Civic Intelligence

Cayucos Educational Foundation

990EZ • Fiscal year 2023 • EIN 75-3067531

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 06, 2024

Organization ProfileN/A
PO Box 566Cayucos, CA 93430

(805) 772-3232

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

274%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$135,134

Flat from 2023

Net Assets

$135,134

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Flat

$31,467

Flat from 2023

Expenses

Flat

$16,625

Flat from 2023

Net Income

Flat

$14,842

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2011: $37,654Liabilities 2011: $9032011Assets 2012: $53,962Liabilities 2012: $9792012Assets 2013: $47,563Liabilities 2013: $8652013Assets 2014: $63,575Liabilities 2014: $9092014Assets 2015: $66,004Liabilities 2015: $02015Assets 2016: $59,766Liabilities 2016: $2,4802016Assets 2017: $51,420Liabilities 2017: $6,8562017Assets 2018: $44,130Liabilities 2018: $4,996Net Assets 2018: $39,1342018Assets 2019: $115,875Liabilities 2019: $9,2762019Assets 2020: $107,345Liabilities 2020: $1,018Net Assets 2020: $108,3632020Assets 2021: $113,662Liabilities 2021: $893Net Assets 2021: $112,7692021Assets 2022: $120,292Liabilities 2022: $02022Assets 2023: $135,134Net Assets 2023: $135,1342023Assets 2023: $135,134Liabilities 2023: $02023

Highlighted filing

2023

Assets$135,134
Liabilities-
Net Assets$135,134
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50KRevenue 2011: $16,985Expenses 2011: $20,339Net Income 2011: -$3,3542011Revenue 2012: $49,302Expenses 2012: $34,200Net Income 2012: $15,1022012Revenue 2013: $20,127Expenses 2013: $26,412Net Income 2013: -$6,2852013Revenue 2014: $17,053Expenses 2014: $1,085Net Income 2014: $15,9682014Revenue 2015: $37,617Expenses 2015: $34,279Net Income 2015: $3,3382015Revenue 2016: $10,682Expenses 2016: $19,400Net Income 2016: -$8,7182016Revenue 2017: $10,250Expenses 2017: $22,972Net Income 2017: -$12,7222017Revenue 2018: $12,827Expenses 2018: $18,257Net Income 2018: -$5,4302018Revenue 2019: $73,682Expenses 2019: $6,217Net Income 2019: $67,4652019Revenue 2020: $2,922Expenses 2020: $1,158Net Income 2020: $1,7642020Revenue 2021: $5,595Expenses 2021: $171Net Income 2021: $5,4242021Revenue 2022: $8,403Expenses 2022: $880Net Income 2022: $7,5232022Revenue 2023: $31,467Expenses 2023: $16,625Net Income 2023: $14,8422023Revenue 2023: $31,467Expenses 2023: $16,625Net Income 2023: $14,8422023

Highlighted filing

2023

Revenue$31,467
Expenses$16,625
Net Income$14,842
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 6, 2024
Return Version
2023v5.0
Gross Receipts
$31,467
Mission and Program Overview

Mission

To proivide supplemental support to the cayucos school for art, music, science, and technology programs.

Program Services

DescriptionGrantsExpenses
MONETARY SUPPORT FOR CAYUCOS SCHOOL DISTRICT-$10,847
MONETARY SUPPORT FOR CAYUCOS SCHOOL DISTRICT-$2,503
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINGER ORTIZMember-$0--
HANNAH HELDSecretary-$0--
DENISE MCDONOUGHTreasurer-$0--
BRANDI LYKESDirectorPT$0--
SUSAN MATHIASMember-$0--
LIZ VILLALOBOSMember-$0--
Filing and Contact Details

Filer

Filer Name
Cayucos Educational Foundation
EIN
75-3067531
Phone
8057723232
Address
PO BOX 566, CAYUCOS, CA 93430

Signing Officer

Name
Denise Mcdonough
Title
Treasurer
Phone
8053280584
Signed
2024-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Ross Carreiro Brown Cpas Pc
Address
895 SHASTA AVE, MORRO BAY, CA 93442
Preparer
George G Ross
Phone
8057722808
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses taxes and licenses 75 office expenses 282 insurance 1,692 drama & arts program 10,847 member appreciation 169 advisory fee 8241 602 total 13,667”

Form 990-ez, Part II, Line 24

“Dishes, folding table, and shed 7,359 7,359 total 7,359 7,359”

Form 990-ez, Part II, Line 26

“Loss on investment account 0 0”

Form 990-ez, Part III

“To proivide supplemental support to the cayucos school for art, music, science, and technology programs.”

