Civic Intelligence

Nicholas Colby Fund

990EZ • Fiscal year 2023 • EIN 20-3201303

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileNICHOLASCOLBYFUND.ORG
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-48%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$337,103

Flat from 2023

Net Assets

$337,103

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Flat

$5,826

Flat from 2023

Expenses

Flat

$45

Flat from 2023

Net Income

Flat

$5,781

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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: $343,696Liabilities 2020: $02020Assets 2021: $336,747Net Assets 2021: $337,1472021Assets 2022: $334,690Net Assets 2022: $334,6902022Assets 2023: $337,103Net Assets 2023: $337,1032023Assets 2023: $337,103Liabilities 2023: $02023Assets 2024: $334,263Net Assets 2024: $334,2632024

Highlighted filing

2023

Assets$337,103
Liabilities-
Net Assets$337,103
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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 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 2023: $5,826Expenses 2023: $45Net Income 2023: $5,7812023Revenue 2024: $1,500Expenses 2024: $4,340Net Income 2024: -$2,8402024

Highlighted filing

2023

Revenue$5,826
Expenses$45
Net Income$5,781
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$5,826
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 2023, THE RESULT WAS 48 SMILES (MEANING NUMBER OF PATIENTS RECEIVING OR TAKING PART IN EVENTS AND/OR EXPERIENCES) INCLUDING LUXURY SUITE EXPERIENCES AND BACKPACKS FOR PATIENTS.-$45
Compensation and Service Providers
Top Officer Pay78th percentile

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
2024-11-14
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 bank fees 45 total 45”

Form 990-ez, Part I, Line 20

“Balancing entry prior period -3,368”

Form 990-ez, Part II, Line 24

“Loan receivable mimico lp 289,155 289,155 total 289,155 289,155”

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 2023, the result was 48 smiles (meaning number of patients receiving or taking part in events and/or experiences) including luxury suite experiences and backpacks for patients.”

Raw XML Appendix134 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
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/BOYAmt045535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047948
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05826
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05781
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0334690
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0337103
IRS990EZ/GrossReceiptsAmt05826
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0334690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0337103
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0334690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0337103
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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/BOYAmt0289155
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0289155
IRS990EZ/OtherChangesInNetAssetsAmt0-3368
IRS990EZ/OtherExpensesTotalAmt045
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 2023, THE RESULT WAS 48 SMILES (MEANING NUMBER OF PATIENTS RECEIVING OR TAKING PART IN EVENTS AND/OR EXPERIENCES) INCLUDING LUXURY SUITE EXPERIENCES AND BACKPACKS FOR PATIENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045
IRS990EZ/TotalProgramServiceExpensesAmt045
IRS990EZ/TotalRevenueAmt05826
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://NICHOLASCOLBYFUND.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124749
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0124749
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100200
IRS990ScheduleA/Total509Grp/TotalAmt0124749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0124749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 45 TOTAL 45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BALANCING ENTRY PRIOR PERIOD -3,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOAN RECEIVABLE MIMICO LP 289,155 289,155 TOTAL 289,155 289,155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPLIFT THE SPIRITS OF CHILDREN WITH CANCER AND OTHE LIFE-THREATENING ILLNESSES BY DELIVERINNG PERSONALIZED EVENTS AND EXPERIENCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE NICHOLAS COLBY FUND CREATES PERSONALIZED EVENTS AND EXPERIENCES FOR CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES, FOCUSED COMPLETELY ON UPLIFTING THEIR SPIRITS. IN 2023, THE RESULT WAS 48 SMILES (MEANING NUMBER OF PATIENTS RECEIVING OR TAKING PART IN EVENTS AND/OR EXPERIENCES) INCLUDING LUXURY SUITE EXPERIENCES AND BACKPACKS FOR PATIENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
TransferPrsnlBnftContractsDecl/DeclarationDesc0NO PERSONAL BENEFITS CONTRACTS
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA K BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER & FIN LEADER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN S STEELE CPA CGMA
ReturnHeader/ReturnTs02024-11-15T13:16:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,103
Liabilities
-
Net assets
$337,103
Revenue
$5,826
Expenses
$45
Net income
$5,781
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
2023Detailed filing. Detailed filing data is available for this year.$3.37$3.37$0.06$0.00$0.06
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
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