Civic Intelligence

Del Sur Educational Foundation

990 • Fiscal year 2024 • EIN 27-1944193

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 10, 2024

10531 4S Commons Dr Ste 166-479San Diego, CA 92127

(858) 674-6200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

57th percentile

8.3%

Higher net margin than 57% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.5%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-6.7%

Faster revenue growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$523,781

Up $27,211 (+5.5%) from 2023

Net Assets

Up

$523,781

Up $27,211 (+5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$326,815

Down $23,397 (-6.7%) from 2023

Expenses

Down

$299,604

Down $58,604 (-16%) from 2023

Net Income

Up

$27,211

Up $35,207 (+440%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $92,123Liabilities 2012: $0Net Assets 2012: $92,1232012Assets 2013: $149,648Liabilities 2013: $0Net Assets 2013: $149,6482013Assets 2014: $149,416Liabilities 2014: $0Net Assets 2014: $149,4162014Assets 2015: $199,697Liabilities 2015: $0Net Assets 2015: $199,6972015Assets 2016: $231,080Liabilities 2016: $0Net Assets 2016: $231,0802016Assets 2017: $374,071Liabilities 2017: $0Net Assets 2017: $374,0712017Assets 2018: $482,693Liabilities 2018: $0Net Assets 2018: $482,6932018Assets 2019: $527,446Liabilities 2019: $0Net Assets 2019: $527,4462019Assets 2020: $555,425Liabilities 2020: $0Net Assets 2020: $555,4252020Assets 2021: $518,101Liabilities 2021: $0Net Assets 2021: $518,1012021Assets 2022: $504,566Liabilities 2022: $0Net Assets 2022: $504,5662022Assets 2023: $496,570Liabilities 2023: $0Net Assets 2023: $496,5702023Assets 2024: $523,781Liabilities 2024: $0Net Assets 2024: $523,7812024Assets 2025: $574,832Liabilities 2025: $0Net Assets 2025: $574,8322025

Highlighted filing

2024

Assets$523,781
Liabilities$0
Net Assets$523,781

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $60,866Expenses 2012: $33,660Net Income 2012: $27,2062012Revenue 2013: $136,464Expenses 2013: $78,939Net Income 2013: $57,5252013Revenue 2014: $119,534Expenses 2014: $119,766Net Income 2014: -$2322014Revenue 2015: $122,016Expenses 2015: $71,735Net Income 2015: $50,2812015Revenue 2016: $139,544Expenses 2016: $108,161Net Income 2016: $31,3832016Revenue 2017: $262,132Expenses 2017: $119,141Net Income 2017: $142,9912017Revenue 2018: $248,070Expenses 2018: $139,448Net Income 2018: $108,6222018Revenue 2019: $229,146Expenses 2019: $184,393Net Income 2019: $44,7532019Revenue 2020: $235,240Expenses 2020: $207,261Net Income 2020: $27,9792020Revenue 2021: $175,746Expenses 2021: $213,070Net Income 2021: -$37,3242021Revenue 2022: $333,481Expenses 2022: $347,016Net Income 2022: -$13,5352022Revenue 2023: $350,212Expenses 2023: $358,208Net Income 2023: -$7,9962023Revenue 2024: $326,815Expenses 2024: $299,604Net Income 2024: $27,2112024Revenue 2025: $355,143Expenses 2025: $304,092Net Income 2025: $51,0512025

Highlighted filing

2024

Revenue$326,815
Expenses$299,604
Net Income$27,211
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 10, 2024
Return Version
2023v5.0
Gross Receipts
$413,223
Mission and Program Overview

Mission

Grants to del sur elementary school for teachers, technology and arts and science programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$432,679-
Cash and Non-Interest-Bearing Accounts$496,570$91,102▼ $405,468
Total Assets$496,570$523,781▲ $27,211
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$496,570$523,781▲ $27,211
Total Net Assets Fund Balance$496,570$523,781▲ $27,211
Total Liabilities and Net Assets / Fund Balance$496,570$523,781▲ $27,211
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie GoodmanPresident
Kristen PickDirector Campus C
Charlotte OrrDirector of Fundr
Andrea LopezDirector School E
Katie ScalzoDirector Tech & S
Toms PonceSecretary
Chrissy OsbornTreasurer
Ava ShuckleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$108,007
Program Service Revenue
$0
Investment Income
$16,998
Other Revenue
$201,810
All Other Contributions
$108,007
Change in Net Assets
$27,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$237,076
Other Expenses$62,528
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$237,076--$237,076
Insurance$2,068--$2,068
Office Expenses$997--$997
Fees for Services Accounting$835--$835
Other Expenses$575--$575
All Other Expenses$489--$489
Total Functional Expenses$299,604$0$0$299,604
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Del Sur ElementarySan Diego, CAGov-$237,076
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$218,641
Fundraising Direct Expenses$79,299
Gaming Gross Income$27,218
Gaming Direct Expenses$1,162
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$141,626$141,626$49,993$91,633
Night for Our E$77,015$77,015$5,330$71,685
Total Events$218,641$218,641$79,299$139,342
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board president and treasurer review before filing.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Del Sur Educational Foundation
EIN
27-1944193
Phone
8586746200
Address
10531 4S COMMONS DR STE 166-479, SAN DIEGO, CA 92127

Signing Officer

Name
Julie Goodman
Title
President
Phone
8586746200
Signed
2024-10-10

Organization Details

Principal Officer
Julie Goodman
Formed
2010
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Am Owens CPA Apc
Address
10340 PASEO PARK DRIVE, LAKESIDE, CA 92040
Preparer
Alicia M Owens
Phone
6196982401
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023001
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt01162
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt027218
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt027218
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt026056
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt01162
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt01162
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0CHRISSY OSBORN
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt016041 FAIR HL
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SAN DIEGO
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd092127
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0237076
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DEL SUR ELEMENTARY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015665 PASEO DEL SUR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092127
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD PRESIDENT AND TREASURER REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0496570
IRS990/TotalAssetsEOYAmt0523781
IRS990/TotalAssetsGrp/BOYAmt0496570
IRS990/TotalAssetsGrp/EOYAmt0523781
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0108007
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0299604
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299604
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0496570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0523781
IRS990/TotalProgramServiceExpensesAmt0299604
IRS990/TotalRevenueGrp/ExclusionAmt026056
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053410
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0326815
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0496570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0523781
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016493 EDGEHILL RD
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092127
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.DELSURFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GOODMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08586746200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEL SUR EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DELS
ReturnHeader/Filer/EIN0271944193
ReturnHeader/Filer/PhoneNum08586746200
ReturnHeader/Filer/USAddress/AddressLine1Txt010531 4S COMMONS DR STE 166-479
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454128534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AM OWENS CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010340 PASEO PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKESIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092040
ReturnHeader/PreparerPersonGrp/PhoneNum06196982401
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALICIA M OWENS
ReturnHeader/ReturnTs02024-10-15T17:30:43-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$3.55$3.04$0.51
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$3.27$3.00$0.27
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$3.50$3.58$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$3.33$3.47$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$1.76$2.13$0.37
2020Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$2.35$2.07$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$2.29$1.84$0.45
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$2.48$1.39$1.09
2017Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$2.62$1.19$1.43
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.40$1.08$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.22$0.72$0.50
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.20$1.20$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$1.36$0.79$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.61$0.34$0.27