Civic Intelligence

Patrick Henry High School Alumni Association Inc.

990EZ • Fiscal year 2017 • EIN 45-4153970

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

Organization ProfileN/A
9292 Activity RdSan Diego, CA 92126

(858) 566-6700

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$79,932

Up $19,114 (+31%) from 2016

Net Assets

Up

$79,932

Up $19,114 (+31%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$99,885

Up $50,404 (+102%) from 2016

Expenses

Up

$80,771

Up $47,362 (+142%) from 2016

Net Income

Up

$19,114

Up $3,042 (+19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2012: $13,536Net Assets 2012: $13,5362012Assets 2013: $27,817Net Assets 2013: $27,8172013Assets 2014: $19,074Net Assets 2014: $19,0742014Assets 2015: $44,746Net Assets 2015: $44,7462015Assets 2016: $60,818Net Assets 2016: $60,8182016Assets 2017: $79,932Net Assets 2017: $79,9322017Assets 2018: $30,222Net Assets 2018: $30,2222018Assets 2019: $88,273Net Assets 2019: $88,2732019Assets 2020: $88,346Net Assets 2020: $88,3462020Assets 2021: $126,895Net Assets 2021: $126,8952021Assets 2022: $96,899Net Assets 2022: $96,8992022Assets 2023: $121,083Net Assets 2023: $121,0832023Assets 2024: $133,746Net Assets 2024: $133,7462024Assets 2025: $130,291Net Assets 2025: $130,2912025

Highlighted filing

2017

Assets$79,932
Liabilities-
Net Assets$79,932
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $35,563Expenses 2012: $22,027Net Income 2012: $13,5362012Revenue 2013: $54,196Expenses 2013: $39,915Net Income 2013: $14,2812013Revenue 2014: $46,993Expenses 2014: $55,736Net Income 2014: -$8,7432014Revenue 2015: $48,407Expenses 2015: $22,735Net Income 2015: $25,6722015Revenue 2016: $49,481Expenses 2016: $33,409Net Income 2016: $16,0722016Revenue 2017: $99,885Expenses 2017: $80,771Net Income 2017: $19,1142017Revenue 2018: -$7Expenses 2018: $49,703Net Income 2018: -$49,7102018Revenue 2019: $84,219Expenses 2019: $26,168Net Income 2019: $58,0512019Revenue 2020: $29,500Expenses 2020: $29,427Net Income 2020: $732020Revenue 2021: $73,391Expenses 2021: $34,842Net Income 2021: $38,5492021Revenue 2022: $7,191Expenses 2022: $37,187Net Income 2022: -$29,9962022Revenue 2023: $122,362Expenses 2023: $98,178Net Income 2023: $24,1842023Revenue 2024: $93,193Expenses 2024: $80,530Net Income 2024: $12,6632024Revenue 2025: $57,434Expenses 2025: $60,889Net Income 2025: -$3,4552025

Highlighted filing

2017

Revenue$99,885
Expenses$80,771
Net Income$19,114
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.2
Gross Receipts
$117,357
Mission and Program Overview

Mission

The specific purpose of the Corporation is to enhance the learning environment at Patrick Henry High School, San Diego, California, through donations for programs and capital improvements at the school as well as funding of college scholarships for graduates of Patrick Henry High School.

Program Services

DescriptionGrantsExpenses
Provide Telephone Equipment to Patrick Henry High School$31,085-
Provide donations to Patrick Henry High School Campus Computer Lab$30,527-
Provide scholarships to deserving students at Patrick Henry High School$4,500-
Provide donations to Patrick Henry High School Marching Band$3,397-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN CARLSONChairman, Pres-$0--
BILL MCCOLLVice President-$0--
KAREN GILBERTSecretary-$0--
RICK JOHNSONTreasurer-$0--
MARLA MOHRDirector-$0--
MIKE RINEHARTDirector-$0--
MIKE NOKESDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$92,278$92,278$10,094$82,184
Total Events$92,278$92,278$17,472$74,806
Filing and Contact Details

Filer

Filer Name
Patrick Henry High School Alumni
EIN
45-4153970
Address
9292 ACTIVITY RD, SAN DIEGO, CA 92126

Signing Officer

Name
Kevin Carlson
Title
Chairman, Pres
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Hinzman & Associates APC
Address
9820 Willow Creek Road Ste 270, San Diego, CA 92131
Preparer
Robert a Hinzman
Phone
8585351600
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“Name: PATRICK HENRY HS | Amount: $69509”

Other Expenses.1012

“Insurance $2114”

Other Expenses.1

“Equipment rental & maintenance $3500”

Other Expenses.2

“OUTSIDE SERVICES $3092”

Other Expenses.3

“Credit card process fee $1242”

Other Expenses.4

“OTHER COSTS $222”

Other Expenses.6

“TAXES - NOT UBIT $35”

Other Expenses.7

“OTHER FEES $22”

Raw XML Appendix171 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/PersonNm1BILL MCCOLL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICK JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE RINEHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE NOKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN, PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010227
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The specific purpose of the Corporation is to enhance the learning environment at Patrick Henry High School, San Diego, California, through donations for programs and capital improvements at the school as well as funding of college scholarships for graduates of Patrick Henry High School.
IRS990EZ/PrintingPublicationsPostageAmt0135
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide donations to Patrick Henry High School Marching Band
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide scholarships to deserving students at Patrick Henry High School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide donations to Patrick Henry High School Campus Computer Lab
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Provide Telephone Equipment to Patrick Henry High School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03397
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt230527
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt331085
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017472
IRS990EZ/SpecialEventsNetIncomeLossAmt074806
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080771
IRS990EZ/TotalProgramServiceExpensesAmt069509
IRS990EZ/TotalRevenueAmt099885
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt072
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IRS990ScheduleA/TotalSupportAmt025155
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017472
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07378
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010094
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: PATRICK HENRY HS | Amount: $69509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT RENTAL & MAINTENANCE $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES $3092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD PROCESS FEE $1242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER COSTS $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES - NOT UBIT $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER FEES $22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN, PRES
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK HENRY HIGH SCHOOL ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0454153970
ReturnHeader/Filer/USAddress/AddressLine1Txt09292 ACTIVITY RD
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753081364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hinzman & Associates APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09820 Willow Creek Road Ste 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092131
ReturnHeader/PreparerPersonGrp/PhoneNum08585351600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HINZMAN
ReturnHeader/ReturnTs02018-10-25T12:04:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,932
Liabilities
-
Net assets
$79,932
Revenue
$99,885
Expenses
$80,771
Net income
$19,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.57$0.61$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.93$0.81$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.21$1.21$1.22$0.98$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.07$0.37$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.73$0.35$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.30$0.29$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.84$0.26$0.58
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.00$0.50$0.50
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.00$0.81$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.49$0.33$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.48$0.23$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.47$0.56$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.54$0.40$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.14$0.36$0.22$0.14