Civic Intelligence

Pacific Education Foundation

990PF • Fiscal year 2020 • EIN 94-2398206

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

3rd percentile

-346%

Higher net margin than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$23,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 72.5% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

13th percentile

-9.3%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$819,133

Down $83,878 (-9.3%) from 2019

Net Assets

Down

$819,133

Down $83,878 (-9.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Up

$31,720

Up $2,965 (+10%) from 2019

Expenses

Down

$141,430

Down $9,090 (-6.0%) from 2019

Net Income

Up

-$109,710

Up $12,055 (+9.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2020

Assets$819,133
Liabilities$0
Net Assets$819,133
Open 2020 Filing

Operations Trend

Revenue Growth68th 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

2020

Revenue$31,720
Expenses$141,430
Net Income-$109,710
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron BrownTrusteePT$23,000-$23,000
Kathleen GillamChair/TteePT$23,000-$23,000
Richard RodriguezTrusteePT$23,000-$23,000
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
Richard Rodriguez
Title
Trustee
Signed
2021-05-17
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 Appendix373 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.

Path#Value
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.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt037223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt140807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4132281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt528230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt630321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt722857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt934944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1018538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt037223
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4132281
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt630321
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt934944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1018538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Automatic Data, 250 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/StockNm5Blackrock Enhanced Eq, 3,846 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Costco Wholesale Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Abbott Labs, 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Kinder Morgan, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Apollo Global Management, 700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Home Depot, 74 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt043527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt226175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt329078
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/CategoryOrItemTxt3Pimco Income, 2,528.52 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt043527
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt066164
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1505 Montgomery St Ste 1117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2505 Montgomery St Ste 1117
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Cohort Group
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0College Track
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Pledge to Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GeneSys Works
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0436 14th street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1433 Front St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21880 S Dairy Ashford Rd 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Danville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194526
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277077
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/AppliedToCurrentYearAmt040980
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0104520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0116670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt085263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0125566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0107946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0107946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0526117
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt094098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0104520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0116670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt085263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0125566
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0135078
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt094098
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0634063
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0539965
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0750
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Deposits
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0750
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13612
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2893
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3704
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23612
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3893
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4704
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt010296
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010296
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05512
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05512
TaxesSchedule/TaxesDetail/Amt0750
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Rodriguez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
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/ReturnTs02021-05-17T13:19:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$819,133
Liabilities
$0
Net assets
$819,133
Revenue
$31,720
Expenses
$141,430
Net income
-$109,710
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