Civic Intelligence

Serra Preschool

990EZ • Fiscal year 2015 • EIN 95-2456637

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 11, 2016

Organization ProfileWWW.SERRAPRESCHOOL.ORG
PO Box 125San Clemente, CA 92674

(949) 492-8188

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

88th percentile

$36,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 44.2% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$59,564

Up $8,110 (+16%) from 2014

Net Assets

$59,564

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$81,448

Down $5,102 (-5.9%) from 2014

Expenses

Down

$72,638

Down $1,424 (-1.9%) from 2014

Net Income

Down

$8,810

Down $3,678 (-29%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$80K$60K$40K$20K$0Assets 2011: $22,402Liabilities 2011: $02011Assets 2012: $27,953Liabilities 2012: $6,6832012Assets 2013: $35,439Liabilities 2013: $02013Assets 2014: $51,454Liabilities 2014: $7002014Assets 2015: $59,564Net Assets 2015: $59,5642015Assets 2016: $58,008Liabilities 2016: $4,900Net Assets 2016: $53,1082016Assets 2017: $74,180Liabilities 2017: $4,000Net Assets 2017: $70,1802017Assets 2018: $56,873Liabilities 2018: $5,270Net Assets 2018: $51,6032018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2015

Assets$59,564
Liabilities-
Net Assets$59,564
Open 2015 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $77,171Expenses 2011: $74,742Net Income 2011: $2,4292011Revenue 2012: $97,386Expenses 2012: $99,882Net Income 2012: -$2,4962012Revenue 2013: $88,459Expenses 2013: $74,290Net Income 2013: $14,1692013Revenue 2014: $86,550Expenses 2014: $74,062Net Income 2014: $12,4882014Revenue 2015: $81,448Expenses 2015: $72,638Net Income 2015: $8,8102015Revenue 2016: $82,142Expenses 2016: $124,698Net Income 2016: -$42,5562016Revenue 2017: $104,036Expenses 2017: $86,964Net Income 2017: $17,0722017Revenue 2018: $98,883Expenses 2018: $117,460Net Income 2018: -$18,5772018Revenue 2019: $0Expenses 2019: $51,603Net Income 2019: -$51,6032019

Highlighted filing

2015

Revenue$81,448
Expenses$72,638
Net Income$8,810
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 11, 2016
Return Version
2014v6.0
Gross Receipts
$83,479
Mission and Program Overview

Mission

Provide a program designed to nourish the curiosities of preschool age children, to increase their knowledge, awareness, and enjoyment of the world and their relationship to it.

Program Services

DescriptionGrantsExpenses
PROVIDED A CLASSROOM INSTRUCTION ENRICHMENT PROGRAM FOR UP TO 40 STUDENTS. PURCHASED PLAYGROUND EQUIPMENT FOR RECREATIONAL USE AND IMPROVED THE OUTDOOR SCHOOL YARD.$63,871-
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA NOWICKITeacher/DirectorPT$36,000-$36,000
CINDY PARKERPresident-$0--
NANCY WILLSVice President-$0--
DEVON AZZAMTreasurer-$0--
LAURA CHANGALASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Serra Preschool
EIN
95-2456637
Phone
9494928188
Address
PO BOX 125, SAN CLEMENTE, CA 92674

Signing Officer

Name
Patricia Nowicki
Title
Teacher/director
Signed
2016-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Steven D Mocalis
Address
705 N EL CAMINO REAL, SAN CLEMENTE, CA 92672
Preparer
Steven D Mocalis
Phone
9494855522
Supplemental Narrative

Additional Explanations

Other Revenue.1

“MISCELLANEOUS $1330”

Other Expenses.1002

“Office Expenses $1561”

Other Expenses.1003

“Information Technology $497”

Other Expenses.1012

“Insurance $2199”

Other Expenses.1

“Instructional supplies $4731”

Other Expenses.2

“Building maintenance $2511”

Other Expenses.3

“Playground equipment $1866”