Form 990-ez, Part III, Line 31

“Monetary support for cayucos school district”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BRANDI LYKES
IRS990EZ/BooksInCareOfDetail/PhoneNum08053280584
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 566
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAYUCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093430
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112933
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127775
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029120
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014842
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02958
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120292
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135134
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0351
IRS990EZ/GrossReceiptsAmt031467
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01996
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120292
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120292
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GINGER ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HANNAH HELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE MCDONOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRANDI LYKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN MATHIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LIZ VILLALOBOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07359
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07359
IRS990EZ/OtherExpensesTotalAmt013667
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROIVIDE SUPPLEMENTAL SUPPORT TO THE CAYUCOS SCHOOL FOR ART, MUSIC, SCIENCE, AND TECHNOLOGY PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONETARY SUPPORT FOR CAYUCOS SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONETARY SUPPORT FOR CAYUCOS SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02503
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110847
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0351
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016625
IRS990EZ/TotalProgramServiceExpensesAmt013350
IRS990EZ/TotalRevenueAmt031467
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0YES, THE ORGANIZATION SATISFIES THE INTEGRAL PART TEST ON NOVEMBER, 20TH, 1970
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, LINE 1
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0582441313
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010847
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CAYUCOS SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt010847
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TAXES AND LICENSES 75 OFFICE EXPENSES 282 INSURANCE 1,692 DRAMA & ARTS PROGRAM 10,847 MEMBER APPRECIATION 169 ADVISORY FEE 8241 602 TOTAL 13,667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISHES, FOLDING TABLE, AND SHED 7,359 7,359 TOTAL 7,359 7,359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOSS ON INVESTMENT ACCOUNT 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROIVIDE SUPPLEMENTAL SUPPORT TO THE CAYUCOS SCHOOL FOR ART, MUSIC, SCIENCE, AND TECHNOLOGY PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MONETARY SUPPORT FOR CAYUCOS SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE MCDONOUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08053280584
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAYUCOS EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAYU
ReturnHeader/Filer/EIN0753067531
ReturnHeader/Filer/PhoneNum08057723232
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 566
ReturnHeader/Filer/USAddress/CityNm0CAYUCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093430
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873744513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSS CARREIRO BROWN CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0895 SHASTA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRO BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093442
ReturnHeader/PreparerPersonGrp/PhoneNum08057722808
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE G ROSS
ReturnHeader/ReturnTs02024-07-11T18:40:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCDONOUGH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,134
Liabilities
-
Net assets
$135,134
Revenue
$31,467
Expenses
$16,625
Net income
$14,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.31$0.17$0.15
2023Summary only. Only limited summary data is available for this year.$1.35$0.00$0.31$0.17$0.15
2022Summary only. Only limited summary data is available for this year.$1.20$0.00$0.08$0.01$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.01$1.13$0.06$0.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.08$0.03$0.01$0.02
2019Summary only. Only limited summary data is available for this year.$1.16$0.09$0.74$0.06$0.67
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.05$0.39$0.13$0.18$0.05
2017Summary only. Only limited summary data is available for this year.$0.51$0.07$0.10$0.23$0.13
2016Summary only. Only limited summary data is available for this year.$0.60$0.02$0.11$0.19$0.09
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$0.38$0.34$0.03
2014Summary only. Only limited summary data is available for this year.$0.64$0.01$0.17$0.01$0.16
2013Summary only. Only limited summary data is available for this year.$0.48$0.01$0.20$0.26$0.06
2012Summary only. Only limited summary data is available for this year.$0.54$0.01$0.49$0.34$0.15
2011Summary only. Only limited summary data is available for this year.$0.38$0.01$0.17$0.20$0.03