Civic Intelligence

Patrick Henry Foundation Incorporated

990EZ • Fiscal year 2020 • EIN 47-1713238

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

3720 Canehill AvenueLong Beach, CA 90808

(310) 601-6294

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

28th percentile

-11%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-3.1%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-56%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$61,358

Down $1,981 (-3.1%) from 2019

Net Assets

Down

$61,358

Down $1,981 (-3.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$18,560

Down $23,559 (-56%) from 2019

Expenses

Down

$20,541

Down $22,576 (-52%) from 2019

Net Income

Down

-$1,981

Down $983 (-98%) from 2019

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

2020

Assets$61,358
Liabilities-
Net Assets$61,358

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

2020

Revenue$18,560
Expenses$20,541
Net Income-$1,981
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$18,974
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.$15,604-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT MESTPresident-$0--
TODD ROTHERVice President-$0--
DIANA ALVAREZTreasurer-$0--
ANGELICA SAVARDSecretary-$0--
KATHLEEN MESTBoard Member-$0--
PAUL DEMBOSKIBoard Member-$0--
AMBER HOLLOWAYBoard Member-$0--
HOLLY PROLEBoard Member-$0--
JACKIE APUZZOBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Patrick Henry Foundation
EIN
47-1713238
Phone
3106016294
Address
3720 CANEHILL AVENUE, LONG BEACH, CA 90808

Signing Officer

Name
Diana Alvarez
Title
Treasurer
Signed
2020-11-05
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 $1447

Other Expenses.1

PROGRAM EXPENSES $15604

Other Expenses.2

OFFICE EXPENSE $1018

Other Expenses.3

SOFTWARE EXPENSES $755

Other Expenses.4

Other gen & administrative exp $691

Other Expenses.5

BANK & PAYPAL FEES $240

Other Expenses.6

WEBSITE $175

Other Expenses.7

Advertising & promotion $71

Other Expenses.8

TAXES & FILING FEES $20

Raw XML Appendix178 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 $1447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $15604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EXPENSE $1018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOFTWARE EXPENSES $755
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/PreparerPersonGrp/PhoneNum05624980997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK S GUZMAN CPA
ReturnHeader/ReturnTs02020-11-05T16:45:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings