Civic Intelligence

Jonathan Tarr Foundation a Ca Nonprofit Public Ben

990EZ • Fiscal year 2015 • EIN 33-0951993

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

1231 Evergreen DriveCardiff By The Sea, CA 92007

(760) 230-2344

Siviq Scores

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

Liabilities / Assets

84th percentile

0.25x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.37x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

29th percentile

-5.8%

Higher net margin than 29% 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

54th percentile

3.5%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$80,218

Up $2,731 (+3.5%) from 2014

Net Assets

Down

$60,001

Down $3,167 (-5.0%) from 2014

Liabilities

Up

$20,217

Up $5,898 (+41%) from 2014

Revenue

Up

$54,314

Up $6,875 (+14%) from 2014

Expenses

Up

$57,481

Up $10,371 (+22%) from 2014

Net Income

Down

-$3,167

Down $3,496 (-1063%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $78,055Liabilities 2013: $15,216Net Assets 2013: $62,8392013Assets 2014: $77,487Liabilities 2014: $14,319Net Assets 2014: $63,1682014Assets 2015: $80,218Liabilities 2015: $20,217Net Assets 2015: $60,0012015Assets 2016: $97,213Liabilities 2016: $971Net Assets 2016: $96,2422016Assets 2017: $82,072Liabilities 2017: $2,091Net Assets 2017: $79,9812017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2015

Assets$80,218
Liabilities$20,217
Net Assets$60,001

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2013: $54,603Expenses 2013: $19,734Net Income 2013: $34,8692013Revenue 2014: $47,439Expenses 2014: $47,110Net Income 2014: $3292014Revenue 2015: $54,314Expenses 2015: $57,481Net Income 2015: -$3,1672015Revenue 2016: $84,526Expenses 2016: $53,516Net Income 2016: $31,0102016Revenue 2017: $40,138Expenses 2017: $56,399Net Income 2017: -$16,2612017Revenue 2018: $15,350Expenses 2018: $95,331Net Income 2018: -$79,9812018

Highlighted filing

2015

Revenue$54,314
Expenses$57,481
Net Income-$3,167
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.1
Gross Receipts
$54,314
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$21,348-
Other program services$13,100-
PREPARTION OF SCHOLARSHIP MATERIALS FOR PRESENTATION AT PROGRAMS AT SCHOOLSSCHOLARSHIP RECIPIENT MAILINGS AND SPECIAL FUNCTIONS FOR SCHOLARSHIP RECIPIENTS-$4,335
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENA MAFNASVice PresidentPT$0--
KATHRYN REYESTreasurerPT$0--
ROBIN TARRFounderPT$0--
SHERRY YARDLEYPresidentPT$0--
STACY FUERTESecretaryPT$0--
NORALIE LANNONBoardPT$0--
CRYSTELL BRACEBoardPT$0--
VERONICA BAKERBoardPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Affiliates----
Annual Lunch----
Filing and Contact Details

Filer

Filer Name
Jonathan Tarr Foundation
EIN
33-0951993
Address
1231 EVERGREEN DRIVE, CARDIFF BY THE SEA, CA 92007

Signing Officer

Name
Robin Tarr
Title
Board
Phone
7602302344
Signed
2016-05-04
Discuss with paid preparer
Yes

Preparer

Firm
James P Hodges
Address
560 North Coast Highway 101 Suite 7, Encinitas, CA 92024
Preparer
James P Hodges
Phone
7604871346
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez, part iii - organizations primary exempt purposeprovides post secondary scholarships for low income and first generation students to attend college form 990-ez part iii, line 29- statement of program service accomplishmentsprovides mentoring, scholarships and leadership opprotunities for middle to undeserved and at-risk students graduating from continuation high schools offering alternative education curriculum, including avid. Student recipients chosen by educators and administration at various high schools. Students will attend two year or four year colleges or state certified trade schools or professional programs.

