Civic Intelligence

Nicholas Colby Fund

990EZ • Fiscal year 2020 • EIN 20-3201303

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

1547 Palos Verdes Mall 260Walnut Creek, CA 94597

(925) 899-0269

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

8th percentile

-90%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-94%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Flat

$343,696

Flat from 2020

Net Assets

$343,696

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$5,993

Flat from 2020

Expenses

Flat

$11,401

Flat from 2020

Net Income

Flat

-$5,408

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $615,187Liabilities 2010: $0Net Assets 2010: $615,1872010Assets 2011: $628,175Liabilities 2011: $0Net Assets 2011: $628,1752011Assets 2012: $606,847Liabilities 2012: $0Net Assets 2012: $606,8472012Assets 2013: $642,969Liabilities 2013: $0Net Assets 2013: $642,9692013Assets 2014: $507,111Liabilities 2014: $0Net Assets 2014: $507,1112014Assets 2015: $443,797Net Assets 2015: $443,7972015Assets 2016: $453,090Net Assets 2016: $453,0902016Assets 2017: $419,819Net Assets 2017: $419,8192017Assets 2018: $401,000Net Assets 2018: $401,0002018Assets 2019: $349,104Liabilities 2019: $02019Assets 2020: $343,696Net Assets 2020: $343,6962020Assets 2020: $343,696Liabilities 2020: $02020Assets 2021: $336,747Net Assets 2021: $337,1472021Assets 2022: $334,690Net Assets 2022: $334,6902022Assets 2023: $337,103Liabilities 2023: $02023Assets 2024: $334,263Net Assets 2024: $334,2632024

Highlighted filing

2020

Assets$343,696
Liabilities-
Net Assets$343,696

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $26,645Expenses 2010: $21,204Net Income 2010: $5,4412010Expenses 2011: $28,0822011Revenue 2012: $21,414Expenses 2012: $42,742Net Income 2012: -$21,3282012Revenue 2013: $47,328Expenses 2013: $11,206Net Income 2013: $36,1222013Revenue 2014: $38,370Expenses 2014: $174,228Net Income 2014: -$135,8582014Revenue 2015: $70,807Expenses 2015: $134,121Net Income 2015: -$63,3142015Revenue 2016: $125,030Expenses 2016: $115,737Net Income 2016: $9,2932016Revenue 2017: $166,939Expenses 2017: $200,210Net Income 2017: -$33,2712017Revenue 2018: $181,599Expenses 2018: $200,418Net Income 2018: -$18,8192018Revenue 2019: $100,200Expenses 2019: $152,095Net Income 2019: -$51,8952019Revenue 2020: $5,993Expenses 2020: $11,401Net Income 2020: -$5,4082020Revenue 2020: $5,993Expenses 2020: $11,401Net Income 2020: -$5,4082020Revenue 2021: $1,451Expenses 2021: $8,000Net Income 2021: -$6,5492021Revenue 2022: $11,279Expenses 2022: $13,336Net Income 2022: -$2,0572022Revenue 2023: $5,826Expenses 2023: $45Net Income 2023: $5,7812023Revenue 2024: $1,500Expenses 2024: $4,340Net Income 2024: -$2,8402024

Highlighted filing

2020

Revenue$5,993
Expenses$11,401
Net Income-$5,408
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$5,993
Mission and Program Overview

Mission

Uplift the spirits of children with cancer and othe life-threatening illnesses by deliverinng personalized events and experiences.

Program Services

DescriptionGrantsExpenses
THE NICHOLAS COLBY FUND CREATES PERSONALIZED EVENTS AND EXPERIENCES FOR CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES, FOCUSED COMPLETELY ON UPLIFTING THEIR SPIRITS. IN 2020, THE RESULT WAS 601 SMILES (MEANING NUMBER OF PATIENTS RECEIVING OR TAKING PART IN EVENTS AND/OR EXPERIENCES) INCLUDING LUXURY SUITE EXPERIENCES AND BACKPACKS FOR PATIENTS PRIMARILY FROM THE THREE LARGEST NORTHERN CALIFORNIA CHILDREN'S HOSPITALS: "UC SAN FRANCISCO BENIOFF CHILDREN'S HOSPITAL - OAKLAND "UC SAN FRANCISCO BENIOFF CHILDREN'S HOSPITAL - SAN FRANCISCO "STANFORD - LUCILE PACKARD CHILDREN'S HOSPITAL$8,000$8,736
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAMONT GILBERTPresident An-$0--
SHELIA GILBERTDirector-$0--
GINA K BAKERFounder & Fi-$0--
Filing and Contact Details

Filer

Filer Name
Nicholas Colby Fund
EIN
20-3201303
Address
1547 PALOS VERDES MALL 260, WALNUT CREEK, CA 94597

Signing Officer

Name
Gina K Baker
Title
Founder & Fin Leader
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Steele & Associates LLC
Address
611 N NEVADA ST, CARSON CITY, NV 89703-3968
Preparer
Jonathan S Steele CPA Cgma
Phone
7758827198
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses website 1,000 franchise tax 25 department of justice 25 supporting gifts to kids 736 total 1,786

Form 990-ez, Part II, Line 24

Loan receivable mimico lp 291,332 291,332 total 291,332 291,332

Form 990-ez, Part III

Uplift the spirits of children with cancer and othe life-threatening illnesses by deliverinng personalized events and experiences.

