Civic Intelligence

Mcswain Education Foundation

990EZ • Fiscal year 2017 • EIN 77-0542302

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 07, 2018

916 N Buhach RoadAtwater, CA 95301

(209) 386-0409

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

94th percentile

62%

Higher net margin than 94% 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

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Up

$258,622

Up $63,410 (+32%) from 2016

Net Assets

Up

$258,622

Up $63,410 (+32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$101,487

Up $8,265 (+8.9%) from 2016

Expenses

Down

$38,077

Down $39,643 (-51%) from 2016

Net Income

Up

$63,410

Up $47,908 (+309%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $157,380Liabilities 2011: $02011Assets 2012: $189,233Liabilities 2012: $02012Assets 2013: $182,889Liabilities 2013: $02013Assets 2014: $187,521Liabilities 2014: $0Net Assets 2014: $187,5212014Assets 2015: $179,710Liabilities 2015: $0Net Assets 2015: $179,7102015Assets 2016: $195,212Liabilities 2016: $0Net Assets 2016: $195,2122016Assets 2017: $258,622Liabilities 2017: $0Net Assets 2017: $258,6222017Assets 2018: $241,094Liabilities 2018: $0Net Assets 2018: $241,0942018Assets 2019: $302,920Liabilities 2019: $0Net Assets 2019: $302,9202019Assets 2020: $289,859Liabilities 2020: $0Net Assets 2020: $289,8592020Assets 2021: $326,790Liabilities 2021: $0Net Assets 2021: $326,7902021Assets 2022: $349,340Liabilities 2022: $0Net Assets 2022: $349,3402022Assets 2023: $404,707Liabilities 2023: $0Net Assets 2023: $404,7072023Assets 2024: $369,355Liabilities 2024: $0Net Assets 2024: $369,3552024

Highlighted filing

2017

Assets$258,622
Liabilities$0
Net Assets$258,622

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $60,479Expenses 2011: $72,142Net Income 2011: -$11,6632011Revenue 2012: $82,720Expenses 2012: $50,867Net Income 2012: $31,8532012Revenue 2013: $81,362Expenses 2013: $87,706Net Income 2013: -$6,3442013Revenue 2014: $66,537Expenses 2014: $61,905Net Income 2014: $4,6322014Revenue 2015: $104,046Expenses 2015: $111,857Net Income 2015: -$7,8112015Revenue 2016: $93,222Expenses 2016: $77,720Net Income 2016: $15,5022016Revenue 2017: $101,487Expenses 2017: $38,077Net Income 2017: $63,4102017Revenue 2018: $109,959Expenses 2018: $127,487Net Income 2018: -$17,5282018Revenue 2019: $106,723Expenses 2019: $44,897Net Income 2019: $61,8262019Revenue 2020: $51,231Expenses 2020: $64,292Net Income 2020: -$13,0612020Revenue 2021: $114,595Expenses 2021: $77,664Net Income 2021: $36,9312021Revenue 2022: $100,601Expenses 2022: $30,712Net Income 2022: $69,8892022Revenue 2023: $69,301Expenses 2023: $44,771Net Income 2023: $24,5302023Revenue 2024: $90,547Expenses 2024: $134,833Net Income 2024: -$44,2862024

Highlighted filing

2017

Revenue$101,487
Expenses$38,077
Net Income$63,410
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 7, 2018
Return Version
2017v2.2
Gross Receipts
$142,956
Mission and Program Overview

Mission

To provide general financial support for the educational enrichment of the youth of the mcswain elementary school district of merced county, california.

Program Services

DescriptionGrantsExpenses
FIELD TRIPS, EDUCATIONAL GAMES & SUPPLIES, CLASSROOM SUPPLIES, AUTHOR VISITATION, HYGIENE PROGRAM, CHROMEBOOKS. 838 STUDENTS SERVED.$0$34,241
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN AMARANTDirector-$0--
GREG CARDEYTreasurer-$0--
KATHY FUCILLOSecretary-$0--
VANESSA LARACorresponding Secretary-$0--
JENNY MEDEIROSDirector-$0--
STAN MOLLARTDirector-$0--
SHARON MORSEDirector-$0--
MILA HOBAN-MUNDENDirector-$0--
TERRI ROHRERDirector-$0--
MARSHA SEIVERTPresident-$0--
JENNY QUIRALTEVice - President-$0--
HOLLY ALCORNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/dance/auction$81,187$68,081$5,227$62,854
Readathon$21,766$21,766$1,183$20,583
Total Events$123,479$110,373$41,469$68,904
Filing and Contact Details

Filer

Filer Name
Mcswain Education Foundation
EIN
77-0542302
Phone
2093860409
Address
916 N BUHACH ROAD, ATWATER, CA 95301

