Civic Intelligence

Grant School Community Foundation

990EZ • Fiscal year 2021 • EIN 33-0572329

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 13, 2021

1425 Washington PlaceSan Diego, CA 92103

(619) 300-7725

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

55th percentile

13%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

-9.8%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$88,597

Up $11,721 (+15%) from 2020

Net Assets

Up

$88,597

Up $11,721 (+15%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$93,743

Down $10,147 (-9.8%) from 2020

Expenses

Down

$82,022

Down $38,199 (-32%) from 2020

Net Income

Up

$11,721

Up $28,052 (+172%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $16,565Liabilities 2012: $15,000Net Assets 2012: $1,5652012Assets 2016: $29,130Net Assets 2016: $29,1302016Assets 2017: $79,758Net Assets 2017: $79,7582017Assets 2018: $64,096Net Assets 2018: $64,0962018Assets 2019: $93,207Net Assets 2019: $93,2072019Assets 2020: $76,876Net Assets 2020: $76,8762020Assets 2021: $88,597Net Assets 2021: $88,5972021Assets 2022: $117,130Net Assets 2022: $117,1302022Assets 2023: $202,890Net Assets 2023: $202,4782023

Highlighted filing

2021

Assets$88,597
Liabilities-
Net Assets$88,597

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $27,549Expenses 2012: $29,414Net Income 2012: -$1,8652012Revenue 2016: $83,025Expenses 2016: $63,585Net Income 2016: $19,4402016Revenue 2017: $70,554Expenses 2017: $19,926Net Income 2017: $50,6282017Revenue 2018: $56,007Expenses 2018: $71,669Net Income 2018: -$15,6622018Revenue 2019: $112,120Expenses 2019: $81,172Net Income 2019: $30,9482019Revenue 2020: $103,890Expenses 2020: $120,221Net Income 2020: -$16,3312020Revenue 2021: $93,743Expenses 2021: $82,022Net Income 2021: $11,7212021Revenue 2022: $131,125Expenses 2022: $102,592Net Income 2022: $28,5332022Revenue 2023: $169,161Expenses 2023: $127,662Net Income 2023: $41,4992023

Highlighted filing

2021

Revenue$93,743
Expenses$82,022
Net Income$11,721
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 13, 2021
Return Version
2020v4.0
Gross Receipts
$113,321
Mission and Program Overview

Mission

Grant school community foundation is run by parent volunteers. The foundation raises funds on behalf of the grant elementary school pta. The funds raised are donated to the pta and are used to fund additional instruction, after school programs and capital improvements for the school.

Program Services

DescriptionGrantsExpenses
THE GRANT SCHOOL FOUNDATION PRIMARY FUNCTION IS TO PROVIDE SUPPORT TO THE GRANT SCHOOL PTA AND ITS MISSION TO ASSIST IN THE EDUCATIONAL PROGRAMS AT THE GRANT ELEMENTARY SCHOOL.$80,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN MUHLSTEINPresident-$0--
MEGAN CLARKESecretary-$0--
BRIAN MILTONTreasurer-$0--
MAGGIE BOYDCo-President-$0--
MISHA MORANFinancial Secty-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Imagine Campaign$89,907$89,907$7,378$82,529
Mission Hills 5K$23,348$23,348$12,200$11,148
Total Events$113,255$113,255$19,578$93,677
Filing and Contact Details

Filer

Filer Name
Grant School Community Foundation
EIN
33-0572329
Phone
6193007725
Address
1425 WASHINGTON PLACE, SAN DIEGO, CA 92103

Signing Officer

Name
Brian Milton
Title
Treasurer
Signed
2021-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Andrew A McCuen CPA
Address
4070 Goldfinch Suite A, San Diego, CA 92103
Preparer
Andrew A McCuen
Phone
6192980801
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

Name: GRANT ELEMENTARY SCHOOL PTA | Address: 1425 WASHINGTON PLACE SAN DIEGO, CA 92103 | Purpose of payment: 8th GRADE TRIP | Amount: $80000

Other Expenses.1012

Insurance $205

Other Expenses.1

SCIENCE LAB $890

Other Expenses.2

Capital campaign exp $428

Other Expenses.3

TAXES & LICENSES $400

Other Expenses.4

BANK FEES $49

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: GRANT ELEMENTARY SCHOOL PTA | Address: 1425 WASHINGTON PLACE SAN DIEGO, CA 92103 | Purpose of payment: 8th GRADE TRIP | Amount: $80000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $205
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-13
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings