Civic Intelligence

Pbfa Research and Education Fund

990EZ • Fiscal year 2017 • EIN 82-1382938

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 02, 2018

Organization ProfileN/A
3621 Grand AveOakland, CA 94610

(510) 465-0322

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

0.42x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

$111,003

No earlier filing loaded for comparison.

Net Assets

$64,535

No earlier filing loaded for comparison.

Liabilities

$46,468

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin93rd percentile

Revenue

$111,492

No earlier filing loaded for comparison.

Expenses

$46,957

No earlier filing loaded for comparison.

Net Income

$64,535

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $111,003Liabilities 2017: $46,468Net Assets 2017: $64,5352017Assets 2018: $303,213Liabilities 2018: $213,247Net Assets 2018: $89,9662018Assets 2019: $586,208Liabilities 2019: $225,411Net Assets 2019: $360,7972019Assets 2020: $1,093,410Liabilities 2020: $709,826Net Assets 2020: $383,5842020Assets 2021: $793,107Liabilities 2021: $128,020Net Assets 2021: $665,0872021Assets 2022: $1,156,746Liabilities 2022: $390,570Net Assets 2022: $766,1762022Assets 2023: $1,902,136Liabilities 2023: $92,909Net Assets 2023: $1,809,2272023Assets 2024: $1,676,810Liabilities 2024: $21,496Net Assets 2024: $1,655,3142024

Highlighted filing

2017

Assets$111,003
Liabilities$46,468
Net Assets$64,535
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $111,492Expenses 2017: $46,957Net Income 2017: $64,5352017Revenue 2018: $311,091Expenses 2018: $285,660Net Income 2018: $25,4312018Revenue 2019: $900,129Expenses 2019: $629,298Net Income 2019: $270,8312019Revenue 2020: $638,087Expenses 2020: $615,300Net Income 2020: $22,7872020Revenue 2021: $370,471Expenses 2021: $588,969Net Income 2021: -$218,4982021Revenue 2022: $1,161,343Expenses 2022: $1,060,254Net Income 2022: $101,0892022Revenue 2023: $1,861,059Expenses 2023: $818,008Net Income 2023: $1,043,0512023Revenue 2024: $1,328,430Expenses 2024: $1,482,343Net Income 2024: -$153,9132024

Highlighted filing

2017

Revenue$111,492
Expenses$46,957
Net Income$64,535
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 2, 2018
Return Version
2017v2.2
Gross Receipts
$111,492
Mission and Program Overview

Mission

To cultivate and disseminate research, and to educate the public, in the field of plant based foods

Program Services

DescriptionGrantsExpenses
1.Created a searchable database that allows users to search specific categories of plant-based foods.2.Drafted a Guide to Plant-based Food Alternatives.3.Drafted educational materials for retailers about plant-based foods.4.Conducted research into plant-based food sales at retail.5.Disseminated results of plant-based food sales research.$46,957-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jaime AthosPresident-$0--
Martin KrugerCFO-$0--
Julie MannSecretary-$0--
Filing and Contact Details

Filer

Filer Name
PBFA Research and Education Fund
EIN
82-1382938
Phone
5104650322
Address
3621 Grand Ave, Oakland, CA 94610

Signing Officer

Name
Jaime Athos
Title
President
Signed
2018-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Russell CPAs
Address
1111 Exposition Blvd Building 100, Sacramento, CA 95815
Preparer
Jason Russell CPA
Phone
9169669366
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $8808”

Other Expenses.1002

“Office Expenses $154”

Other Expenses.1003

“Information Technology $146”

Other Expenses.1005

“Travel $2256”

Other Expenses.1

“Telephone $551”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $9975”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $46468”

Raw XML Appendix140 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/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094610
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jaime Athos
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09975
IRS990EZ/OtherExpensesTotalAmt011915
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To cultivate and disseminate research, and to educate the public, in the field of plant based foods
IRS990EZ/PrintingPublicationsPostageAmt0140
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01.Created a searchable database that allows users to search specific categories of plant-based foods.2.Drafted a Guide to Plant-based Food Alternatives.3.Drafted educational materials for retailers about plant-based foods.4.Conducted research into plant-based food sales at retail.5.Disseminated results of plant-based food sales research.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046957
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046957
IRS990EZ/TotalProgramServiceExpensesAmt046957
IRS990EZ/TotalRevenueAmt0111492
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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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/PublicSupportTotal509Amt0111492
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111492
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $8808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $2256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $0 Accounts Receivable - Ending $9975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $46468
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jaime Athos
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PBFA Research and Education Fund
ReturnHeader/Filer/BusinessNameControlTxt0PBFA
ReturnHeader/Filer/EIN0821382938
ReturnHeader/Filer/PhoneNum05104650322
ReturnHeader/Filer/USAddress/AddressLine1Txt03621 Grand Ave
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094610
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364750860
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 Exposition Blvd Building 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095815
ReturnHeader/PreparerPersonGrp/PhoneNum09169669366
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jason Russell CPA
ReturnHeader/ReturnTs02018-10-02T10:52:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,003
Liabilities
$46,468
Net assets
$64,535
Revenue
$111,492
Expenses
$46,957
Net income
$64,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.02$1.66$1.33$1.48$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.09$1.81$1.86$0.82$1.04
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.39$0.77$1.16$1.06$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.13$0.67$0.37$0.59$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.71$0.38$0.64$0.62$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.23$0.36$0.90$0.63$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.21$0.09$0.31$0.29$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.05$0.06$0.11$0.05$0.06