Civic Intelligence

Pacifica Education Foundation

990 • Fiscal year 2023 • EIN 91-2145686

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 30, 2023

375 Reina Del MarPacifica, CA 94044

(650) 615-6627

Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.10x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

3.8%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$529,702

Up $58,824 (+12%) from 2022

Net Assets

Up

$509,702

Up $38,824 (+8.2%) from 2022

Liabilities

Up

$20,000

Up $20,000 from 2022

Revenue

Up

$195,719

Up $7,084 (+3.8%) from 2022

Expenses

Up

$156,895

Up $28,033 (+22%) from 2022

Net Income

Down

$38,824

Down $20,949 (-35%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $337,016Liabilities 2012: $02012Assets 2013: $380,345Liabilities 2013: $02013Assets 2014: $360,425Liabilities 2014: $0Net Assets 2014: $360,4252014Assets 2015: $383,640Liabilities 2015: $0Net Assets 2015: $383,6402015Assets 2016: $385,176Liabilities 2016: $0Net Assets 2016: $385,1762016Assets 2017: $391,733Liabilities 2017: $0Net Assets 2017: $391,7332017Assets 2018: $431,720Liabilities 2018: $0Net Assets 2018: $431,7202018Assets 2019: $411,086Liabilities 2019: $0Net Assets 2019: $411,0862019Assets 2020: $379,321Liabilities 2020: $0Net Assets 2020: $379,3212020Assets 2021: $411,105Liabilities 2021: $0Net Assets 2021: $411,1052021Assets 2022: $470,878Liabilities 2022: $0Net Assets 2022: $470,8782022Assets 2023: $529,702Liabilities 2023: $20,000Net Assets 2023: $509,7022023Assets 2024: $494,240Liabilities 2024: $0Net Assets 2024: $494,2402024Assets 2025: $618,579Liabilities 2025: $0Net Assets 2025: $618,5792025

Highlighted filing

2023

Assets$529,702
Liabilities$20,000
Net Assets$509,702

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $176,327Expenses 2012: $181,086Net Income 2012: -$4,7592012Revenue 2013: $166,056Expenses 2013: $122,879Net Income 2013: $43,1772013Revenue 2014: $165,004Expenses 2014: $184,924Net Income 2014: -$19,9202014Revenue 2015: $141,761Expenses 2015: $118,546Net Income 2015: $23,2152015Revenue 2016: $170,058Expenses 2016: $168,522Net Income 2016: $1,5362016Revenue 2017: $129,467Expenses 2017: $122,910Net Income 2017: $6,5572017Revenue 2018: $151,030Expenses 2018: $111,043Net Income 2018: $39,9872018Revenue 2019: $151,995Expenses 2019: $172,629Net Income 2019: -$20,6342019Revenue 2020: $131,123Expenses 2020: $162,888Net Income 2020: -$31,7652020Revenue 2021: $156,012Expenses 2021: $124,228Net Income 2021: $31,7842021Revenue 2022: $188,635Expenses 2022: $128,862Net Income 2022: $59,7732022Revenue 2023: $195,719Expenses 2023: $156,895Net Income 2023: $38,8242023Revenue 2024: $161,051Expenses 2024: $176,513Net Income 2024: -$15,4622024Revenue 2025: $217,223Expenses 2025: $92,884Net Income 2025: $124,3392025

Highlighted filing

2023

Revenue$195,719
Expenses$156,895
Net Income$38,824
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$213,909
Mission and Program Overview

Mission

Raise funds for programs in pacifica schools.

Raise funds for programs in pacifica elementary schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$470,878$529,702▲ $58,824
Rtn Earn Endowment Incm Other Fnds$470,878$509,702▲ $38,824
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$470,878$529,702▲ $58,824
Liabilities
Other Liabilities$0$20,000▲ $20,000
Total Liabilities$0$20,000▲ $20,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$470,878$509,702▲ $38,824
Total Liabilities and Net Assets / Fund Balance$470,878$529,702▲ $58,824
Compensation and Service Providers

Board Members and Trustees

NameTitle
Emily HennessyCo-president
Johnny DavisCo-president
John DowningDirector
Kat RomanDirector
Blair SimmonsSecretary
Bruce F FerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$187,026
Program Service Revenue
$0
Investment Income
$956
Other Revenue
$7,737
All Other Contributions
$154,812
Change in Net Assets
$38,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,319
Other Expenses$11,576
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$144,819--$144,819
Office Expenses-$3,392-$3,392
Insurance-$1,257-$1,257
Advertising-$715-$715
Grants to Domestic Individuals$500--$500
Occupancy-$250-$250
Other Expenses-$75-$75
Total Functional Expenses$145,319$11,576$0$156,895
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pacifica School DistrictPacifica, CA-To Fund Music and Sparc Poetry Programs in All Schools Throughout the District$144,819
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,927
Fundraising Direct Expenses$18,190
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Gala$58,141$25,927-$25,927
Total Events$58,141$25,927$18,190$7,737
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$20,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section B, Line 11B

Review of the form 990 was made at the monthly board meeting before the filing date.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Pacifica Education Foundation
EIN
91-2145686
Phone
6506156627
Address
375 REINA DEL MAR, PACIFICA, CA 94044

Signing Officer

Name
Bruce F Ferry
Title
Treasurer
Phone
6505571491
Signed
2023-10-30

Organization Details

Principal Officer
Bruce F Ferry
Formed
2001
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
20
Raw XML Appendix365 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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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND MUSIC AND SPARC POETRY PROGRAMS IN ALL SCHOOLS THROUGHOUT THE DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PACIFICA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0375 REINA DEL MAR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PACIFICA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094044
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW OF THE FORM 990 WAS MADE AT THE MONTHLY BOARD MEETING BEFORE THE FILING DATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0470878
IRS990/TotalAssetsEOYAmt0529702
IRS990/TotalAssetsGrp/BOYAmt0470878
IRS990/TotalAssetsGrp/EOYAmt0529702
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0187026
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011576
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145319
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156895
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt020000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt020000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0470878
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0509702
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0500
IRS990/TotalOtherProgSrvcGrantAmt0500
IRS990/TotalProgramServiceExpensesAmt0145319
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07737
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0956
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195719
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0470878
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0529702
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0324 SAN PEDRO AVENUE
IRS990/USAddress/CityNm0PACIFICA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094044
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.PACIFICAEF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE F FERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06505571491
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFICA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0912145686
ReturnHeader/Filer/PhoneNum06506156627
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 REINA DEL MAR
ReturnHeader/Filer/USAddress/CityNm0PACIFICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094044
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-10-31T08:30:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERRY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$2.17$0.93$1.24
2024Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$1.61$1.77$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.30$0.20$5.10$1.96$1.57$0.39
2022Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.89$1.29$0.60
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$1.56$1.24$0.32
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$1.31$1.63$0.32
2019Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$1.52$1.73$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.51$1.11$0.40
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$1.29$1.23$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$1.70$1.69$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$1.42$1.19$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.65$1.85$0.20
2013Summary only. Only limited summary data is available for this year.$3.80$0.00$1.66$1.23$0.43
2012Summary only. Only limited summary data is available for this year.$3.37$0.00$1.76$1.81$0.05