Civic Intelligence

Pacific Endodontic Research Foundation

990 • Fiscal year 2019 • EIN 33-0497507

Jun 01, 2018 to May 31, 2019 • Filed on Apr 10, 2020

Organization ProfileWWW.PERFENDO.ORG
6235 Lusk BlvdSan Diego, CA 92121

(858) 558-3636

Siviq Scores

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

Liabilities / Assets

68th percentile

0.23x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.30x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-1.3%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$929,132

Up $106,480 (+13%) from 2018

Net Assets

Up

$713,201

Up $108,475 (+18%) from 2018

Liabilities

Down

$215,931

Down $1,995 (-0.9%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin72nd percentile

Revenue

Down

$713,790

Down $9,328 (-1.3%) from 2018

Expenses

Up

$608,488

Up $14,756 (+2.5%) from 2018

Net Income

Down

$105,302

Down $24,084 (-19%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$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 2019: $929,132Liabilities 2019: $215,931Net Assets 2019: $713,2012019Assets 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

2019

Assets$929,132
Liabilities$215,931
Net Assets$713,201
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this 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 2019: $713,790Expenses 2019: $608,488Net Income 2019: $105,3022019Revenue 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

2019

Revenue$713,790
Expenses$608,488
Net Income$105,302
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 10, 2020
Return Version
2018v3.1
Gross Receipts
$1,089,643
Mission and Program Overview

Mission

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

Two courses in the disease model: first session - how that model explains or doesn't explain our endodontic outcomes. Second session - in-depth evaluation of the credibility of our disease model and critical review of how coherent out outcome data is.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$604,726$713,201▲ $108,475
Investments Other Securities$352,732$359,979▲ $7,247
Land, Buildings, and Equipment, Net$77,349$253,208▲ $175,859
Loans From Officers Directors$217,035$213,035▼ $4,000
Accounts Receivable$177,787$184,286▲ $6,499
Cash and Non-Interest-Bearing Accounts$214,784$131,659▼ $83,125
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$822,652$929,132▲ $106,480
Liabilities
Accounts Payable and Accrued Expenses$891$2,896▲ $2,005
Total Liabilities$217,926$215,931▼ $1,995
Net Assets / Fund Balance
Total Net Assets Fund Balance$604,726$713,201▲ $108,475
Total Liabilities and Net Assets / Fund Balance$822,652$929,132▲ $106,480

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$253,208$202,412$455,620
Other Securities$359,979--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Gary B CarrDirector, President
Janice G CarrDirector, Vice President
Carlos MurgelDirector
Naomi TanakaDirector
Terry TanakaDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$185,750
Program Service Revenue
$519,420
Investment Income
$8,620
Other Revenue
$0
All Other Contributions
$185,750
Change in Net Assets
$105,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$608,488
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$36,586--$36,586
Fees for Services Accounting-$13,678-$13,678
Travel$11,255--$11,255
All Other Expenses$9,775$1,165-$10,940
Other Expenses$6,109--$6,109
Fees for Service Investment Mgmnt Fees-$5,546-$5,546
Office Expenses$4,656--$4,656
Occupancy$1,848--$1,848
Conferences and Meetings$1,000--$1,000
Fees for Services Legal-$406-$406
Advertising$160--$160
Total Functional Expenses$587,693$20,795$0$608,488
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$217,035$213,035▼ $4,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
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

“Gary b. Carr is the husband of janice carr. Terry tanaka is the husband of naomi tanaka.”

Form 990, Part VI, Section A, Line 6

“Gary b. Carr is the founding stockholder.”

Form 990, Part VI, Section A, Line 7A

“Officers and directors meet quarterly. If new members of the governing board are needed, they will be appointed at that time.”

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
8585583636
Address
6235 LUSK BLVD, SAN DIEGO, CA 92121

Signing Officer

Name
Gary B Carr
Title
President
Phone
8585583636
Signed
2020-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary B Carr
Formed
1991
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Reibman
Address
3333 CAMINO DEL RIO S STE 300, SAN DIEGO, CA 92108
Preparer
Allen J Reibman
Phone
6192748201
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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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IRS990ScheduleA/Total509Grp/TotalAmt02749007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0713790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0723118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0513058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0468624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0347020
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02765610
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0253208
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0202412
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0455620
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0359979
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TAX-EXEMPT MUNICIPAL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0253208
IRS990ScheduleD/TotalBookValueSecuritiesAmt0359979
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0213035
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0402355
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0GARY B CARR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0213035
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GARY B. CARR IS THE HUSBAND OF JANICE CARR. TERRY TANAKA IS THE HUSBAND OF NAOMI TANAKA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GARY B. CARR IS THE FOUNDING STOCKHOLDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS MEET QUARTERLY. IF NEW MEMBERS OF THE GOVERNING BOARD ARE NEEDED, THEY WILL BE APPOINTED AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CPA 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/ExplanationTxt4GOVERNING 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 A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd01
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0GARY B CARR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0330931053
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INVENTIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0GBC INNOVATIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06235 LUSK BLVD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd092121
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07729
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GBC INNOVATIONS INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0H
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0822652
IRS990/TotalAssetsEOYAmt0929132
IRS990/TotalAssetsGrp/BOYAmt0822652
IRS990/TotalAssetsGrp/EOYAmt0929132
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0185750
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020795
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0587693
IRS990/TotalFunctionalExpensesGrp/TotalAmt0608488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0217926
IRS990/TotalLiabilitiesEOYAmt0215931
IRS990/TotalLiabilitiesGrp/BOYAmt0217926
IRS990/TotalLiabilitiesGrp/EOYAmt0215931
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0604726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0713201
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0587693
IRS990/TotalProgramServiceRevenueAmt0519420
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0528040
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0713790
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0822652
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0929132
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt011255
IRS990/TravelGrp/TotalAmt011255
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06235 LUSK BLVD
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092121
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.PERFENDO.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,132
Liabilities
$215,931
Net assets
$713,201
Revenue
$713,790
Expenses
$608,488
Net income
$105,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.03$0.14$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.34$0.12$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.22$0.63$0.07$0.36$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.22$0.78$0.39$0.32$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.22$0.71$0.71$0.61$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.22$0.60$0.72$0.59$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.23$0.47$0.51$0.34$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.19$0.30$0.47$0.35$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.20$0.18$0.35$0.29$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.32$0.13$0.12$0.17$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.24$0.17$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.31$0.29$0.42