Civic Intelligence

Shoal Creek Elementary School Educational Foundation

990EZ • Fiscal year 2016 • EIN 91-2161160

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 31, 2016

Organization ProfileN/A
11775 Shoal Creek DrSan Diego, CA 92128

(858) 613-9080

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

62nd percentile

8.6%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

4.9%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$64,461

Up $3,024 (+4.9%) from 2015

Net Assets

Up

$64,461

Up $3,024 (+4.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

Down

$34,982

Down $7,218 (-17%) from 2015

Expenses

Down

$31,958

Down $1,783 (-5.3%) from 2015

Net Income

Down

$3,024

Down $5,435 (-64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$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

2016

Assets$64,461
Liabilities-
Net Assets$64,461
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

2016

Revenue$34,982
Expenses$31,958
Net Income$3,024
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 31, 2016
Return Version
2015v2.1
Gross Receipts
$45,509
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 Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN BRADVICAChairPT$0--
ALYSSA FONCERRADATreasurerPT$0--
KATE MILLERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parents Night Out$26,042$26,042$7,374$18,668
Spell a Thon$4,250$4,250$118$4,132
Total Events$45,009$45,009$10,527$34,482
Filing and Contact Details

Filer

Filer Name
Shoal Creek Elementary Educational Foundation
EIN
91-2161160
Phone
8586139080
Address
11775 SHOAL CREEK DR, San Diego, CA 92128

Signing Officer

Name
Alyssa Foncerrada
Title
Treasurer
Phone
8586139080
Signed
2016-08-31

Preparer

Firm
Hrb Tax Group Inc
Address
5252 BALBOA AVE STE 600, SAN DIEGO, CA 92117
Preparer
Katharine Gaunt
Phone
8582794747
Supplemental Narrative

Additional Explanations

Part I Line 10

“Grants made to shoal creek elem school $30,587”

Part I Line 16

“Operating expenses $1,371”

Raw XML Appendix159 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/BusinessName/BusinessNameLine1Txt0SHOAL CREEK ELEMENTARY SCHOOL EDUCATIONAL FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08587741672
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011775 SHOAL CREEK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061437
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064461
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03024
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061437
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064461
IRS990EZ/FundraisingGrossIncomeAmt045009
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030587
IRS990EZ/GrossReceiptsAmt045509
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061437
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061437
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTIN BRADVICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALYSSA FONCERRADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01371
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/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010527
IRS990EZ/SpecialEventsNetIncomeLossAmt034482
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031958
IRS990EZ/TotalRevenueAmt034982
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02405
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045009
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt070
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0250931
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053266
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051732
IRS990ScheduleA/Total509Grp/TotalAmt0250931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053266
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051764
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0251001
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010527
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PARENTS NIGHT OUT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPELL A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026042
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026042
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045009
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034482
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03035
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010527
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07374
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS MADE TO SHOAL CREEK ELEM SCHOOL $30,587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATING EXPENSES $1,371
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALYSSA FONCERRADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586139080
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOAL CREEK ELEMENTARY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHOA
ReturnHeader/Filer/EIN0912161160
ReturnHeader/Filer/PhoneNum08586139080
ReturnHeader/Filer/USAddress/AddressLine1Txt011775 SHOAL CREEK DR
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05252 BALBOA AVE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08582794747
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katharine Gaunt
ReturnHeader/ReturnTs02016-08-31T17:33:24Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,461
Liabilities
-
Net assets
$64,461
Revenue
$34,982
Expenses
$31,958
Net income
$3,024
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