Civic Intelligence

Point the Way Foundation Inc.

990EZ • Fiscal year 2023 • EIN 46-5753473

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

Organization ProfilePOINTTHEWAYFOUNDATION.ORG
2777 Loker Avenue W Suite ACarlsbad, CA 92010

(800) 518-8925

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$54,700

Down $31,582 (-37%) from 2022

Net Assets

Down

$54,700

Down $31,582 (-37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$53,255

Down $9,143 (-15%) from 2022

Expenses

Down

$84,837

Down $17,106 (-17%) from 2022

Net Income

Up

-$31,582

Up $7,963 (+20%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2014: $7,822Liabilities 2014: $02014Assets 2015: $19,818Liabilities 2015: $0Net Assets 2015: $19,8182015Assets 2016: $52,589Liabilities 2016: $02016Assets 2017: $94,369Liabilities 2017: $0Net Assets 2017: $94,3692017Assets 2018: $75,445Liabilities 2018: $0Net Assets 2018: $75,4452018Assets 2019: $85,132Liabilities 2019: $0Net Assets 2019: $85,1322019Assets 2020: $166,650Liabilities 2020: $0Net Assets 2020: $166,6502020Assets 2021: $125,827Liabilities 2021: $0Net Assets 2021: $125,8272021Assets 2022: $86,282Liabilities 2022: $0Net Assets 2022: $86,2822022Assets 2023: $54,700Liabilities 2023: $0Net Assets 2023: $54,7002023Assets 2024: $32,489Net Assets 2024: $32,4892024

Highlighted filing

2023

Assets$54,700
Liabilities$0
Net Assets$54,700
Open 2023 Filing

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $14,525Expenses 2014: $6,703Net Income 2014: $7,8222014Revenue 2015: $24,356Expenses 2015: $12,360Net Income 2015: $11,9962015Revenue 2016: $51,566Expenses 2016: $18,795Net Income 2016: $32,7712016Revenue 2017: $117,197Expenses 2017: $75,417Net Income 2017: $41,7802017Revenue 2018: $125,961Expenses 2018: $144,885Net Income 2018: -$18,9242018Revenue 2019: $59,730Expenses 2019: $50,043Net Income 2019: $9,6872019Revenue 2020: $161,899Expenses 2020: $80,381Net Income 2020: $81,5182020Revenue 2021: $89,905Expenses 2021: $130,728Net Income 2021: -$40,8232021Revenue 2022: $62,398Expenses 2022: $101,943Net Income 2022: -$39,5452022Revenue 2023: $53,255Expenses 2023: $84,837Net Income 2023: -$31,5822023Revenue 2024: $60,875Expenses 2024: $83,086Net Income 2024: -$22,2112024

Highlighted filing

2023

Revenue$53,255
Expenses$84,837
Net Income-$31,582
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$53,255
Mission and Program Overview

Mission

Point the way foundation is a california non-profit organization dedicated to supporting charitable endeavors for the families and children of civilian and military communities both locally and nationwide.

Program Services

DescriptionGrantsExpenses
POINT THE WAY FOUNDATION IS A CALIFORNIA NON-PROFIT ORGANIZATION DEDICATED TO SUPPORTING CHARITABLE ENDEAVORS FOR THE FAMILIES AND CHILDREN OF CIVILIAN AND MILITARY COMMUNITIES BOTH LOCALLY AND NATIONWIDE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN BERRYSecretary/Executive DirectFT$52,706-$52,706
CHAD BUCKMASTERPresidentPT$0--
JUN KIMTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Point the Way Foundation Inc
EIN
46-5753473
Phone
8005188925
Address
2777 LOKER AVENUE W SUITE A, CARLSBAD, CA 92010

Signing Officer

Name
Dawn Berry
Title
Executive Director
Phone
8005188925
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
Kathleen Schmidt
Phone
8585974100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: admin fees. Amount: 3,447. Description: marketing expense. Amount: 1,541. Description: event expenses. Amount: 675. Description: merchange fees. Amount: 290. Description: supplies. Amount: 580. Description: payroll taxes. Amount: 17,861. Amount: 1. Total to form 990-ez, line 16: 24,395.”

Raw XML Appendix149 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt136.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt152706
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHAD BUCKMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUN KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/EXECUTIVE DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
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IRS990EZ/PrimaryExemptPurposeTxt0POINT THE WAY FOUNDATION IS A CALIFORNIA NON-PROFIT ORGANIZATION DEDICATED TO SUPPORTING CHARITABLE ENDEAVORS FOR THE FAMILIES AND CHILDREN OF CIVILIAN AND MILITARY COMMUNITIES BOTH LOCALLY AND NATIONWIDE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0POINT THE WAY FOUNDATION IS A CALIFORNIA NON-PROFIT ORGANIZATION DEDICATED TO SUPPORTING CHARITABLE ENDEAVORS FOR THE FAMILIES AND CHILDREN OF CIVILIAN AND MILITARY COMMUNITIES BOTH LOCALLY AND NATIONWIDE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalRevenueAmt053255
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0POINTTHEWAYFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053255
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0161899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115260
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115260
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0482717
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMIN FEES. AMOUNT: 3,447. DESCRIPTION: MARKETING EXPENSE. AMOUNT: 1,541. DESCRIPTION: EVENT EXPENSES. AMOUNT: 675. DESCRIPTION: MERCHANGE FEES. AMOUNT: 290. DESCRIPTION: SUPPLIES. AMOUNT: 580. DESCRIPTION: PAYROLL TAXES. AMOUNT: 17,861. AMOUNT: 1. TOTAL TO FORM 990-EZ, LINE 16: 24,395.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08005188925
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POINT THE WAY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0POIN
ReturnHeader/Filer/EIN0465753473
ReturnHeader/Filer/PhoneNum08005188925
ReturnHeader/Filer/USAddress/AddressLine1Txt02777 LOKER AVENUE W SUITE A
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03655 NOBEL DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08585974100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN SCHMIDT
ReturnHeader/ReturnTs02024-11-07T15:48:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,700
Liabilities
$0
Net assets
$54,700
Revenue
$53,255
Expenses
$84,837
Net income
-$31,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.61$0.83$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.53$0.85$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.62$1.02$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.90$1.31$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.62$0.80$0.82
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.60$0.50$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.26$1.45$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.17$0.75$0.42
2016Summary only. Only limited summary data is available for this year.$0.53$0.00$0.52$0.19$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.24$0.12$0.12
2014Summary only. Only limited summary data is available for this year.$0.08$0.00$0.15$0.07$0.08