Civic Intelligence

Castaic S D Education Foundation

990EZ • Fiscal year 2020 • EIN 95-4481126

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

13th percentile

-46%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-63%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$313,172

Down $3,575 (-1.1%) from 2019

Net Assets

Down

$313,172

Down $3,575 (-1.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$17,147

Down $28,894 (-63%) from 2019

Expenses

Down

$25,106

Down $20,790 (-45%) from 2019

Net Income

Down

-$7,959

Down $8,104 (-5589%) from 2019

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

2020

Assets$313,172
Liabilities-
Net Assets$313,172

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

2020

Revenue$17,147
Expenses$25,106
Net Income-$7,959
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.0
Gross Receipts
$19,017
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.$20,406-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOLIE MCDONALDCo-Treasurer-$0--
PAT BRADSHERCo-Treasurer-$0--
JULIA PHIPPENChairperson-$0--
JACKELINE VASQUEZSecretary-$0--
ERIN OXHORN GILPINVice Chair-$0--
CLAUDIA DI MONTEDirector-$0--
STEVE DOYLEEx-Officio-$0--
CHARMIN ORTEGAEx-Officio-$0--
MARCELLA KOCENDirector-$0--
JENNY TURNNParliamentarian-$0--
BETH HOLENDirector-$0--
NICOLE PRICEDirector-$0--
ROSEMARY KOBERDirector-$0--
SHERRI WINSLOWDirector-$0--
JULIE GONZALESDirector-$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
2020-10-29
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.1012

Insurance $1703

Other Expenses.1

GRANTS & DONATONS $19374

Other Expenses.2

BROKERAGE FEES $1112

Other Expenses.3

SUPPLIES $1032

Other Expenses.4

TAXES $55

Raw XML Appendix194 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/PersonNm0PAT BRADSHER
IRS990EZ/BooksInCareOfDetail/PhoneNum06612574500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028131 LIVINGSTON AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CASTAIC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091384
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0316747
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0313172
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04177
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7959
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01830
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0316747
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0313172
IRS990EZ/FundraisingGrossIncomeAmt09589
IRS990EZ/GrossReceiptsAmt019017
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt05251
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0316747
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0313172
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0316747
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0313172
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOLIE MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAT BRADSHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIA PHIPPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKELINE VASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN OXHORN GILPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLAUDIA DI MONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHARMIN ORTEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARCELLA KOCEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JENNY TURNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BETH HOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NICOLE PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ROSEMARY KOBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13SHERRI WINSLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14JULIE GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Ex-officio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Ex-officio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04384
IRS990EZ/OtherExpensesTotalAmt023276
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE THE CLASSROOMS OF THE CASTAIC UNION SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020406
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01870
IRS990EZ/SpecialEventsNetIncomeLossAmt07719
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025106
IRS990EZ/TotalProgramServiceExpensesAmt020406
IRS990EZ/TotalRevenueAmt017147
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0448788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0503989
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09635
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016282
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025917
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09589
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011582
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011916
IRS990ScheduleA/OtherIncome170Grp/TotalAmt033087
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89520
IRS990ScheduleA/PublicSupportPY170Pct00.92820
IRS990ScheduleA/PublicSupportTotal170Amt0503989
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0448788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09376
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0503989
IRS990ScheduleA/TotalSupportAmt0562993
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS & DONATONS $19374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BROKERAGE FEES $1112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $1032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES $55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT BRADSHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024961 The Old Road 2nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stevenson Ranch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091381
ReturnHeader/PreparerPersonGrp/PhoneNum06612861040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY C KORY CPA
ReturnHeader/ReturnTs02020-10-29T13:51:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings