Civic Intelligence

Malibu Special Education Foundation

EIN 05-0541143 • 501(c)3 • Saint Michaels, MD

Profile

To promote and enhance special education

602 Cove RoadSaint Michaels, MD 21663

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $11,393 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $11,393 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$11,393

Down $15,656 (-58%) from 2022

Net Income

Up

-$11,393

Up $15,656 (+58%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0Assets 2011: $60,725Liabilities 2011: $02011Assets 2012: $83,723Liabilities 2012: $02012Assets 2013: $111,220Liabilities 2013: $0Net Assets 2013: $111,2202013Assets 2014: $98,245Liabilities 2014: $0Net Assets 2014: $98,2452014Assets 2015: $89,579Liabilities 2015: $0Net Assets 2015: $89,5792015Assets 2016: $53,840Liabilities 2016: $0Net Assets 2016: $53,8402016Assets 2017: $48,028Liabilities 2017: $0Net Assets 2017: $48,0282017Assets 2018: $47,607Liabilities 2018: $0Net Assets 2018: $47,6072018Assets 2019: $44,017Liabilities 2019: $0Net Assets 2019: $44,0172019Assets 2020: $41,116Liabilities 2020: $0Net Assets 2020: $41,1162020Assets 2021: $38,442Liabilities 2021: $0Net Assets 2021: $38,4422021Assets 2022: $11,393Liabilities 2022: $0Net Assets 2022: $11,3932022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $7,312Expenses 2011: $15,746Net Income 2011: -$8,4342011Revenue 2012: $39,947Expenses 2012: $16,949Net Income 2012: $22,9982012Revenue 2013: $106,526Expenses 2013: $79,029Net Income 2013: $27,4972013Revenue 2014: $22,536Expenses 2014: $35,411Net Income 2014: -$12,8752014Revenue 2015: $20,973Expenses 2015: $29,639Net Income 2015: -$8,6662015Revenue 2016: $13Expenses 2016: $35,752Net Income 2016: -$35,7392016Revenue 2017: $1,018Expenses 2017: $6,830Net Income 2017: -$5,8122017Revenue 2018: $5,032Expenses 2018: $6,549Net Income 2018: -$1,5172018Revenue 2019: $109Expenses 2019: $3,699Net Income 2019: -$3,5902019Revenue 2020: $18Expenses 2020: $2,919Net Income 2020: -$2,9012020Revenue 2021: $0Expenses 2021: $2,674Net Income 2021: -$2,6742021Revenue 2022: $0Expenses 2022: $27,049Net Income 2022: -$27,0492022Revenue 2023: $0Expenses 2023: $11,393Net Income 2023: -$11,3932023

Highlighted filing

2023

Revenue$0
Expenses$11,393
Net Income-$11,393
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
$11,393
Net income
-$11,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.27$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.01$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00$0.36$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.21$0.30$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.23$0.35$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.07$0.79$0.27
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.40$0.17$0.23
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.07$0.16$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Mission and Program Overview

Mission

To promote and enhance special education

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND ENHANCE SPECIAL EDUCATION-$393
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy MurgatroydTreasurer-$0--
Laureen SillsPresident-$0--
Filing and Contact Details

Filer

Filer Name
Malibu Special Education Foundation
EIN
05-0541143
Phone
3104575035
Address
602 COVE ROAD, SAINT MICHAELS, MD 21663

Signing Officer

Name
Tracy Murgatroyd
Title
Treasurer
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Hrs
Address
23801 Calabasas Rd Suite 1000, Calabasas, CA 91302
Preparer
Bruce H Siegel
Phone
8185368948
Raw XML Appendix122 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/PersonNm0Tracy Murgatroyd
IRS990EZ/BooksInCareOfDetail/PhoneNum03104575035
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0602 COVE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAINT MICHAELS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021663
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011393
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11393
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0393
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011393
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011393
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tracy Murgatroyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laureen Sills
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND ENHANCE SPECIAL EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE AND ENHANCE SPECIAL EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0393
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011393
IRS990EZ/TotalProgramServiceExpensesAmt0393
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/Total509Grp/TotalAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01000
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0expenses
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02023-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0393
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Murgatroyd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Malibu Special Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MALI
ReturnHeader/Filer/EIN0050541143
ReturnHeader/Filer/PhoneNum03104575035
ReturnHeader/Filer/USAddress/AddressLine1Txt0602 COVE ROAD
ReturnHeader/Filer/USAddress/CityNm0SAINT MICHAELS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021663
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475194343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023801 Calabasas Rd Suite 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Calabasas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091302
ReturnHeader/PreparerPersonGrp/PhoneNum08185368948
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE H SIEGEL
ReturnHeader/ReturnTs02024-11-14T15:25:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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