Signing Officer

Name
Greg Cardey
Title
Treasurer
Phone
2093860409
Signed
2018-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Spinardi & Jones
Address
478 E YOSEMITE AVE STE A, MERCED, CA 95340
Preparer
Edward C Spinardi Ii
Phone
2097227429
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 9. Description: dividend income. Amount: 2,013. Total included on form 990-ez, line 4: 2,022.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: unrealized gain on temporary investments. Amount: 15,423.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: student educational support. Grantee name: mcswain elementary. Grantee address: 926 scott rd merced, ca 95341. Date of gift: various. Amount given: 15,816.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: student technology support. Grantee name: mcswain elementary. Grantee address: 926 scott rd merced, ca 95341. Property description: planners. Date of gift: 08/04/17. Amount given: 2,972.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: student technology support. Grantee name: mcswain elementary. Grantee address: 926 scott rd merced, ca 95341. Property description: ipad and charging station. Date of gift: 08/04/17. Amount given: 9,532.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: student educational support. Grantee name: mcswain elementary. Grantee address: 926 scott rd merced, ca 95341. Property description: library sofas. Date of gift: 09/20/17. Amount given: 5,846.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: student hygiene program. Grantee name: mcswain elementary. Grantee address: 926 scott rd merced, ca 95341. Property description: clothes for needy kids. Date of gift: 12/15/17. Amount given: 75. Total included on form 990-ez, line 10: 34,241.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expense. Amount: 472. Description: graduation & teacher gifts. Amount: 570. Description: foreign tax paid. Amount: 35. Description: registration fees & taxes. Amount: 25. Description: investment maintenance fees. Amount: 55. Total to form 990-ez, line 16: 1,157.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments in mutual funds. Beg. Of year amount: 96,594. End of year amount: 113,936.

Raw XML Appendix282 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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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 9. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 2,013. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNREALIZED GAIN ON TEMPORARY INVESTMENTS. AMOUNT: 15,423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: STUDENT EDUCATIONAL SUPPORT. GRANTEE NAME: MCSWAIN ELEMENTARY. GRANTEE ADDRESS: 926 SCOTT RD MERCED, CA 95341. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 15,816.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: STUDENT TECHNOLOGY SUPPORT. GRANTEE NAME: MCSWAIN ELEMENTARY. GRANTEE ADDRESS: 926 SCOTT RD MERCED, CA 95341. PROPERTY DESCRIPTION: PLANNERS. DATE OF GIFT: 08/04/17. AMOUNT GIVEN: 2,972.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: STUDENT TECHNOLOGY SUPPORT. GRANTEE NAME: MCSWAIN ELEMENTARY. GRANTEE ADDRESS: 926 SCOTT RD MERCED, CA 95341. PROPERTY DESCRIPTION: IPAD AND CHARGING STATION. DATE OF GIFT: 08/04/17. AMOUNT GIVEN: 9,532.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: STUDENT EDUCATIONAL SUPPORT. GRANTEE NAME: MCSWAIN ELEMENTARY. GRANTEE ADDRESS: 926 SCOTT RD MERCED, CA 95341. PROPERTY DESCRIPTION: LIBRARY SOFAS. DATE OF GIFT: 09/20/17. AMOUNT GIVEN: 5,846.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: STUDENT HYGIENE PROGRAM. GRANTEE NAME: MCSWAIN ELEMENTARY. GRANTEE ADDRESS: 926 SCOTT RD MERCED, CA 95341. PROPERTY DESCRIPTION: CLOTHES FOR NEEDY KIDS. DATE OF GIFT: 12/15/17. AMOUNT GIVEN: 75. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 34,241.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: OFFICE EXPENSE. AMOUNT: 472. DESCRIPTION: GRADUATION & TEACHER GIFTS. AMOUNT: 570. DESCRIPTION: FOREIGN TAX PAID. AMOUNT: 35. DESCRIPTION: REGISTRATION FEES & TAXES. AMOUNT: 25. DESCRIPTION: INVESTMENT MAINTENANCE FEES. AMOUNT: 55. TOTAL TO FORM 990-EZ, LINE 16: 1,157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: INVESTMENTS IN MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 96,594. END OF YEAR AMOUNT: 113,936.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG CARDEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02093860409
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCSWAIN EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCSW
ReturnHeader/Filer/EIN0770542302
ReturnHeader/Filer/PhoneNum02093860409
ReturnHeader/Filer/USAddress/AddressLine1Txt0916 N BUHACH ROAD
ReturnHeader/Filer/USAddress/CityNm0ATWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03F084070796EA573517A1FCE67E8525690E4C6EA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.12.218.229
ReturnHeader/FilingSecurityInformation/IPDt02018-06-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:39:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942679966
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPINARDI & JONES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0478 E YOSEMITE AVE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095340
ReturnHeader/PreparerPersonGrp/PhoneNum02097227429
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD C SPINARDI II
ReturnHeader/ReturnTs02018-06-28T16:05:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.91$1.35$0.44
2023Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.69$0.45$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$1.01$0.31$0.70
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.15$0.78$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.51$0.64$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$1.07$0.45$0.62
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.10$1.27$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$1.01$0.38$0.63
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.93$0.78$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.04$1.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.67$0.62$0.05
2013Summary only. Only limited summary data is available for this year.$1.83$0.00$0.81$0.88$0.06
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$0.83$0.51$0.32
2011Summary only. Only limited summary data is available for this year.$1.57$0.00$0.60$0.72$0.12