Civic Intelligence

Shoal Creek Elementary Educational Foundation

EIN 91-2161160 • 501(c)3 • San Diego, CA

Profile

The foundation is an organization that provides additional resources to the students and staff of shoal creek elementary school

11775 Shoal Creek DrSan Diego, CA 92128

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

4.4%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$93,364

Up $12,420 (+15%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin70th percentile

Revenue

Up

$79,627

Up $3,329 (+4.4%) from 2023

Expenses

Down

$67,207

Down $14,528 (-18%) from 2023

Net Income

Up

$12,420

Up $17,857 (+328%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$100K$50K$0Assets 2011: $50,716Liabilities 2011: $02011Assets 2012: $48,469Liabilities 2012: $02012Assets 2013: $41,445Liabilities 2013: $02013Assets 2014: $52,978Net Assets 2014: $52,9782014Assets 2015: $61,437Net Assets 2015: $61,4372015Assets 2016: $64,461Net Assets 2016: $64,4612016Assets 2017: $64,667Net Assets 2017: $64,6672017Assets 2018: $67,214Net Assets 2018: $67,2142018Assets 2019: $71,556Net Assets 2019: $71,5562019Assets 2020: $34,754Net Assets 2020: $34,7542020Assets 2021: $53,253Net Assets 2021: $53,2532021Assets 2022: $86,381Net Assets 2022: $86,3812022Assets 2023: $80,944Net Assets 2023: $80,9442023Assets 2024: $93,364Liabilities 2024: $02024

Highlighted filing

2024

Assets$93,364
Liabilities$0
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50KRevenue 2011: $28,964Expenses 2011: $41,316Net Income 2011: -$12,3522011Revenue 2012: $43,428Expenses 2012: $44,175Net Income 2012: -$7472012Revenue 2013: $35,471Expenses 2013: $42,495Net Income 2013: -$7,0242013Revenue 2014: $43,907Expenses 2014: $32,374Net Income 2014: $11,5332014Revenue 2015: $42,200Expenses 2015: $33,741Net Income 2015: $8,4592015Revenue 2016: $34,982Expenses 2016: $31,958Net Income 2016: $3,0242016Revenue 2017: $37,509Expenses 2017: $37,303Net Income 2017: $2062017Revenue 2018: $52,301Expenses 2018: $49,754Net Income 2018: $2,5472018Revenue 2019: $52,982Expenses 2019: $48,630Net Income 2019: $4,3522019Revenue 2020: $25,087Expenses 2020: $61,889Net Income 2020: -$36,8022020Revenue 2021: $37,698Expenses 2021: $19,199Net Income 2021: $18,4992021Revenue 2022: $69,314Expenses 2022: $36,186Net Income 2022: $33,1282022Revenue 2023: $76,298Expenses 2023: $81,735Net Income 2023: -$5,4372023Revenue 2024: $79,627Expenses 2024: $67,207Net Income 2024: $12,4202024

Highlighted filing

2024

Revenue$79,627
Expenses$67,207
Net Income$12,420
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$93,364
Liabilities
$0
Net assets
-
Revenue
$79,627
Expenses
$67,207
Net income
$12,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$93.4$0.00$79.6$67.2$12.4
2023Detailed filing. Detailed filing data is available for this year.$80.9$80.9$76.3$81.7$5.44
2022Detailed filing. Detailed filing data is available for this year.$86.4$86.4$69.3$36.2$33.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.3$53.3$37.7$19.2$18.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$34.8$25.1$61.9$36.8
2019Detailed filing. Detailed filing data is available for this year.$71.6$71.6$53.0$48.6$4.35
2018Detailed filing. Detailed filing data is available for this year.$67.2$67.2$52.3$49.8$2.55
2017Detailed filing. Detailed filing data is available for this year.$64.7$64.7$37.5$37.3$0.21
2016Detailed filing. Detailed filing data is available for this year.$64.5$64.5$35.0$32.0$3.02
2015Detailed filing. Detailed filing data is available for this year.$61.4$61.4$42.2$33.7$8.46
2014Detailed filing. Detailed filing data is available for this year.$53.0$53.0$43.9$32.4$11.5
2013Summary only. Only limited summary data is available for this year.$41.4$0.00$35.5$42.5$7.02
2012Summary only. Only limited summary data is available for this year.$48.5$0.00$43.4$44.2$0.75
2011Summary only. Only limited summary data is available for this year.$50.7$0.00$29.0$41.3$12.4
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$85,768
Mission and Program Overview

