Civic Intelligence

Pbfa Research and Education Fund

990 • Fiscal year 2019 • EIN 82-1382938

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

Organization ProfileN/A

View Organization Page

4 Embarcadero Center Suite 1400San Francisco, CA 94111

(510) 465-0322

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.38x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.25x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

93rd percentile

93%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

189%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$586,208

Up $282,995 (+93%) from 2018

Net Assets

Up

$360,797

Up $270,831 (+301%) from 2018

Liabilities

Up

$225,411

Up $12,164 (+5.7%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin84th percentile

Revenue

Up

$900,129

Up $589,038 (+189%) from 2018

Expenses

Up

$629,298

Up $343,638 (+120%) from 2018

Net Income

Up

$270,831

Up $245,400 (+965%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

2019

Assets$586,208
Liabilities$225,411
Net Assets$360,797
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

2019

Revenue$900,129
Expenses$629,298
Net Income$270,831
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.0
Gross Receipts
$900,129
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$528,220-
Cash and Non-Interest-Bearing Accounts$257,478$56,870▼ $200,608
Other Notes and Loans Receivable, Net$45,734$0▼ $45,734
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$303,213$586,208▲ $282,995
Other Assets Total$1$1,118▲ $1,117
Liabilities
Deferred Revenue$200,000$100,000▼ $100,000
Other Liabilities-$99,475-
Accounts Payable and Accrued Expenses$13,247$25,936▲ $12,689
Total Liabilities$213,247$225,411▲ $12,164
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$89,966$360,797▲ $270,831
Total Net Assets Fund Balance$89,966$360,797▲ $270,831
Total Liabilities and Net Assets / Fund Balance$303,213$586,208▲ $282,995
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Jaime AthosPresident
Julie MannSecretary
Martin KrugerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$900,099
Program Service Revenue
$0
Investment Income
$30
Other Revenue
$0
All Other Contributions
$900,099
Change in Net Assets
$270,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$377,000
Other Expenses$252,298
Total Fundraising Expense$20,840
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$282,750$75,400$18,850$377,000
Advertising$202,241--$202,241
Travel$7,678$2,047$512$10,237
Fees for Services Accounting$5,030$1,341$335$6,706
Information Technology$3,375$900$225$4,500
Other Expenses$1,800$480$120$2,400
Occupancy$1,688$450$112$2,250
Office Expenses$886$236$59$1,181
Fees for Services Legal$593$158$39$790
All Other Expenses$253$67$17$337
Fees for Services Other$227$61$15$303
Total Functional Expenses$525,094$83,364$20,840$629,298
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Association$99,475
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
PBFA Research and Education Fund
EIN
82-1382938
Phone
5104650322
Address
4 Embarcadero Center Suite 1400, San Francisco, CA 94111

Signing Officer

Name
David Meyer
Title
Executive Director
Signed
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Russell CPAs
Address
1111 Exposition Blvd Building 100, Sacramento, CA 95815
Preparer
Jason Russell CPA
Phone
9169669366
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0303213
IRS990/TotalAssetsEOYAmt0586208
IRS990/TotalAssetsGrp/BOYAmt0303213
IRS990/TotalAssetsGrp/EOYAmt0586208
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0900099
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020840
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt083364
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0525094
IRS990/TotalFunctionalExpensesGrp/TotalAmt0629298
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0213247
IRS990/TotalLiabilitiesEOYAmt0225411
IRS990/TotalLiabilitiesGrp/BOYAmt0213247
IRS990/TotalLiabilitiesGrp/EOYAmt0225411
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt089966
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0360797
IRS990/TotalProgramServiceExpensesAmt0525094
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0900129
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0586208
IRS990/TravelGrp/FundraisingAmt0512
IRS990/TravelGrp/ManagementAndGeneralAmt02047
IRS990/TravelGrp/ProgramServicesAmt07678
IRS990/TravelGrp/TotalAmt010237
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt04 Embarcadero Center Suite 1400
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094111
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Meyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PBFA Research and Education Fund
ReturnHeader/Filer/BusinessNameControlTxt0PBFA
ReturnHeader/Filer/EIN0821382938
ReturnHeader/Filer/PhoneNum05104650322
ReturnHeader/Filer/USAddress/AddressLine1Txt04 Embarcadero Center Suite 1400
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364750860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Russell CPAs
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/ReturnTs02020-11-02T07:28:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$586,208
Liabilities
$225,411
Net assets
$360,797
Revenue
$900,129
Expenses
$629,298
Net income
$270,831
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