Civic Intelligence

Escalon Educational Foundation

EIN 81-1373163 • 501(c)3 • Escalon, CA

Profile

The mission of Escalon Educational Foundation is to generate and distribute funds to Escalon Unified Schools to provide a challenging and enriching educational experience that maximizes the learning potential of every student.

1520 Yosemite AvenueEscalon, CA 95320

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

97th percentile

330%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,803

Up $2,606 (+28%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$10,780

Up $8,272 (+330%) from 2022

Expenses

Down

$8,674

Down $40 (-0.5%) from 2022

Net Income

Up

$2,106

Up $8,312 (+134%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2016: $5,000Liabilities 2016: $02016Assets 2017: $11,916Net Assets 2017: $11,9162017Assets 2018: $12,768Net Assets 2018: $12,7682018Assets 2019: $12,761Net Assets 2019: $12,7612019Assets 2020: $21,328Liabilities 2020: $02020Assets 2021: $15,403Net Assets 2021: $15,4032021Assets 2022: $9,197Net Assets 2022: $9,1972022Assets 2023: $11,803Liabilities 2023: $02023

Highlighted filing

2023

Assets$11,803
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2016: $5,000Expenses 2016: $0Net Income 2016: $5,0002016Revenue 2017: $8,752Expenses 2017: $1,836Net Income 2017: $6,9162017Revenue 2018: $11,089Expenses 2018: $10,238Net Income 2018: $8512018Revenue 2019: $13,496Expenses 2019: $13,802Net Income 2019: -$3062019Revenue 2020: $22,127Expenses 2020: $13,461Net Income 2020: $8,6662020Revenue 2021: $2,507Expenses 2021: $8,432Net Income 2021: -$5,9252021Revenue 2022: $2,508Expenses 2022: $8,714Net Income 2022: -$6,2062022Revenue 2023: $10,780Expenses 2023: $8,674Net Income 2023: $2,1062023

Highlighted filing

2023

Revenue$10,780
Expenses$8,674
Net Income$2,106
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$11,803
Liabilities
$0
Net assets
-
Revenue
$10,780
Expenses
$8,674
Net income
$2,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$11.8$0.00$10.8$8.67$2.11
2022Detailed filing. Detailed filing data is available for this year.$9.20$9.20$2.51$8.71$6.21
2021Detailed filing. Detailed filing data is available for this year.$15.4$15.4$2.51$8.43$5.93
2020Summary only. Only limited summary data is available for this year.$21.3$0.00$22.1$13.5$8.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$12.8$13.5$13.8$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$12.8$11.1$10.2$0.85
2017Detailed filing. Detailed filing data is available for this year.$11.9$11.9$8.75$1.84$6.92
2016Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$0.00$5.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Dec 15, 2022
Return Version
2021v4.1
Gross Receipts
$2,508
Mission and Program Overview

Mission

The mission of Escalon Educational Foundation is to generate and distribute funds to Escalon Unified Schools to provide a challenging and enriching educational experience that maximizes the learning potential of every student.

Program Services

DescriptionGrantsExpenses
The Escalon Educational Foundation provided support to students of Escalon Unified School District including scholarships to students and attendance incentive awards.$7,650$7,734
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julio ZambranoDirector-$0--
April AdamsPresident-$0--
Holly MacKinnonSecretary-$0--
Eric SimoniDirector-$0--
Mark VosDirector-$0--
Alina SwannDirector-$0--
Michelle FitzgeraldDirector-$0--
Nick CatonDirector-$0--
Malinda WalkerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Escalon Educational Foundation
EIN
81-1373163
Phone
2098383591
Address
1520 Yosemite Avenue, Escalon, CA 95320

Signing Officer

Name
April Adams
Title
President
Signed
2022-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Daniel E Fitzgerald CPA
Address
2909 COFFEE RD STE 11, MODESTO, CA 95355
Preparer
Daniel E Fitzgerald
Phone
2095760761
Supplemental Narrative

Additional Explanations

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

“Class of Activity: Scholarships | Donee's Name: Multiple Students | Donee's Address: 1520 Yosemite Ave Escalon CA 95320 | Cash Amount Given: $5150”

Other Expenses.1012

“Insurance $180”

Other Expenses.1

“Awards & Recognition $84”

Raw XML Appendix181 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/USAddress/CityNm0Escalon
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1April Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Holly MacKinnon
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Alina Swann
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Nick Caton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Malinda Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0264
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of Escalon Educational Foundation is to generate and distribute funds to Escalon Unified Schools to provide a challenging and enriching educational experience that maximizes the learning potential of every student.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Escalon Educational Foundation provided support to students of Escalon Unified School District including scholarships to students and attendance incentive awards.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07734
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt02508
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0None
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0State of California Political subdivision
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Board of Directors of Escalon Educational Foundation is required by By-laws to include a member of the Escalon Unified School District Board of Trustees, the principals of the District High School and Middle School, and one of the principals of the District's 4 elementary schools.These four Directors as representatives of the supported organization, Escalon Unified School District, provide a voice in the investments and direction of Foundation assets.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Foundation provides support only to Escalon Unified School District.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The Foundation supports Escalon Unified School District students and teachers through innovative activities not funded by tax dollars. The Foundation will provide funds for Innovative Teaching Classroom grants, interactive learning experiences, school and community partnership programs, student and teacher recognition programs, scholarship programs and enrichment programs, (music, art & field trips). These are all activities that Escalon Unified School District could operate if sufficient tax dollars were available.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section E, Line 2b: Reasons For The Organization's Position
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Scholarships | Donee's Name: Multiple Students | Donee's Address: 1520 Yosemite Ave Escalon CA 95320 | Cash Amount Given: $5150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Awards & Recognition $84
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/PersonNm0April Adams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-15
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ReturnHeader/Filer/EIN0811373163
ReturnHeader/Filer/PhoneNum02098383591
ReturnHeader/Filer/USAddress/AddressLine1Txt01520 Yosemite Avenue
ReturnHeader/Filer/USAddress/CityNm0Escalon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095320
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455489520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL E FITZGERALD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02909 COFFEE RD STE 11
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL E FITZGERALD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-15T11:41:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0April
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Adams
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

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