Civic Intelligence

San Diego Math Circle

990EZ • Fiscal year 2023 • EIN 47-1217505

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 18, 2023

Organization Profilewww.sdmathcircle.org
PO Box 500091San Diego, CA 92150-0091

(858) 231-5748

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

26%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$423,340

Up $50,978 (+14%) from 2022

Net Assets

Up

$423,340

Up $50,978 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$72,133

Up $14,893 (+26%) from 2022

Expenses

Down

$21,155

Down $5,441 (-20%) from 2022

Net Income

Up

$50,978

Up $20,334 (+66%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2023

Assets$423,340
Liabilities$0
Net Assets$423,340
Open 2023 Filing

Operations Trend

Revenue Growth70th 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

2023

Revenue$72,133
Expenses$21,155
Net Income$50,978
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 18, 2023
Return Version
2022v5.0
Gross Receipts
$72,133
Mission and Program Overview

Mission

Promote mathematics and mathematically related sciences.

Promote science & study of mathmatics

Program Services

DescriptionGrantsExpenses
MATHMATICS INSTRUCTION-$21,155
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID W BROWNCEOPT$0--
SUE YOUNGSecretary-$0--
KENNETH SHINVice President-$0--
Filing and Contact Details

Filer

Filer Name
San Diego Math Circle
EIN
47-1217505
Address
PO BOX 500091, SAN DIEGO, CA 92150-0091

Signing Officer

Name
David Brown
Title
CEO
Phone
8582315748
Signed
2023-11-18
Discuss with paid preparer
No

Preparer

Firm
Anthony W Imbimbo CPA APC
Address
PO Box 33706, San Diego, CA 92163
Preparer
Anthony Imbimbo CPA
Phone
6194971040
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsupplies 392postage mailing 183printing 1,244dues memberships 10,379web related expenses 150office 150incentives gifts 1,161other business fees 70honoraria 6,450travel 976”

Raw XML Appendix136 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/ZIPCd0921500091
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID W BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021155
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE SCIENCE & STUDY OF MATHMATICS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MATHMATICS INSTRUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021155
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021155
IRS990EZ/TotalProgramServiceExpensesAmt021155
IRS990EZ/TotalRevenueAmt072133
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSUPPLIES 392POSTAGE MAILING 183PRINTING 1,244DUES MEMBERSHIPS 10,379WEB RELATED EXPENSES 150OFFICE 150INCENTIVES GIFTS 1,161OTHER BUSINESS FEES 70HONORARIA 6,450TRAVEL 976
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08582315748
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO MATH CIRCLE
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0471217505
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 500091
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921500091
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330736932
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092163
ReturnHeader/PreparerPersonGrp/PhoneNum06194971040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Imbimbo CPA
ReturnHeader/ReturnTs02023-11-20T15:11:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
$423,340
Liabilities
$0
Net assets
$423,340
Revenue
$72,133
Expenses
$21,155
Net income
$50,978
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