Civic Intelligence

Shoal Creek Elementary School Educational Foundation

990EZ • Fiscal year 2021 • EIN 91-2161160

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

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

(858) 705-2278

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

53%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

50%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,253

Up $18,499 (+53%) from 2020

Net Assets

Up

$53,253

Up $18,499 (+53%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$37,698

Up $12,611 (+50%) from 2020

Expenses

Down

$19,199

Down $42,690 (-69%) from 2020

Net Income

Up

$18,499

Up $55,301 (+150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2021

Assets$53,253
Liabilities-
Net Assets$53,253
Open 2021 Filing

Operations Trend

Revenue Growth75th 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

2021

Revenue$37,698
Expenses$19,199
Net Income$18,499
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$42,877
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETRONELLA BERGMANSChairPT$0--
DION WALZTreasurerPT$0--
JENNIFER PAULSecretary-$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
Dion Walz
Title
Treasurer
Phone
8587052278
Signed
2021-11-03
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
11885 CARMEL MTN RD STE 904, SAN DIEGO, CA 92128
Preparer
Beverly Payne
Phone
8589466000
Supplemental Narrative

Additional Explanations

Part 1 Line 4 Investment Income

“DEPOSIT DIVIDEND $15”

Part 1 Line 10 Grants Paid

“Grants to shoal creek elementary school $17996”

Part 1 Line 16 Other Expenses

“FARMERS INSURANCE $ 575”

Part 1 Line 16 Other Expenses

“TAX PREPARATION - $225”

Part 1 Other Expenses

“RAFFLE REGISTRATION $20”

Part 1 Other Expenses

“Charitable trust registration $25”

Part 1 Other Expenses

“WEBSITE HOSTING $288”

Part 1 Other Expenses

“COPY COSTS $32”

Part 1 Other Expenses

“Adminisrative expenses $38”

Raw XML Appendix161 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/PhoneNum08587052278
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011775 SHOAL CREEK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034754
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053253
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018499
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034754
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053253
IRS990EZ/FundraisingGrossIncomeAmt042862
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017996
IRS990EZ/GrossReceiptsAmt042877
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053253
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034754
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053253
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETRONELLA BERGMANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DION WALZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01203
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/SpecialEventsDirectExpensesAmt05179
IRS990EZ/SpecialEventsNetIncomeLossAmt037683
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019199
IRS990EZ/TotalRevenueAmt037698
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0276161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0127
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0276411
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055201
IRS990ScheduleA/Total509Grp/TotalAmt0276411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079316
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055228
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0276538
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 $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS TO SHOAL CREEK ELEMENTARY SCHOOL $17996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FARMERS INSURANCE $ 575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX PREPARATION - $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RAFFLE REGISTRATION $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHARITABLE TRUST REGISTRATION $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE HOSTING $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COPY COSTS $32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADMINISRATIVE EXPENSES $38
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 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART 1 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART 1 OTHER EXPENSES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DION WALZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587052278
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
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/AddressLine1Txt011885 CARMEL MTN RD STE 904
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08589466000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beverly Payne
ReturnHeader/ReturnTs02021-11-03T20:37:42Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DION
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,253
Liabilities
-
Net assets
$53,253
Revenue
$37,698
Expenses
$19,199
Net income
$18,499
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
2021Detailed filing. Detailed filing data is available for this year.$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