Civic Intelligence

San Diego Math Circle

990EZ • Fiscal year 2021 • EIN 47-1217505

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$9,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$341,718

Up $210,161 (+160%) from 2017

Net Assets

Up

$341,418

Up $211,961 (+164%) from 2017

Liabilities

Down

$300

Down $1,800 (-86%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin92nd percentile

Revenue

Up

$83,386

Up $1,437 (+1.8%) from 2017

Expenses

Down

$28,587

Down $19,924 (-41%) from 2017

Net Income

Up

$54,799

Up $21,361 (+64%) from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2021

Assets$341,718
Liabilities$300
Net Assets$341,418
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$83,386
Expenses$28,587
Net Income$54,799
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$83,386
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.-$28,587
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David W BrownPresidentPT$9,000-$9,000
Kenneth ShinVice-PresidentPT$0--
Sejal PabariSecretary/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
2022-05-16
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 714”

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

“Honoraria 14,699”

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

“Dues and Fees 1,531”

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

“License and Fees 25”

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

“Incentives and Gifts 1,850”

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

“Web related 121”

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

“Accounts Payable Beginning of year 300, End of year 300”

Raw XML Appendix168 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/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0286919
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IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN DIEGO
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IRS990EZ/ContributionsGiftsGrantsEtcAmt083386
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IRS990EZ/ExcessOrDeficitForYearAmt054799
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0286619
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0341418
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0341418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt09000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David W Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kenneth Shin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sejal Pabari
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018940
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote mathematics and mathematically related sciences.
IRS990EZ/PrintingPublicationsPostageAmt0147
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/ProgramServiceExpensesAmt028587
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0300
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt028587
IRS990EZ/TotalProgramServiceExpensesAmt028587
IRS990EZ/TotalRevenueAmt083386
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sdmathcircle.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0335357
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038522
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099788
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0435145
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104859
IRS990ScheduleA/Total509Grp/TotalAmt0435145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0435145
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 714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Honoraria 14,699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues and Fees 1,531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3License and Fees 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Incentives and Gifts 1,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Web related 121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable Beginning of year 300, End of year 300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard C Sonnenberg
ReturnHeader/ReturnTs02022-05-16T11:37:43-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David Brown
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0President
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$341,718
Liabilities
$300
Net assets
$341,418
Revenue
$83,386
Expenses
$28,587
Net income
$54,799
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