Civic Intelligence

Patrick Henry High School Foundation

990EZ • Fiscal year 2023 • EIN 33-0567233

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 10, 2024

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

0.96x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

15.25x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

45%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$296,160

Up $44,312 (+18%) from 2022

Net Assets

Up

$11,032

Up $3,799 (+53%) from 2022

Liabilities

Up

$285,128

Up $40,513 (+17%) from 2022

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin74th percentile

Revenue

Up

$18,691

Up $5,780 (+45%) from 2022

Expenses

Up

$14,892

Up $1,690 (+13%) from 2022

Net Income

Up

$3,799

Up $4,090 (+1405%) from 2022

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

2023

Assets$296,160
Liabilities$285,128
Net Assets$11,032
Open 2023 Filing

Operations Trend

Revenue Growth79th 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

2023

Revenue$18,691
Expenses$14,892
Net Income$3,799
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 10, 2024
Return Version
2022v5.0
Gross Receipts
$18,691
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$9,541$3,581
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD THOMASPresidentPT$0--
MARY TREADWELLTreasurerPT$0--
LAURA WEAVERSecretary-$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
2024-01-10
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: $9541”

Other Expenses.1002

“Office Expenses $275”

Other Expenses.1003

“Information Technology $236”

Other Expenses.1012

“Insurance $510”

Other Expenses.1

“SUPPLIES $2945”

Other Expenses.2

“MEMBERSHIP COSTS $636”

Other Expenses.3

“MISC EXPENSE $339”

Other Expenses.5

“BANK CHARGES $58”

Other Expenses.6

“FILING FEES $25”

Other Assets.1

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

Total Liabilities.1002

“Grants Payable - Beginning $244615 Grants Payable - Ending $285128”

Raw XML Appendix184 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY TREADWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum06194619654
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05575 LAKE PARK WAY 200 LA MESA CA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091942
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0248040
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0292352
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05111
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03799
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0251848
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0296160
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09541
IRS990EZ/GrossReceiptsAmt018691
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013382
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07233
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011032
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07233
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011032
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONALD THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY TREADWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03808
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03808
IRS990EZ/OtherExpensesTotalAmt05024
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/PrintingPublicationsPostageAmt0327
IRS990EZ/ProgramServiceRevenueAmt0184
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/GrantsAndAllocationsAmt09541
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03581
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0244615
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0285128
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014892
IRS990EZ/TotalProgramServiceExpensesAmt03581
IRS990EZ/TotalRevenueAmt018691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012237
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039573
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt064
IRS990ScheduleA/InvestmentIncomeCYPct00.00160
IRS990ScheduleA/InvestmentIncomePYPct00.00210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99840
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt039573
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018493
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02247
IRS990ScheduleA/Total509Grp/TotalAmt039573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02251
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt039637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: PATRICK HENRY HIGH SCHOOL | Donee's Address: 6702 WANDERMERE DRIVE SAN DIEGO CA 92120 | Cash Amount Given: $9541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $2945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP COSTS $636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC EXPENSE $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ADVANCES - Beginning $3808 ADVANCES - Ending $3808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Grants Payable - Beginning $244615 Grants Payable - Ending $285128
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1002
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY TREADWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-10
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-01-10T10:03:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREADWELL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,160
Liabilities
$285,128
Net assets
$11,032
Revenue
$18,691
Expenses
$14,892
Net income
$3,799
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