List of grants and similar amounts paid Part I line 10

Activity cash amount given: grantee scholarships - see attached street various city, state, zip encinitas, ca 92024relationship no formal relationship amount 21,348

Description of other expenses Part I line 16

Description amountbank charges 6business fees 61liability insurance 1,012marketing and networking 145taxes 50office insurance policy 500merchant fees 62computer maintenance 601dues and subscriptions 100gifts in-kind goods used 323decorations and misc supplies 591computers and software equipment 86food and beverage 4,019rent for event facility 3,666beneficiary contribution 43office meeting expense 301misc 74subscription and membership fees 175coordinator fees 250computer software and backup 351internet 1,473travel 150decorations misc supplies 265food and beverage 1,244printing copying supplies 168

Description of other assets Part II line 24

Category beginning of year end of yearsecurity deposit 1,000 1,000

Description of total liabilities Part II line 26

Category beginning of year end of yearcredit card loans 705 998deferred revenue 13,614 19,219

Other program services Part III line 31

Grants received. See attached list.

Raw XML Appendix210 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/OfficerDirectorTrusteeEmplGrp/PersonNm0LENA MAFNAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHRYN REYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN TARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRY YARDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACY FUERTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NORALIE LANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CRYSTELL BRACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VERONICA BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt015716
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt05972
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PREPARTION OF SCHOLARSHIP MATERIALS FOR PRESENTATION AT PROGRAMS AT SCHOOLSSCHOLARSHIP RECIPIENT MAILINGS AND SPECIAL FUNCTIONS FOR SCHOLARSHIP RECIPIENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEE SCHEDULE O
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021348
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt113100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04335
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014319
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JONATHANTARRFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031116
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014550
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AFFILIATES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL LUNCH
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSEPROVIDES POST SECONDARY SCHOLARSHIPS FOR LOW INCOME AND FIRST GENERATION STUDENTS TO ATTEND COLLEGE FORM 990-EZ PART III, LINE 29- STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSPROVIDES MENTORING, SCHOLARSHIPS AND LEADERSHIP OPPROTUNITIES FOR MIDDLE TO UNDESERVED AND AT-RISK STUDENTS GRADUATING FROM CONTINUATION HIGH SCHOOLS OFFERING ALTERNATIVE EDUCATION CURRICULUM, INCLUDING AVID. STUDENT RECIPIENTS CHOSEN BY EDUCATORS AND ADMINISTRATION AT VARIOUS HIGH SCHOOLS. STUDENTS WILL ATTEND TWO YEAR OR FOUR YEAR COLLEGES OR STATE CERTIFIED TRADE SCHOOLS OR PROFESSIONAL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CASH AMOUNT GIVEN: GRANTEE SCHOLARSHIPS - SEE ATTACHED STREET VARIOUS CITY, STATE, ZIP ENCINITAS, CA 92024RELATIONSHIP NO FORMAL RELATIONSHIP AMOUNT 21,348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK CHARGES 6BUSINESS FEES 61LIABILITY INSURANCE 1,012MARKETING AND NETWORKING 145TAXES 50OFFICE INSURANCE POLICY 500MERCHANT FEES 62COMPUTER MAINTENANCE 601DUES AND SUBSCRIPTIONS 100GIFTS IN-KIND GOODS USED 323DECORATIONS AND MISC SUPPLIES 591COMPUTERS AND SOFTWARE EQUIPMENT 86FOOD AND BEVERAGE 4,019RENT FOR EVENT FACILITY 3,666BENEFICIARY CONTRIBUTION 43OFFICE MEETING EXPENSE 301MISC 74SUBSCRIPTION AND MEMBERSHIP FEES 175COORDINATOR FEES 250COMPUTER SOFTWARE AND BACKUP 351INTERNET 1,473TRAVEL 150DECORATIONS MISC SUPPLIES 265FOOD AND BEVERAGE 1,244PRINTING COPYING SUPPLIES 168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARSECURITY DEPOSIT 1,000 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARD LOANS 705 998DEFERRED REVENUE 13,614 19,219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRANTS RECEIVED. SEE ATTACHED LIST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other program services Part III line 31
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN TARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum07602302344
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONATHAN TARR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0330951993
ReturnHeader/Filer/USAddress/AddressLine1Txt01231 EVERGREEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0CARDIFF BY THE SEA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330261901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James P Hodges
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0560 North Coast Highway 101 Suite 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encinitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092024
ReturnHeader/PreparerPersonGrp/PhoneNum07604871346
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James P Hodges
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-20T14:06:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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