Civic Intelligence

Newcomb Academy Foundation Inc

990EZ • Fiscal year 2014 • EIN 32-0049570

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 22, 2014

PO Box 805490808

(562) 493-3596

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

61st percentile

8.4%

Higher net margin than 61% 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

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Up

$196,893

Up $11,269 (+6.1%) from 2013

Net Assets

Up

$196,893

Up $11,269 (+6.1%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$133,785

Up $20,912 (+19%) from 2013

Expenses

Up

$122,516

Up $9,563 (+8.5%) from 2013

Net Income

Up

$11,269

Up $11,349 (+14186%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $185,624Net Assets 2013: $185,6242013Assets 2014: $196,893Net Assets 2014: $196,8932014Assets 2015: $242,256Net Assets 2015: $242,2562015Assets 2017: $241,066Liabilities 2017: $0Net Assets 2017: $241,0662017Assets 2018: $369,137Liabilities 2018: $0Net Assets 2018: $369,1372018Assets 2019: $380,924Liabilities 2019: $0Net Assets 2019: $380,9242019Assets 2020: $231,331Liabilities 2020: $0Net Assets 2020: $231,3312020Assets 2021: $224,369Liabilities 2021: $0Net Assets 2021: $224,3692021Assets 2022: $290,354Liabilities 2022: $0Net Assets 2022: $290,3542022Assets 2023: $142,848Liabilities 2023: $0Net Assets 2023: $142,8482023Assets 2024: $82,028Liabilities 2024: $0Net Assets 2024: $82,0282024Assets 2025: $145,028Liabilities 2025: $0Net Assets 2025: $145,0282025

Highlighted filing

2014

Assets$196,893
Liabilities-
Net Assets$196,893

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $112,873Expenses 2013: $112,953Net Income 2013: -$802013Revenue 2014: $133,785Expenses 2014: $122,516Net Income 2014: $11,2692014Revenue 2015: $146,529Expenses 2015: $101,166Net Income 2015: $45,3632015Revenue 2017: $146,475Expenses 2017: $134,020Net Income 2017: $12,4552017Revenue 2018: $157,315Expenses 2018: $29,244Net Income 2018: $128,0712018Revenue 2019: $145,747Expenses 2019: $133,960Net Income 2019: $11,7872019Revenue 2020: $71,262Expenses 2020: $213,495Net Income 2020: -$142,2332020Revenue 2021: $97,061Expenses 2021: $15,173Net Income 2021: $81,8882021Revenue 2022: $90,229Expenses 2022: $69,093Net Income 2022: $21,1362022Revenue 2023: $62,851Expenses 2023: $109,521Net Income 2023: -$46,6702023Revenue 2024: $214,915Expenses 2024: $275,735Net Income 2024: -$60,8202024Revenue 2025: $250,317Expenses 2025: $187,316Net Income 2025: $63,0012025

Highlighted filing

2014

Revenue$133,785
Expenses$122,516
Net Income$11,269
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 22, 2014
Return Version
2013v3.1
Gross Receipts
$158,389
Mission and Program Overview

Mission

Support of programs at newcomb academy for academic excellence not provided by long beach unified school district budget

Program Services

DescriptionGrantsExpenses
GIFTS TO LONG BEACH UNIFIED SCHOOL DISTRICT FOR DIRECT PROGRAMS AT NEWCOMB ACADEMY FOR TECHNOLOGY, SPORTS, MUSIC, SCIENCE, AND OTHER PROGRAMS$88,484$88,484
DIRECT SUPPORT OF NEWCOMB ACADEMY LANGUAGE, MATH, SCIENCE, & TECHNOLOGY-$29,582
ALL OTHER SUPPORT ACTIVITIES FOR EXEMPT PURPOSE-$4,450
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENN ZAWICKIPresidentPT$0--
HEATHER WALKERVice PresidePT$0--
ALVARO CASTILLOTreasurerPT$0--
SHARON CUNNINGHAMSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$32,647-$2,435-
Event 1$63,787$29,097$7,385$21,712
Total Events$130,672$44,118$24,604$19,514
Filing and Contact Details

Filer

EIN
32-0049570
Phone
5624933596

Signing Officer

Name
Alvaro Castillo
Title
Treasurer
Phone
5624933596
Signed
2014-10-22
Discuss with paid preparer
Yes

Preparer

Preparer
Scott Hukriede
Phone
7148089170
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Long beach unified school district 1515 hughes way long beach, ca 90810 88,484 0 0

