Civic Intelligence

Joaquin R Escobar Foundation

990EZ • Fiscal year 2013 • EIN 45-4210078

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

Organization ProfileN/A
PO Box 313460010

(847) 705-1489

Siviq Scores

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

Liabilities / Assets

98th percentile

4.33x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets98th percentile

Assets

$187

No earlier filing loaded for comparison.

Net Assets

-$623

No earlier filing loaded for comparison.

Liabilities

$810

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin22nd percentile

Revenue

$5,140

No earlier filing loaded for comparison.

Expenses

$5,763

No earlier filing loaded for comparison.

Net Income

-$623

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0K$1.0K$0-$1.0KAssets 2013: $187Liabilities 2013: $810Net Assets 2013: -$6232013Assets 2014: $177Liabilities 2014: $8102014Assets 2015: $1,912Liabilities 2015: $8102015Assets 2016: $784Liabilities 2016: $810Net Assets 2016: -$262016Assets 2017: $153Liabilities 2017: $810Net Assets 2017: -$6572017Assets 2018: $371Liabilities 2018: $810Net Assets 2018: -$4392018Assets 2019: $60Liabilities 2019: $810Net Assets 2019: -$7502019Assets 2020: $60Net Assets 2020: $602020Assets 2021: $62Net Assets 2021: $622021Assets 2022: $52Liabilities 2022: $02022Assets 2023: $42Liabilities 2023: $02023

Highlighted filing

2013

Assets$187
Liabilities$810
Net Assets-$623
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KRevenue 2013: $5,140Expenses 2013: $5,763Net Income 2013: -$6232013Revenue 2014: $5,233Expenses 2014: $5,243Net Income 2014: -$102014Revenue 2015: $7,120Expenses 2015: $5,385Net Income 2015: $1,7352015Revenue 2016: $4,440Expenses 2016: $5,568Net Income 2016: -$1,1282016Revenue 2017: $800Expenses 2017: $1,431Net Income 2017: -$6312017Revenue 2018: $2,600Expenses 2018: $2,381Net Income 2018: $2192018Revenue 2019: $1,950Expenses 2019: $2,262Net Income 2019: -$3122019Revenue 2020: $900Expenses 2020: $900Net Income 2020: $02020Revenue 2021: $1,885Expenses 2021: $1,883Net Income 2021: $22021Revenue 2022: $925Expenses 2022: $935Net Income 2022: -$102022Revenue 2023: $0Expenses 2023: $10Net Income 2023: -$102023

Highlighted filing

2013

Revenue$5,140
Expenses$5,763
Net Income-$623
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.1
Gross Receipts
$5,140
Mission and Program Overview

Mission

Purposes of the Joaquin R. Escobar Foundation and purposes for whichcontributions are to be used:The Joaquin R. Escobar Foundation is organized for charitable, religious, educational,and scientific purposes furthering the development, stability, and progress of the Santa Maria community. Specifically, the Foundation contributes to community outreach programs in or directed towards the Santa Maria community (Ilocos Sur, Philippines) in honor of Vicki Kleists father, Joaquin R. Escobar, former mayor of Santa Maria, Ilocos Sur, Philippines.Funding for community outreach programs includes donations for the La Asuncion de la Nueva Church in Sta. Maria, Ilocos Sur and scholarship grants for the University of the Philippines and St. Paul College of Ilocos Sur. Potential future projects include funding for local education, agriculture, housing, and healthcare, dependent on Board approval and appropriate funding.

Program Services

DescriptionGrantsExpenses
Represented by Gilbert Kleist, the Joaquin R. Escobar Foundation organized the bell and clock tower restoration of La Asuncion de la Nueva Church in Sta. Maria during 2012. Vicki Kleist, Chief Executive Officer, spearheaded advertising the project and collection of funds for the initiative. The foundation hired services from Smiths Bell and Clock Service Inc. (Indiana, USA) for carillon and clock installation. Working with the churchs Father Avisa, family members, local agents, and J.J. Smith, the Foundation reestablished a working electronic carillon and clock for the enjoyment of the church and local patrons. During 2013, the bell and clock tower was struck by lightening. The majority of the foundation work and expenses centered around the restoration of the carillon.Gathering information for future educational endeavors, Director Gilbert Kleist met with officials at the University of the Philippines, Saint Paul College of Ilocos Sur, Ateneo de Manila University, and local Ilocos Sur schools, including the Santiago Catholic School per Archbishop Ernesto A. Salgados request, discussing possible future projects. Additionally, Gilbert Kleist visited a Save Palawan Seas Foundation (SPSF) model farm for information regarding potential ecological agriculture training of Santa Maria residents. These meetings took place during 2012 and the information will impact future plans for the foundation's mission.Current activities include website and brochure design for advertisement of futureprojects. 2014 projects under discussion include establishing a grant for students at the University of the Philippines, creating an ecological, agricultural training program, and collecting feedback and ongoing care for the La Asuncion de la Nueva Church in Sta. Maria bell tower restoration. Upon Board approval of proposed projects, Director Gilbert Kleist will travel to the Philippines and manage the Joaquin R. Escobar Foundations operations on location. On location operations management requires 24 hour availability for project implementation efficiency and success.All Foundation activities are funded by donations from sponsors, including Directorscontributions. The Directors services are 100% volunteer efforts and therefore receive no income for services rendered.$3,386-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki KleistCEO/DirectorPT$0--
Gilbert F Kleist IIDirector-$0--
Gilbert D Kleist IIIDirectorPT$0--
Filing and Contact Details

Filer

EIN
45-4210078
Phone
8477051489

Signing Officer

Name
Vicki Kleist
Title
CEO/Director
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey A Beckley
Phone
9723090002
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $62”

Other Expenses.1005

“Travel $117”

Other Expenses.1

“Carillon repairs $1879”

Other Expenses.3

“Supplies $4”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $810”

Raw XML Appendix136 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/PersonNm0Vicki Kleist
IRS990EZ/BooksInCareOfDetail/PhoneNum08477051489
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 3134
IRS990EZ/BooksInCareOfDetail/USAddress/City0South Barrington
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode060010
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05140
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-623
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02315
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0187
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt05140
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-623
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-623
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vicki Kleist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gilbert F Kleist II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gilbert D Kleist III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO/Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02062
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Purposes of the Joaquin R. Escobar Foundation and purposes for whichcontributions are to be used:The Joaquin R. Escobar Foundation is organized for charitable, religious, educational,and scientific purposes furthering the development, stability, and progress of the Santa Maria community. Specifically, the Foundation contributes to community outreach programs in or directed towards the Santa Maria community (Ilocos Sur, Philippines) in honor of Vicki Kleists father, Joaquin R. Escobar, former mayor of Santa Maria, Ilocos Sur, Philippines.Funding for community outreach programs includes donations for the La Asuncion de la Nueva Church in Sta. Maria, Ilocos Sur and scholarship grants for the University of the Philippines and St. Paul College of Ilocos Sur. Potential future projects include funding for local education, agriculture, housing, and healthcare, dependent on Board approval and appropriate funding.
IRS990EZ/PrintingPublicationsPostageAmt01386
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Represented by Gilbert Kleist, the Joaquin R. Escobar Foundation organized the bell and clock tower restoration of La Asuncion de la Nueva Church in Sta. Maria during 2012. Vicki Kleist, Chief Executive Officer, spearheaded advertising the project and collection of funds for the initiative. The foundation hired services from Smiths Bell and Clock Service Inc. (Indiana, USA) for carillon and clock installation. Working with the churchs Father Avisa, family members, local agents, and J.J. Smith, the Foundation reestablished a working electronic carillon and clock for the enjoyment of the church and local patrons. During 2013, the bell and clock tower was struck by lightening. The majority of the foundation work and expenses centered around the restoration of the carillon.Gathering information for future educational endeavors, Director Gilbert Kleist met with officials at the University of the Philippines, Saint Paul College of Ilocos Sur, Ateneo de Manila University, and local Ilocos Sur schools, including the Santiago Catholic School per Archbishop Ernesto A. Salgados request, discussing possible future projects. Additionally, Gilbert Kleist visited a Save Palawan Seas Foundation (SPSF) model farm for information regarding potential ecological agriculture training of Santa Maria residents. These meetings took place during 2012 and the information will impact future plans for the foundation's mission.Current activities include website and brochure design for advertisement of futureprojects. 2014 projects under discussion include establishing a grant for students at the University of the Philippines, creating an ecological, agricultural training program, and collecting feedback and ongoing care for the La Asuncion de la Nueva Church in Sta. Maria bell tower restoration. Upon Board approval of proposed projects, Director Gilbert Kleist will travel to the Philippines and manage the Joaquin R. Escobar Foundations operations on location. On location operations management requires 24 hour availability for project implementation efficiency and success.All Foundation activities are funded by donations from sponsors, including Directorscontributions. The Directors services are 100% volunteer efforts and therefore receive no income for services rendered.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03386
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0810
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05763
IRS990EZ/TotalProgramServiceExpensesAmt03386
IRS990EZ/TotalRevenueAmt05140
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035243
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt035243
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030103
IRS990ScheduleA/Total509Grp/TotalAmt035243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030103
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Carillon repairs $1879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $810
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1006
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicki Kleist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Joaquin R Escobar Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOAQ
ReturnHeader/Filer/EIN0454210078
ReturnHeader/Filer/PhoneNum08477051489
ReturnHeader/Filer/USAddress/AddressLine10PO Box 3134
ReturnHeader/Filer/USAddress/City0Barrington
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BECKLEY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101400 Preston Rd Ste 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Plano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode075093
ReturnHeader/PreparerPersonGrp/PhoneNum09723090002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey A Beckley
ReturnHeader/ReturnTs02014-08-14T12:25:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187
Liabilities
$810
Net assets
-$623
Revenue
$5,140
Expenses
$5,763
Net income
-$623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$42$0$0$10$10
2022Summary only. Only limited summary data is available for this year.$52$0$925$935$10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62$62$1,885$1,883$2
2020Detailed filing. Detailed filing data is available for this year.$60$60$900$900$0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60$810$750$1,950$2,262$312
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$371$810$439$2,600$2,381$219
2017Detailed filing. Detailed filing data is available for this year.$153$810$657$800$1,431$631
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$784$810$26$4,440$5,568$1,128
2015Summary only. Only limited summary data is available for this year.$1,912$810$7,120$5,385$1,735
2014Summary only. Only limited summary data is available for this year.$177$810$5,233$5,243$10
2013Detailed filing. Detailed filing data is available for this year.$187$810$623$5,140$5,763$623
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits