Civic Intelligence

S Duvall & Maxine L Bell Agricultural

EIN 20-7513951 • Santa Rosa, CA

PO Box 208Santa Rosa, CA 95402
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$10,705

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$693,690

Down $7,526 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$693,690

Down $7,526 (-1.1%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin20th percentile

Revenue

Up

$43,840

Up $9,947 (+29%) from 2023

Expenses

Down

$51,294

Down $19,720 (-28%) from 2023

Net Income

Up

-$7,454

Up $29,667 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $30,591Liabilities 2011: $02011Assets 2012: $25,828Liabilities 2012: $02012Assets 2013: $16,140Liabilities 2013: $02013Assets 2014: $8,180Liabilities 2014: $02014Assets 2015: $14,173Liabilities 2015: $0Net Assets 2015: $14,1732015Assets 2016: $19,398Liabilities 2016: $0Net Assets 2016: $19,3982016Assets 2017: $819,450Liabilities 2017: $0Net Assets 2017: $819,4502017Assets 2018: $819,088Liabilities 2018: $0Net Assets 2018: $819,0882018Assets 2019: $826,426Liabilities 2019: $0Net Assets 2019: $826,4262019Assets 2020: $800,505Liabilities 2020: $0Net Assets 2020: $800,5052020Assets 2021: $780,369Liabilities 2021: $0Net Assets 2021: $780,3692021Assets 2022: $733,851Liabilities 2022: $0Net Assets 2022: $733,8512022Assets 2023: $701,216Liabilities 2023: $0Net Assets 2023: $701,2162023Assets 2024: $693,690Liabilities 2024: $0Net Assets 2024: $693,6902024

Highlighted filing

2024

Assets$693,690
Liabilities$0
Net Assets$693,690
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $8,848Expenses 2011: $7,556Net Income 2011: $1,2922011Revenue 2012: $8,470Expenses 2012: $13,234Net Income 2012: -$4,7642012Revenue 2013: $9,374Expenses 2013: $19,062Net Income 2013: -$9,6882013Revenue 2014: $8,586Expenses 2014: $16,546Net Income 2014: -$7,9602014Revenue 2015: $9,609Expenses 2015: $6,115Net Income 2015: $3,4942015Revenue 2016: $9,421Expenses 2016: $4,195Net Income 2016: $5,2262016Revenue 2017: $1,099,094Expenses 2017: $14,241Net Income 2017: $1,084,8532017Revenue 2018: $33,752Expenses 2018: $34,204Net Income 2018: -$4522018Revenue 2019: $32,760Expenses 2019: $25,483Net Income 2019: $7,2772019Revenue 2020: $19,029Expenses 2020: $45,125Net Income 2020: -$26,0962020Revenue 2021: $50,247Expenses 2021: $70,283Net Income 2021: -$20,0362021Revenue 2022: $46,742Expenses 2022: $93,048Net Income 2022: -$46,3062022Revenue 2023: $33,893Expenses 2023: $71,014Net Income 2023: -$37,1212023Revenue 2024: $43,840Expenses 2024: $51,294Net Income 2024: -$7,4542024

Highlighted filing

2024

Revenue$43,840
Expenses$51,294
Net Income-$7,454
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$693,690
Liabilities
$0
Net assets
$693,690
Revenue
$43,840
Expenses
$51,294
Net income
-$7,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.10$0.01$1.08
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.01$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.01$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EXCHANGE BANKCorp Trustee-$10,705-$10,705
Filing and Contact Details

Filer

Filer Name
S Duvall & Maxine L Bell Agricultural
EIN
20-7513951
Phone
7075243000
Address
PO BOX 208, SANTA ROSA, CA 95402

Signing Officer

Name
John E Mackey
Title
Trustee
Phone
7075243000
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Donna Gikas
Phone
3128792000
Raw XML Appendix322 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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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/AddressLine1Txt0545 4TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA ROSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0954016323
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EXCHANGE BANK
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0DIANA ANGELL
IRS990PF/StatementsRegardingActyGrp/PhoneNum07075243000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt036750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANNUAL SCHOLARSHIP FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HEALDSBURG UNIFIED SCHOOL DIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0CHRIS VANDEN HEUVEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01024 PRINCE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HEALDSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095448
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036750
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/AppliedToCurrentYearAmt040865
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01863
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040865
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042015
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043878
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01061
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 TRANSACTION POSTED IN 2025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02994
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02994
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0990
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 TRANSACTION POSTED IN 2024
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/Amt1248
TaxesSchedule/TaxesDetail/CategoryTxt0STATE INCOME TAXES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN E MACKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075243000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S DUVALL & MAXINE L BELL AGRICULTURAL
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0207513951
ReturnHeader/Filer/PhoneNum07075243000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 208
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA GIKAS
ReturnHeader/ReturnTs02025-05-12T12:01:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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