Civic Intelligence

Patrick Henry Foundation Incorporated

990EZ • Fiscal year 2018 • EIN 47-1713238

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

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

(562) 208-8991

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$57,383

Up $30,360 (+112%) from 2017

Net Assets

Up

$57,383

Up $30,360 (+112%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$42,598

Down $62,514 (-59%) from 2017

Expenses

Down

$12,238

Down $97,399 (-89%) from 2017

Net Income

Up

$30,360

Up $34,885 (+771%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$57,383
Liabilities-
Net Assets$57,383
Open 2018 Filing

Operations Trend

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

2018

Revenue$42,598
Expenses$12,238
Net Income$30,360
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.2
Gross Receipts
$60,983
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.$6,611-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON WEINMANVP & Secretary-$0--
GINO GALVEZPresident-$0--
BRANDI BROWN-SHOCKTreasurer-$0--
JOHN KEISLERBoard Member-$0--
KATE KOMATZBoard Member-$0--
PAUL DEMBOSKIBoard Member-$0--
IVALU ANDERSONBoard Member-$0--
KATHLEEN MESTBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$48,897$18,385-$18,385
Total Events$48,897$18,385$18,385-
Filing and Contact Details

Filer

Filer Name
Patrick Henry Foundation
EIN
47-1713238
Phone
5622088991
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 $6611”

Other Expenses.2

“Advertising & promotion $3867”

Other Expenses.3

“OFFICE EXPENSE $947”

Other Expenses.4

“INSURANCE $688”

Other Expenses.5

“BANK CHARGES $125”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0BRANDI BROWN-SHOCK
IRS990EZ/BooksInCareOfDetail/PhoneNum05628101389
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03720 CANEHILL AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027023
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042598
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027023
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057383
IRS990EZ/FundraisingGrossIncomeAmt018385
IRS990EZ/GrossReceiptsAmt060983
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027023
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057383
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027023
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057383
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON WEINMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GINO GALVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDI BROWN-SHOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN KEISLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATE KOMATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL DEMBOSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6IVALU ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHLEEN MEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP & SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012238
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06611
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018385
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012238
IRS990EZ/TotalProgramServiceExpensesAmt06611
IRS990EZ/TotalRevenueAmt042598
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PATRICKHENRYFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042598
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0226229
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0226229
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046508
IRS990ScheduleA/Total509Grp/TotalAmt0226229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042598
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046508
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0226229
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030512
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030512
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018385
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018385
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018385
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $6611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING & PROMOTION $3867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EXPENSE $947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE $688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IVALU ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK HENRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0471713238
ReturnHeader/Filer/PhoneNum05622088991
ReturnHeader/Filer/USAddress/AddressLine1Txt03720 CANEHILL AVENUE
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090808
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330302407
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Guzman & Gray Certified Public Accountants
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04510 E Pacific Coast Highway Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Long Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090804
ReturnHeader/PreparerPersonGrp/PhoneNum05624980997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK S GUZMAN CPA
ReturnHeader/ReturnTs02018-11-01T13:11:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,383
Liabilities
-
Net assets
$57,383
Revenue
$42,598
Expenses
$12,238
Net income
$30,360
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