Civic Intelligence

Mcswain Education Foundation

990EZ • Fiscal year 2021 • EIN 77-0542302

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 28, 2022

926 Scott RoadMerced, CA 95341

(209) 605-3068

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

76th percentile

32%

Higher net margin than 76% 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

59th percentile

13%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

88th percentile

124%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Up

$326,790

Up $36,931 (+13%) from 2020

Net Assets

Up

$326,790

Up $36,931 (+13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$114,595

Up $63,364 (+124%) from 2020

Expenses

Up

$77,664

Up $13,372 (+21%) from 2020

Net Income

Up

$36,931

Up $49,992 (+383%) from 2020

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

2021

Assets$326,790
Liabilities$0
Net Assets$326,790

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

2021

Revenue$114,595
Expenses$77,664
Net Income$36,931
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 28, 2022
Return Version
2021v4.2
Gross Receipts
$124,171
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 & SOCIAL GAMES & SUPPLIES, CLASSROOM SUPPLIES, AUTHOR VISITATION, HYGIENE PROGRAM, SCHOOL EQUIPMENT, STUDENT TECHNOLOGY: 844 STUDENTS SERVED.$0$76,258
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT RODUNERDirector-$0--
HELEN AMARANTDirector-$0--
JOSSLYN AHNENDirector-$0--
JEN QUIRALTEDirector-$0--
KATIE HULLDirector-$0--
OLIVIA ENGLERTDirector-$0--
SHARON MORSEDirector-$0--
TAMARA SIMMONSDirector-$0--
TIFFANY WILSONDirector-$0--
ALEXANDRA PIERCETreasurer-$0--
JENNY MEDEIROSPresident-$0--
KATHY FUCILLOSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/dance/auction$67,779$67,779$1,094$66,685
Readathon$17,963$17,963-$17,963
Total Events$86,542$86,542$9,577$76,965
Filing and Contact Details

Filer

Filer Name
Mcswain Education Foundation
EIN
77-0542302
Phone
2096053068
Address
926 SCOTT ROAD, MERCED, CA 95341

Signing Officer

Name
Alexandra Pierce
Title
Treasurer
Phone
2096053068
Signed
2022-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
478 EAST YOSEMITE AVE SUITE A, MERCED, CA 95340
Preparer
Sheila Livingston
Phone
2097222794
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 5. Description: dividend income. Amount: 2,497. Total included on form 990-ez, line 4: 2,502.

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

Description: unrealized gain/loss on temporary investments. Amount: 30,078.

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 road merced, ca 95341. Property description: transportion to calvin crest outdoor education. Date of gift: 12/17/21. Amount given: 5,574.

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 road merced, ca 95341. Property description: chromebooks for 230 students. Date of gift: 05/10/21. Amount given: 69,036.

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 road merced, ca 95341. Property description: classroom supplies. Date of gift: 01/26/21. Amount given: 1,601. Total included on form 990-ez, line 10: 76,211.

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

Description: awards & small events. Amount: 48. Description: bank & investment fees. Amount: 119. Description: taxes, licenses, & fees. Amount: 95. Description: office expense. Amount: 171. Total to form 990-ez, line 16: 433.

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

Description: investments in mutual funds. Beg. Of year amount: 168,260. End of year amount: 200,655.

Raw XML Appendix267 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/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 2,497. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNREALIZED GAIN/LOSS ON TEMPORARY INVESTMENTS. AMOUNT: 30,078.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: STUDENT EDUCATIONAL SUPPORT. GRANTEE NAME: MCSWAIN ELEMENTARY. GRANTEE ADDRESS: 926 SCOTT ROAD MERCED, CA 95341. PROPERTY DESCRIPTION: TRANSPORTION TO CALVIN CREST OUTDOOR EDUCATION. DATE OF GIFT: 12/17/21. AMOUNT GIVEN: 5,574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: STUDENT TECHNOLOGY SUPPORT. GRANTEE NAME: MCSWAIN ELEMENTARY. GRANTEE ADDRESS: 926 SCOTT ROAD MERCED, CA 95341. PROPERTY DESCRIPTION: CHROMEBOOKS FOR 230 STUDENTS. DATE OF GIFT: 05/10/21. AMOUNT GIVEN: 69,036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: STUDENT EDUCATIONAL SUPPORT. GRANTEE NAME: MCSWAIN ELEMENTARY. GRANTEE ADDRESS: 926 SCOTT ROAD MERCED, CA 95341. PROPERTY DESCRIPTION: CLASSROOM SUPPLIES. DATE OF GIFT: 01/26/21. AMOUNT GIVEN: 1,601. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 76,211.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: AWARDS & SMALL EVENTS. AMOUNT: 48. DESCRIPTION: BANK & INVESTMENT FEES. AMOUNT: 119. DESCRIPTION: TAXES, LICENSES, & FEES. AMOUNT: 95. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 171. TOTAL TO FORM 990-EZ, LINE 16: 433.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: INVESTMENTS IN MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 168,260. END OF YEAR AMOUNT: 200,655.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 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.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDRA PIERCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02096053068
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCSWAIN EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCSW
ReturnHeader/Filer/EIN0770542302
ReturnHeader/Filer/PhoneNum02096053068
ReturnHeader/Filer/USAddress/AddressLine1Txt0926 SCOTT ROAD
ReturnHeader/Filer/USAddress/CityNm0MERCED
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095341
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0478 EAST YOSEMITE AVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095340
ReturnHeader/PreparerPersonGrp/PhoneNum02097222794
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHEILA LIVINGSTON
ReturnHeader/ReturnTs02022-08-09T11:22:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIERCE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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