Mission

The foundation is an organization that provides additional resources to the students and staff of shoal creek elementary school

Program Services

DescriptionGrantsExpenses
THE FOUNDATION IS AN ORGANIZATION THAT PROVIDES ADDITIONAL RESOURCES TO THE STUDENTS AND STAFF OF SHOAL CREEK ELEMENTARY SCHOOL--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI LAMChairPT$0--
JESSICA HARDYTreasurerPT$0--
CHRISTINE GRINDLESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Shoal Creek Elementary Educational Foundation
EIN
91-2161160
Phone
8587052278
Address
11775 SHOAL CREEK DR, San Diego, CA 92128

Signing Officer

Name
Jessica Hardy
Title
Treasurer
Phone
8587052278
Signed
2023-11-07
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 103D, KANSAS CITY, MO 64105
Preparer
Beverly Payne
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 4 Investment Income

“DEPOSIT DIVIDEND $24”

Part 1 Line 10 Grants Paid

“Grants to shoal creek elementary school $80799”

Part 1 Line 16 Other Expenses

“INSURANCE $348”

Part 1 Line 16 Other Expenses

“TAX PREPARATION $200”

Part 1 Line 16 Other Expenses

“Charitable trust registration $75”

Part 1 Line 16 Other Expenses

“Website hosting and maintenance $217”

Part 1 Line 16 Other Expenses

“Administrative expenses $95”

Raw XML Appendix146 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/BusinessName/BusinessNameLine1Txt0SHOAL CREEK ELEMENTARY SCHOOL EDUCATIONAL FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08586139080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011775 SHOAL CREEK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086381
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080944
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5437
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086381
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080944
IRS990EZ/FundraisingGrossIncomeAmt085744
IRS990EZ/GrantsAndSimilarAmountsPaidAmt080799
IRS990EZ/GrossReceiptsAmt085768
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086381
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080944
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086381
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080944
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI LAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA HARDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE GRINDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS AN ORGANIZATION THAT PROVIDES ADDITIONAL RESOURCES TO THE STUDENTS AND STAFF OF SHOAL CREEK ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION IS AN ORGANIZATION THAT PROVIDES ADDITIONAL RESOURCES TO THE STUDENTS AND STAFF OF SHOAL CREEK ELEMENTARY SCHOOL
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09470
IRS990EZ/SpecialEventsNetIncomeLossAmt076274
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081735
IRS990EZ/TotalRevenueAmt076298
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WELOVESHOALCREEK.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0151323
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt071
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0151323
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079283
IRS990ScheduleA/Total509Grp/TotalAmt0151323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079316
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151394
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEPOSIT DIVIDEND $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS TO SHOAL CREEK ELEMENTARY SCHOOL $80799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX PREPARATION $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHARITABLE TRUST REGISTRATION $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE HOSTING AND MAINTENANCE $217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE EXPENSES $95
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 4 INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 10 GRANTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1 LINE 16 OTHER EXPENSES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA HARDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587052278
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOAL CREEK ELEMENTARY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHOA
ReturnHeader/Filer/EIN0912161160
ReturnHeader/Filer/PhoneNum08587052278
ReturnHeader/Filer/USAddress/AddressLine1Txt011775 SHOAL CREEK DR
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 103D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beverly Payne
ReturnHeader/ReturnTs02023-11-07T23:11:13Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARDY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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