Civic Intelligence

Escalon Educational Foundation

990EZ • Fiscal year 2018 • EIN 81-1373163

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 11, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

59th percentile

7.7%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$12,768

Up $852 (+7.2%) from 2017

Net Assets

Up

$12,768

Up $852 (+7.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$11,089

Up $2,337 (+27%) from 2017

Expenses

Up

$10,238

Up $8,402 (+458%) from 2017

Net Income

Down

$851

Down $6,065 (-88%) from 2017

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

2018

Assets$12,768
Liabilities-
Net Assets$12,768

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

2018

Revenue$11,089
Expenses$10,238
Net Income$851
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 11, 2018
Return Version
2017v2.2
Gross Receipts
$17,890
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.$9,588$8,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick GuevaraVice President-$0--
April AdamsPresident-$0--
Holly MacKinnonSecretary-$0--
Chassie ShafterTreasurer-$0--
Dawn WebsterDirector-$0--
Eric SimoniDirector-$0--
Mark VosDirector-$0--
Melanie McPherrinDirector-$0--
Richard ThompsonDirector-$0--
Michelle FitzgeraldDirector-$0--
Nick CatonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run 5K Run 1K Run/Walk$13,947$10,147$4,802$5,345
Total Events$13,947$10,147$5,248$4,899
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
2018-12-11
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.1012

Insurance $180

Other Expenses.1

Career Day $600

Other Expenses.2

Awards Night $88

Other Expenses.3

Miscellaneous $20

Raw XML Appendix200 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chassie Shafter
IRS990EZ/BooksInCareOfDetail/PhoneNum02098243679
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 Yosemite Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Escalon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095320
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011916
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012768
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03800
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0851
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011916
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012768
IRS990EZ/FundraisingGrossIncomeAmt014090
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08900
IRS990EZ/GrossReceiptsAmt017890
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011916
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012768
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011916
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012768
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rick Guevara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1April Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Holly MacKinnon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chassie Shafter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dawn Webster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Eric Simoni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mark Vos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Melanie McPherrin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Richard Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Michelle Fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Nick Caton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt0888
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/GrantsAndAllocationsAmt09588
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06801
IRS990EZ/SpecialEventsNetIncomeLossAmt07289
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010238
IRS990EZ/TotalProgramServiceExpensesAmt09588
IRS990EZ/TotalRevenueAmt011089
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0None
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/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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 2: Description Of How Organization Determined Supported Org.
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
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941504100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt09588
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Escalon Unified School District
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt09588
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05248
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Color Run 5K Run 1K Run/Walk
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010147
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010147
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04899
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04802
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04802
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0446
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Career Day $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Awards Night $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chassie Shafter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-11
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/PreparerFirmEIN0455489520
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/ReturnTs02018-12-11T09:29:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings