Civic Intelligence

Palisades Elementary Foundation

EIN 82-4663600 • 501(c)3 • Capistrano Beach, CA

Pub. 78 Eligible990-N Coverage

Profile

Providing support for programs to Palisades Elem. School

26462 Via SacramentoCapistrano Beach, CA 92624

n/A

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,935

Up $18,907 (+376%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$23,935

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$69,816

Up $64,557 (+1228%) from 2018

Expenses

Up

$65,467

Up $65,236 (+28241%) from 2018

Net Income

Down

$4,349

Down $679 (-14%) from 2018

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2018: $5,028Liabilities 2018: $02018Assets 2025: $23,935Net Assets 2025: $23,9352025

Highlighted filing

2025

Assets$23,935
Liabilities-
Net Assets$23,935
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2018: $5,259Expenses 2018: $231Net Income 2018: $5,0282018Revenue 2025: $69,816Expenses 2025: $65,467Net Income 2025: $4,3492025

Highlighted filing

2025

Revenue$69,816
Expenses$65,467
Net Income$4,349
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,935
Liabilities
-
Net assets
$23,935
Revenue
$69,816
Expenses
$65,467
Net income
$4,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.9$23.9$69.8$65.5$4.35
2018Summary only. Only limited summary data is available for this year.$5.03$0.00$5.26$0.23$5.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.2
Gross Receipts
$89,768
Mission and Program Overview

Mission

Providing support for programs to Palisades Elem. School

Program Services

DescriptionGrantsExpenses
Student Educational Programs Funding-$35,976
School Improvement Programs Funding-$7,905
Parent Education Programs Funding-$2,400
Teacher/Staff Programs Funding-$326
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicholas LeeferPresident-$0--
Heather JohnsonVice President-$0--
Lisa Vice-Van NiekerkSecretary-$0--
Summer BillingsTreasurer-$0--
Dima BarakatDirector-$0--
Chelsie HarkinsDirector-$0--
Nikki ClintonDirector-$0--
Annika GeigerDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Waves and Wedges Golf Event$23,221$23,221$4,265$18,956
Family Events$12,452$12,452$687$11,765
Total Events$35,673$35,673$19,922$15,751
Filing and Contact Details

Filer

Filer Name
Palisades Elementary Foundation
EIN
82-4663600
In Care Of
% Dana Unzueta
Phone
9494965942
Address
26462 VIA SACRAMENTO, CAPISTRANO BEACH, CA 92624

Signing Officer

Name
Dana Unzueta
Title
Treasurer 202526
Phone
9494965942
Signed
2026-02-13
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“Parent Education Programs Funding Grants and allocations 0, Program service expenses 2,400”

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

“Student Educational Programs Funding 35,976”

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

“School Improvement Programs Funding 7,905”

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

“Teacher/Staff Programs Funding 326”

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

“Parent Ed. Programs Funding 2,400”

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

“Foundation Administrative Expenses 676”

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

“Subtraction of Non-cash donations to balance assets. 18,019”

Raw XML Appendix221 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/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/DistributedAmt016619
IRS990ScheduleG/ExplanationIfNoTxt0The organization recieved permission to conduct a fundraising raffle during this period from the California Department of Justice.
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019922
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Improvement Programs Funding 7,905
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Parent Ed. Programs Funding 2,400
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dana Unzueta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 202526
ReturnHeader/BusinessOfficerGrp/PhoneNum09494965942
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALISADES ELEMENTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PALI
ReturnHeader/Filer/EIN0824663600
ReturnHeader/Filer/InCareOfNm0% Dana Unzueta
ReturnHeader/Filer/PhoneNum09494965942
ReturnHeader/Filer/USAddress/AddressLine1Txt026462 VIA SACRAMENTO
ReturnHeader/Filer/USAddress/CityNm0CAPISTRANO BEACH
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ReturnHeader/Filer/USAddress/ZIPCd092624
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ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-14T12:23:36-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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