021

Expenses

Up

$62,745

Up $38,249 (+156%) from 2021

Net Income

Down

-$9,552

Down $6,807 (-248%) from 2021

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2025

Assets$39,012
Liabilities-
Net Assets$39,012
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2025

Revenue$53,193
Expenses$62,745
Net Income-$9,552
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 11, 2025
Return Version
2024v5.2
Gross Receipts
$56,193
Mission and Program Overview

Mission

Educational academic enrichment

Educationa enrichment support at Shorecliffs Middle School

Program Services

DescriptionGrantsExpenses
Student Educational Enrichment Program Funding-$56,692
School And School Improvement Program Funding-$4,466
Teacher and Staff Programs Funding-$247
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie HenningsPresident-$0--
Paige PfohlVice President-$0--
Shira DicksonSecretary-$0--
Kelly BoydTreasurer-$0--
Jennifer PayneFundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$3,551$3,551-$3,551
Total Events$3,551$3,551$3,000$551
Filing and Contact Details

Filer

Filer Name
Shorecliffs Middle School Educational Foundation
EIN
20-4613157
In Care Of
% Kelly Boyd
Phone
9494981660
Address
240 Via Socorro, San Clemente, CA 92672-3714

Signing Officer

Name
Kelly Boyd
Title
Treasurer
Phone
9494981660
Signed
2025-09-11
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 585”

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

“Student Educational Enrichment Programs Funding 56,692”

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

“School and School Improvement Programs Funding 4,466”

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

“Teacher and Staff Programs Funding 247”

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

“Foundation Administrative Expenses 590”

Raw XML Appendix162 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/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shira Dickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly Boyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Payne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062580
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educationa enrichment support at Shorecliffs Middle School
IRS990EZ/ProgramServiceRevenueAmt024121
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Educational Enrichment Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School And School Improvement Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher and Staff Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056692
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14466
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2247
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03000
IRS990EZ/SpecialEventsNetIncomeLossAmt0551
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt062745
IRS990EZ/TotalProgramServiceExpensesAmt061405
IRS990EZ/TotalRevenueAmt053193
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0shorecliffsmiddleschooleducationfoundation.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057776
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027672
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025132
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt066667
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0124443
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06216
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021751
IRS990ScheduleA/Total509Grp/TotalAmt0124443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056193
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021751
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0124443
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03551
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03551
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0551
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Educational Enrichment Programs Funding 56,692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School and School Improvement Programs Funding 4,466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher and Staff Programs Funding 247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Foundation Administrative Expenses 590
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Boyd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09494981660
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shorecliffs Middle School Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHOR
ReturnHeader/Filer/EIN0204613157
ReturnHeader/Filer/InCareOfNm0% Kelly Boyd
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/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-11T02:00:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,012
Liabilities
-
Net assets
$39,012
Revenue
$53,193
Expenses
$62,745
Net income
-$9,552
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