Civic Intelligence

Phcc-Orsb Educational Foundation Inc.

990EZ • Fiscal year 2014 • EIN 26-4499090

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 09, 2015

Organization Profilewww.phcc.com
155 E Liberty AbAnaheim, CA 92801

(714) 896-0153

Siviq Scores

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

Liabilities / Assets

95th percentile

1.32x

Higher debt load relative to assets than 95% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.91x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

28th percentile

-6.1%

Higher net margin than 28% 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

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$52,178

Up $15,975 (+44%) from 2013

Net Assets

Down

-$16,901

Down $4,595 (-37%) from 2013

Liabilities

Up

$69,079

Up $20,570 (+42%) from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin28th percentile

Revenue

Up

$75,719

Up $29,292 (+63%) from 2013

Expenses

Up

$80,314

Up $2,798 (+3.6%) from 2013

Net Income

Up

-$4,595

Up $26,494 (+85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$200K$100K$0-$100KAssets 2013: $36,203Liabilities 2013: $48,509Net Assets 2013: -$12,3062013Assets 2014: $52,178Liabilities 2014: $69,079Net Assets 2014: -$16,9012014Assets 2015: $58,478Liabilities 2015: $70,035Net Assets 2015: -$11,5572015Assets 2016: $67,895Liabilities 2016: $82,558Net Assets 2016: -$14,6632016Assets 2017: $94,443Liabilities 2017: $99,077Net Assets 2017: -$4,6342017Assets 2019: $159,335Liabilities 2019: $70,844Net Assets 2019: $88,4912019Assets 2020: $145,269Liabilities 2020: $103,515Net Assets 2020: $41,7542020Assets 2021: $158,575Liabilities 2021: $112,052Net Assets 2021: $46,5232021Assets 2022: $177,984Liabilities 2022: $112,191Net Assets 2022: $65,7932022Assets 2024: $93,056Liabilities 2024: $145,345Net Assets 2024: -$52,2892024Assets 2025: $116,950Liabilities 2025: $82,932Net Assets 2025: $34,0182025

Highlighted filing

2014

Assets$52,178
Liabilities$69,079
Net Assets-$16,901
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $46,427Expenses 2013: $77,516Net Income 2013: -$31,0892013Revenue 2014: $75,719Expenses 2014: $80,314Net Income 2014: -$4,5952014Revenue 2015: $100,856Expenses 2015: $95,512Net Income 2015: $5,3442015Revenue 2016: $121,727Expenses 2016: $125,248Net Income 2016: -$3,5212016Revenue 2017: $225,160Expenses 2017: $215,131Net Income 2017: $10,0292017Revenue 2019: $347,011Expenses 2019: $268,447Net Income 2019: $78,5642019Revenue 2020: $266,542Expenses 2020: $313,280Net Income 2020: -$46,7382020Revenue 2021: $342,902Expenses 2021: $338,133Net Income 2021: $4,7692021Revenue 2022: $408,948Expenses 2022: $389,678Net Income 2022: $19,2702022Revenue 2024: $327,117Expenses 2024: $395,297Net Income 2024: -$68,1802024Revenue 2025: $506,978Expenses 2025: $420,671Net Income 2025: $86,3072025

Highlighted filing

2014

Revenue$75,719
Expenses$80,314
Net Income-$4,595
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 9, 2015
Return Version
2014v5.0
Gross Receipts
$78,288
Mission and Program Overview

Mission

Provide classes to local plumbers & hvac contractors

Program Services

DescriptionGrantsExpenses
PROVIDE CLASSES TO LOCAL PLUMBERS & HVAC CONTRACTORS-$82,883
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WES LIVINGSTONImmediate Past President-$0--
MICHAEL GREANYDirector-$0--
JONATHAN KIRSCHENMANNTreasurer/Secretary-$0--
DAVE MARQUEZVice President-$0--
SCOTT HARRISONPresident-$0--
JOHN BARTUCCIOTTODirector-$0--
Filing and Contact Details

Filer

Filer Name
Phcc-orsb Educational Foundation Inc
EIN
26-4499090
Phone
7148960153
Address
155 E LIBERTY AB, ANAHEIM, CA 92801

Signing Officer

Name
Jonathan Kirschenmann
Title
President
Phone
7148960153
Signed
2015-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Troy Yoshida CPA Inc
Address
12062 VALLEY VIEW ST STE 220, GARDEN GROVE, CA 92845
Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Advertising 3. Alarm 63. Bad debt 165. Bank charge 96. Supplies 5291. Computer maintenance 69. Contract services 30. Donations 8. Dues & subscriptions 149. Insurance 175. Internet 284. Meals & entertainment 340. Office 356. Payroll service fees 342. Repairs & maintenance 739. School expense 705. Seminars 250. Licenses 20. Teaching supplies 11020. Telephone 227. Utilities 457.”

Form 990EZ, Part II, Line 24

“Receivables 4441. 15959. Customer funds 0. 2455. Prepaid expense 100. 0.”

Form 990EZ, Part II, Line 26

“Phcc orsb payable 0. Unearned revenue 50. 600. Scholarships 690. 2701. Accounts payable 47769. 50136. Other liabilities 0. 109. Unearned tuition 0. 15533.”

Raw XML Appendix160 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt018414
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02305
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 3. ALARM 63. BAD DEBT 165. BANK CHARGE 96. SUPPLIES 5291. COMPUTER MAINTENANCE 69. CONTRACT SERVICES 30. DONATIONS 8. DUES & SUBSCRIPTIONS 149. INSURANCE 175. INTERNET 284. MEALS & ENTERTAINMENT 340. OFFICE 356. PAYROLL SERVICE FEES 342. REPAIRS & MAINTENANCE 739. SCHOOL EXPENSE 705. SEMINARS 250. LICENSES 20. TEACHING SUPPLIES 11020. TELEPHONE 227. UTILITIES 457.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEIVABLES 4441. 15959. CUSTOMER FUNDS 0. 2455. PREPAID EXPENSE 100. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PHCC ORSB PAYABLE 0. UNEARNED REVENUE 50. 600. SCHOLARSHIPS 690. 2701. ACCOUNTS PAYABLE 47769. 50136. OTHER LIABILITIES 0. 109. UNEARNED TUITION 0. 15533.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN KIRSCHENMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07148960153
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHCC-ORSB EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHCC
ReturnHeader/Filer/EIN0264499090
ReturnHeader/Filer/PhoneNum07148960153
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 E LIBERTY AB
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012062 VALLEY VIEW ST STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092845
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02015-11-02T10:54:27-08:00
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
$52,178
Liabilities
$69,079
Net assets
-$16,901
Revenue
$75,719
Expenses
$80,314
Net income
-$4,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.83$0.34$5.07$4.21$0.86
2024Detailed filing. Detailed filing data is available for this year.$0.93$1.45$0.52$3.27$3.95$0.68
2022Detailed filing. Detailed filing data is available for this year.$1.78$1.12$0.66$4.09$3.90$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.59$1.12$0.47$3.43$3.38$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.45$1.04$0.42$2.67$3.13$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.71$0.88$3.47$2.68$0.79
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.99$0.05$2.25$2.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.83$0.15$1.22$1.25$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.70$0.12$1.01$0.96$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.69$0.17$0.76$0.80$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.49$0.12$0.46$0.78$0.31