Civic Intelligence

Oak Crest Foundation Inc.

990EZ • Fiscal year 2014 • EIN 33-0004167

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

Organization ProfileOCPARENTFOUNDATION.ORG
675 Balour Drive92024

(760) 753-6241

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

56th percentile

5.7%

Higher net margin than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

50th percentile

1.6%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,358

Up $6,925 (+36%) from 2012

Net Assets

Up

$26,358

Up $6,925 (+36%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Up

$53,312

Up $1,656 (+3.2%) from 2012

Expenses

Down

$50,250

Down $8,000 (-14%) from 2012

Net Income

Up

$3,062

Up $9,656 (+146%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$30K$20K$10K$0Assets 2012: $19,433Net Assets 2012: $19,4332012Assets 2014: $26,358Net Assets 2014: $26,3582014Assets 2015: $16,471Net Assets 2015: $16,4712015Assets 2016: $19,365Net Assets 2016: $19,3652016Assets 2017: $23,695Net Assets 2017: $23,6952017

Highlighted filing

2014

Assets$26,358
Liabilities-
Net Assets$26,358
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $51,656Expenses 2012: $58,250Net Income 2012: -$6,5942012Revenue 2014: $53,312Expenses 2014: $50,250Net Income 2014: $3,0622014Revenue 2015: $48,384Expenses 2015: $58,271Net Income 2015: -$9,8872015Revenue 2016: $49,289Expenses 2016: $46,395Net Income 2016: $2,8942016Revenue 2017: $50,893Expenses 2017: $46,563Net Income 2017: $4,3302017

Highlighted filing

2014

Revenue$53,312
Expenses$50,250
Net Income$3,062
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$53,312
Mission and Program Overview

Mission

To support school activities and programs

Program Services

DescriptionGrantsExpenses
OAK CREST STAFF, STUDENTS AND FAMILIES BENEFITED FROM THE OAK CREST MUSIC BOOSTERS WHICH PROVIDES THE COMMUNITY WITH A SCHOOL BAND AND VARIOUS MUSIC CONCERTS DURING THE YEAR.$28,754-
45 STAFF MEMBERS AND 920 STUDENTS BENEFITED FROM TEACHER AND STAFF MINI-GRANTS FOR EDUCATION PROGRAMS: ART, MATH, SCIENCE, LANGUAGE, HISTORY, ENGLISH & OTHER ACTIVITIES$20,425-
OAK CREST STAFF, STUDENTS AND FAMILIES NUMBERING WELL OVER 1,500 BENEFITED FROM VARIOUS ADMINISTRATIVE COSTS REQUIRED TO RUN SCHOOL PROGRAMS AND ACTIVITIES.$1,071-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD STEINBERGPresident-$0--
JENNIFER SEDLOCKVice President-$0--
LORI FEINBERGSecretary-$0--
CAROL ELIASTreasurer-$0--
STEPHANIE LEWISChairman-$0--
Filing and Contact Details

Filer

EIN
33-0004167
Phone
7607536241

Signing Officer

Name
Carol Elias
Title
Treasurer
Signed
2014-11-17
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Oak crest music boosters $28797”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: OAK CREST MIDDLE SCHOOL | Donee's Address: 675 BALOUR DRIVE ENCINITAS, CA 92024 | Cash Amount Given: $16941”

Other Expenses.1002

“Office Expenses $14”

Other Expenses.1012

“Insurance $288”

Other Expenses.1

“Oak crest music boosters $28754”

Other Expenses.2

“HOSPITALITY $645”

Other Expenses.3

“Registration and filing fees $45”

Raw XML Appendix159 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL ELIAS
IRS990EZ/BooksInCareOfDetail/PhoneNum07607536241
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10675 BALOUR DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0ENCINITAS
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023296
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03062
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt079
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026358
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020425
IRS990EZ/GrossReceiptsAmt053312
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEONARD STEINBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SEDLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI FEINBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROL ELIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029746
IRS990EZ/OtherRevenueTotalAmt028797
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT SCHOOL ACTIVITIES AND PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt045 STAFF MEMBERS AND 920 STUDENTS BENEFITED FROM TEACHER AND STAFF MINI-GRANTS FOR EDUCATION PROGRAMS: ART, MATH, SCIENCE, LANGUAGE, HISTORY, ENGLISH & OTHER ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OAK CREST STAFF, STUDENTS AND FAMILIES NUMBERING WELL OVER 1,500 BENEFITED FROM VARIOUS ADMINISTRATIVE COSTS REQUIRED TO RUN SCHOOL PROGRAMS AND ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OAK CREST STAFF, STUDENTS AND FAMILIES BENEFITED FROM THE OAK CREST MUSIC BOOSTERS WHICH PROVIDES THE COMMUNITY WITH A SCHOOL BAND AND VARIOUS MUSIC CONCERTS DURING THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020425
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11071
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt228754
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050250
IRS990EZ/TotalProgramServiceExpensesAmt050250
IRS990EZ/TotalRevenueAmt053312
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OCPARENTFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0172230
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt028797
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt016560
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt014387
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt019379
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06286
IRS990ScheduleA/OtherIncome509Grp/TotalAmt085409
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66850
IRS990ScheduleA/PublicSupportTotal509Amt0172230
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037269
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044814
IRS990ScheduleA/Total509Grp/TotalAmt0172230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OAK CREST MUSIC BOOSTERS $28797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: OAK CREST MIDDLE SCHOOL | Donee's Address: 675 BALOUR DRIVE ENCINITAS, CA 92024 | Cash Amount Given: $16941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OAK CREST MUSIC BOOSTERS $28754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY $645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REGISTRATION AND FILING FEES $45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ELIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10OAK CREST FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKC
ReturnHeader/Filer/EIN0330004167
ReturnHeader/Filer/PhoneNum07607536241
ReturnHeader/Filer/USAddress/AddressLine10675 BALOUR DRIVE
ReturnHeader/Filer/USAddress/City0ENCINITAS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092024
ReturnHeader/ReturnTs02014-11-17T10:28:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,358
Liabilities
-
Net assets
$26,358
Revenue
$53,312
Expenses
$50,250
Net income
$3,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$23.7$23.7$50.9$46.6$4.33
2016Detailed filing. Detailed filing data is available for this year.$19.4$19.4$49.3$46.4$2.89
2015Detailed filing. Detailed filing data is available for this year.$16.5$16.5$48.4$58.3$9.89
2014Detailed filing. Detailed filing data is available for this year.$26.4$26.4$53.3$50.3$3.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$19.4$51.7$58.3$6.59