Civic Intelligence

Shoal Creek Elementary School Educational Foundation

990EZ • Fiscal year 2018 • EIN 91-2161160

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 18, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

54th percentile

4.9%

Higher net margin than 54% 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

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$67,214

Up $2,547 (+3.9%) from 2017

Net Assets

Up

$67,214

Up $2,547 (+3.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$52,301

Up $14,792 (+39%) from 2017

Expenses

Up

$49,754

Up $12,451 (+33%) from 2017

Net Income

Up

$2,547

Up $2,341 (+1136%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$67,214
Liabilities-
Net Assets$67,214

Operations Trend

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

2018

Revenue$52,301
Expenses$49,754
Net Income$2,547
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 18, 2018
Return Version
2017v2.3
Gross Receipts
$71,771
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$45,433-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA PATTERSONChairPT$0--
SHEETAL NAIKTreasurerPT$0--
CATE OREILLYSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parents Night Out$42,345$42,345$10,026$32,319
Spell a Thon$4,409$4,409$351$4,058
Total Events$69,887$69,887$19,470$50,417
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
Sheetal Naik
Title
Treasurer
Phone
8586139080
Signed
2018-08-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Part I Line 4

DEPOSIT DIVIDEND $29

Part I Line 8

Uncategorized income $1855

Part I Line 10

Grants to shoal creek elementary $45433

Part I Line 16

Bank charges and fees $25

Part I Line 16

FARMERS INSURANCE $575

Part I Line 16

Office/general admin $332

Part I Line 16

TAXES AND LICENSES $20

Part I Line 16

Uncategorized expense $3369

Raw XML Appendix180 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/GrossReceiptsAmt071771
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064667
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064667
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067214
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04321
IRS990EZ/OtherRevenueTotalAmt01855
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045433
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019470
IRS990EZ/SpecialEventsNetIncomeLossAmt050417
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049754
IRS990EZ/TotalRevenueAmt052301
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045009
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0277925
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt077
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0278675
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053266
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054812
IRS990ScheduleA/Total509Grp/TotalAmt0278675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053266
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054833
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0278752
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019470
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PARENTS NIGHT OUT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPELL A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023133
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042345
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023133
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09093
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019470
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010026
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0351
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt014
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEPOSIT DIVIDEND $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNCATEGORIZED INCOME $1855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS TO SHOAL CREEK ELEMENTARY $45433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES AND FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FARMERS INSURANCE $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE/GENERAL ADMIN $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES AND LICENSES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNCATEGORIZED EXPENSE $3369
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART I LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEETAL NAIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586139080
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E180FF3497E047093ADC43AE3AD9F39884496D04
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.95.58.130
ReturnHeader/FilingSecurityInformation/IPDt02018-08-18
ReturnHeader/FilingSecurityInformation/IPTm015:15:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
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/PreparationDt02018-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Regina Johnson
ReturnHeader/ReturnTs02018-08-18T19:58:53Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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