Civic Intelligence

Pacific Health Foundation

990EZ • Fiscal year 2016 • EIN 20-1248373

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
100 Oconnor DriveSan Jose, CA 95128

(408) 995-0333

Siviq Scores

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

Liabilities / Assets

89th percentile

0.52x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

3.09x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

85th percentile

32%

Higher net margin than 85% 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

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

6th percentile

-67%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$29,407

Down $3,781 (-11%) from 2015

Net Assets

Up

$14,757

Up $1,569 (+12%) from 2015

Liabilities

Down

$15,250

Down $4,750 (-24%) from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin85th percentile

Revenue

Down

$4,938

Down $10,251 (-67%) from 2015

Expenses

Down

$3,369

Down $13,058 (-79%) from 2015

Net Income

Up

$1,569

Up $2,807 (+227%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$60K$40K$20K$0Assets 2011: $22,888Liabilities 2011: $4,289Net Assets 2011: $18,5992011Assets 2012: $38,405Liabilities 2012: $4,2422012Assets 2013: $45,175Liabilities 2013: $3732013Assets 2015: $33,188Liabilities 2015: $20,000Net Assets 2015: $13,1882015Assets 2016: $29,407Liabilities 2016: $15,250Net Assets 2016: $14,7572016Assets 2017: $23,851Liabilities 2017: $10,000Net Assets 2017: $13,8512017Assets 2018: $15,918Liabilities 2018: $2,200Net Assets 2018: $35,2742018Assets 2019: $22,268Net Assets 2019: $22,2682019Assets 2020: $21,903Net Assets 2020: $21,9042020Assets 2021: $23,288Liabilities 2021: $1,500Net Assets 2021: $21,7882021Assets 2022: $26,708Liabilities 2022: $1,500Net Assets 2022: $25,2082022Assets 2023: $22,990Liabilities 2023: $1,500Net Assets 2023: $21,4902023Assets 2024: $18,927Liabilities 2024: $1,500Net Assets 2024: $17,4272024

Highlighted filing

2016

Assets$29,407
Liabilities$15,250
Net Assets$14,757
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $301,551Expenses 2011: $15,310Net Income 2011: $286,2412011Revenue 2012: $156,813Expenses 2012: $0Net Income 2012: $156,8132012Revenue 2013: $185,941Expenses 2013: $0Net Income 2013: $185,9412013Revenue 2015: $15,189Expenses 2015: $16,427Net Income 2015: -$1,2382015Revenue 2016: $4,938Expenses 2016: $3,369Net Income 2016: $1,5692016Revenue 2017: $5,435Expenses 2017: $5,741Net Income 2017: -$3062017Revenue 2018: $21,4232018Revenue 2019: $27,229Expenses 2019: $18,679Net Income 2019: $8,5502019Revenue 2020: $24Expenses 2020: $388Net Income 2020: -$3642020Revenue 2021: $3,069Expenses 2021: $3,184Net Income 2021: -$1152021Revenue 2022: $24,506Expenses 2022: $21,086Net Income 2022: $3,4202022Revenue 2023: $2,506Expenses 2023: $6,224Net Income 2023: -$3,7182023Revenue 2024: $5Expenses 2024: $4,068Net Income 2024: -$4,0632024

Highlighted filing

2016

Revenue$4,938
Expenses$3,369
Net Income$1,569
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$4,938
Mission and Program Overview

Mission

Medical lecture and research

Program Services

DescriptionGrantsExpenses
EDUCATIONAL LECTURE$3,969-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUY TRINHDirector-$0--
FILOMENA SIMPSONDirectorPT$0--
KHOA LAMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pacific Health Foundation
EIN
20-1248373
Address
100 OCONNOR DRIVE, SAN JOSE, CA 95128

Signing Officer

Name
Filomena Simpson
Title
Director
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
CHENG & FOOS CPAs
Address
1975 Hamilton Ave Ste 29, San Jose, CA 95125
Preparer
Cindy Cheng CPA
Phone
4083692929
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $799”

Other Expenses.1

“PROPERTY TAX $60”

Other Expenses.2

“STATE TAX $10”

Other Assets.1002

“Furniture and Fixtures - Beginning $601 Furniture and Fixtures - Ending $0”

Total Liabilities.1

“- Beginning $20000 - Ending $15250”

Raw XML Appendix128 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/PersonNm0FILOMENA SIMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04089950333
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 OCONNOR DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032587
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029407
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01569
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033188
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029407
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt04938
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0188
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013188
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014757
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013188
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014157
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HUY TRINH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FILOMENA SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KHOA LAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0601
IRS990EZ/OtherExpensesTotalAmt0869
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDICAL LECTURE AND RESEARCH
IRS990EZ/ProgramServiceRevenueAmt04750
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL LECTURE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03969
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03369
IRS990EZ/TotalProgramServiceExpensesAmt03969
IRS990EZ/TotalRevenueAmt04938
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROPERTY TAX $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATE TAX $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Furniture and Fixtures - Beginning $601 Furniture and Fixtures - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4- Beginning $20000 - Ending $15250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FILOMENA SIMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC HEALTH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0201248373
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 OCONNOR DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHENG & FOOS CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01975 Hamilton Ave Ste 29
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095125
ReturnHeader/PreparerPersonGrp/PhoneNum04083692929
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY CHENG CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T14:46:31-08:00
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
$29,407
Liabilities
$15,250
Net assets
$14,757
Revenue
$4,938
Expenses
$3,369
Net income
$1,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.02$0.17$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.21$0.03$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.02$0.25$0.25$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.22$0.03$0.03$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.27$0.19$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.02$0.35$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.10$0.14$0.05$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.15$0.15$0.05$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.20$0.13$0.15$0.16$0.01
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$1.86$0.00$1.86
2012Summary only. Only limited summary data is available for this year.$0.38$0.04$1.57$0.00$1.57
2011Summary only. Only limited summary data is available for this year.$0.23$0.04$0.19$3.02$0.15$2.86