Civic Intelligence

San Marino P T Affiliates

990 • Fiscal year 2016 • EIN 95-3839982

Mar 01, 2015 to Feb 29, 2016 • Filed on Jul 02, 2016

Organization ProfileN/A
150 North Santa AnitaArcadia, CA 91006

(626) 447-1151

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

100th percentile

1571%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$130,224

Up $122,433 (+1571%) from 2015

Net Assets

Up

$130,224

Up $122,433 (+1571%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin77th percentile

Revenue

Up

$663,988

Up $158,234 (+31%) from 2015

Expenses

Down

$541,555

Down $72,884 (-12%) from 2015

Net Income

Up

$122,433

Up $231,118 (+213%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$600K$400K$200K$0Assets 2012: $7,733Liabilities 2012: $0Net Assets 2012: $7,7332012Assets 2013: $158,828Liabilities 2013: $0Net Assets 2013: $158,8282013Assets 2014: $116,476Liabilities 2014: $0Net Assets 2014: $116,4762014Assets 2015: $7,791Liabilities 2015: $0Net Assets 2015: $7,7912015Assets 2016: $130,224Liabilities 2016: $0Net Assets 2016: $130,2242016Assets 2017: $8,599Liabilities 2017: $0Net Assets 2017: $8,5992017Assets 2018: $172,908Liabilities 2018: $0Net Assets 2018: $172,9082018Assets 2019: $393,253Liabilities 2019: $0Net Assets 2019: $393,2532019Assets 2020: $311,409Liabilities 2020: $0Net Assets 2020: $311,4092020Assets 2021: $469,118Liabilities 2021: $0Net Assets 2021: $469,1182021Assets 2022: $529,025Liabilities 2022: $0Net Assets 2022: $529,0252022Assets 2023: $176,283Liabilities 2023: $0Net Assets 2023: $176,2832023Assets 2024: $353,150Liabilities 2024: $0Net Assets 2024: $353,1502024Assets 2025: $308,156Liabilities 2025: $0Net Assets 2025: $308,1562025

Highlighted filing

2016

Assets$130,224
Liabilities$0
Net Assets$130,224
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.0M$500K$0-$500KExpenses 2012: $645,4302012Expenses 2013: $490,2272013Revenue 2014: $553,652Expenses 2014: $596,004Net Income 2014: -$42,3522014Revenue 2015: $505,754Expenses 2015: $614,439Net Income 2015: -$108,6852015Revenue 2016: $663,988Expenses 2016: $541,555Net Income 2016: $122,4332016Revenue 2017: $547,452Expenses 2017: $669,077Net Income 2017: -$121,6252017Revenue 2018: $619,429Expenses 2018: $455,120Net Income 2018: $164,3092018Revenue 2019: $671,285Expenses 2019: $450,940Net Income 2019: $220,3452019Revenue 2020: $504,899Expenses 2020: $586,743Net Income 2020: -$81,8442020Revenue 2021: $430,198Expenses 2021: $272,489Net Income 2021: $157,7092021Revenue 2022: $481,750Expenses 2022: $421,843Net Income 2022: $59,9072022Revenue 2023: $556,793Expenses 2023: $909,535Net Income 2023: -$352,7422023Revenue 2024: $596,325Expenses 2024: $419,458Net Income 2024: $176,8672024Revenue 2025: $567,926Expenses 2025: $612,920Net Income 2025: -$44,9942025

Highlighted filing

2016

Revenue$663,988
Expenses$541,555
Net Income$122,433
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2015 to Feb 29, 2016
Signed
Jul 2, 2016
Return Version
2015v2.0
Gross Receipts
$663,988
Mission and Program Overview

Mission

Provides and administers a private, non-discriminatory summer school for elementary through high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,791$130,224▲ $122,433
Rtn Earn Endowment Incm Other Fnds$7,791$130,224▲ $122,433
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,791$130,224▲ $122,433
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,791$130,224▲ $122,433
Total Liabilities and Net Assets / Fund Balance$7,791$130,224▲ $122,433
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Stephanie DuncanPresident
Mary PayneSecretary
MARIA McCLURGSummer Sch COOR
Barbara DamerelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$663,889
Investment Income
$99
Other Revenue
$0
Change in Net Assets
$122,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$286,323
Other Expenses$255,232
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$200,986--$200,986
Occupancy-$91,852-$91,852
Payroll Taxes$84,337--$84,337
Insurance-$22,362-$22,362
Fees for Services Accounting-$2,100-$2,100
Current Officers, Directors, Trustees, and Key Employees-$1,000-$1,000
Other Expenses$120,000$795-$795
All Other Expenses-$129-$129
Fees for Services Other-$2-$2
Total Functional Expenses$405,323$136,232$0$541,555
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Marino P T Affiliates
EIN
95-3839982
Phone
6264471151
Address
150 NORTH SANTA ANITA, ARCADIA, CA 91006

Signing Officer

Name
MARIA McCLURG
Title
Summer Sch Tres
Signed
2016-07-02
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Betsy Wilde
Address
150 N Santa Anita Ave Ste 405, Arcadia, CA 91006-3176
Preparer
Betsy Wilde EA CFP
Phone
6264471151
Raw XML Appendix344 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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IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07791
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0130224
IRS990/TotalProgramServiceExpensesAmt0405323
IRS990/TotalProgramServiceRevenueAmt0663889
IRS990/TotalRevenueGrp/ExclusionAmt0658749
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05239
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0663988
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07791
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0130224
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA McCLURG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Summer Sch Tres
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN MARINO P T AFFILIATES
ReturnHeader/Filer/BusinessNameControlTxt0SANM
ReturnHeader/Filer/EIN0953839982
ReturnHeader/Filer/PhoneNum06264471151
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 NORTH SANTA ANITA
ReturnHeader/Filer/USAddress/CityNm0ARCADIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BETSY WILDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 N Santa Anita Ave Ste 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arcadia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0910063176
ReturnHeader/PreparerPersonGrp/PhoneNum06264471151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betsy Wilde EA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-05T17:22:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-03-01
ReturnHeader/TaxPeriodEndDt02016-02-29
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,224
Liabilities
$0
Net assets
$130,224
Revenue
$663,988
Expenses
$541,555
Net income
$122,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$5.68$6.13$0.45
2024Summary only. Only limited summary data is available for this year.$3.53$0.00$3.53$5.96$4.19$1.77
2023Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$5.57$9.10$3.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$4.82$4.22$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.00$4.69$4.30$2.72$1.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$5.05$5.87$0.82
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.00$3.93$6.71$4.51$2.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$6.19$4.55$1.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$5.47$6.69$1.22
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$6.64$5.42$1.22
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$5.06$6.14$1.09
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$5.54$5.96$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$4.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$6.45