Civic Intelligence

American Academy Foundation

990PF • Fiscal year 2017 • EIN 33-0311438

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 21, 2018

Organization Profile
19471 Peninsula LaneHuntington Beach, CA 92648

(714) 414-9600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-172%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$16,397

Down $6,718 (-29%) from 2016

Net Assets

Down

$16,397

Down $6,718 (-29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$3,896

Down $9,518 (-71%) from 2016

Expenses

Down

$10,614

Down $6,333 (-37%) from 2016

Net Income

Down

-$6,718

Down $3,185 (-90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$100K$50K$0Assets 2016: $23,115Liabilities 2016: $0Net Assets 2016: $23,1152016Assets 2017: $16,397Liabilities 2017: $0Net Assets 2017: $16,3972017Assets 2018: $56,351Liabilities 2018: $0Net Assets 2018: $56,3512018Assets 2019: $69,848Liabilities 2019: $0Net Assets 2019: $69,8482019Assets 2020: $84,820Liabilities 2020: $0Net Assets 2020: $84,8202020Assets 2021: $75,395Liabilities 2021: $0Net Assets 2021: $75,3952021Assets 2022: $30,343Liabilities 2022: $0Net Assets 2022: $30,3432022

Highlighted filing

2017

Assets$16,397
Liabilities$0
Net Assets$16,397
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$40K$20K$0-$20K-$40KRevenue 2016: $13,414Expenses 2016: $16,947Net Income 2016: -$3,5332016Revenue 2017: $3,896Expenses 2017: $10,614Net Income 2017: -$6,7182017Revenue 2018: $15,211Expenses 2018: $37,166Net Income 2018: -$21,9552018Revenue 2019: $14,796Expenses 2019: $8,736Net Income 2019: $6,0602019Revenue 2020: $5,452Expenses 2020: $12,333Net Income 2020: -$6,8812020Revenue 2021: $8,015Expenses 2021: $9,923Net Income 2021: -$1,9082021Revenue 2022: $25,891Expenses 2022: $29,747Net Income 2022: -$3,8562022

Highlighted filing

2017

Revenue$3,896
Expenses$10,614
Net Income-$6,718
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 21, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD GILBERTPresidentPT$0--
ADREAM LAWNERDirector-$0--
CRAIG JOSEPHDirector-$0--
Filing and Contact Details

Filer

Filer Name
American Academy Foundation
EIN
33-0311438
Address
19471 PENINSULA LANE, HUNTINGTON BEACH, CA 92648

Signing Officer

Name
Ronald Gilbert
Title
President
Phone
7144149600
Signed
2018-04-21
Discuss with paid preparer
No

Preparer

Firm
Gates Tax & Financial Group Inc
Address
16541 Gothard St Ste 104, Huntington Beach, CA 92647
Preparer
Gorden E Gates
Phone
7147660780
Raw XML Appendix282 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27991
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07144149600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0330311438
ReturnHeader/Filer/USAddress/AddressLine1Txt019471 PENINSULA LANE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07109333C78318946424879AFA68109CC25BB080A
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02018-05-25
ReturnHeader/FilingSecurityInformation/IPTm019:30:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452213325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gates Tax & Financial Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016541 Gothard St Ste 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092647
ReturnHeader/PreparerPersonGrp/PhoneNum07147660780
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gorden E Gates
ReturnHeader/ReturnTs02018-05-25T19:29:05-04:00
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,397
Liabilities
$0
Net assets
$16,397
Revenue
$3,896
Expenses
$10,614
Net income
-$6,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$25.9$29.7$3.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.4$0.00$75.4$8.02$9.92$1.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.8$0.00$84.8$5.45$12.3$6.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.8$0.00$69.8$14.8$8.74$6.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.4$0.00$56.4$15.2$37.2$22.0
2017Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$3.90$10.6$6.72
2016Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$13.4$16.9$3.53