Civic Intelligence

Serra Preschool

990EZ • Fiscal year 2019 • EIN 95-2456637

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 20, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $56,873 (-100%) from 2018

Net Assets

Down

$0

Down $51,603 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $98,883 (-100%) from 2018

Expenses

Down

$51,603

Down $65,857 (-56%) from 2018

Net Income

Down

-$51,603

Down $33,026 (-178%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2019

Assets$0
Liabilities-
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$0
Expenses$51,603
Net Income-$51,603
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 20, 2020
Return Version
2018v3.1
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
SERRA PRESCHOOL DISSOLVED AS AN ASSOCIATION AND INCORPORATED UNDER THE NAME "SERRA PARENT PARTICIPATION PRESCHOOL". FUNDS WERE TRANSFERRED INTO A BANK ACCOUNT UNDER THE NEW ORGANIZATION.$51,603$51,603
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM GRIFFITHPresident-$0--
SHANE POWELLVice President-$0--
ALISON HEGARTYSecretary-$0--
ALEXANDRIA WALDNERTreasurer-$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
Alexandria Waldner
Title
Treasurer
Signed
2020-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Steven D Mocalis
Address
302 Avenida de la Estrella, SAN CLEMENTE, CA 92672-3929
Preparer
Steven D Mocalis
Phone
9494855522
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: SERRA PARENT PARTICIPATION PRESCHOOL | Donee's Address: PO BOX 125 SAN CLEMENTE CA 92674 | Cash Amount Given: $51603”

Total Liabilities.1

“ACCOUNTS PAYBLE - Beginning $200 ACCOUNTS PAYBLE - Ending $0”

Total Liabilities.2

“DEFERRED REVENUE - Beginning $5070 DEFERRED REVENUE - Ending $0”

Raw XML Appendix157 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/PersonNm0ALEXANDRIA WALDNER - TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09494928188
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 125
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092674
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056873
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-51603
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056873
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt051603
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051603
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051603
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM GRIFFITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANE POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALISON HEGARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEXANDRIA WALDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERRA PRESCHOOL DISSOLVED AS AN ASSOCIATION AND INCORPORATED UNDER THE NAME "SERRA PARENT PARTICIPATION PRESCHOOL". FUNDS WERE TRANSFERRED INTO A BANK ACCOUNT UNDER THE NEW ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051603
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051603
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05270
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051603
IRS990EZ/TotalProgramServiceExpensesAmt051603
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SERRAPRESCHOOL.ORG
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0false
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/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE RACIAL NON-DISCRIMINARY POLICY IS PROMINENTLY DISPLAYED ON THE HOME PAGE OF OUR WEBSITE AT WWW.SERRAPRESCHOOL.ORG AND INCLUDED IN OUR HANDBOOK AND REGISTRATION FORM.
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
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02018-10-16
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0822512620
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt051603
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501 (C) (3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 125
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SAN CLEMENTE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd092674
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0DIRECTOR POSITIONS ASSUMED UNDER SERRA PARENT PARTICIPATION PRESCHOOL:SHANE POWELL - VICE PRESIDENTALISON HEGARTY - SECRETARYALEXANDRIA WALDNER - TREASURER
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I & 2, Line 2e - Name and Explanation for Involvement in Successor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SERRA PARENT PARTICIPATION PRESCHOOL | Donee's Address: PO BOX 125 SAN CLEMENTE CA 92674 | Cash Amount Given: $51603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYBLE - Beginning $200 ACCOUNTS PAYBLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE - Beginning $5070 DEFERRED REVENUE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.2
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDRIA WALDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-20
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/PreparerFirmEIN0272210124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN D MOCALIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Avenida de la Estrella
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926723929
ReturnHeader/PreparerPersonGrp/PhoneNum09494855522
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Mocalis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-20T16:02:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
$51,603
Net income
-$51,603
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