Civic Intelligence

Jeff E Forbis Foundation

990EZ • Fiscal year 2022 • EIN 82-3527118

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 06, 2023

101 S Kraemer Blvd Suite 124Placentia, CA 92870

(714) 993-5267

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

5th percentile

-76%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,543

Down $7,873 (-76%) from 2021

Net Assets

Down

$2,543

Down $7,873 (-76%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,873

Up $764 (+11%) from 2021

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $2,000Liabilities 2018: $0Net Assets 2018: $2,0002018Assets 2019: $4,775Liabilities 2019: $0Net Assets 2019: $4,7752019Assets 2020: $12,525Liabilities 2020: $0Net Assets 2020: $12,5252020Assets 2021: $10,416Liabilities 2021: $0Net Assets 2021: $10,4162021Assets 2022: $2,543Liabilities 2022: $0Net Assets 2022: $2,5432022Assets 2023: $2,093Liabilities 2023: $0Net Assets 2023: $2,0932023Assets 2024: $2,674Liabilities 2024: $0Net Assets 2024: $2,6742024

Highlighted filing

2022

Assets$2,543
Liabilities$0
Net Assets$2,543

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2018: $2,0002018Revenue 2019: $5,000Expenses 2019: $2,147Net Income 2019: $2,8532019Revenue 2020: $10,000Expenses 2020: $2,250Net Income 2020: $7,7502020Revenue 2021: $5,000Expenses 2021: $7,109Net Income 2021: -$2,1092021Expenses 2022: $7,8732022Revenue 2023: $2,000Expenses 2023: $2,450Net Income 2023: -$4502023Revenue 2024: $4,402Expenses 2024: $3,821Net Income 2024: $5812024

Highlighted filing

2022

Revenue-
Expenses$7,873
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 6, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

To provide college scholarships

Program Services

DescriptionGrantsExpenses
FOUNDATION FOR THE LA COMMUNITY COLLEGES ELAC SCHOLARSHIPS-$4,000
MT SAC NURSING STUNDENTS-$1,500
CHAPMAN UNIV SLP PROGRAM-$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATLIE TRANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Jeff E Forbis Foundation
EIN
82-3527118
Address
101 S KRAEMER BLVD SUITE 124, Placentia, CA 92870

Signing Officer

Name
Natlie Tran
Title
Director
Phone
7149935267
Signed
2023-09-06
Discuss with paid preparer
No

Preparer

Firm
Kampa Consulting
Address
101 S KRAEMER BLVD STE 124, PLACENTIA, CA 92870
Preparer
John C Kampa
Phone
7149935267
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity SCHOLARSHIPS TO VARRIOUS INDIVIDUALS Amount 6,500

Description of other expenses Part I line 16

Description AmountOFFICE 323INSAN FOUNDATION 500INTI ALLIANCE 100ACCOUNTING SERVICES 450

Raw XML Appendix124 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/PersonNm0KAMPA CONSULTING
IRS990EZ/BooksInCareOfDetail/PhoneNum07149935267
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 S KREAMER BLVD SUITE 124
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Placentia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092870
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010416
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02543
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7873
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010416
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02543
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06500
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02543
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATLIE TRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01373
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOUNDATION FOR THE LA COMMUNITY COLLEGES ELAC SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MT SAC NURSING STUNDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHAPMAN UNIV SLP PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07873
IRS990EZ/TotalProgramServiceExpensesAmt06500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016345
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt016345
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/Total509Grp/TotalAmt016345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLARSHIPS TO VARRIOUS INDIVIDUALS Amount 6,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOFFICE 323INSAN FOUNDATION 500INTI ALLIANCE 100ACCOUNTING SERVICES 450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NATLIE TRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07149935267
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFF E FORBIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0823527118
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 S KRAEMER BLVD SUITE 124
ReturnHeader/Filer/USAddress/CityNm0Placentia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330844771
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAMPA CONSULTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S KRAEMER BLVD STE 124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLACENTIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092870
ReturnHeader/PreparerPersonGrp/PhoneNum07149935267
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C KAMPA
ReturnHeader/ReturnTs02023-09-15T15:38:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NATLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings