Civic Intelligence

Spanish Institute

EIN 01-0910549 • 501(c)3 • Carlsbad, CA

Profile

Educational services for teaching spanish and to promote greater awareness and understanding of the culture of spanish speaking countries to individuals and groups of all ages and backgrounds.

2745 Jefferson Street CCarlsbad, CA 92008

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

52nd percentile

2.9%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

91st percentile

101%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,019

Up $3,184 (+12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$30,019

Up $3,184 (+12%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$111,233

Up $55,788 (+101%) from 2023

Expenses

Up

$108,049

Up $51,166 (+90%) from 2023

Net Income

Up

$3,184

Up $4,622 (+321%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $45,872Liabilities 2011: $02011Assets 2012: $31,413Liabilities 2012: $1,637Net Assets 2012: $29,7762012Assets 2013: $31,704Liabilities 2013: $10,350Net Assets 2013: $21,3542013Assets 2014: $23,268Liabilities 2014: $6,282Net Assets 2014: $16,9862014Assets 2015: $22,286Liabilities 2015: $4,584Net Assets 2015: $17,7022015Assets 2016: $23,855Liabilities 2016: $4,489Net Assets 2016: $19,3662016Assets 2017: $19,122Liabilities 2017: $0Net Assets 2017: $19,1222017Assets 2018: $16,616Liabilities 2018: $0Net Assets 2018: $16,6162018Assets 2019: $25,094Liabilities 2019: $0Net Assets 2019: $25,0942019Assets 2020: $53,512Liabilities 2020: $0Net Assets 2020: $53,5122020Assets 2021: $39,720Liabilities 2021: $0Net Assets 2021: $39,7202021Assets 2022: $28,273Liabilities 2022: $0Net Assets 2022: $28,2732022Assets 2023: $26,835Liabilities 2023: $0Net Assets 2023: $26,8352023Assets 2024: $30,019Net Assets 2024: $30,0192024

Highlighted filing

2024

Assets$30,019
Liabilities-
Net Assets$30,019
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $104,526Expenses 2011: $89,759Net Income 2011: $14,7672011Revenue 2012: $95,702Expenses 2012: $111,798Net Income 2012: -$16,0962012Revenue 2013: $85,197Expenses 2013: $93,619Net Income 2013: -$8,4222013Revenue 2014: $105,047Expenses 2014: $109,415Net Income 2014: -$4,3682014Revenue 2015: $110,800Expenses 2015: $110,084Net Income 2015: $7162015Revenue 2016: $110,950Expenses 2016: $109,286Net Income 2016: $1,6642016Revenue 2017: $83,037Expenses 2017: $83,281Net Income 2017: -$2442017Revenue 2018: $60,321Expenses 2018: $62,827Net Income 2018: -$2,5062018Revenue 2019: $91,560Expenses 2019: $83,082Net Income 2019: $8,4782019Revenue 2020: $95,689Expenses 2020: $67,271Net Income 2020: $28,4182020Revenue 2021: $67,034Expenses 2021: $80,826Net Income 2021: -$13,7922021Revenue 2022: $62,355Expenses 2022: $73,802Net Income 2022: -$11,4472022Revenue 2023: $55,445Expenses 2023: $56,883Net Income 2023: -$1,4382023Revenue 2024: $111,233Expenses 2024: $108,049Net Income 2024: $3,1842024

Highlighted filing

2024

Revenue$111,233
Expenses$108,049
Net Income$3,184
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,019
Liabilities
-
Net assets
$30,019
Revenue
$111,233
Expenses
$108,049
Net income
$3,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.30$1.11$1.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.55$0.57$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.62$0.74$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.67$0.81$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.96$0.67$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.92$0.83$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.60$0.63$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.83$0.83$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.04$0.19$1.11$1.09$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.05$0.18$1.11$1.10$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.23$0.06$0.17$1.05$1.09$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.10$0.21$0.85$0.94$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.02$0.30$0.96$1.12$0.16
2011Summary only. Only limited summary data is available for this year.$0.46$0.00$1.05$0.90$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$111,233
Mission and Program Overview

Mission

Educational services for teaching spanish and to promote greater awareness and understanding of the culture of spanish speaking countries to individuals and groups of all ages and backgrounds.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SERVICES FOR TEACHING SPANISH AND TO PROMOTE GREATER AWARENESS AND UNDERSTANDING OF THE CULTURE OF SPANISH SPEAKING COUNTRIES TO INDIVIDUALS AND GROUPS OF ALL AGES AND BACKGROUNDS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA FERNANDESCEO-$0--
Filing and Contact Details

Filer

Filer Name
The Spanish Institute
EIN
01-0910549
Phone
7606374945
Address
2745 JEFFERSON STREET C, CARLSBAD, CA 92008

Signing Officer

Name
Monica Fernandes
Title
President & CEO
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey H Klein CPA Inc
Address
2038 Corte Del Nogal Ste 135, Carlsbad, CA 92011
Preparer
Jeffrey Klein
Phone
7607277680
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1725”

Other Expenses.1005

“Travel $1923”

Other Expenses.1012

“Insurance $3748”

Other Expenses.1

“CONTRACTORS $40320”

Other Expenses.2

“Community organization $6985”

Other Expenses.3

“UTILITIES $6649”

Other Expenses.4

“SUPPLIES $3962”

Other Expenses.5

“AUTOMOBILE $2768”

Other Assets.1002

“Furniture and Fixtures - Beginning $1311 Furniture and Fixtures - Ending $1311”

Other Assets.1003

“Machinery and Equipment - Beginning $2368 Machinery and Equipment - Ending $2368”

Raw XML Appendix137 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/PersonNm0MONICA FERNANDES
IRS990EZ/BooksInCareOfDetail/PhoneNum07606374945
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02745 JEFFERSON STREET SUITE D
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023156
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03184
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026835
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030019
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0111233
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026835
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030019
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026835
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030019
IRS990EZ/OccupancyRentUtltsAndMaintAmt039969
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONICA FERNANDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03679
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03679
IRS990EZ/OtherExpensesTotalAmt068080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SERVICES FOR TEACHING SPANISH AND TO PROMOTE GREATER AWARENESS AND UNDERSTANDING OF THE CULTURE OF SPANISH SPEAKING COUNTRIES TO INDIVIDUALS AND GROUPS OF ALL AGES AND BACKGROUNDS.
IRS990EZ/ProgramServiceRevenueAmt0111233
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SERVICES FOR TEACHING SPANISH AND TO PROMOTE GREATER AWARENESS AND UNDERSTANDING OF THE CULTURE OF SPANISH SPEAKING COUNTRIES TO INDIVIDUALS AND GROUPS OF ALL AGES AND BACKGROUNDS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0108049
IRS990EZ/TotalRevenueAmt0111233
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
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/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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACTORS $40320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY ORGANIZATION $6985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UTILITIES $6649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $3962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AUTOMOBILE $2768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Furniture and Fixtures - Beginning $1311 Furniture and Fixtures - Ending $1311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $2368 Machinery and Equipment - Ending $2368
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA FERNANDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SPANISH INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SPAN
ReturnHeader/Filer/EIN0010910549
ReturnHeader/Filer/PhoneNum07606374945
ReturnHeader/Filer/USAddress/AddressLine1Txt02745 JEFFERSON STREET C
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205324960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey H Klein CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02038 Corte Del Nogal Ste 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092011
ReturnHeader/PreparerPersonGrp/PhoneNum07607277680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Klein
ReturnHeader/ReturnTs02025-05-15T13:26:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits