Civic Intelligence

Barkley Foundation 05102017

990PF • Fiscal year 2018 • EIN 82-6416438

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 05, 2019

Organization Profile
52 StagecoachIrvine, CA 92602

(714) 925-6616

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

3rd percentile

-87%

Faster asset growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$491

Down $3,309 (-87%) from 2017

Net Assets

Down

$491

Down $3,309 (-87%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

Up

$20,000

Up $5,000 (+33%) from 2017

Expenses

Up

$23,309

Up $12,109 (+108%) from 2017

Net Income

Down

-$3,309

Down $7,109 (-187%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2017: $3,800Liabilities 2017: $0Net Assets 2017: $3,8002017Assets 2018: $491Liabilities 2018: $0Net Assets 2018: $4912018Assets 2019: $1,438Liabilities 2019: $1Net Assets 2019: $1,4382019Assets 2020: $929Liabilities 2020: $1Net Assets 2020: $9292020Assets 2021: $3,604Liabilities 2021: $1Net Assets 2021: $3,6042021Assets 2022: $2,579Liabilities 2022: $1Net Assets 2022: $2,5792022Assets 2023: $1,554Liabilities 2023: $1Net Assets 2023: $1,5542023Assets 2024: $1,529Liabilities 2024: $0Net Assets 2024: $1,5292024

Highlighted filing

2018

Assets$491
Liabilities$0
Net Assets$491
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2017: $15,000Expenses 2017: $11,200Net Income 2017: $3,8002017Revenue 2018: $20,000Expenses 2018: $23,309Net Income 2018: -$3,3092018Revenue 2019: $17,958Expenses 2019: $16,520Net Income 2019: $1,4382019Revenue 2020: $30,500Expenses 2020: $31,009Net Income 2020: -$5092020Revenue 2021: $21,000Expenses 2021: $18,325Net Income 2021: $2,6752021Revenue 2022: $1Expenses 2022: $1,025Net Income 2022: -$1,0242022Revenue 2023: $5,000Expenses 2023: $6,025Net Income 2023: -$1,0252023Revenue 2024: $1,000Expenses 2024: $1,025Net Income 2024: -$252024

Highlighted filing

2018

Revenue$20,000
Expenses$23,309
Net Income-$3,309
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward SuPresident-$0--
Jane SuTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Barkley Foundation 05102017
EIN
82-6416438
Phone
7149256616
Address
52 Stagecoach, Irvine, CA 92602

Signing Officer

Name
Edward Su
Title
President
Signed
2019-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Chao Yu & Chao CPAs
Address
2882 Walnut Ave Unit C, Tustin, CA 92780
Preparer
Dwight W Chao
Phone
7148389999
Raw XML Appendix171 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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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Prior Year 's Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1174
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Su
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Barkley Foundation 05102017
ReturnHeader/Filer/BusinessNameControlTxt0BARK
ReturnHeader/Filer/EIN0826416438
ReturnHeader/Filer/PhoneNum07149256616
ReturnHeader/Filer/USAddress/AddressLine1Txt052 Stagecoach
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092602
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chao Yu & Chao CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02882 Walnut Ave Unit C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07148389999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dwight W Chao
ReturnHeader/ReturnTs02019-08-05T17:24:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$491
Liabilities
$0
Net assets
$491
Revenue
$20,000
Expenses
$23,309
Net income
-$3,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.00$1.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$5.00$6.03$1.03
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.00$1.03$1.02
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$21.0$18.3$2.68
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$30.5$31.0$0.51
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$18.0$16.5$1.44
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$20.0$23.3$3.31
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$15.0$11.2$3.80