Civic Intelligence

Oak Crest Foundation Inc.

990EZ • Fiscal year 2017 • EIN 33-0004167

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

3.3%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,695

Up $4,330 (+22%) from 2016

Net Assets

Up

$23,695

Up $4,330 (+22%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$50,893

Up $1,604 (+3.3%) from 2016

Expenses

Up

$46,563

Up $168 (+0.4%) from 2016

Net Income

Up

$4,330

Up $1,436 (+50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2017

Assets$23,695
Liabilities-
Net Assets$23,695
Open 2017 Filing

Operations Trend

Revenue Growth53rd 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

2017

Revenue$50,893
Expenses$46,563
Net Income$4,330
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$50,893
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.$24,424-
STAFF MEMBERS AND STUDENTS BENEFITED FROM TEACHER AND STAFF MINI-GRANTS FOR EDUCATION PROGRAMS: ART, MATH, SCIENCE, LANGUAGE, HISTORY, ENGLISH & OTHER ACTIVITIES$21,036-
OAK CREST STAFF, STUDENTS AND FAMILIES NUMBERING WELL OVER 1,500 BENEFITED FROM VARIOUS ADMINISTRATIVE COSTS REQUIRED TO RUN SCHOOL PROGRAMS AND ACTIVITIES.$1,103-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS POSSEMATOPresident-$0--
MIKE MADDONVice President-$0--
CORTNE CARMEANSecretary-$0--
ANITA LAIRDTreasurer-$0--
MELODY PADILLAChairman-$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
Tammy Weatherton
Title
Treasurer
Signed
2017-10-31
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 $25141”

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: $21036”

Other Expenses.1012

“Insurance $288”

Other Expenses.1

“Oak crest music boosters $24424”

Other Expenses.2

“PROMOTION $252”

Other Expenses.3

“HOSPITALITY $188”

Other Expenses.4

“Registration and filing fees $25”

Raw XML Appendix169 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/PersonNm1MIKE MADDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CORTNE CARMEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANITA LAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELODY PADILLA
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/OtherExpensesTotalAmt025177
IRS990EZ/OtherRevenueTotalAmt025141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT SCHOOL ACTIVITIES AND PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STAFF MEMBERS AND 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/GrantsAndAllocationsAmt021036
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11103
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt224424
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OAKCRESTPARENTFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0122090
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt0122133
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.49990
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025792
IRS990ScheduleA/Total509Grp/TotalAmt0122090
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OAK CREST MUSIC BOOSTERS $25141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: OAK CREST MIDDLE SCHOOL | Donee's Address: 675 BALOUR DRIVE ENCINITAS CA 92024 | Cash Amount Given: $21036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OAK CREST MUSIC BOOSTERS $24424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROMOTION $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY $188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REGISTRATION AND FILING FEES $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY WEATHERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK CREST FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKC
ReturnHeader/Filer/EIN0330004167
ReturnHeader/Filer/PhoneNum07607536241
ReturnHeader/Filer/USAddress/AddressLine1Txt0675 BALOUR DRIVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092009
ReturnHeader/PreparerPersonGrp/PhoneNum07606351211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Elias
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-31T16:17:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,695
Liabilities
-
Net assets
$23,695
Revenue
$50,893
Expenses
$46,563
Net income
$4,330
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