Form 990-ez, Part I, Line 16

Expenses marketing 792 bank fees 19 merchant fees 749 office expenses 226 general liability insurance 1,455 language classes 1,520 language class expenses 199 class service cost 149 math club 615 middle school sports 381 other electives 596 pc/e-reader programs 15,798 rosetta stone 5,450 science lab 1,677 teacher dvlpmt & support 2,360 technology supplies 837 total 32,823

Form 990-ez, Part II, Line 24

Unused gift account p/y 68,315 44,831 total 68,315 44,831

Form 990-ez, Part III

Support of programs at newcomb academy for academic excellence not provided by long beach unified school district budget

Form 990-ez, Part III, Line 31

All other support activities for exempt purpose

Raw XML Appendix168 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0GLENN ZAWICKI
CompensationExplanation/CompensationExplanationGrp/PersonNm1HEATHER WALKER
CompensationExplanation/CompensationExplanationGrp/PersonNm2ALVARO CASTILLO
CompensationExplanation/CompensationExplanationGrp/PersonNm3SHARON CUNNINGHAM
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALVARO CASTILLO
IRS990EZ/BooksInCareOfDetail/PhoneNum05623964004
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103230 CLAREMORE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode090808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117309
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0114221
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011269
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01209
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0196893
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt088484
IRS990EZ/GrossReceiptsAmt0158389
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt050
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185624
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196893
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0185624
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0196893
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLENN ZAWICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALVARO CASTILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt068315
IRS990EZ/OtherAssetsTotalDetail/EOYAmt044831
IRS990EZ/OtherExpensesTotalAmt032823
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF PROGRAMS AT NEWCOMB ACADEMY FOR ACADEMIC EXCELLENCE NOT PROVIDED BY LONG BEACH UNIFIED SCHOOL DISTRICT BUDGET
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT SUPPORT OF NEWCOMB ACADEMY LANGUAGE, MATH, SCIENCE, & TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GIFTS TO LONG BEACH UNIFIED SCHOOL DISTRICT FOR DIRECT PROGRAMS AT NEWCOMB ACADEMY FOR TECHNOLOGY, SPORTS, MUSIC, SCIENCE, AND OTHER PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ALL OTHER SUPPORT ACTIVITIES FOR EXEMPT PURPOSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt088484
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029582
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt188484
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24450
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024604
IRS990EZ/SpecialEventsNetIncomeLossAmt019514
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122516
IRS990EZ/TotalProgramServiceExpensesAmt0122516
IRS990EZ/TotalRevenueAmt0133785
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0114221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0136877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0251098
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt044168
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/PublicSupportTotal170Amt0251098
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0114221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0136877
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0251098
IRS990ScheduleA/TotalSupportAmt0251098
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt086554
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034690
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt032647
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt019217
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024604
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03729
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt034238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0130672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044118
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FITNESS EVENTS-
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019514
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011055
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020875
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07385
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02435
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LONG BEACH UNIFIED SCHOOL DISTRICT 1515 HUGHES WAY LONG BEACH, CA 90810 88,484 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 792 BANK FEES 19 MERCHANT FEES 749 OFFICE EXPENSES 226 GENERAL LIABILITY INSURANCE 1,455 LANGUAGE CLASSES 1,520 LANGUAGE CLASS EXPENSES 199 CLASS SERVICE COST 149 MATH CLUB 615 MIDDLE SCHOOL SPORTS 381 OTHER ELECTIVES 596 PC/E-READER PROGRAMS 15,798 ROSETTA STONE 5,450 SCIENCE LAB 1,677 TEACHER DVLPMT & SUPPORT 2,360 TECHNOLOGY SUPPLIES 837 TOTAL 32,823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNUSED GIFT ACCOUNT P/Y 68,315 44,831 TOTAL 68,315 44,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPORT OF PROGRAMS AT NEWCOMB ACADEMY FOR ACADEMIC EXCELLENCE NOT PROVIDED BY LONG BEACH UNIFIED SCHOOL DISTRICT BUDGET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OTHER SUPPORT ACTIVITIES FOR EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALVARO CASTILLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05624933596
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10NEWCOMB ACADEMY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWC
ReturnHeader/Filer/EIN0320049570
ReturnHeader/Filer/PhoneNum05624933596
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 8054
ReturnHeader/Filer/USAddress/City0LONG BEACH
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090808
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330990695
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LGH CONSULTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10585 S STATE COLLEGE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0928064222
ReturnHeader/PreparerPersonGrp/PhoneNum07148089170
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT HUKRIEDE
ReturnHeader/ReturnTs02014-11-17T12:56:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings