Civic Intelligence

Joaquin R Escobar Foundation

990EZ • Fiscal year 2016 • EIN 45-4210078

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profilejoaquinrescobarfoundation.com
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

95th percentile

1.03x

Higher debt load relative to assets than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$784

Down $1,128 (-59%) from 2015

Net Assets

-$26

No earlier filing loaded for comparison.

Liabilities

Flat

$810

Flat from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin14th percentile

Revenue

Down

$4,440

Down $2,680 (-38%) from 2015

Expenses

Up

$5,568

Up $183 (+3.4%) from 2015

Net Income

Down

-$1,128

Down $2,863 (-165%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th 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: $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

2016

Assets$784
Liabilities$810
Net Assets-$26
Open 2016 Filing

Operations Trend

Revenue Growth14th 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 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

2016

Revenue$4,440
Expenses$5,568
Net Income-$1,128
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$4,440
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, plans were approved for construction of a chapel constructed on the campus of Ilocos Sur Polytechnic State College (ISPSC) in the Philippines, with construction completed in 2016. Initial fees were incurred in December 2015. The chapel's main construction is complete and final payment remitted. Currently, feedback is monitored to identify ongoing requests related to the chapel's furnishings/upkeep. The Joaquin R Escobar Foundation awarded a scholarship(s) for 2016 and is projected to do so again for 2017 at the University of the Philippines (UP) for a Santa Maria student fitting UP's scholarship requirements and selection process.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. As noted earlier, 2017 projects include a new scholarship, named after the Foundation, with UP and feedback monitoring for the ISPSC chapel project. Additionally, the La Asuncion de la Nueva Church in Sta. Maria bell tower carrillon is being stored with a local engineer while the church and convent's building/roof is being repaired by UNESCO and the Philippine government for hurricane damage incurred. 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 Directors contributions. The Directors services are 100% volunteer efforts and therefore receive no income for services rendered.$4,543-
Compensation and Service Providers
Top Officer Pay75th 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
2017-05-15
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

“Scholarship $2850”

Other Expenses.2

“SIPCS Chapel Payment $1793”

Total Liabilities.1006

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

Raw XML Appendix143 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, plans were approved for construction of a chapel constructed on the campus of Ilocos Sur Polytechnic State College (ISPSC) in the Philippines, with construction completed in 2016. Initial fees were incurred in December 2015. The chapel's main construction is complete and final payment remitted. Currently, feedback is monitored to identify ongoing requests related to the chapel's furnishings/upkeep. The Joaquin R Escobar Foundation awarded a scholarship(s) for 2016 and is projected to do so again for 2017 at the University of the Philippines (UP) for a Santa Maria student fitting UP's scholarship requirements and selection process.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. As noted earlier, 2017 projects include a new scholarship, named after the Foundation, with UP and feedback monitoring for the ISPSC chapel project. Additionally, the La Asuncion de la Nueva Church in Sta. Maria bell tower carrillon is being stored with a local engineer while the church and convent's building/roof is being repaired by UNESCO and the Philippine government for hurricane damage incurred. 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 Directors contributions. The Directors services are 100% volunteer efforts and therefore receive no income for services rendered.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship $2850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SIPCS Chapel Payment $1793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Payable to Officers, Directors, Etc. - Beginning $810 Payable to Officers, Directors, Etc. - Ending $810
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1006
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicki Kleist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joaquin R Escobar Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOAQ
ReturnHeader/Filer/EIN0454210078
ReturnHeader/Filer/PhoneNum08477051489
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3134
ReturnHeader/Filer/USAddress/CityNm0Barrington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKLEY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 Preston Rd Ste 315
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum09723090002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey A Beckley
ReturnHeader/ReturnTs02017-05-15T14:14:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$784
Liabilities
$810
Net assets
-$26
Revenue
$4,440
Expenses
$5,568
Net income
-$1,128
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
2016Detailed filing. Detailed filing data is available for this year.$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