Civic Intelligence

Patrick Henry Foundation Incorporated

990EZ • Fiscal year 2019 • EIN 47-1713238

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

3720 Canehill AvenueLong Beach, CA 90808

(310) 874-8561

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

35th percentile

-2.4%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-1.1%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$63,339

Up $5,956 (+10%) from 2018

Net Assets

Up

$63,339

Up $5,956 (+10%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$42,119

Down $479 (-1.1%) from 2018

Expenses

Up

$43,117

Up $30,879 (+252%) from 2018

Net Income

Down

-$998

Down $31,358 (-103%) from 2018

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

2019

Assets$63,339
Liabilities-
Net Assets$63,339

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

2019

Revenue$42,119
Expenses$43,117
Net Income-$998
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$59,830
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.$36,523-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IVALU ANDERSONPresident-$0--
ROBERT MESTVice President-$0--
BRANDI BROWN-SHOCKTreasurer-$0--
ANGELICA SAVARDSecretary-$0--
KATHLEEN MESTBoard Member-$0--
PAUL DEMBOSKIBoard Member-$0--
JON WEINMANBoard Member-$0--
GINO GALVEZBoard Member-$0--
JACKIE APUZZOBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$41,501$17,711$17,711$0
Total Events$41,501$17,711$17,711-
Filing and Contact Details

Filer

Filer Name
Patrick Henry Foundation
EIN
47-1713238
Phone
3108748561
Address
3720 CANEHILL AVENUE, LONG BEACH, CA 90808

Signing Officer

Name
Robert Mest
Title
Vice President
Signed
2019-11-04
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.1012

Insurance $2077

Other Expenses.1

PROGRAM EXPENSES $36523

Other Expenses.2

OFFICE EXPENSE $1302

Other Expenses.3

Advertising & promotion $726

Other Expenses.4

Other gen & admnstrtv expenses $567

Other Expenses.5

WEBSITE $475

Other Expenses.6

BANK & PAYPAL FEES $223

Other Expenses.7

LICENSE & FEES $50

Other Expenses.8

TAXES & FILING FEES $24

Raw XML Appendix188 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/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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $36523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EXPENSE $1302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVERTISING & PROMOTION $726
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK HENRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0471713238
ReturnHeader/Filer/PhoneNum03108748561
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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/ReturnTs02019-11-06T16:47:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings