Civic Intelligence

Malibu Special Education Foundation

990EZ • Fiscal year 2014 • EIN 05-0541143

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileN/A
22631 Pch PO Box 557Malibu, CA 90265

(310) 457-5035

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-57%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$98,245

Down $12,975 (-12%) from 2013

Net Assets

Down

$98,245

Down $12,975 (-12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$22,536

Down $83,990 (-79%) from 2013

Expenses

Down

$35,411

Down $43,618 (-55%) from 2013

Net Income

Down

-$12,875

Down $40,372 (-147%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2014

Assets$98,245
Liabilities$0
Net Assets$98,245
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

2014

Revenue$22,536
Expenses$35,411
Net Income-$12,875
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$22,536
Mission and Program Overview

Mission

To promote and enhance special education

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND ENHANCE SPECIAL EDUCATION$10,850-
Compensation and Service Providers
Top Officer Pay74th 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
22631 PCH PO BOX 557, Malibu, CA 90265

Signing Officer

Name
Tracy Murgatroyd
Title
Treasurer
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Hrs
Address
18321 Ventura Blvd Ste 255, Tarzana, CA 91356
Preparer
Bruce H Siegel
Phone
8185368948
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $518”

Other Expenses.1

“DONATIONS $23718”

Other Expenses.2

“Outside Services $10850”

Other Expenses.3

“BANK CHARGES $95”

Other Expenses.4

“SECRETARY OF STATE $5”

Raw XML Appendix144 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/PersonNm0Tracy Murgatroyd
IRS990EZ/BooksInCareOfDetail/PhoneNum03104575035
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022631 PCH 557
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Malibu
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0902654216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt098245
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12875
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt098245
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt022536
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt098245
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt098245
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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035186
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND ENHANCE SPECIAL EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE AND ENHANCE SPECIAL EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035411
IRS990EZ/TotalProgramServiceExpensesAmt010850
IRS990EZ/TotalRevenueAmt022536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0116701
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0126779
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0243480
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067618
IRS990ScheduleA/Total509Grp/TotalAmt0243480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0106426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067618
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0243480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS $23718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Outside Services $10850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECRETARY OF STATE $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Murgatroyd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Malibu Special Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MALI
ReturnHeader/Filer/EIN0050541143
ReturnHeader/Filer/PhoneNum03104575035
ReturnHeader/Filer/USAddress/AddressLine1Txt022631 PCH PO BOX 557
ReturnHeader/Filer/USAddress/CityNm0Malibu
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018321 Ventura Blvd Ste 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tarzana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091356
ReturnHeader/PreparerPersonGrp/PhoneNum08185368948
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE H SIEGEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-14T18:36:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,245
Liabilities
$0
Net assets
$98,245
Revenue
$22,536
Expenses
$35,411
Net income
-$12,875
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