Civic Intelligence

Castaic S D Education Foundation

990EZ • Fiscal year 2019 • EIN 95-4481126

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 13, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

42nd percentile

0.3%

Higher net margin than 42% of similar nonprofits.

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

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.

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

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

3rd percentile

-90%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Up

$316,747

Up $4,072 (+1.3%) from 2018

Net Assets

Up

$316,747

Up $4,072 (+1.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$46,041

Down $402,747 (-90%) from 2018

Expenses

Down

$45,896

Down $103,150 (-69%) from 2018

Net Income

Down

$145

Down $299,597 (-100%) from 2018

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

2019

Assets$316,747
Liabilities-
Net Assets$316,747

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

2019

Revenue$46,041
Expenses$45,896
Net Income$145
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 13, 2019
Return Version
2018v3.1
Gross Receipts
$52,864
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.$42,884-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOLIE MCDONALDCo-Treasurer-$0--
PAT BRADSHERCo-Treasurer-$0--
JULIA PHIPPENChairperson-$0--
JACKELINE VASQUEZSecretary-$0--
ERIN OXHORN GILPINDirector-$0--
APRIL CUTLERDirector-$0--
CLAUDIA DI MONTEDirector-$0--
STEVE DOYLESuperintendent-$0--
CHARMIN ORTEGADisector-$0--
MARCELLA KOCENDirector-$0--
JENNY TURNNDirector-$0--
BETH HOLENDirector-$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
2019-12-13
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

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

Class of Activity: READING AND MATH PROGRAMS | Donee's Name: CASTAIC UNION SCHOOL DISTRICT | Donee's Address: 28131 LIVINGSTON AVENUE VALENCIA CA 91355 | Cash Amount Given: $15156

Other Expenses.1002

Office Expenses $132

Other Expenses.1

Farmers classroom materials $25000

Other Expenses.2

GRANTS & DONATONS $2728

Other Expenses.3

BROKERAGE FEES $1090

Other Expenses.4

Website maintenance & design $434

Other Expenses.5

TAXES $85

Other Expenses.6

NAME BADGES $66

Other Expenses.7

BANK CHARGES $5

Other Assets.1

ROUNDING - Beginning $3 ROUNDING - Ending $0

Raw XML Appendix193 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: READING AND MATH PROGRAMS | Donee's Name: CASTAIC UNION SCHOOL DISTRICT | Donee's Address: 28131 LIVINGSTON AVENUE VALENCIA CA 91355 | Cash Amount Given: $15156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FARMERS CLASSROOM MATERIALS $25000
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT BRADSHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTAIC SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0954481126
ReturnHeader/Filer/PhoneNum06612575725
ReturnHeader/Filer/USAddress/AddressLine1Txt028131 LIVINGSTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0VALENCIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091355
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954509583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stern Kory Sreden & Morgan AAC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stevenson Ranch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091381
ReturnHeader/PreparerPersonGrp/PhoneNum06612861040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY C KORY CPA
ReturnHeader/ReturnTs02019-12-13T14:31:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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No mirrored PDF or thumbnail assets are attached yet.

Filings