Other Expenses.4

“YARD IMPROVEMENTS $1703”

Other Expenses.5

“Registration expenses $1576”

Other Expenses.6

“Classroom improvements $1215”

Other Expenses.7

“SOCIAL EVENTS $655”

Other Expenses.8

“ALARM $399”

Other Expenses.9

“Professional development $200”

Other Expenses.10

“Office furniture and equipment $145”

Total Liabilities.1

“DEPOSITS - Beginning $700 DEPOSITS - Ending $0”

Raw XML Appendix173 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/PersonNm0DEVON AZZAM
IRS990EZ/BooksInCareOfDetail/PhoneNum09494928188
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 125
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092674
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051454
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059564
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0720
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08810
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02336
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051454
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059564
IRS990EZ/FundraisingGrossIncomeAmt09261
IRS990EZ/GrossReceiptsAmt083479
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059564
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050754
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059564
IRS990EZ/OccupancyRentUtltsAndMaintAmt01745
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt430.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt436000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CINDY PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY WILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEVON AZZAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA CHANGALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICIA NOWICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TEACHER/DIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019258
IRS990EZ/OtherRevenueTotalAmt01330
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE A PROGRAM DESIGNED TO NOURISH THE CURIOSITIES OF PRESCHOOL AGE CHILDREN, TO INCREASE THEIR KNOWLEDGE, AWARENESS, AND ENJOYMENT OF THE WORLD AND THEIR RELATIONSHIP TO IT.
IRS990EZ/ProgramServiceRevenueAmt072150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED A CLASSROOM INSTRUCTION ENRICHMENT PROGRAM FOR UP TO 40 STUDENTS. PURCHASED PLAYGROUND EQUIPMENT FOR RECREATIONAL USE AND IMPROVED THE OUTDOOR SCHOOL YARD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063871
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt049299
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt02031
IRS990EZ/SpecialEventsNetIncomeLossAmt07230
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072638
IRS990EZ/TotalProgramServiceExpensesAmt063871
IRS990EZ/TotalRevenueAmt081448
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SERRAPRESCHOOL.ORG
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE RACIAL NON-DISCRIMINARY POLICY IS INCLUDED IN OUR HANDBOOK THAT IS FREELY AVAILABLE TO ALL VIA OUR WEBSITE WWW.SERRAPRESCHOOL.ORG
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1WE DO NOT TRACK RACIAL COMPOSITION DATA OR SCHOLARSHIP RACIAL DATA.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $1330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSTRUCTIONAL SUPPLIES $4731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUILDING MAINTENANCE $2511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PLAYGROUND EQUIPMENT $1866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7YARD IMPROVEMENTS $1703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REGISTRATION EXPENSES $1576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CLASSROOM IMPROVEMENTS $1215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SOCIAL EVENTS $655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ALARM $399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROFESSIONAL DEVELOPMENT $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OFFICE FURNITURE AND EQUIPMENT $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DEPOSITS - Beginning $700 DEPOSITS - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA NOWICKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TEACHER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERRA PRESCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SERR
ReturnHeader/Filer/EIN0952456637
ReturnHeader/Filer/PhoneNum09494928188
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 125
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN D MOCALIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0705 N EL CAMINO REAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092672
ReturnHeader/PreparerPersonGrp/PhoneNum09494855522
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Mocalis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-11T14:27:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,564
Liabilities
-
Net assets
$59,564
Revenue
$81,448
Expenses
$72,638
Net income
$8,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.52$0.52
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.05$0.52$0.99$1.17$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.04$0.70$1.04$0.87$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.05$0.53$0.82$1.25$0.43
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.81$0.73$0.09
2014Summary only. Only limited summary data is available for this year.$0.51$0.01$0.87$0.74$0.12
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.88$0.74$0.14
2012Summary only. Only limited summary data is available for this year.$0.28$0.07$0.97$1.00$0.02
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.77$0.75$0.02