Civic Intelligence

San Diego Math Circle

990EZ • Fiscal year 2017 • EIN 47-1217505

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 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

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

86th percentile

60%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$131,557

Up $49,398 (+60%) from 2016

Net Assets

Up

$129,457

Up $56,513 (+77%) from 2016

Liabilities

Down

$2,100

Down $7,115 (-77%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin89th percentile

Revenue

Up

$81,949

Up $32,618 (+66%) from 2016

Expenses

Up

$48,511

Up $19,758 (+69%) from 2016

Net Income

Up

$33,438

Up $12,860 (+62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2017

Assets$131,557
Liabilities$2,100
Net Assets$129,457
Open 2017 Filing

Operations Trend

Revenue Growth89th 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

2017

Revenue$81,949
Expenses$48,511
Net Income$33,438
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$81,949
Mission and Program Overview

Mission

Promote mathematics and mathematically related sciences.

Program Services

DescriptionGrantsExpenses
Organized and promoted independent advanced learning by students of math and math-related sciences and promoted collaborative activities involving local schools and teachers.-$44,858
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BrownPresidentPT$0--
David VaughnVice-President Old-$0--
Kenneth ShinVice-President New-$0--
Thomas DawsonSecretary/Treasurer Old-$0--
Sejal PabariSecretary/Treasurer New-$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
8664869053
Signed
2017-11-08
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 8,340”

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

“Conferences, conventions, and meetings 1,447”

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

“Stipends and Honoraria 16,950”

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

“Supplies 296”

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

“Dues and Fees 13,858”

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

“Incentives and Gifts 1,290”

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

“Program Materials 1,419”

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

“Events 122”

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

“Miscellaneous 366”

Form 990-EZ, Part I, Line 20, Net Assets

“Prior Period Adjustment 12,115”

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

“Accounts payable Beginning of year 11,015, End of year 2,100”

Raw XML Appendix169 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/PhoneNum08586793424
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 500091
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094919
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Vaughn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kenneth Shin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Thomas Dawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sejal Pabari
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President old
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President new
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary/Treasurer old
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary/Treasurer new
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt012115
IRS990EZ/OtherExpensesTotalAmt044088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote mathematics and mathematically related sciences.
IRS990EZ/PrintingPublicationsPostageAmt02640
IRS990EZ/ProgramServiceRevenueAmt016862
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044858
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011015
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt048511
IRS990EZ/TotalProgramServiceExpensesAmt044858
IRS990EZ/TotalRevenueAmt081949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sdmathcircle.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0182943
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038522
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038942
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0221885
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067695
IRS990ScheduleA/Total509Grp/TotalAmt0221885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0104859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067695
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0221885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 8,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 1,447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Stipends and Honoraria 16,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and Fees 13,858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Incentives and Gifts 1,290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Materials 1,419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Events 122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous 366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prior Period Adjustment 12,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts payable Beginning of year 11,015, End of year 2,100
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
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ReturnHeader/BusinessOfficerGrp/PhoneNum08664869053
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
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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/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:37:41
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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/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard C Sonnenberg
ReturnHeader/ReturnTs02017-11-08T11:35:54-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,557
Liabilities
$2,100
Net assets
$129,457
Revenue
$81,949
Expenses
$48,511
Net income
$33,438
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