Civic Intelligence

Joaquin R Escobar Foundation

990EZ • Fiscal year 2014 • EIN 45-4210078

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 29, 2015

Organization ProfileN/A
PO Box 3134Barrington, IL 60010

(847) 705-1489

Siviq Scores

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

Liabilities / Assets

98th percentile

4.58x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

0.15x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

40th percentile

-0.2%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-5.3%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

1.8%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets98th percentile

Assets

Flat

$177

Flat from 2014

Net Assets

-$633

No earlier filing loaded for comparison.

Liabilities

Flat

$810

Flat from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin40th percentile

Revenue

Flat

$5,233

Flat from 2014

Expenses

Flat

$5,243

Flat from 2014

Net Income

Flat

-$10

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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: $810Net Assets 2014: -$6332014Assets 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

2014

Assets$177
Liabilities$810
Net Assets-$633
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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 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

2014

Revenue$5,233
Expenses$5,243
Net Income-$10
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 29, 2015
Return Version
2014v5.0
Gross Receipts
$5,233
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 repair of La Asuncion de la Nueva Church in Sta. Maria during 2013-2014, after the bell and clock tower were struck by lightning. 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) and JTronix Marketing (Candon City, Philippines) for amplifier, wiring, and driver repair of the carillon, and moving the controller from the rectory to the nun's convent. Working with the churchs Father Avisa, family members, local agents (JTronix Marketing), and J.J. Smith, the Foundation repaired the electronic carillon for the enjoyment of the church and local patrons. Additionally, the Joaquin R Escobar Foundation organized a scholarship for two semesters with the University of the Philippines (UP) for a Santa Maria student fitting UP's scholarship requirements and selection process (Adopt a Student Program).The majority of the foundation's work and expenses centered on these two programs.Current activities include website and brochure design for advertisement of futureprojects. 2015 projects include continuing the Adopt a Student Program with UP 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.$4,205-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Filer

Filer Name
Joaquin R Escobar Foundation
EIN
45-4210078
Phone
8477051489
Address
PO Box 3134, Barrington, IL 60010

Signing Officer

Name
Vicki Kleist
Title
CEO/Director
Signed
2015-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Beckley CPA Pc
Address
1400 Preston Rd Ste 315, Plano, TX 75093
Preparer
Jeffrey A Beckley
Phone
9723090002
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Carillon repairs $2510”

Other Expenses.2

“Adopt-A-Student Program $1650”

Other Expenses.3

“Service Charge $45”

Total Liabilities.1006

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

Raw XML Appendix146 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Represented by Gilbert Kleist, the Joaquin R. Escobar Foundation organized the bell and clock tower repair of La Asuncion de la Nueva Church in Sta. Maria during 2013-2014, after the bell and clock tower were struck by lightning. 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) and JTronix Marketing (Candon City, Philippines) for amplifier, wiring, and driver repair of the carillon, and moving the controller from the rectory to the nun's convent. Working with the churchs Father Avisa, family members, local agents (JTronix Marketing), and J.J. Smith, the Foundation repaired the electronic carillon for the enjoyment of the church and local patrons. Additionally, the Joaquin R Escobar Foundation organized a scholarship for two semesters with the University of the Philippines (UP) for a Santa Maria student fitting UP's scholarship requirements and selection process (Adopt a Student Program).The majority of the foundation's work and expenses centered on these two programs.Current activities include website and brochure design for advertisement of futureprojects. 2015 projects include continuing the Adopt a Student Program with UP 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Carillon repairs $2510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Adopt-A-Student Program $1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Service Charge $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payable to Officers, Directors, Etc. - Beginning $810 Payable to Officers, Directors, Etc. - Ending $810
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicki Kleist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joaquin R Escobar Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOAQ
ReturnHeader/Filer/EIN0454210078
ReturnHeader/Filer/PhoneNum08477051489
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060010
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum09723090002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey A Beckley
ReturnHeader/ReturnTs02015-07-29T19:42:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177
Liabilities
$810
Net assets
-$633
Revenue
$5,233
Expenses
$5,243
Net income
-$10
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
2014Detailed filing. Detailed filing data is available for this year.$177$810$633$5,233$5,243$10
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