Civic Intelligence

San Diego Math Circle

990EZ • Fiscal year 2016 • EIN 47-1217505

May 01, 2015 to Apr 30, 2016 • Filed on May 10, 2017

Organization Profilewww.sdmathcircle.org
PO Box 500091San Diego, CA 92150

(858) 679-3424

Siviq Scores

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

Liabilities / Assets

77th percentile

0.11x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.19x

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

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

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

85th percentile

$2,100

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

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

Asset Growth

84th percentile

46%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$82,159

Up $25,978 (+46%) from 2015

Net Assets

Up

$72,944

Up $20,578 (+39%) from 2015

Liabilities

Up

$9,215

Up $5,400 (+142%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin90th percentile

Revenue

Down

$49,331

Down $18,364 (-27%) from 2015

Expenses

Up

$28,753

Up $13,424 (+88%) from 2015

Net Income

Down

$20,578

Down $31,788 (-61%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$600K$400K$200K$0Assets 2015: $56,181Liabilities 2015: $3,815Net Assets 2015: $52,3662015Assets 2016: $82,159Liabilities 2016: $9,215Net Assets 2016: $72,9442016Assets 2017: $131,557Liabilities 2017: $2,100Net Assets 2017: $129,4572017Assets 2021: $341,718Liabilities 2021: $300Net Assets 2021: $341,4182021Assets 2022: $372,362Liabilities 2022: $0Net Assets 2022: $372,3622022Assets 2023: $423,340Liabilities 2023: $0Net Assets 2023: $423,3402023Assets 2024: $435,474Liabilities 2024: $0Net Assets 2024: $435,4742024

Highlighted filing

2016

Assets$82,159
Liabilities$9,215
Net Assets$72,944
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0Revenue 2015: $67,695Expenses 2015: $15,329Net Income 2015: $52,3662015Revenue 2016: $49,331Expenses 2016: $28,753Net Income 2016: $20,5782016Revenue 2017: $81,949Expenses 2017: $48,511Net Income 2017: $33,4382017Revenue 2021: $83,386Expenses 2021: $28,587Net Income 2021: $54,7992021Revenue 2022: $57,240Expenses 2022: $26,596Net Income 2022: $30,6442022Revenue 2023: $72,133Expenses 2023: $21,155Net Income 2023: $50,9782023Revenue 2024: $48,188Expenses 2024: $36,054Net Income 2024: $12,1342024

Highlighted filing

2016

Revenue$49,331
Expenses$28,753
Net Income$20,578
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$49,331
Mission and Program Overview

Mission

Promote mathematics and mathematically related sciences.

Program Services

DescriptionGrantsExpenses
Organized and promoted independent advanced learning by students of mathematics and mathematically related science through the promotion of collaborative activities involving local schools and teachers.-$27,336
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BrownPresidentPT$2,100-$2,100
David VaughnVice-President-$0--
Thomas DawsonSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
San Diego Math Circle
EIN
47-1217505
Phone
8586793424
Address
PO Box 500091, San Diego, CA 92150

Signing Officer

Name
David Brown
Title
President
Phone
8586793424
Signed
2017-05-10
Discuss with paid preparer
No

Preparer

Firm
Sonnenberg & Co CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Additional Explanations

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

“Travel 589”

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

“Supplies 23”

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

“Stipends and Honoraria 6,900”

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

“Meetings and Refreshments 816”

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

“Dues and Fees 8,428”

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

“Incentives and Gifts 1,250”

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

“Program Materials 1,839”

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

“Events 6,255”

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

“Miscellaneous 120”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts Payable Beginning of year 3,815, End of year 9,215”

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0PO Box 500091
IRS990EZ/BooksInCareOfDetail/PhoneNum08586793424
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 500091
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056181
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082159
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049331
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IRS990EZ/ExcessOrDeficitForYearAmt020578
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
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IRS990EZ/GrossReceiptsAmt049331
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052366
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072944
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052366
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072944
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Vaughn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Thomas Dawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote mathematics and mathematically related sciences.
IRS990EZ/PrintingPublicationsPostageAmt02033
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organized and promoted independent advanced learning by students of mathematics and mathematically related science through the promotion of collaborative activities involving local schools and teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03815
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09215
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt028753
IRS990EZ/TotalProgramServiceExpensesAmt027336
IRS990EZ/TotalRevenueAmt049331
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sdmathcircle.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0116606
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0420
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0117026
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067695
IRS990ScheduleA/Total509Grp/TotalAmt0117026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067695
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117026
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Stipends and Honoraria 6,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meetings and Refreshments 816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and Fees 8,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Incentives and Gifts 1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Materials 1,839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Events 6,255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable Beginning of year 3,815, End of year 9,215
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0David Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08586793424
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Diego Math Circle
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0471217505
ReturnHeader/Filer/PhoneNum08586793424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 500091
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092150
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05190 Governor Dr 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08584575252
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard C Sonnenberg
ReturnHeader/ReturnTs02017-05-10T11:47:17-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

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
$82,159
Liabilities
$9,215
Net assets
$72,944
Revenue
$49,331
Expenses
$28,753
Net income
$20,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.48$0.36$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.72$0.21$0.51
2022Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.57$0.27$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.41$0.83$0.29$0.55
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.29$0.82$0.49$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.09$0.73$0.49$0.29$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.04$0.52$0.68$0.15$0.52