Civic Intelligence

Pacific Collegiate Foundation

990 • Fiscal year 2015 • EIN 45-5533548

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 11, 2017

Organization ProfileN/A
PO Box 8166Santa Cruz, CA 95061

(831) 566-4141

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.51x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

7.69x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

98th percentile

136%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-80%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$14,888,674

Up $8,573,573 (+136%) from 2014

Net Assets

Up

$7,269,804

Up $954,703 (+15%) from 2014

Liabilities

Up

$7,618,870

Up $7,618,870 from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin98th percentile

Revenue

Down

$990,577

Down $4,004,775 (-80%) from 2014

Expenses

Down

$64,789

Down $36,828 (-36%) from 2014

Net Income

Down

$925,788

Down $3,967,947 (-81%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$15M$10M$5.0M$0Assets 2012: $100Liabilities 2012: $0Net Assets 2012: $1002012Assets 2013: $1,421,366Liabilities 2013: $0Net Assets 2013: $1,421,3662013Assets 2014: $6,315,101Liabilities 2014: $0Net Assets 2014: $6,315,1012014Assets 2015: $14,888,674Liabilities 2015: $7,618,870Net Assets 2015: $7,269,8042015Assets 2016: $13,495,827Liabilities 2016: $6,925,888Net Assets 2016: $6,569,9392016Assets 2017: $12,985,690Liabilities 2017: $6,706,027Net Assets 2017: $6,279,6632017Assets 2018: $12,619,546Liabilities 2018: $6,585,553Net Assets 2018: $6,033,9932018Assets 2019: $11,997,073Liabilities 2019: $6,325,611Net Assets 2019: $5,671,4622019Assets 2020: $11,412,770Liabilities 2020: $6,354,611Net Assets 2020: $5,058,1592020Assets 2021: $10,864,105Liabilities 2021: $6,297,906Net Assets 2021: $4,566,1992021Assets 2022: $10,312,612Liabilities 2022: $6,086,835Net Assets 2022: $4,225,7772022Assets 2023: $10,127,120Liabilities 2023: $5,817,002Net Assets 2023: $4,310,1182023Assets 2024: $9,488,556Liabilities 2024: $5,617,167Net Assets 2024: $3,871,3892024

Highlighted filing

2015

Assets$14,888,674
Liabilities$7,618,870
Net Assets$7,269,804
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,000Expenses 2012: $900Net Income 2012: $1002012Revenue 2013: $1,510,230Expenses 2013: $88,964Net Income 2013: $1,421,2662013Revenue 2014: $4,995,352Expenses 2014: $101,617Net Income 2014: $4,893,7352014Revenue 2015: $990,577Expenses 2015: $64,789Net Income 2015: $925,7882015Revenue 2016: -$494,125Expenses 2016: $15,276Net Income 2016: -$509,4012016Revenue 2017: -$287,868Expenses 2017: $12,165Net Income 2017: -$300,0332017Revenue 2018: -$337,273Expenses 2018: $12,326Net Income 2018: -$349,5992018Revenue 2019: -$344,847Expenses 2019: $13,806Net Income 2019: -$358,6532019Revenue 2020: -$413,498Expenses 2020: $12,144Net Income 2020: -$425,6422020Revenue 2021: -$370,020Expenses 2021: $16,656Net Income 2021: -$386,6762021Revenue 2022: -$388,684Expenses 2022: $23,238Net Income 2022: -$411,9222022Revenue 2023: -$343,073Expenses 2023: $31,565Net Income 2023: -$374,6382023Revenue 2024: -$405,298Expenses 2024: $40,526Net Income 2024: -$445,8242024

Highlighted filing

2015

Revenue$990,577
Expenses$64,789
Net Income$925,788
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 11, 2017
Return Version
2015v3.0
Gross Receipts
$1,370,316
Mission and Program Overview

Mission

To support the students and programs of pacific collegiate school, which provides exemplary, standards-based college preparatory and fine arts education to middle and high school students.

To support the students and programs of pacific collegiate school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,536,160$13,649,887▲ $9,113,727
Savings and Temporary Cash Investments$1,586,942--
Cash and Non-Interest-Bearing Accounts$132,850$1,180,562▲ $1,047,712
Accounts Receivable-$29,741-
Prepaid Expenses and Deferred Charges-$15,133-
Total Assets$6,315,101$14,888,674▲ $8,573,573
Other Assets Total$59,149$13,351▼ $45,798
Liabilities
Mortgage Notes Payable Secured by Investment Property-$6,453,878-
Accounts Payable and Accrued Expenses$0$1,164,992▲ $1,164,992
Total Liabilities$0$7,618,870▲ $7,618,870
Net Assets / Fund Balance
Unrestricted Net Assets$6,315,101$7,269,804▲ $954,703
Total Net Assets Fund Balance$6,315,101$7,269,804▲ $954,703
Total Liabilities and Net Assets / Fund Balance$6,315,101$14,888,674▲ $8,573,573

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$9,505,268$59,784$9,565,052
Buildings$3,016,645$47,881-
Land$1,127,974--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Thomas MorellPresident
Jennifer WhiteCFO
Bonnie LipscombMember
Paula KenyonMember
Vic AlessiMember
SUSIE O'HARASecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,288,282
Program Service Revenue
$0
Investment Income
$1,388
Other Revenue
$-299,093
All Other Contributions
$1,288,282
Change in Net Assets
$925,788

Audited Revenue Reconciliation

Revenue per Audited Statements
$990,577
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$990,577
Total Revenue per Form 990
$990,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Professional Fundraising Fees$33,825
Total Fundraising Expense$33,825
Other Expenses$30,964
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$33,825$33,825
Office Expenses-$13,908-$13,908
Fees for Services Other-$9,863-$9,863
Other Expenses-$512-$512
Information Technology-$496-$496
Total Functional Expenses$0$30,964$33,825$64,789

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$64,789
Total Expenses per Audited Statements$64,789
Total Expenses per Form 990$64,789
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$33,825
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The cpa prepares the 990 based on the organization's records and provides the 990 to the board of directors for review before filing.”

Form 990, Part VI, Section B, Line 12C

“The board annually reviews the policy to discuss conflicts. There have been none.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Pacific Collegiate Foundation
EIN
45-5533548
Phone
8315664141
Address
PO BOX 8166, SANTA CRUZ, CA 95061

Signing Officer

Name
Jennifer White
Title
CFO
Phone
8315664141
Signed
2017-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Morell
Formed
2012
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Squar Milner Llp
Address
11717 BERNARDO PLAZA COURT SUITE, 215, SAN DIEGO, CA 92128
Preparer
James a Rotherham CPA
Phone
8584875751
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Fees for services: program service expenses 0. Management and general expenses 9,863. Fundraising expenses 0. Total expenses 9,863.”

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Raw XML AppendixShowing 400 of 416 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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IRS990ScheduleD/ExpensesSubtotalAmt064789
IRS990ScheduleD/LandGrp/BookValueAmt01127974
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01127974
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt09505268
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt059784
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt09565052
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0990577
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013649887
IRS990ScheduleD/TotalExpensesPerForm990Amt064789
IRS990ScheduleD/TotalRevenuePerForm990Amt0990577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0990577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt064789
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt033825
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0PAULA KENYON
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 67413
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0SCOTTS VALLEY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd095067
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt033825
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CPA PREPARES THE 990 BASED ON THE ORGANIZATION'S RECORDS AND PROVIDES THE 990 TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ANNUALLY REVIEWS THE POLICY TO DISCUSS CONFLICTS. THERE HAVE BEEN NONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,863. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,863.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PACIFIC COLLEGIATE SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0770485136
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03004 MISSION STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095060
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt080646
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PACIFIC COLLEGIATE SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06315101
IRS990/TotalAssetsEOYAmt014888674
IRS990/TotalAssetsGrp/BOYAmt06315101
IRS990/TotalAssetsGrp/EOYAmt014888674
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01288282
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt033825
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030964
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt064789
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt07618870
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt07618870
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06315101
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07269804
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01388
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-299093
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0990577
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06315101
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014888674
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06315101
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07269804
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 8166
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095061
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08315664141
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC COLLEGIATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0455533548
ReturnHeader/Filer/PhoneNum08315664141
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8166
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,888,674
Liabilities
$7,618,870
Net assets
$7,269,804
Revenue
$990,577
Expenses
$64,789
Net income
$925,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.49$5.62$3.87$0.41$0.04$0.45
2023Detailed filing. Detailed filing data is available for this year.$10.1$5.82$4.31$0.34$0.03$0.37
2022Detailed filing. Detailed filing data is available for this year.$10.3$6.09$4.23$0.39$0.02$0.41
2021Detailed filing. Detailed filing data is available for this year.$10.9$6.30$4.57$0.37$0.02$0.39
2020Detailed filing. Detailed filing data is available for this year.$11.4$6.35$5.06$0.41$0.01$0.43
2019Detailed filing. Detailed filing data is available for this year.$12.0$6.33$5.67$0.34$0.01$0.36
2018Detailed filing. Detailed filing data is available for this year.$12.6$6.59$6.03$0.34$0.01$0.35
2017Detailed filing. Detailed filing data is available for this year.$13.0$6.71$6.28$0.29$0.01$0.30
2016Detailed filing. Detailed filing data is available for this year.$13.5$6.93$6.57$0.49$0.02$0.51
2015Detailed filing. Detailed filing data is available for this year.$14.9$7.62$7.27$0.99$0.06$0.93
2014Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$5.00$0.10$4.89
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.51$0.09$1.42
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00