Civic Intelligence

Friends of Pacific Beach Elementary School

990EZ • Fiscal year 2015 • EIN 33-0549469

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 12, 2016

1234 Tourmaline StreetSan Diego, CA 92109

(858) 488-8316

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$147,160

No earlier filing loaded for comparison.

Net Assets

$147,160

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$115,260

No earlier filing loaded for comparison.

Expenses

$101,402

No earlier filing loaded for comparison.

Net Income

$13,858

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $147,160Net Assets 2015: $147,1602015Assets 2016: $113,346Net Assets 2016: $113,3462016Assets 2017: $58,972Net Assets 2017: $58,9722017Assets 2018: $75,022Net Assets 2018: $75,0222018Assets 2019: $85,238Net Assets 2019: $85,2382019Assets 2020: $92,606Net Assets 2020: $92,6062020Assets 2021: $67,212Net Assets 2021: $67,2122021Assets 2022: $43,435Net Assets 2022: $43,4352022Assets 2023: $38,895Net Assets 2023: $38,8952023Assets 2024: $45,921Net Assets 2024: $45,9212024Assets 2025: $58,198Liabilities 2025: $1,136Net Assets 2025: $57,0622025

Highlighted filing

2015

Assets$147,160
Liabilities-
Net Assets$147,160

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $115,260Expenses 2015: $101,402Net Income 2015: $13,8582015Revenue 2016: $129,063Expenses 2016: $162,877Net Income 2016: -$33,8142016Revenue 2017: $147,176Expenses 2017: $201,550Net Income 2017: -$54,3742017Revenue 2018: $136,980Expenses 2018: $120,930Net Income 2018: $16,0502018Revenue 2019: $149,177Expenses 2019: $138,961Net Income 2019: $10,2162019Revenue 2020: $122,231Expenses 2020: $114,863Net Income 2020: $7,3682020Revenue 2021: $35,282Expenses 2021: $60,676Net Income 2021: -$25,3942021Revenue 2022: $136,535Expenses 2022: $160,312Net Income 2022: -$23,7772022Revenue 2023: $122,562Expenses 2023: $127,102Net Income 2023: -$4,5402023Revenue 2024: $109,221Expenses 2024: $102,195Net Income 2024: $7,0262024Revenue 2025: $116,829Expenses 2025: $105,688Net Income 2025: $11,1412025

Highlighted filing

2015

Revenue$115,260
Expenses$101,402
Net Income$13,858
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 12, 2016
Return Version
2014v6.0
Gross Receipts
$155,483
Mission and Program Overview

Mission

To provide financial assistance to further students education at pacific beach elementary school.

Provide financial assistance to further education at pacific beach elementary.

Program Services

DescriptionGrantsExpenses
FUNDS TO PROVIDE UPPER GRADE THEACHER'S AIDE.$38,797-
FUNDS TO PROVIDE K-1ST GRADE READING SPECIALIST.$15,000-
FINANCIAL ASSITANCE FOR CLASSROOM SUPPLIES AND MATERIALS, LIBRARY BOOKS AND SUPPLIES, ASSEMBLIES AND FIELD TRIPS TO BENEFIT THE ENTIRE SCHOOL.$14,658-
FUNDS TO PROVIDE ALL GRADES WITH PHYSICAL EDUCATION$14,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER WORMSPresident-$0--
AMANDA MARZIONVice President-$0--
KATHERINE SCHMITZTreasurer-$0--
APRIL BURCHAMTreasurer-$0--
KERRI MEYERSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$67,573$67,573$10,019$57,554
Jogathon$27,250$27,250$5,315$21,935
Total Events$115,874$115,874$28,175$87,699
Filing and Contact Details

Filer

Filer Name
Friends of Pacific Beach Elementary
EIN
33-0549469
Phone
8584888316
Address
1234 TOURMALINE STREET, SAN DIEGO, CA 92109

Signing Officer

Name
Katherine Schmitz
Title
Treasurer
Signed
2016-01-12
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: TEACHER DISCRETIONARY FUNDS | Donee's Address: 1234 TOURMALINE STREET SAN DIEGO, CA 92109 | Cash Amount Given: $8454

Grants and Similar Amounts Paid In Excess of $5,000.6

| Donee's Name: K-1ST READING SPECIALIST | Donee's Address: 1234 TOURMALINE STREET SAN DIEGO, CA 92109 | Cash Amount Given: $15000

Grants and Similar Amounts Paid In Excess of $5,000.15

| Donee's Name: UPPER GRADE TEACHER'S AIDE | Donee's Address: 1234 TOURMALINE STREET SAN DIEGO, CA 92109 | Cash Amount Given: $38797

Grants and Similar Amounts Paid In Excess of $5,000.18

| Donee's Name: PHYSICAL EDUCATION PROGRAM | Donee's Address: 4390 VALETA STREET SAN DIEGO, CA 92109 | Cash Amount Given: $14000

Other Expenses.1002

Office Expenses $809

Other Expenses.1012

Insurance $1130

Other Expenses.1

CUSTODIAL FEES $100

Other Expenses.2

BANK FEES $19

Raw XML Appendix190 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3FUNDS TO PROVIDE ALL GRADES WITH PHYSICAL EDUCATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: TEACHER DISCRETIONARY FUNDS | Donee's Address: 1234 TOURMALINE STREET SAN DIEGO, CA 92109 | Cash Amount Given: $8454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: K-1ST READING SPECIALIST | Donee's Address: 1234 TOURMALINE STREET SAN DIEGO, CA 92109 | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: UPPER GRADE TEACHER'S AIDE | Donee's Address: 1234 TOURMALINE STREET SAN DIEGO, CA 92109 | Cash Amount Given: $38797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: PHYSICAL EDUCATION PROGRAM | Donee's Address: 4390 VALETA STREET SAN DIEGO, CA 92109 | Cash Amount Given: $14000
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE SCHMITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRIENDS OF PACIFIC BEACH ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0FRIE
ReturnHeader/Filer/EIN0330549469
ReturnHeader/Filer/PhoneNum08584888316
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ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092109
ReturnHeader/ReturnTs02016-01-13T13:24:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

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