Civic Intelligence

Patrick Henry High School Foundation

990EZ • Fiscal year 2022 • EIN 33-0567233

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

Organization ProfileN/A
6702 Wandermere DriveSan Diego, CA 92120

(619) 461-9654

Siviq Scores

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

Liabilities / Assets

94th percentile

0.97x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

18.95x

Higher debt load relative to revenue than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

36th percentile

-2.3%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

163%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$251,848

Up $40,969 (+19%) from 2021

Net Assets

Down

$7,233

Down $291 (-3.9%) from 2021

Liabilities

Up

$244,615

Up $41,260 (+20%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin36th percentile

Revenue

Up

$12,911

Up $8,003 (+163%) from 2021

Expenses

Up

$13,202

Up $3,851 (+41%) from 2021

Net Income

Up

-$291

Up $4,152 (+93%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$400K$300K$200K$100K$0Assets 2021: $210,879Liabilities 2021: $203,355Net Assets 2021: $7,5242021Assets 2022: $251,848Liabilities 2022: $244,615Net Assets 2022: $7,2332022Assets 2023: $296,160Liabilities 2023: $285,128Net Assets 2023: $11,0322023Assets 2024: $332,227Liabilities 2024: $270,412Net Assets 2024: $61,8152024

Highlighted filing

2022

Assets$251,848
Liabilities$244,615
Net Assets$7,233
Open 2022 Filing

Operations Trend

Revenue Growth89th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2021: $4,908Expenses 2021: $9,351Net Income 2021: -$4,4432021Revenue 2022: $12,911Expenses 2022: $13,202Net Income 2022: -$2912022Revenue 2023: $18,691Expenses 2023: $14,892Net Income 2023: $3,7992023Revenue 2024: $757,015Expenses 2024: $706,232Net Income 2024: $50,7832024

Highlighted filing

2022

Revenue$12,911
Expenses$13,202
Net Income-$291
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.1
Gross Receipts
$12,911
Mission and Program Overview

Mission

The patrick henry foundation was formed by concerned parents and facilty members as a means of raising additional funds for the benefit of the students of patrick henry high school.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION RAISES FUNDS VIA MEMBERSHIP DRIVE, SERVICES TO ALUMNI, SAT PREP COURSES FOR STUDENTS, AND FUNDRAISERS FOR PARENTS AND STAFF$8,111$2,303
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD THOMASPresidentPT$0--
MARY TREADWELLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Patrick Henry High School Foundation
EIN
33-0567233
Address
6702 WANDERMERE DRIVE, SAN DIEGO, CA 92120

Signing Officer

Name
Mary Treadwell
Title
Treasurer
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Solutions as Inc
Address
2160 Fletcher Parkway Ste 200, El Cajon, CA 92020
Preparer
Mitchell J Williams
Phone
6194407003
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: PATRICK HENRY HIGH SCHOOL | Donee's Address: 6702 WANDERMERE DRIVE SAN DIEGO CA 92120 | Cash Amount Given: $8111”

Other Expenses.1002

“Office Expenses $567”

Other Expenses.1003

“Information Technology $518”

Other Expenses.1012

“Insurance $968”

Other Expenses.1

“SUPPLIES $2303”

Other Expenses.2

“MEMBERSHIP COSTS $281”

Other Expenses.5

“MERCHANT FEES $53”

Other Expenses.6

“BANK CHARGES $36”

Other Assets.1

“ADVANCES - Beginning $3808 ADVANCES - Ending $3808”

Total Liabilities.1002

“Grants Payable - Beginning $203355 Grants Payable - Ending $244615”

Raw XML Appendix177 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt04726
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PATRICK HENRY FOUNDATION WAS FORMED BY CONCERNED PARENTS AND FACILTY MEMBERS AS A MEANS OF RAISING ADDITIONAL FUNDS FOR THE BENEFIT OF THE STUDENTS OF PATRICK HENRY HIGH SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt0365
IRS990EZ/ProgramServiceRevenueAmt0667
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION RAISES FUNDS VIA MEMBERSHIP DRIVE, SERVICES TO ALUMNI, SAT PREP COURSES FOR STUDENTS, AND FUNDRAISERS FOR PARENTS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08111
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02303
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0203355
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0244615
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013202
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IRS990EZ/TotalRevenueAmt012911
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012237
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038636
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt080
IRS990ScheduleA/InvestmentIncomeCYPct00.00210
IRS990ScheduleA/InvestmentIncomePYPct00.00290
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99790
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IRS990ScheduleA/PublicSupportTotal509Amt038636
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017586
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: PATRICK HENRY HIGH SCHOOL | Donee's Address: 6702 WANDERMERE DRIVE SAN DIEGO CA 92120 | Cash Amount Given: $8111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $2303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP COSTS $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MERCHANT FEES $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADVANCES - Beginning $3808 ADVANCES - Ending $3808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Grants Payable - Beginning $203355 Grants Payable - Ending $244615
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY TREADWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK HENRY HIGH SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0330567233
ReturnHeader/Filer/USAddress/AddressLine1Txt06702 WANDERMERE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092120
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261526210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Solutions as Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02160 Fletcher Parkway Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06194407003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitchell J Williams
ReturnHeader/ReturnTs02022-11-14T09:50:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREADWELL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,848
Liabilities
$244,615
Net assets
$7,233
Revenue
$12,911
Expenses
$13,202
Net income
-$291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.32$2.70$0.62$7.57$7.06$0.51
2023Detailed filing. Detailed filing data is available for this year.$2.96$2.85$0.11$0.19$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.52$2.45$0.07$0.13$0.13$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.11$2.03$0.08$0.05$0.09$0.04