Civic Intelligence

Huntington Beach Educational Foundation

990EZ • Fiscal year 2018 • EIN 33-0543983

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

10172 Cynthia DriveHuntington Beach, CA 92646

(714) 235-0499

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

1st percentile

-1037%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-99%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$400

Down $36,623 (-99%) from 2017

Net Assets

Down

$400

Down $36,623 (-99%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$3,531

Down $9,131 (-72%) from 2017

Expenses

Up

$40,154

Up $19,387 (+93%) from 2017

Net Income

Down

-$36,623

Down $28,518 (-352%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $44,917Liabilities 2011: $0Net Assets 2011: $44,9172011Assets 2012: $52,469Liabilities 2012: $0Net Assets 2012: $52,4692012Assets 2013: $64,479Liabilities 2013: $0Net Assets 2013: $64,4792013Assets 2014: $57,618Liabilities 2014: $0Net Assets 2014: $57,6182014Assets 2015: $38,864Liabilities 2015: $0Net Assets 2015: $38,8642015Assets 2016: $45,128Liabilities 2016: $0Net Assets 2016: $45,1282016Assets 2017: $37,023Net Assets 2017: $37,0232017Assets 2018: $400Net Assets 2018: $4002018Assets 2019: $3,231Net Assets 2019: $3,2312019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$400
Liabilities-
Net Assets$400

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $52,2772011Expenses 2012: $79,7892012Expenses 2013: $93,4112013Revenue 2014: $133,818Expenses 2014: $140,679Net Income 2014: -$6,8612014Revenue 2015: $101,759Expenses 2015: $120,513Net Income 2015: -$18,7542015Revenue 2016: $64,721Expenses 2016: $58,457Net Income 2016: $6,2642016Revenue 2017: $12,662Expenses 2017: $20,767Net Income 2017: -$8,1052017Revenue 2018: $3,531Expenses 2018: $40,154Net Income 2018: -$36,6232018Revenue 2019: $6,001Expenses 2019: $3,170Net Income 2019: $2,8312019Revenue 2020: $56Expenses 2020: $3,287Net Income 2020: -$3,2312020

Highlighted filing

2018

Revenue$3,531
Expenses$40,154
Net Income-$36,623
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.2
Gross Receipts
$3,531
Mission and Program Overview

Mission

To support the huntington beach city school students "at-risk" of dropping out of school, and to enhance students access to technology.

Program Services

DescriptionGrantsExpenses
SCHOOL GRANTS FOR THE CITY OF HUNTINGTON BEACH CITY SCHOOL DISTRICT$35,000$35,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlotte AugensteinPresidentPT$0--
Carrie McNeelySecretary-$0--
Debbie JonesTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Huntington Beach Educational Foundation
EIN
33-0543983
Phone
7142350499
Address
10172 CYNTHIA DRIVE, HUNTINGTON BEACH, CA 92646

Signing Officer

Name
Debbie Jones
Title
Treasurer
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Olson & Cahill Tax Services Inc
Address
2130 MAIN STREET SUITE 190, HUNTINGTON BEACH, CA 92648
Preparer
Nancy M Cahill EA
Phone
7143742053
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: EDUCATIONAL GRANTS | Donee's Name: HUNTINGTON BEACH CITY SCHOOL DISTRICT | Donee's Address: 8750 DORSETT DRIVE HUNTINGTON BEACH CA 92646 | Relationship of Donee: SCHOOL DISTRICT | Cash Amount Given: $35000

Other Expenses.1002

Office Expenses $354

Other Expenses.1

STORAGE RENTAL $1887

Other Expenses.2

CREDIT CARD FEES $988

Other Expenses.3

BOARD MEETING EXPS. $653

Other Expenses.4

QBO SUBSCRIPTION $365

Raw XML Appendix195 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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Debbie Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
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ReturnHeader/Filer/PhoneNum07142350499
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ReturnHeader/PreparerPersonGrp/PhoneNum07143742053
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ReturnHeader/ReturnTs02019-05-13T16:47:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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