Civic Intelligence

Castaic S D Education Foundation

990EZ • Fiscal year 2024 • EIN 95-4481126

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 26, 2024

28131 Livingston AveValencia, CA 91355

(661) 257-4500

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

4th percentile

-188%

Higher net margin than 4% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-9.6%

Faster asset growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$256,454

Down $27,152 (-9.6%) from 2023

Net Assets

Down

$256,454

Down $27,152 (-9.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$14,420

Down $4,083 (-22%) from 2023

Expenses

Down

$41,572

Down $10,798 (-21%) from 2023

Net Income

Up

-$27,152

Up $6,715 (+20%) from 2023

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

2024

Assets$256,454
Liabilities-
Net Assets$256,454

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

2024

Revenue$14,420
Expenses$41,572
Net Income-$27,152
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 26, 2024
Return Version
2023v5.1
Gross Receipts
$14,420
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 ACHIEVEMENT OF A SUPERIOR PUBLIC EDUCATION PROGRAM FOR CUSD BY DEVELOPING AND MANAGING FUNRAISING PROJECTS THAT SUPPORT PROGRAMS WHICH MEET THE CHANGING NEEDS OF THE DISTRICT AND ITS STUDENTS.$30,863$8,086
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA PHIPPENChairman-$0--
CHARMIN ORTEGASecretary-$0--
SHERRY WINSLOWTreasurer-$0--
KRISTIN LINDQUISTDirector-$0--
ELIZABETH ABRAHAMSONDirector-$0--
PAT BRADSHERDirector-$0--
BOB BRAUNEISENDirector-$0--
CLAUDIA DIMONTEDirector-$0--
MELANIE LONGDirector-$0--
BRIANA MEJIADirector-$0--
DANIELLE RIPALDIDirector-$0--
JENNETTA THOMASDirector-$0--
ASHLEY BAKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Castaic School District
EIN
95-4481126
Phone
6612574500
Address
28131 LIVINGSTON AVE, VALENCIA, CA 91355

Signing Officer

Name
Mindi Bedaux
Title
Treasurer
Signed
2024-09-26
Discuss with paid preparer
Yes

Preparer

Firm
La North Accounting & Tax
Address
27626 BRIDLEWOOD DR, CASTAIC, CA 91384-4500
Preparer
David Vanderhorst CPA
Phone
3236961040
Supplemental Narrative

Additional Explanations

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

Class of Activity: READING & MATH PROGRAMS | Donee's Name: CASTAIC UNION SCHOOL DISTRICT | Donee's Address: 28131 LIVINGSTON AVE VALENCIA CA 91355 | Cash Amount Given: $30863

Other Expenses.1012

Insurance $2422

Other Expenses.1

Teacher/staff incentives $3664

Other Expenses.2

PROMOTION CEREMONY $2000

Raw XML Appendix190 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 & MATH PROGRAMS | Donee's Name: CASTAIC UNION SCHOOL DISTRICT | Donee's Address: 28131 LIVINGSTON AVE VALENCIA CA 91355 | Cash Amount Given: $30863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER/STAFF INCENTIVES $3664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROMOTION CEREMONY $2000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MINDI BEDAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTAIC SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0954481126
ReturnHeader/Filer/PhoneNum06612574500
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ReturnHeader/Filer/USAddress/CityNm0VALENCIA
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ReturnHeader/Filer/USAddress/ZIPCd091355
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CASTAIC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913844500
ReturnHeader/PreparerPersonGrp/PhoneNum03236961040
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-26T14:48:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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