Civic Intelligence

San Diego North Educational Foundation

990EZ • Fiscal year 2016 • EIN 30-0176205

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 24, 2017

Organization ProfileN/A
10875 Rancho Bernardo Road 104San Diego, CA 92127

(858) 487-1767

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

94th percentile

63%

Higher net margin than 94% 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

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

96th percentile

199%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$12,232

Up $3,999 (+49%) from 2015

Net Assets

Up

$12,221

Up $3,998 (+49%) from 2015

Liabilities

Up

$11

Up $1 (+10%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$6,358

Up $4,233 (+199%) from 2015

Expenses

Up

$2,360

Up $1,307 (+124%) from 2015

Net Income

Up

$3,998

Up $2,926 (+273%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$60K$40K$20K$0Assets 2012: $1,212Liabilities 2012: $11Net Assets 2012: $1,2012012Assets 2013: $162Liabilities 2013: $11Net Assets 2013: $1512013Assets 2014: $7,162Liabilities 2014: $11Net Assets 2014: $7,1512014Assets 2015: $8,233Liabilities 2015: $10Net Assets 2015: $8,2232015Assets 2016: $12,232Liabilities 2016: $11Net Assets 2016: $12,2212016Assets 2017: $16,240Liabilities 2017: $11Net Assets 2017: $16,2292017Assets 2018: $15,945Liabilities 2018: $11Net Assets 2018: $15,9342018Assets 2019: $40,154Liabilities 2019: $11Net Assets 2019: $40,1432019Assets 2020: $27,509Liabilities 2020: $11Net Assets 2020: $27,4982020Assets 2021: $26,465Liabilities 2021: $12Net Assets 2021: $26,4532021Assets 2022: $43,605Net Assets 2022: $43,6052022Assets 2023: $44,387Net Assets 2023: $44,3872023Assets 2024: $42,544Net Assets 2024: $42,5442024

Highlighted filing

2016

Assets$12,232
Liabilities$11
Net Assets$12,221
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50KExpenses 2012: $3,0102012Expenses 2013: $1,0502013Revenue 2014: $8,050Expenses 2014: $1,050Net Income 2014: $7,0002014Revenue 2015: $2,125Expenses 2015: $1,053Net Income 2015: $1,0722015Revenue 2016: $6,358Expenses 2016: $2,360Net Income 2016: $3,9982016Revenue 2017: $8,627Expenses 2017: $4,619Net Income 2017: $4,0082017Revenue 2018: $5,987Expenses 2018: $6,282Net Income 2018: -$2952018Revenue 2019: $28,307Expenses 2019: $4,098Net Income 2019: $24,2092019Revenue 2020: $1,132Expenses 2020: $13,777Net Income 2020: -$12,6452020Revenue 2021: $22,166Expenses 2021: $23,211Net Income 2021: -$1,0452021Revenue 2022: $40,143Expenses 2022: $23,004Net Income 2022: $17,1392022Revenue 2023: $49,967Expenses 2023: $49,185Net Income 2023: $7822023Revenue 2024: $67,850Expenses 2024: $69,693Net Income 2024: -$1,8432024

Highlighted filing

2016

Revenue$6,358
Expenses$2,360
Net Income$3,998
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$6,358
Mission and Program Overview

Mission

Primary exempt purpose is to provide educational scholarships and activities

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SCHOLARSHIPS AND ACTIVITIES--
EDUCATIONAL SCHOLARSHIPS AND ACTIVITIES--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA ROSENPresident &-$0--
RACHELLE BENSONDirector-$0--
ROSS SIMMONSChairman-$0--
TOM BROWNDirector-$0--
ALICIA GWYNNDirector-$0--
WILLIAM ANGUSTreasurer-$0--
TANIS STARCKDirector-$0--
Filing and Contact Details

Filer

Filer Name
San Diego North Educational
EIN
30-0176205
Phone
8584871767
Address
10875 RANCHO BERNARDO ROAD 104, SAN DIEGO, CA 92127

Signing Officer

Name
Debra Rosen
Title
President & CEO
Phone
8584871767
Signed
2017-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Hochman Torres Llp
Address
9988 HIBERT STREET SUITE 308, SAN DIEGO, CA 92131
Preparer
Nick Torres
Phone
8585351065
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 1,050 miscellaneous expenses 1,310 total 2,360”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 10 11”

Form 990-ez, Part III

“Primary exempt purpose is to provide educational scholarships and activities”

Form 990-ez, Part III, Line 31

“Educational scholarships and activities”

Raw XML Appendix138 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/BusinessName/BusinessNameLine1Txt0SAN DIEGO NRTH CHMBER OF COMMRC
IRS990EZ/BooksInCareOfDetail/PhoneNum08584871767
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010875 RANCHO BERNARDO ROAD 104
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08233
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012232
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06358
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03998
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08233
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012232
IRS990EZ/GrossReceiptsAmt06358
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08223
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08223
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012221
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBRA ROSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHELLE BENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSS SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALICIA GWYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM ANGUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TANIS STARCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02360
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY EXEMPT PURPOSE IS TO PROVIDE EDUCATIONAL SCHOLARSHIPS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SCHOLARSHIPS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL SCHOLARSHIPS AND ACTIVITIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02360
IRS990EZ/TotalRevenueAmt06358
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016533
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt016533
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016533
IRS990ScheduleA/TotalSupportAmt016533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,050 MISCELLANEOUS EXPENSES 1,310 TOTAL 2,360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 10 11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIMARY EXEMPT PURPOSE IS TO PROVIDE EDUCATIONAL SCHOLARSHIPS AND ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL SCHOLARSHIPS AND ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08584871767
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO NORTH EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0300176205
ReturnHeader/Filer/PhoneNum08584871767
ReturnHeader/Filer/USAddress/AddressLine1Txt010875 RANCHO BERNARDO ROAD 104
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092127
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DC28174AFB78445008E3C9BAC92C76746EDB6A8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC28174AFB78445008E3C9BAC92C76746EDB6A8F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821291080
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOCHMAN TORRES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09988 HIBERT STREET SUITE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092131
ReturnHeader/PreparerPersonGrp/PhoneNum08585351065
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK TORRES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-08T14:44:39-07:00
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
$12,232
Liabilities
$11
Net assets
$12,221
Revenue
$6,358
Expenses
$2,360
Net income
$3,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.5$42.5$67.9$69.7$1.84
2023Detailed filing. Detailed filing data is available for this year.$44.4$44.4$50.0$49.2$0.78
2022Detailed filing. Detailed filing data is available for this year.$43.6$43.6$40.1$23.0$17.1
2021Detailed filing. Detailed filing data is available for this year.$26.5$0.01$26.5$22.2$23.2$1.05
2020Detailed filing. Detailed filing data is available for this year.$27.5$0.01$27.5$1.13$13.8$12.6
2019Detailed filing. Detailed filing data is available for this year.$40.2$0.01$40.1$28.3$4.10$24.2
2018Detailed filing. Detailed filing data is available for this year.$15.9$0.01$15.9$5.99$6.28$0.30
2017Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.2$8.63$4.62$4.01
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.01$12.2$6.36$2.36$4.00
2015Detailed filing. Detailed filing data is available for this year.$8.23$0.01$8.22$2.13$1.05$1.07
2014Detailed filing. Detailed filing data is available for this year.$7.16$0.01$7.15$8.05$1.05$7.00
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.01$0.15$1.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.01$1.20$3.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits