Civic Intelligence

Castaic S D Education Foundation

990EZ • Fiscal year 2017 • EIN 95-4481126

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 27, 2017

28131 Livingston AvenueValencia, CA 91355

(661) 257-5725

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

43rd percentile

0.7%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$12,933

No earlier filing loaded for comparison.

Net Assets

$12,933

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$16,648

No earlier filing loaded for comparison.

Expenses

$16,531

No earlier filing loaded for comparison.

Net Income

$117

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2017: $12,933Net Assets 2017: $12,9332017Assets 2018: $312,675Liabilities 2018: $0Net Assets 2018: $312,6752018Assets 2019: $316,747Net Assets 2019: $316,7472019Assets 2020: $313,172Net Assets 2020: $313,1722020Assets 2021: $344,890Net Assets 2021: $344,8902021Assets 2022: $317,473Net Assets 2022: $317,4732022Assets 2023: $283,606Net Assets 2023: $283,6062023Assets 2024: $256,454Net Assets 2024: $256,4542024Assets 2025: $272,005Net Assets 2025: $272,0052025

Highlighted filing

2017

Assets$12,933
Liabilities-
Net Assets$12,933

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $16,648Expenses 2017: $16,531Net Income 2017: $1172017Revenue 2018: $448,788Expenses 2018: $149,046Net Income 2018: $299,7422018Revenue 2019: $46,041Expenses 2019: $45,896Net Income 2019: $1452019Revenue 2020: $17,147Expenses 2020: $25,106Net Income 2020: -$7,9592020Revenue 2021: $36,811Expenses 2021: $26,383Net Income 2021: $10,4282021Revenue 2022: $21,256Expenses 2022: $20,524Net Income 2022: $7322022Revenue 2023: $18,503Expenses 2023: $52,370Net Income 2023: -$33,8672023Revenue 2024: $14,420Expenses 2024: $41,572Net Income 2024: -$27,1522024Revenue 2025: $26,362Expenses 2025: $10,811Net Income 2025: $15,5512025

Highlighted filing

2017

Revenue$16,648
Expenses$16,531
Net Income$117
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 27, 2017
Return Version
2016v3.0
Gross Receipts
$16,648
Mission and Program Overview

Mission

Enhance the classrooms of the castaic union school district.

Program Services

DescriptionGrantsExpenses
ENHANCE THE CLASSROOMS OF THE CASTAIC UNION SCHOOL DISTRICT BY MAKING EDUCATIONAL GRANTS TO TEACHERS AND STAFF. ASSIST IN THE ACHIEVMENT OF A SUPERIOR PUBLIC EDUCATION PROGRAM FOR CUSD BY DEVELOPING AND MANAGING FUNDRAISING PROJECTS THAT SUPPORT PROGRAMS WHICH MEET THE CHANGING NEEDS OF THE DISTRICT AND ITS STUDENTS.$16,531-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOLIE MCDONALDCo-Treasurer-$0--
PAT BRADSHERCo-Treasurer-$0--
ALLISON WESTSecretary-$0--
CINDI THROCKMORTONDirector-$0--
DIANE FIEROChairperson-$0--
APRIL CUTLERDirector-$0--
CLAUDIA DIMONTEDirector-$0--
SARA MACCHIAVERNASuperintendent-$0--
LANCE VAUGHNParliamentarian-$0--
DEBBIE HAWKINSDirector-$0--
JENNY TURNNDirector-$0--
LARA FRANDZEL-STRAHSDirector-$0--
ERNESTINA AGUILARDirector-$0--
Filing and Contact Details

Filer

Filer Name
Castaic School District
EIN
95-4481126
Phone
6612575725
Address
28131 LIVINGSTON AVENUE, VALENCIA, CA 91355

Signing Officer

Name
Pat Bradsher
Title
Co-treasurer
Signed
2017-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Stern Kory Sreden & Morgan AAC
Address
24961 The Old Road 2nd Floor, Stevenson Ranch, CA 91381
Preparer
Gregory C Kory CPA
Phone
6612861040
Supplemental Narrative

Additional Explanations

Other Expenses.1

PROGRAM EXPENSES $16531

Raw XML Appendix166 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON WEST
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016531
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IRS990ScheduleA/TotalSupportAmt073697
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $16531
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT BRADSHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTAIC SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0954481126
ReturnHeader/Filer/PhoneNum06612575725
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091355
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024961 The Old Road 2nd Floor
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091381
ReturnHeader/PreparerPersonGrp/PhoneNum06612861040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY C KORY CPA
ReturnHeader/ReturnTs02017-09-28T10:40:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings