Civic Intelligence

Pacific Education Foundation

990PF • Fiscal year 2019 • EIN 94-2398206

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 13, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-423%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

67th percentile

$24,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 83.5% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

14th percentile

-9.9%

Faster asset growth than 14% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$903,011

Down $98,674 (-9.9%) from 2018

Net Assets

Down

$903,011

Down $98,674 (-9.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$28,755

Down $36,422 (-56%) from 2018

Expenses

Down

$150,520

Down $22,103 (-13%) from 2018

Net Income

Down

-$121,765

Down $14,319 (-13%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$903,011
Liabilities$0
Net Assets$903,011

Operations Trend

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

2019

Revenue$28,755
Expenses$150,520
Net Income-$121,765
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 13, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron BrownTrusteePT$24,000-$24,000
Kathleen GillamChair/TteePT$24,000-$24,000
Richard RodriguezTrusteePT$24,000-$24,000
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/Ttee
Signed
2020-04-13
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 Appendix379 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/PersonNm0Aaron Brown
CompensationExplanation/CompensationExplanationGrp/PersonNm1Kathleen Gillam
CompensationExplanation/CompensationExplanationGrp/PersonNm2Richard 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.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Trustee fees are paid to the trustee's respective company rather than to the individual trustee.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Automatic Data, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Blackrock Inc, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Chevron Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Coca-Cola Co, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Microsoft Corp, 650 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Philip Morris Intl Inc, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Costco Wholesale Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Cisco Systems Inc, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Abbott Labs, 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Kinder Morgan, 1,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126910
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt520600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Nuveen Equity Premium Opp Fund, 3,957 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Ares Capital Corp, 1,500 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Hercules Tech, 2,500 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Blackrock Enhanced Eq, 3,846 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Pimco Income, 2,385.609 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5iShares Edge MSCI, 350 Sh
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0149435
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Cohort Group
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Richmond HS sports programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0College Track
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Social Good Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0436 14th street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112561 San Pablo Avenue 5473
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Richmond
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194805
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt044915
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0116670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt085263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0125566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0107946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0134216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0134216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0539965
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0104520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0116670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt085263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0125566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0107946
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149435
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0104520
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0674181
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0569661
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0750
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Deposits
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0750
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Equipment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Web Hosting
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01691
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt23612
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3416
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41893
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5506
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11691
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33612
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4416
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51893
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6506
TaxesSchedule/TaxesDetail/Amt0700
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Gillam
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair/Ttee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-13
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/PreparerFirmEIN0371420474
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/ReturnTs02020-04-13T13:36:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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