Civic Intelligence

Patrick Henry Foundation Incorporated

990EZ • Fiscal year 2017 • EIN 47-1713238

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2018

Organization ProfileWWW.PATRICKHENRYFOUNDATION.ORG
3720 Canehill AvenueLong Beach, CA 90808

(562) 810-1389

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

31st percentile

-8.0%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

97th percentile

228%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$27,023

Down $2,347 (-8.0%) from 2016

Net Assets

$27,023

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Up

$105,112

Up $73,101 (+228%) from 2016

Expenses

Up

$109,637

Up $72,217 (+193%) from 2016

Net Income

Up

-$4,525

Up $884 (+16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$100K$50K$0Assets 2015: $34,779Liabilities 2015: $02015Assets 2016: $29,370Liabilities 2016: $02016Assets 2017: $27,023Net Assets 2017: $27,0232017Assets 2018: $57,383Net Assets 2018: $57,3832018Assets 2019: $63,339Net Assets 2019: $63,3392019Assets 2020: $61,358Net Assets 2020: $61,3582020Assets 2021: $57,343Net Assets 2021: $57,3432021Assets 2022: $60,831Net Assets 2022: $60,8312022Assets 2023: $78,508Liabilities 2023: $1,525Net Assets 2023: $76,9832023Assets 2025: $83,304Liabilities 2025: $1,418Net Assets 2025: $81,8862025

Highlighted filing

2017

Assets$27,023
Liabilities-
Net Assets$27,023
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $46,508Expenses 2015: $11,729Net Income 2015: $34,7792015Revenue 2016: $32,011Expenses 2016: $37,420Net Income 2016: -$5,4092016Revenue 2017: $105,112Expenses 2017: $109,637Net Income 2017: -$4,5252017Revenue 2018: $42,598Expenses 2018: $12,238Net Income 2018: $30,3602018Revenue 2019: $42,119Expenses 2019: $43,117Net Income 2019: -$9982019Revenue 2020: $18,560Expenses 2020: $20,541Net Income 2020: -$1,9812020Revenue 2021: $9,960Expenses 2021: $10,796Net Income 2021: -$8362021Revenue 2022: $41,753Expenses 2022: $38,265Net Income 2022: $3,4882022Revenue 2023: $57,348Expenses 2023: $46,950Net Income 2023: $10,3982023Revenue 2025: $54,118Expenses 2025: $49,215Net Income 2025: $4,9032025

Highlighted filing

2017

Revenue$105,112
Expenses$109,637
Net Income-$4,525
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2018
Return Version
2016v3.0
Gross Receipts
$129,226
Mission and Program Overview

Mission

The foundation works together with the teaching staff at the patrick henry school to identify classroom & program needs and determine which enrichment programs will be funded through the resources of the foundation

The patrick henry foundation works together with the teaching staff at the patrick henry school to identify classroom and program needs and to determine which enrichment programs will be funded through the resouces of the foundation.

Program Services

DescriptionGrantsExpenses
PROVIDING RESOURCES TO ENHANCE AND SUPPLEMENT THE RESOURCES OF THE PUBLIC SCHOOL. FUNDS RAISED THROUGH THE FOUNDATION ARE USED TO SUPPLEMENT PROGRAMS AND OTHER NEEDS FOR THE STUDENTS.$95,402$35,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA HERSHFIELDBoard Member-$0--
DOUG LOPEZVice President-$0--
KATE KOMATZSecretary-$0--
JOHN KEISLERPres & Treas-$0--
STACI JOHNSONBoard Member-$0--
GINO GALVEZBoard Member-$0--
JON WEINMANBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$59,421$24,114-$24,114
Total Events$59,421$24,114$24,114-
Filing and Contact Details

Filer

Filer Name
Patrick Henry Foundation
EIN
47-1713238
Phone
5628101389
Address
3720 CANEHILL AVENUE, LONG BEACH, CA 90808

Signing Officer

Name
Ivalu Anderson
Title
President
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Guzman & Gray Certified Public Accountants
Address
4510 E Pacific Coast Highway Suite, Long Beach, CA 90804
Preparer
Patrick S Guzman CPA
Phone
5624980997
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM EXPENSES $95402”

Other Expenses.2

“Advertising & promotion $5396”

Other Expenses.3

“OFFICE EXPENSE $3720”

Other Expenses.4

“INSURANCE $2656”

Other Expenses.5

“BANK CHARGES $1438”

Other Expenses.6

“TAXES AND LICENSES $1025”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0109637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PATRICK HENRY FOUNDATION WORKS TOGETHER WITH THE TEACHING STAFF AT THE PATRICK HENRY SCHOOL TO IDENTIFY CLASSROOM AND PROGRAM NEEDS AND TO DETERMINE WHICH ENRICHMENT PROGRAMS WILL BE FUNDED THROUGH THE RESOUCES OF THE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING RESOURCES TO ENHANCE AND SUPPLEMENT THE RESOURCES OF THE PUBLIC SCHOOL. FUNDS RAISED THROUGH THE FOUNDATION ARE USED TO SUPPLEMENT PROGRAMS AND OTHER NEEDS FOR THE STUDENTS.
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IRS990EZ/WebsiteAddressTxt0WWW.PATRICKHENRYFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA EVENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $95402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING & PROMOTION $5396
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE $2656
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
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ReturnHeader/Filer/EIN0471713238
ReturnHeader/Filer/PhoneNum05628101389
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090804
ReturnHeader/PreparerPersonGrp/PhoneNum05624980997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK S GUZMAN CPA
ReturnHeader/ReturnTs02018-11-01T09:24:12-07:00
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
$27,023
Liabilities
-
Net assets
$27,023
Revenue
$105,112
Expenses
$109,637
Net income
-$4,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.82$0.54$0.49$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$0.57$0.47$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.42$0.38$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.19$0.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.42$0.43$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.43$0.12$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.27$1.05$1.10$0.05
2016Summary only. Only limited summary data is available for this year.$0.29$0.00$0.32$0.37$0.05
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.47$0.12$0.35