Civic Intelligence

Pacific Behavioral Research Foundation Inc

990EZ • Fiscal year 2014 • EIN 77-0511474

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization ProfileN/A
100 Del Mesa CarmelCarmel, CA 93923

(831) 626-1467

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$30,827

Down $12,388 (-29%) from 2013

Net Assets

$30,827

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$24,142

Down $5,117 (-17%) from 2013

Expenses

Up

$36,530

Up $13,363 (+58%) from 2013

Net Income

Down

-$12,388

Down $18,480 (-303%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60K$40K$20K$0Assets 2011: $36,289Liabilities 2011: $2,5222011Assets 2012: $37,123Liabilities 2012: $02012Assets 2013: $43,215Liabilities 2013: $02013Assets 2014: $30,827Liabilities 2014: $0Net Assets 2014: $30,8272014Assets 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$30,827
Liabilities$0
Net Assets$30,827
Open 2014 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $23,451Expenses 2011: $15,189Net Income 2011: $8,2622011Revenue 2012: $23,022Expenses 2012: $19,666Net Income 2012: $3,3562012Revenue 2013: $29,259Expenses 2013: $23,167Net Income 2013: $6,0922013Revenue 2014: $24,142Expenses 2014: $36,530Net Income 2014: -$12,3882014Revenue 2015: $16,165Expenses 2015: $46,992Net Income 2015: -$30,8272015

Highlighted filing

2014

Revenue$24,142
Expenses$36,530
Net Income-$12,388
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Gross Receipts
$24,142
Mission and Program Overview

Mission

Research in mental health

Program Services

DescriptionGrantsExpenses
RESEARCH IN MENTAL HEALTH$33,909$25,147
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA J CARROLLPresident-$0--
BOGHOS I YEREVANIAN MDVice President-$0--
HALINA SILVERMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pacific Behavioral Research
EIN
77-0511474
Phone
8316261467
Address
100 DEL MESA CARMEL, CARMEL, CA 93923

Signing Officer

Name
Sylvia J Carroll
Title
President
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Calandra & Tansill CPAs
Address
706 Forest Ave, Pacific Grove, CA 93950-4222
Preparer
Peter J Tansill CPA
Phone
8316431040
Supplemental Narrative

Additional Explanations

Other Revenue.1

“AGENCY REFUNDS $137”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: DR. BERNARD CARROLL | Donee's Address: 100 DEL MESA CARMEL, CA 93923 | Cash Amount Given: $18000”

Other Expenses.1012

“Insurance $2110”

Other Expenses.1

“PHONE, INTERNET $1018”

Other Expenses.2

“REPAIRS $206”

Other Expenses.3

“BANK FEES $165”

Other Expenses.4

“SHREDDING $45”

Other Expenses.5

“FILING FEES $35”

Other Expenses.7

“MISCELLANEOUS $-17”

Raw XML Appendix142 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/PersonNm0PETER J TANSILL CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum08316431040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0706 FOREST AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PACIFIC GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043215
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030827
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023147
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12388
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0893
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043215
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030827
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018000
IRS990EZ/GrossReceiptsAmt024142
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0858
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043215
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030827
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043215
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030827
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SYLVIA J CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOGHOS I YEREVANIAN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HALINA SILVERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03562
IRS990EZ/OtherRevenueTotalAmt0137
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RESEARCH IN MENTAL HEALTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESEARCH IN MENTAL HEALTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033909
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025147
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014075
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036530
IRS990EZ/TotalProgramServiceExpensesAmt033909
IRS990EZ/TotalRevenueAmt024142
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025147
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt025147
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025147
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025147
IRS990ScheduleA/TotalSupportAmt025147
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AGENCY REFUNDS $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: DR. BERNARD CARROLL | Donee's Address: 100 DEL MESA CARMEL, CA 93923 | Cash Amount Given: $18000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PHONE, INTERNET $1018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REPAIRS $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SHREDDING $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $-17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA J CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC BEHAVIORAL RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0770511474
ReturnHeader/Filer/PhoneNum08316261467
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 DEL MESA CARMEL
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Calandra & Tansill CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0706 Forest Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pacific Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939504222
ReturnHeader/PreparerPersonGrp/PhoneNum08316431040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J TANSILL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-07T14:26:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,827
Liabilities
$0
Net assets
$30,827
Revenue
$24,142
Expenses
$36,530
Net income
-$12,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$16.2$47.0$30.8
2014Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$24.1$36.5$12.4
2013Summary only. Only limited summary data is available for this year.$43.2$0.00$29.3$23.2$6.09
2012Summary only. Only limited summary data is available for this year.$37.1$0.00$23.0$19.7$3.36
2011Summary only. Only limited summary data is available for this year.$36.3$2.52$23.5$15.2$8.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits