Civic Intelligence

Morning Creek Elementary Foundation (Aka) Morning Creek Tech Foundation

990EZ • Fiscal year 2019 • EIN 33-0687003

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

10925 Morning Creek Drive SouthSan Diego, CA 92128

(858) 748-4334

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-7.9%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$155,666

Down $13,357 (-7.9%) from 2018

Net Assets

Down

$155,666

Down $13,357 (-7.9%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$127,672

Down $3,455 (-2.6%) from 2018

Expenses

Up

$141,029

Up $68,282 (+94%) from 2018

Net Income

Down

-$13,357

Down $71,737 (-123%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $46,797Net Assets 2013: $46,7972013Assets 2014: $89,030Net Assets 2014: $89,0302014Assets 2015: $114,841Liabilities 2015: $313Net Assets 2015: $114,5282015Assets 2016: $105,735Liabilities 2016: $313Net Assets 2016: $105,4222016Assets 2017: $120,609Net Assets 2017: $120,6092017Assets 2018: $169,023Net Assets 2018: $169,0232018Assets 2019: $155,666Net Assets 2019: $155,6662019Assets 2020: $175,746Net Assets 2020: $175,7462020Assets 2021: $198,039Net Assets 2021: $198,0392021Assets 2022: $253,405Net Assets 2022: $253,4052022Assets 2023: $260,060Net Assets 2023: $260,0602023Assets 2024: $250,279Net Assets 2024: $250,2792024Assets 2025: $279,433Net Assets 2025: $279,4332025

Highlighted filing

2019

Assets$155,666
Liabilities-
Net Assets$155,666

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $50,089Expenses 2013: $39,398Net Income 2013: $10,6912013Revenue 2014: $67,455Expenses 2014: $25,222Net Income 2014: $42,2332014Revenue 2015: $74,690Expenses 2015: $49,192Net Income 2015: $25,4982015Revenue 2016: $88,628Expenses 2016: $97,734Net Income 2016: -$9,1062016Revenue 2017: $88,595Expenses 2017: $73,408Net Income 2017: $15,1872017Revenue 2018: $131,127Expenses 2018: $72,747Net Income 2018: $58,3802018Revenue 2019: $127,672Expenses 2019: $141,029Net Income 2019: -$13,3572019Revenue 2020: $94,468Expenses 2020: $74,387Net Income 2020: $20,0812020Revenue 2021: $25,577Expenses 2021: $3,284Net Income 2021: $22,2932021Revenue 2022: $84,206Expenses 2022: $28,840Net Income 2022: $55,3662022Revenue 2023: $85,479Expenses 2023: $78,824Net Income 2023: $6,6552023Revenue 2024: $96,495Expenses 2024: $102,713Net Income 2024: -$6,2182024Revenue 2025: $163,919Expenses 2025: $134,765Net Income 2025: $29,1542025

Highlighted filing

2019

Revenue$127,672
Expenses$141,029
Net Income-$13,357
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$172,874
Mission and Program Overview

Mission

To provide additional financial support for morning creek elementary in san diego california. Support includes providing money and new equipment, books and technological equipment for use by all students. Foundation also provides funds for additional teachers and support staff at the school.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS FOR ADDITIONAL STAFF AND PHYSICAL EDUCATION INSTRUCTION DURING THE SCHOOL YEAR$58,918-
PURCHASED COMPUTER PERIPHERALS, CLASSROOM EQUIPMENT AND ALSO PROVIDED FUNDS FOR SCHOOL SUPPLIES$55,936-
Provided funds for School Safety$7,542-
Provided funds for the running club.$7,300-
PURCHASED SIGNAGE - ELECTRONIC MARQUEE$5,485-
Provided funds for school beautification programs, parking lot enhancement and playground equipment.$1,094-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY BAKERPresident-$0--
STEPHANIE SCHELLHASEVice PresidentPT$0--
KELLY JOHNSSecretaryPT$0--
XU PERRYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$69,625$69,625$30,446$39,179
Annual Auction$60,167$60,167$10,861$49,306
Total Events$129,792$129,792$41,307$88,485
Filing and Contact Details

Filer

Filer Name
Morning Creek Elementary Foundation
EIN
33-0687003
Phone
8587484334
Address
10925 MORNING CREEK DRIVE SOUTH, SAN DIEGO, CA 92128

Signing Officer

Name
Xu Perry
Title
Treasurer
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Fc Payroll & Accounting
Address
11717 Bernardo Plaza Ct Ste 200, San Diego, CA 92128
Preparer
Cherry R Laurent CPA
Phone
8584874444
Supplemental Narrative

Additional Explanations

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

Class of Activity: Chrome Books & Carts | Donee's Name: Morning Creek Elementary School | Donee's Address: 10925 Morning Creek Dr. South San Diego CA 92128 | Relationship of Donee: School | Cash Amount Given: $47017

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: Electronic Marquee | Donee's Name: Morning Creek Elementary School | Donee's Address: 10925 Morning Creek Dr. South San Diego CA 92128 | Relationship of Donee: School | Cash Amount Given: $5485

Other Expenses.1

Impact Teachers $45662

Other Expenses.2

PE Teachers Expense $9017

Other Expenses.3

School Safety $7542

Other Expenses.4

Running Club $7300

Other Expenses.5

Reading and Math Prgm Scootpad $5360

Other Expenses.6

Teacher Release Time $4239

Other Expenses.7

Curriculum enhancement $1645

Other Expenses.8

Library books $1440

Other Expenses.9

Insurance $1195

Other Expenses.10

Playground and Equipment $594

Other Expenses.11

Miss Dianne $543

Other Expenses.13

Raz Kids $500

Other Expenses.14

Testing Supplies $474

Other Expenses.15

Gate Math Olumpiad $470

Other Expenses.16

Miscellaneous $277

Other Expenses.17

Parking Lot $269

Other Expenses.18

Campus Beatification $232

Other Expenses.19

General Operating Expense $174

Other Expenses.20

Bank Fees $36

Raw XML Appendix204 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/ExplanationTxt0Class of Activity: Chrome Books & Carts | Donee's Name: Morning Creek Elementary School | Donee's Address: 10925 Morning Creek Dr. South San Diego CA 92128 | Relationship of Donee: School | Cash Amount Given: $47017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Electronic Marquee | Donee's Name: Morning Creek Elementary School | Donee's Address: 10925 Morning Creek Dr. South San Diego CA 92128 | Relationship of Donee: School | Cash Amount Given: $5485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Impact Teachers $45662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PE Teachers Expense $9017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Safety $7542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Running Club $7300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Reading and Math Prgm Scootpad $5360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Release Time $4239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Curriculum enhancement $1645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Library books $1440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Insurance $1195
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miss Dianne $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Raz Kids $500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Gate Math Olumpiad $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Miscellaneous $277
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Bank Fees $36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0XU PERRY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
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ReturnHeader/Filer/BusinessNameControlTxt0MORN
ReturnHeader/Filer/EIN0330687003
ReturnHeader/Filer/PhoneNum08587484334
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011717 Bernardo Plaza Ct Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08584874444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cherry R Laurent CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-06T16:21:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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