Form 990-ez, Part III, Line 28

The nicholas colby fund creates personalized events and experiences for children with cancer and other life-threatening illnesses, focused completely on uplifting their spirits. In 2020, the result was 601 smiles (meaning number of patients receiving or taking part in events and/or experiences) including luxury suite experiences and backpacks for patients primarily from the three largest northern california children's hospitals: "uc san francisco benioff children's hospital - oakland "uc san francisco benioff children's hospital - san francisco "stanford - lucile packard children's hospital

Raw XML Appendix138 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/PersonNm0LAMONT GILBERT
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHELIA GILBERT
CompensationExplanation/CompensationExplanationGrp/PersonNm2GINA K BAKER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GINA K BAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum09258990269
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01547 PALOS VERDES MALL 260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt01547 PALOS VERDES MALL 260
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094597
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057772
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05993
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5408
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01615
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0349104
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0343696
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08000
IRS990EZ/GrossReceiptsAmt05993
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0349104
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0343696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0349104
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0343696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAMONT GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELIA GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA K BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT AN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FOUNDER & FI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0291332
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0291332
IRS990EZ/OtherExpensesTotalAmt01786
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UPLIFT THE SPIRITS OF CHILDREN WITH CANCER AND OTHE LIFE-THREATENING ILLNESSES BY DELIVERINNG PERSONALIZED EVENTS AND EXPERIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE NICHOLAS COLBY FUND CREATES PERSONALIZED EVENTS AND EXPERIENCES FOR CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES, FOCUSED COMPLETELY ON UPLIFTING THEIR SPIRITS. IN 2020, THE RESULT WAS 601 SMILES (MEANING NUMBER OF PATIENTS RECEIVING OR TAKING PART IN EVENTS AND/OR EXPERIENCES) INCLUDING LUXURY SUITE EXPERIENCES AND BACKPACKS FOR PATIENTS PRIMARILY FROM THE THREE LARGEST NORTHERN CALIFORNIA CHILDREN'S HOSPITALS: "UC SAN FRANCISCO BENIOFF CHILDREN'S HOSPITAL - OAKLAND "UC SAN FRANCISCO BENIOFF CHILDREN'S HOSPITAL - SAN FRANCISCO "STANFORD - LUCILE PACKARD CHILDREN'S HOSPITAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08736
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011401
IRS990EZ/TotalProgramServiceExpensesAmt08736
IRS990EZ/TotalRevenueAmt05993
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://NICHOLASCOLBYFUND.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0181599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0166939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0125030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0579761
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0579761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0181599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0166939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0125030
IRS990ScheduleA/Total509Grp/TotalAmt0579761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0181599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0166939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0125030
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0579761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE 1,000 FRANCHISE TAX 25 DEPARTMENT OF JUSTICE 25 SUPPORTING GIFTS TO KIDS 736 TOTAL 1,786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOAN RECEIVABLE MIMICO LP 291,332 291,332 TOTAL 291,332 291,332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPLIFT THE SPIRITS OF CHILDREN WITH CANCER AND OTHE LIFE-THREATENING ILLNESSES BY DELIVERINNG PERSONALIZED EVENTS AND EXPERIENCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE NICHOLAS COLBY FUND CREATES PERSONALIZED EVENTS AND EXPERIENCES FOR CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES, FOCUSED COMPLETELY ON UPLIFTING THEIR SPIRITS. IN 2020, THE RESULT WAS 601 SMILES (MEANING NUMBER OF PATIENTS RECEIVING OR TAKING PART IN EVENTS AND/OR EXPERIENCES) INCLUDING LUXURY SUITE EXPERIENCES AND BACKPACKS FOR PATIENTS PRIMARILY FROM THE THREE LARGEST NORTHERN CALIFORNIA CHILDREN'S HOSPITALS: "UC SAN FRANCISCO BENIOFF CHILDREN'S HOSPITAL - OAKLAND "UC SAN FRANCISCO BENIOFF CHILDREN'S HOSPITAL - SAN FRANCISCO "STANFORD - LUCILE PACKARD CHILDREN'S HOSPITAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
TransferPrsnlBnftContractsDecl/DeclarationDesc0NO PERSONAL BENEFITS CONTRACTS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA K BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER & FIN LEADER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NICHOLAS COLBY FUND
ReturnHeader/Filer/BusinessNameControlTxt0NICH
ReturnHeader/Filer/EIN0203201303
ReturnHeader/Filer/USAddress/AddressLine1Txt01547 PALOS VERDES MALL 260
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094597
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0880479248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEELE & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 N NEVADA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0897033968
ReturnHeader/PreparerPersonGrp/PhoneNum07758827198
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN S STEELE CPA CGMA
ReturnHeader/ReturnTs02021-11-12T17:11:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$3.34$0.02$0.04$0.03
2023Summary only. Only limited summary data is available for this year.$3.37$0.00$0.06$0.00$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.35$3.35$0.11$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.37$3.37$0.01$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.44$3.44$0.06$0.11$0.05
2020Summary only. Only limited summary data is available for this year.$3.44$0.00$0.06$0.11$0.05
2019Summary only. Only limited summary data is available for this year.$3.49$0.00$1.00$1.52$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$4.01$1.82$2.00$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$4.20$1.67$2.00$0.33
2016Detailed filing. Detailed filing data is available for this year.$4.53$4.53$1.25$1.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.44$4.44$0.71$1.34$0.63
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.38$1.74$1.36
2013Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.47$0.11$0.36
2012Summary only. Only limited summary data is available for this year.$6.07$0.00$6.07$0.21$0.43$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.00$6.28$0.28
2010Summary only. Only limited summary data is available for this year.$6.15$0.00$6.15$0.27$0.21$0.05