Civic Intelligence

Barkley Foundation 05102017

990PF • Fiscal year 2019 • EIN 82-6416438

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 14, 2020

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

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

96th percentile

193%

Faster asset growth than 96% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,438

Up $947 (+193%) from 2018

Net Assets

Up

$1,438

Up $947 (+193%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Down

$17,958

Down $2,042 (-10%) from 2018

Expenses

Down

$16,520

Down $6,789 (-29%) from 2018

Net Income

Up

$1,438

Up $4,747 (+143%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$1,438
Liabilities$1
Net Assets$1,438

Operations Trend

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

2019

Revenue$17,958
Expenses$16,520
Net Income$1,438
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 14, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

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

Filer

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

Signing Officer

Name
Edward Su
Title
President
Signed
2020-09-14
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 Appendix160 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/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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ReturnHeader/PreparerPersonGrp/PhoneNum07148389999
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ReturnHeader/ReturnTs02020-09-14T10:14:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings