Civic Intelligence

Oak Crest Foundation Inc.

990EZ • Fiscal year 2015 • EIN 33-0004167

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 05, 2016

Organization ProfileOAKCRESTPARENTFOUNDATION.ORG
675 Balour DriveEncinitas, CA 92024

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-9.2%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,471

Down $9,887 (-38%) from 2014

Net Assets

Down

$16,471

Down $9,887 (-38%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$48,384

Down $4,928 (-9.2%) from 2014

Expenses

Up

$58,271

Up $8,021 (+16%) from 2014

Net Income

Down

-$9,887

Down $12,949 (-423%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2015

Assets$16,471
Liabilities-
Net Assets$16,471
Open 2015 Filing

Operations Trend

Revenue Growth34th 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

2015

Revenue$48,384
Expenses$58,271
Net Income-$9,887
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Gross Receipts
$48,384
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.$28,794-
45 STAFF MEMBERS AND 920 STUDENTS BENEFITED FROM TEACHER AND STAFF MINI-GRANTS FOR EDUCATION PROGRAMS: ART, MATH, SCIENCE, LANGUAGE, HISTORY, ENGLISH & OTHER ACTIVITIES$25,620-
OAK CREST STAFF, STUDENTS AND FAMILIES NUMBERING WELL OVER 1,500 BENEFITED FROM VARIOUS ADMINISTRATIVE COSTS REQUIRED TO RUN SCHOOL PROGRAMS AND ACTIVITIES.$3,857-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS POSSEMATOPresident-$0--
JENNIFER HARRISVice President-$0--
VICKY WEINZIERISecretary-$0--
CAROL ELIASTreasurer-$0--
KAREN POSSEMATOChairman-$0--
Filing and Contact Details

Filer

Filer Name
Oak Crest Foundation Inc
EIN
33-0004167
Phone
7607536241
Address
675 BALOUR DRIVE, ENCINITAS, CA 92024

Signing Officer

Name
Anita Laird
Title
Treasurer
Signed
2016-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Elias Tax Services
Address
7336 Circulo Papayo, Carlsbad, CA 92009
Preparer
Carol Elias
Phone
7606351211
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Oak crest music boosters $27606”

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: $23370”

Other Expenses.1002

“Office Expenses $80”

Other Expenses.1012

“Insurance $288”

Other Expenses.1

“Oak crest music boosters $28794”

Other Expenses.2

“WEBSITE DESIGN $2307”

Other Expenses.3

“HOSPITALITY $823”

Other Expenses.4

“WEEKLY BULLETINS $252”

Other Expenses.5

“Registration and filing fees $25”

Raw XML Appendix173 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS POSSEMATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICKY WEINZIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROL ELIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN POSSEMATO
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/OtherExpensesTotalAmt032569
IRS990EZ/OtherRevenueTotalAmt027606
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/GrantsAndAllocationsAmt025620
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13857
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt228794
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058271
IRS990EZ/TotalProgramServiceExpensesAmt058271
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OAKCRESTPARENTFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024515
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148194
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt019379
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0106729
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.58130
IRS990ScheduleA/PublicSupportPY509Pct00.66850
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OAK CREST MUSIC BOOSTERS $27606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: OAK CREST MIDDLE SCHOOL | Donee's Address: 675 BALOUR DRIVE ENCINITAS, CA 92024 | Cash Amount Given: $23370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OAK CREST MUSIC BOOSTERS $28794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE DESIGN $2307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEEKLY BULLETINS $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REGISTRATION AND FILING FEES $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANITA LAIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK CREST FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKC
ReturnHeader/Filer/EIN0330004167
ReturnHeader/Filer/PhoneNum07607536241
ReturnHeader/Filer/USAddress/AddressLine1Txt0675 BALOUR DRIVE
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07336 Circulo Papayo
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092009
ReturnHeader/PreparerPersonGrp/PhoneNum07606351211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Elias
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-05T14:01:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,471
Liabilities
-
Net assets
$16,471
Revenue
$48,384
Expenses
$58,271
Net income
-$9,887
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