Civic Intelligence

Escalon Educational Foundation

990EZ • Fiscal year 2017 • EIN 81-1373163

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 06, 2017

1520 Yosemite AvenueEscalon, CA 95320

(209) 838-3591

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

97th percentile

79%

Higher net margin than 97% 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

93rd percentile

138%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

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

Assets

Up

$11,916

Up $6,916 (+138%) from 2016

Net Assets

$11,916

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$8,752

Up $3,752 (+75%) from 2016

Expenses

Up

$1,836

Up $1,836 from 2016

Net Income

Up

$6,916

Up $1,916 (+38%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$11,916
Liabilities-
Net Assets$11,916

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$8,752
Expenses$1,836
Net Income$6,916
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 6, 2017
Return Version
2016v3.0
Gross Receipts
$14,166
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
Escalon Educational Foundation is organizing and has no program service to report.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick GueveraPresident-$0--
April AdamsVice President-$0--
Holly MacKinnonSecretary-$0--
Chassie ShafterTreasurer-$0--
John LargentDirector-$0--
Eric SimoniDirector-$0--
Mark VosDirector-$0--
Anthony VarniDirector-$0--
Melanie McPherrinDirector-$0--
Jeff LaugeroDirector-$0--
Michelle FitzgeraldDirector-$0--
Jennifer FranziaDirector-$0--
Amy McCullochDirector-$0--
Bob McCuneDirector-$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
Chassie Shafter
Title
Treasurer
Signed
2017-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Daniel E Fitzgerald CPA
Address
2909 COFFEE RD STE 11, MODESTO, CA 95355-1751
Preparer
Daniel E Fitzgerald
Phone
2095760761
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $254

Other Expenses.1002

Office Expenses $47

Other Expenses.1012

Insurance $180

Other Expenses.1

Miscellaneous $433

Other Expenses.2

Business License $50

Other Expenses.3

Bank charge $18

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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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IRS990EZ/OtherExpensesTotalAmt0982
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IRS990EZ/PrintingPublicationsPostageAmt04
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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 has been organizing during the reporting year and has begun fundraising activities. Future expenditures are planned to support Escalon Unified School District students and teachers through innovative activities not funded by tax dollars. The Foundation plans to 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous $433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Business License $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank charge $18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chassie Shafter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Escalon Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ESCA
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/PreparerFirmName/BusinessNameLine1Txt0DANIEL E FITZGERALD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02909 COFFEE RD STE 11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MODESTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953551751
ReturnHeader/PreparerPersonGrp/PhoneNum02095760761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL E FITZGERALD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-06T16:35:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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