Civic Intelligence

Bixby Educational Events Inc

990 • Fiscal year 2017 • EIN 27-3242051

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 04, 2018

Organization Profilewww.bix-bee.org
27758 Santa Margarita Pkwy Ste 337Mission Viejo, CA 92691

(855) 427-8233

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$28,070

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$41,844

No earlier filing loaded for comparison.

Net Assets

$41,844

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin51st percentile

Revenue

$133,316

No earlier filing loaded for comparison.

Expenses

$128,173

No earlier filing loaded for comparison.

Net Income

$5,143

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0-$20KAssets 2017: $41,844Liabilities 2017: $0Net Assets 2017: $41,8442017Assets 2018: $25,433Liabilities 2018: -$13,308Net Assets 2018: $38,7412018

Highlighted filing

2017

Assets$41,844
Liabilities$0
Net Assets$41,844
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2017: $133,316Expenses 2017: $128,173Net Income 2017: $5,1432017Revenue 2018: $103,907Expenses 2018: $107,010Net Income 2018: -$3,1032018

Highlighted filing

2017

Revenue$133,316
Expenses$128,173
Net Income$5,143
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 4, 2018
Return Version
2017v2.0
Gross Receipts
$133,590
Mission and Program Overview

Mission

The mission of Bixby Educational Events, Inc. is to provide the necessary experiences that students will need to be prepared for the workforce. We believe that incorporating the steady practice of the Arts is essential to developing transferable skills as well as encouraging innovation in every student. Our vision is that students will graduate knowing who they are, what skills they have to offer, and discovering their path for future career success. This will prepare them to make significant contributions to the creative industry as well as the national economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,050$41,844▲ $17,794
Cap Stk Tr Prin Current Funds$36,701$41,844▲ $5,143
Accounts Receivable$12,651$0▼ $12,651
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$36,701$41,844▲ $5,143
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,701$41,844▲ $5,143
Total Liabilities and Net Assets / Fund Balance$36,701$41,844▲ $5,143
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donna BixbyExecutive DirectorFT$28,070$28,070

Board Members and Trustees

NameTitle
Kevin BixbyChairman of the Board
Stephanie MayoCommunity Support
Stephanie BowmanSecretary
Mary BlouinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,143
Program Service Revenue
$129,347
Investment Income
$0
Other Revenue
$-174
All Other Contributions
$2,174
Change in Net Assets
$5,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,427
Salaries, Compensation, and Employee Benefits$6,746
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$36,062$28,070$0$64,132
Occupancy$28,221$0$0$28,221
Office Expenses$9,475$2,694$0$12,169
Fees for Services Accounting$0$9,600$0$9,600
Current Officers, Directors, Trustees, and Key Employees$6,746$0$0$6,746
Advertising$0$2,682$0$2,682
Insurance$0$2,406$0$2,406
Other Expenses$0$2,217$0$2,217
Total Functional Expenses$80,504$47,669$0$128,173
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$274
Fundraising Gross Income$100
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 6

“Two Members”

Part VI, Section A, Line 7A

“| Class of the Person:, Nature of their rights:| Kevin Bixby Member, Founding Stockholder| Donna Bixby Member, Founding Stockholder|”

Part VI, Section B, Line 11B

“all financials turned over to chairman and president for their review”

Part VI, Section B, Line 12C

“Staying informed of others activities through volunteers and always being on premises”

Part VI, Section C, Line 19

“Yes They are incorporated within several online profile accounts such as Guidestar.”

Filing and Contact Details

Filer

Filer Name
Bixby Educational Events Inc
EIN
27-3242051
In Care Of
% Donna Bixby
Phone
8554278233
Address
27758 Santa Margarita Pkwy Ste 337, Mission Viejo, CA 92691
Doing Business As
Bee

Signing Officer

Name
Donna Bixby
Title
President
Phone
8554278233
Signed
2018-07-04

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
12
Supplemental Narrative

Additional Explanations

Part III, line 3

“Ceased sponsorship of Waldorf Program - Linden Tree Our community volunteers and teachers donated over $124,000.00 to assist these families in keeping their costs down within the market rate for participation.”

Part IX, line 11G

“| Description:, Amount:| Arts Educational Services, $64132|”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Donna Bixby
IRS990/Form990PartVIISectionAGrp/PersonNm1Kevin Bixby
IRS990/Form990PartVIISectionAGrp/PersonNm2Mary Blouin
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IRS990/MissionDesc0The mission of Bixby Educational Events, Inc. is to provide the necessary experiences that students will need to be prepared for the workforce. We believe that incorporating the steady practice of the Arts is essential to developing transferable skills as well as encouraging innovation in every student. Our vision is that students will graduate knowing who they are, what skills they have to offer, and discovering their path for future career success. This will prepare them to make significant contributions to the creative industry as well as the national economy.
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IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt02217
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Donna Bixby
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0Educational Support Services - Two Day Program
IRS990/ProgramServiceRevenueGrp/Desc1Linden Tree Program
IRS990/ProgramServiceRevenueGrp/Desc2Educational Support Services
IRS990/ProgramServiceRevenueGrp/Desc3educational consulting service
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0109796
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117451
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0109796
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117451
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3900
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgSrvcAccomActy2Grp/Desc0This was a Waldorf inspired two day program that we ceased sponorship.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013946
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017451
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018927
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0142317
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0200547
IRS990/PYRevenuesLessExpensesAmt034464
IRS990/PYSalariesCompEmpBnftPaidAmt042617
IRS990/PYTotalExpensesAmt0185010
IRS990/PYTotalProfFndrsngExpnsAmt076
IRS990/PYTotalRevenueAmt0219474
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05143
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ReservesMaintainedAmt00
IRS990/RevenueAmt0109796
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,844
Liabilities
$0
Net assets
$41,844
Revenue
$133,316
Expenses
$128,173
Net income
$5,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.13$0.39$1.04$1.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.33$1.28$0.05