Civic Intelligence

Pacific Endodontic Research Foundation

EIN 33-0497507 • 501(c)3 • San Diego, CA

Profile

A series of courses on the "digital office" in the endodontic environment. Three courses were given this year.

6235 Lusk BlvdSan Diego, CA 92121

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.10x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

1st percentile

-388%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$20,983

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 74.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

23rd percentile

-7.9%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

62%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$658,200

Down $113,793 (-15%) from 2023

Liabilities

Up

$2,778

Up $801 (+41%) from 2023

Net Assets

Down

$655,422

Down $114,594 (-15%) from 2023

Revenue

Down

$28,179

Down $313,278 (-92%) from 2023

Expenses

Up

$137,501

Up $18,303 (+15%) from 2023

Net Income

Down

-$109,322

Down $331,581 (-149%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $595,130Liabilities 2012: $306,661Net Assets 2012: $288,4692012Assets 2013: $407,298Liabilities 2013: $235,678Net Assets 2013: $171,6202013Assets 2014: $444,388Liabilities 2014: $316,355Net Assets 2014: $128,0332014Assets 2015: $384,808Liabilities 2015: $203,843Net Assets 2015: $180,9652015Assets 2016: $489,328Liabilities 2016: $190,176Net Assets 2016: $299,1522016Assets 2017: $703,477Liabilities 2017: $232,260Net Assets 2017: $471,2172017Assets 2018: $822,652Liabilities 2018: $217,926Net Assets 2018: $604,7262018Assets 2020: $1,007,075Liabilities 2020: $223,281Net Assets 2020: $783,7942020Assets 2021: $849,601Liabilities 2021: $218,160Net Assets 2021: $631,4412021Assets 2023: $771,993Liabilities 2023: $1,977Net Assets 2023: $770,0162023Assets 2025: $658,200Liabilities 2025: $2,778Net Assets 2025: $655,4222025

Highlighted filing

2025

Assets$658,200
Liabilities$2,778
Net Assets$655,422

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $423,8352012Expenses 2013: $370,5072013Revenue 2014: $122,250Expenses 2014: $165,837Net Income 2014: -$43,5872014Revenue 2015: $347,020Expenses 2015: $294,088Net Income 2015: $52,9322015Revenue 2016: $468,624Expenses 2016: $350,437Net Income 2016: $118,1872016Revenue 2017: $513,058Expenses 2017: $340,993Net Income 2017: $172,0652017Revenue 2018: $723,118Expenses 2018: $593,732Net Income 2018: $129,3862018Revenue 2020: $394,116Expenses 2020: $322,896Net Income 2020: $71,2202020Revenue 2021: $69,942Expenses 2021: $356,633Net Income 2021: -$286,6912021Revenue 2023: $341,457Expenses 2023: $119,198Net Income 2023: $222,2592023Revenue 2025: $28,179Expenses 2025: $137,501Net Income 2025: -$109,3222025

Highlighted filing

2025

Revenue$28,179
Expenses$137,501
Net Income-$109,322

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 8, 2025
Return Version
2024v5.2
Gross Receipts
$28,179
Mission and Program Overview

Mission

A series of courses on the "digital office" in the endodontic environment. Three courses were given this year.

Research foundation dedicated to teaching and research in endodontics

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$712,569$655,422▼ $57,147
Investments Other Securities$583,847$544,250▼ $39,597
Land, Buildings, and Equipment, Net$65,645$64,376▼ $1,269
Cash and Non-Interest-Bearing Accounts$63,826$49,268▼ $14,558
Prepaid Expenses and Deferred Charges$1,305$306▼ $999
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$714,623$658,200▼ $56,423
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,054$2,778▲ $724
Total Liabilities$2,054$2,778▲ $724
Net Assets / Fund Balance
Total Net Assets Fund Balance$712,569$655,422▼ $57,147
Total Liabilities and Net Assets / Fund Balance$714,623$658,200▼ $56,423

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$64,376$452,615$516,991
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joy HaskinsDirectorPT$20,983$20,983

Board Members and Trustees

NameTitle
Gary B CarrPresident
Donald CarrVice President
Fred TsutsuiDirector
Peter EndoDirector
Terry TanakaDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$16,259
Program Service Revenue
$0
Investment Income
$11,920
Other Revenue
$0
All Other Contributions
$16,259
Change in Net Assets
$-109,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,518
Salaries, Compensation, and Employee Benefits$20,983
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$24,414--$24,414
Current Officers, Directors, Trustees, and Key Employees$20,983--$20,983
Other Expenses$9,729--$9,729
All Other Expenses$7,469$45-$7,514
Fees for Services Accounting-$5,538-$5,538
Information Technology$5,154--$5,154
Fees for Service Investment Mgmnt Fees-$3,692-$3,692
Office Expenses$2,235--$2,235
Travel$1,240--$1,240
Fees for Services Other$362--$362
Total Functional Expenses$128,226$9,275$0$137,501
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Joy HaskinsDirectorConsult Lab/training AsstNo$20,983

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Donald carr is the son of gary b. Carr.

Form 990, Part VI, Section A, Line 6

Gary b. Carr is the founding stockholder.

Form 990, Part VI, Section B, Line 11B

Cpa prepares tax return. Gary b. Carr, president reviews the return. The return is then given to governing members to review before it is filed.

Form 990, Part VI, Section C, Line 19

Governing documents, policies, and financial statements available upon written request.

Filing and Contact Details

Filer

Filer Name
Pacific Endodontic Research Foundation
EIN
33-0497507
Phone
8585583696
Address
6235 LUSK BLVD, SAN DIEGO, CA 92121

Signing Officer

Name
Gary B Carr
Title
President
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary B Carr
Formed
1991
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
1

Preparer

Firm
Tbi Consulting Inc
Address
9920 PACIFIC HEIGHTS BLVD SUITE 150, SAN DIEGO, CA 92121
Preparer
Tracy I Bolton CPA
Phone
8587209700
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt046310
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011920
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07957
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044298
IRS990ScheduleA/InvestmentIncomeCYPct00.08120
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91880
IRS990ScheduleA/PublicSupportTotal509Amt0500932
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0333500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt081141
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063732
IRS990ScheduleA/Total509Grp/TotalAmt0500932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0341457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069942
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0545230
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064376
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0452615
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0516991
IRS990ScheduleD/TotalBookValueLandBuildingsAmt064376
IRS990ScheduleD/TotalBookValueSecuritiesAmt0544250
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOY HASKINS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt020983
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULT LAB/TRAINING ASST
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONALD CARR IS THE SON OF GARY B. CARR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GARY B. CARR IS THE FOUNDING STOCKHOLDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CPA PREPARES TAX RETURN. GARY B. CARR, PRESIDENT REVIEWS THE RETURN. THE RETURN IS THEN GIVEN TO GOVERNING MEMBERS TO REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0GARY B CARR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GBC INNOVATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330931053
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0S CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0INVENTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06235 LUSK BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092121
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0714623
IRS990/TotalAssetsEOYAmt0658200
IRS990/TotalAssetsGrp/BOYAmt0714623
IRS990/TotalAssetsGrp/EOYAmt0658200
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016259
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09275
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128226
IRS990/TotalFunctionalExpensesGrp/TotalAmt0137501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02054
IRS990/TotalLiabilitiesEOYAmt02778
IRS990/TotalLiabilitiesGrp/BOYAmt02054
IRS990/TotalLiabilitiesGrp/EOYAmt02778
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0712569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0655422
IRS990/TotalProgramServiceExpensesAmt0128226
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt020983
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011920

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