Civic Intelligence

Pacific Education Foundation

990PF • Fiscal year 2015 • EIN 94-2398206

Jul 01, 2014 to Jun 30, 2015 • Filed on May 10, 2016

Organization Profile

View Organization Page

220 Montgomery StreetSan Francisco, CA 94104

(415) 398-5130

Siviq Scores

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

Liabilities / Assets

70th percentile

0.22x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

6.84x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

3rd percentile

-252%

Higher net margin than 3% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$50,250

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 99.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

12th percentile

-9.3%

Faster asset growth than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-44%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$1,566,693

Down $160,091 (-9.3%) from 2014

Net Assets

Down

$1,220,849

Down $160,091 (-12%) from 2014

Liabilities

Flat

$345,844

Flat from 2014

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin3rd percentile

Revenue

Down

$50,578

Down $40,509 (-44%) from 2014

Expenses

Down

$177,812

Down $24,213 (-12%) from 2014

Net Income

Down

-$127,234

Down $16,296 (-15%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,356,189Liabilities 2011: $383,240Net Assets 2011: $1,972,9492011Assets 2013: $1,817,741Liabilities 2013: $345,844Net Assets 2013: $1,471,8972013Assets 2014: $1,726,784Liabilities 2014: $345,844Net Assets 2014: $1,380,9402014Assets 2015: $1,566,693Liabilities 2015: $345,844Net Assets 2015: $1,220,8492015Assets 2016: $1,325,269Liabilities 2016: $211,810Net Assets 2016: $1,113,4592016Assets 2017: $1,279,020Liabilities 2017: $206,975Net Assets 2017: $1,072,0452017Assets 2018: $1,001,685Liabilities 2018: $0Net Assets 2018: $1,001,6852018Assets 2019: $903,011Liabilities 2019: $0Net Assets 2019: $903,0112019Assets 2020: $819,133Liabilities 2020: $0Net Assets 2020: $819,1332020Assets 2021: $898,375Liabilities 2021: $0Net Assets 2021: $898,3752021Assets 2022: $998,384Liabilities 2022: $0Net Assets 2022: $998,3842022Assets 2023: $972,262Liabilities 2023: $33,993Net Assets 2023: $938,2692023

Highlighted filing

2015

Assets$1,566,693
Liabilities$345,844
Net Assets$1,220,849
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$500K$0-$500KRevenue 2011: $230,235Expenses 2011: $268,083Net Income 2011: -$37,8482011Revenue 2013: $44,939Expenses 2013: $446,297Net Income 2013: -$401,3582013Revenue 2014: $91,087Expenses 2014: $202,025Net Income 2014: -$110,9382014Revenue 2015: $50,578Expenses 2015: $177,812Net Income 2015: -$127,2342015Revenue 2016: -$22,776Expenses 2016: $193,837Net Income 2016: -$216,6132016Revenue 2017: $34,776Expenses 2017: $144,547Net Income 2017: -$109,7712017Revenue 2018: $65,177Expenses 2018: $172,623Net Income 2018: -$107,4462018Revenue 2019: $28,755Expenses 2019: $150,520Net Income 2019: -$121,7652019Revenue 2020: $31,720Expenses 2020: $141,430Net Income 2020: -$109,7102020Revenue 2021: $44,542Expenses 2021: $95,793Net Income 2021: -$51,2512021Revenue 2022: $304,040Expenses 2022: $135,643Net Income 2022: $168,3972022Revenue 2023: $56,355Expenses 2023: $127,516Net Income 2023: -$71,1612023

Highlighted filing

2015

Revenue$50,578
Expenses$177,812
Net Income-$127,234
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 10, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen GillamChair/TteePT$50,250-$50,250
Richard RodriguezTrusteePT$39,269$8,829$48,098
Aaron BrownTrusteePT$39,170$8,660$47,830
Filing and Contact Details

Filer

Filer Name
Pacific Education Foundation
EIN
94-2398206
Phone
4153985130
Address
220 Montgomery Street, San Francisco, CA 94104

Signing Officer

Name
Kathleen Gillam
Title
Chair/Trustee
Signed
2016-05-10
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
Raw XML Appendix363 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1Richard Rodriguez
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Trustee fees are paid to the trustee's respective company rather than to the individual trustee.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Trustee fees are paid to the trustee's respective company rather than to the individual trustee.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt026640
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2328567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T, 750 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Automatic Data, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Blackrock Inc, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Chevron Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Coca-Cola Co, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5General Electric Co, 1,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6General Mills Inc, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Kraft Foods, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Microsoft Corp, 650 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Philip Morris Intl Inc, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Procter & Gamble Co, 350 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Rayonier Inc, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JPMorgan Chase & Co, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SPDR S&P Intl Div, 700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Ares Capital Corp, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Conocophillips, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Kinder Morgan Inc, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Mondelez International, 700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Senior Housing Ppty Trust, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19IShares Emerging Mkts, 900 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Abbott Labs, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Hatteras Financial Corp, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Hercules Tech, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Advisorshares Trimtabs, 500 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Nuveen Equity Premium Opp Fund, 3,957 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Voya Prime, 4,000 Sh
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0220 Montgomery Street Ste 1117
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SF
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Kathleen Gillam
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153985130
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0pacedfoundation.com
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062005
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0134216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0242162
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0107946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0134216
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0169951
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0107946
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0242162
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0134216
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03164
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1350880
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Deposits
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Restricted Cash Account
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03164
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1750
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2350880
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03164
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1750
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2350880
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Misc Operating Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14141
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21551
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3948
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31551
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51325
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0345844
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Workmen's Comp Claims
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0345844
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt17727
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Consultants
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17727
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Gillam
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair/Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pacific Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0942398206
ReturnHeader/Filer/PhoneNum04153985130
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 Montgomery Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Duffield
ReturnHeader/ReturnTs02016-05-10T13:31:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,566,693
Liabilities
$345,844
Net assets
$1,220,849
Revenue
$50,578
Expenses
$177,812
Net income
-$127,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.03$0.94$0.06$0.13$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.30$0.14$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.14$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.15$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07$0.17$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.21$1.07$0.03$0.14$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.21$1.11$0.02$0.19$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.35$1.22$0.05$0.18$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.35$1.38$0.09$0.20$0.11
2013Summary only. Only limited summary data is available for this year.$1.82$0.35$1.47$0.04$0.45$0.40
2011Summary only. Only limited summary data is available for this year.$2.36$0.38$1.97$0.23$0.27$0.04