Civic Intelligence

Barkley Foundation 05102017

990PF • Fiscal year 2021 • EIN 82-6416438

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 15, 2022

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

60th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

96th percentile

288%

Faster asset growth than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-31%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$3,604

Up $2,675 (+288%) from 2020

Net Assets

Up

$3,604

Up $2,675 (+288%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin56th percentile

Revenue

Down

$21,000

Down $9,500 (-31%) from 2020

Expenses

Down

$18,325

Down $12,684 (-41%) from 2020

Net Income

Up

$2,675

Up $3,184 (+626%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th 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: $0Net 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

2021

Assets$3,604
Liabilities$0
Net Assets$3,604
Open 2021 Filing

Operations Trend

Revenue Growth24th 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

2021

Revenue$21,000
Expenses$18,325
Net Income$2,675
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

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
2022-09-15
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 Appendix172 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/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/EIN0826416438
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ReturnHeader/PreparerPersonGrp/PhoneNum07148389999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dwight W Chao
ReturnHeader/ReturnTs02022-09-15T18:57:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Edward
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Su
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,604
Liabilities
$0
Net assets
$3,604
Revenue
$21,000
Expenses
$18,325
Net income
$2,675
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