Civic Intelligence

The Spanish Institute

990EZ • Fiscal year 2016 • EIN 01-0910549

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 18, 2017

Organization ProfileN/A
2745 Jefferson StreetCarlsbad, CA 92008

(760) 637-4945

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$23,855

Up $1,569 (+7.0%) from 2015

Net Assets

Up

$19,366

Up $1,664 (+9.4%) from 2015

Liabilities

Down

$4,489

Down $95 (-2.1%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin46th percentile

Revenue

Up

$110,950

Up $150 (+0.1%) from 2015

Expenses

Down

$109,286

Down $798 (-0.7%) from 2015

Net Income

Up

$1,664

Up $948 (+132%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2016

Assets$23,855
Liabilities$4,489
Net Assets$19,366
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$110,950
Expenses$109,286
Net Income$1,664
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 18, 2017
Return Version
2016v3.0
Gross Receipts
$110,950
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 Pay75th percentile

Employees

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

Filer

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

Signing Officer

Name
Monica Fernandes
Title
President & CEO
Signed
2017-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey H Klein CPA Inc
Address
3129 Tiger Run Ct Suite 208, Carlsbad, CA 92010
Preparer
Jeffrey Klein CPA MST
Phone
7607277680
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $9171”

Other Expenses.1005

“Travel $3385”

Other Expenses.1009

“Depreciation $1919”

Other Expenses.1012

“Insurance $1354”

Other Expenses.1

“UTILITIES $7751”

Other Expenses.2

“SUPPLIES $7289”

Other Expenses.3

“Community organization $3136”

Other Expenses.4

“AUTOMOBILE $1887”

Other Assets.1001

“Automobiles - Beginning $1036 Automobiles - Ending $0”

Other Assets.1002

“Furniture and Fixtures - Beginning $4026 Furniture and Fixtures - Ending $3143”

Other Assets.1003

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

Total Liabilities.1

“OTHER LIABILITIES - Beginning $4584 OTHER LIABILITIES - Ending $4489”

Raw XML Appendix147 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
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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/BOYAmt014856
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018344
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01664
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt043994
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022286
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023855
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0110950
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017702
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019366
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017702
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019366
IRS990EZ/OccupancyRentUtltsAndMaintAmt029400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONICA FERNANDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICK FERNANDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07430
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05511
IRS990EZ/OtherExpensesTotalAmt035892
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/ProgramServiceRevenueAmt0110950
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/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04584
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04489
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109286
IRS990EZ/TotalRevenueAmt0110950
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 $9171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $3385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $1919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILITIES $7751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $7289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY ORGANIZATION $3136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AUTOMOBILE $1887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Automobiles - Beginning $1036 Automobiles - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Furniture and Fixtures - Beginning $4026 Furniture and Fixtures - Ending $3143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $2368 Machinery and Equipment - Ending $2368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OTHER LIABILITIES - Beginning $4584 OTHER LIABILITIES - Ending $4489
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA FERNANDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SPANISH INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SPAN
ReturnHeader/Filer/EIN0010910549
ReturnHeader/Filer/PhoneNum07606374945
ReturnHeader/Filer/USAddress/AddressLine1Txt02745 JEFFERSON STREET
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey H Klein CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03129 Tiger Run Ct Suite 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092010
ReturnHeader/PreparerPersonGrp/PhoneNum07607277680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Klein CPA MST
ReturnHeader/ReturnTs02017-04-18T19:29:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,855
Liabilities
$4,489
Net assets
$19,366
Revenue
$110,950
Expenses
$109,286
Net income
$1,664
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