Civic Intelligence

Fsb Education

EIN 47-3838270 • 501(c)3 • Newport Beach, CA

Profile

FINANCIAL EDUCATION

5000 Birch Street Suite 3000Newport Beach, CA 92660

www.fsbeducation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

5th percentile

-294%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,088 (-100%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $1,088 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$370

Down $1,051,449 (-100%) from 2019

Expenses

Down

$1,458

Down $1,088,413 (-100%) from 2019

Net Income

Up

-$1,088

Up $36,964 (+97%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2015: $199,924Liabilities 2015: $0Net Assets 2015: $199,9242015Assets 2016: $66,405Liabilities 2016: $0Net Assets 2016: $66,4052016Assets 2017: $72,314Liabilities 2017: $0Net Assets 2017: $72,3142017Assets 2018: $39,140Liabilities 2018: $0Net Assets 2018: $39,1402018Assets 2019: $1,088Liabilities 2019: $0Net Assets 2019: $1,0882019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $851,864Expenses 2015: $651,940Net Income 2015: $199,9242015Revenue 2016: $2,949,337Expenses 2016: $3,082,856Net Income 2016: -$133,5192016Revenue 2017: $2,718,689Expenses 2017: $2,712,780Net Income 2017: $5,9092017Revenue 2018: $1,517,601Expenses 2018: $1,550,775Net Income 2018: -$33,1742018Revenue 2019: $1,051,819Expenses 2019: $1,089,871Net Income 2019: -$38,0522019Revenue 2020: $370Expenses 2020: $1,458Net Income 2020: -$1,0882020

Highlighted filing

2020

Revenue$370
Expenses$1,458
Net Income-$1,088
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$370
Expenses
$1,458
Net income
-$1,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.05$1.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.52$1.55$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$2.72$2.71$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$2.95$3.08$0.13
2015Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$0.85$0.65$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 25, 2021
Return Version
2020v4.0
Gross Receipts
$370
Mission and Program Overview

Mission

FINANCIAL EDUCATION

Program Services

DescriptionGrantsExpenses
DEVELOPING AND PROVIDING FINANCIAL LITERACY PROGRAMS TO ASSIST PEOPLE BETTER MANAGE THEIR FINANCES.$1,458-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN BRENNANDirector-$0--
KEITH JARRETTDirector-$0--
KEITH ANDREWSDirector-$0--
LENNY SPANGLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
FSB Education
EIN
47-3838270
Phone
8887325171
Address
5000 Birch Street Suite 3000, Newport Beach, CA 92660

Signing Officer

Name
Stephen Brennan
Title
Director
Signed
2021-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Douglas B Karpf CPA
Address
28081 Marguerite Pkwy Ste 4188, Mission Viejo, CA 92690
Preparer
Douglas B Karpf CPA
Phone
9495822855
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM EXPENSES $1458”

Raw XML Appendix161 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/BooksInCareOfDetail/PersonNm0Stephen Brennan Director
IRS990EZ/BooksInCareOfDetail/PhoneNum08887325171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05000 Birch Street Suite 3000
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01088
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0370
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1088
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01088
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0370
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01088
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEITH JARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LENNY SPANGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01458
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DEVELOPING AND PROVIDING FINANCIAL LITERACY PROGRAMS TO ASSIST PEOPLE BETTER MANAGE THEIR FINANCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01458
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01458
IRS990EZ/TotalProgramServiceExpensesAmt01458
IRS990EZ/TotalRevenueAmt0370
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FSBEDUCATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0635000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0630468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt085624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02949337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04300799
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0416819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0887133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02633065
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03937017
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt08237816
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0370
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01051819
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01517601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02718689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02949337
IRS990ScheduleA/Total509Grp/TotalAmt08237816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01051819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01517601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02718689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02949337
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08237816
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0PROGRAM EXPENSES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt01458
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $1458
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FSB Education
ReturnHeader/Filer/BusinessNameControlTxt0FSBE
ReturnHeader/Filer/EIN0473838270
ReturnHeader/Filer/PhoneNum08887325171
ReturnHeader/Filer/USAddress/AddressLine1Txt05000 Birch Street Suite 3000
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330498561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Douglas B Karpf CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028081 Marguerite Pkwy Ste 4188
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mission Viejo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092690
ReturnHeader/PreparerPersonGrp/PhoneNum09495822855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas B Karpf CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-25T09:35:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRENNAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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