Civic Intelligence

Sigma Alpha Chapter of Omega Nu

EIN 23-7348116 • 501(c)3 • Santa Cruz, CA

Profile

Scholarships & charitable contributions

PO Box 1696Santa Cruz, CA 95061

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

54th percentile

5.1%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,113,769

Up $152,265 (+5.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,113,769

Up $152,265 (+5.1%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin72nd percentile

Revenue

Down

$280,606

Down $50,568 (-15%) from 2024

Expenses

Up

$227,972

Up $15,447 (+7.3%) from 2024

Net Income

Down

$52,634

Down $66,015 (-56%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $1,223,601Liabilities 2015: $1,457Net Assets 2015: $1,222,1442015Assets 2016: $1,647,182Liabilities 2016: $102Net Assets 2016: $1,647,0802016Assets 2017: $1,774,127Liabilities 2017: $102Net Assets 2017: $1,774,0252017Assets 2018: $1,868,304Liabilities 2018: $102Net Assets 2018: $1,868,2022018Assets 2019: $1,911,592Liabilities 2019: $102Net Assets 2019: $1,911,4902019Assets 2020: $1,960,222Liabilities 2020: $102Net Assets 2020: $1,960,1202020Assets 2021: $2,511,323Liabilities 2021: $102Net Assets 2021: $2,511,2212021Assets 2022: $2,353,355Liabilities 2022: $102Net Assets 2022: $2,353,2532022Assets 2023: $2,567,879Liabilities 2023: $0Net Assets 2023: $2,567,8792023Assets 2024: $2,961,504Liabilities 2024: $0Net Assets 2024: $2,961,5042024Assets 2025: $3,113,769Liabilities 2025: $0Net Assets 2025: $3,113,7692025

Highlighted filing

2025

Assets$3,113,769
Liabilities$0
Net Assets$3,113,769
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $119,437Expenses 2015: $131,879Net Income 2015: -$12,4422015Revenue 2016: $543,111Expenses 2016: $135,311Net Income 2016: $407,8002016Revenue 2017: $189,569Expenses 2017: $139,723Net Income 2017: $49,8462017Revenue 2018: $153,430Expenses 2018: $168,955Net Income 2018: -$15,5252018Revenue 2019: $154,865Expenses 2019: $153,595Net Income 2019: $1,2702019Revenue 2020: $195,949Expenses 2020: $165,886Net Income 2020: $30,0632020Revenue 2021: $262,717Expenses 2021: $143,182Net Income 2021: $119,5352021Revenue 2022: $312,288Expenses 2022: $211,755Net Income 2022: $100,5332022Revenue 2023: $176,099Expenses 2023: $216,327Net Income 2023: -$40,2282023Revenue 2024: $331,174Expenses 2024: $212,525Net Income 2024: $118,6492024Revenue 2025: $280,606Expenses 2025: $227,972Net Income 2025: $52,6342025

Highlighted filing

2025

Revenue$280,606
Expenses$227,972
Net Income$52,634
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,113,769
Liabilities
$0
Net assets
$3,113,769
Revenue
$280,606
Expenses
$227,972
Net income
$52,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.28$0.23$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.33$0.21$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.18$0.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.31$0.21$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.26$0.14$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.20$0.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.15$0.15$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.15$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.19$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.54$0.14$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.13$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 6, 2025
Return Version
2024v5.2
Gross Receipts
$314,702
Mission and Program Overview

Mission

Scholarships & charitable contributions

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,834,811$3,004,622▲ $169,811
Savings and Temporary Cash Investments$80,485$74,027▼ $6,458
Cash and Non-Interest-Bearing Accounts$43,208$32,120▼ $11,088
Prepaid Expenses and Deferred Charges$3,000$3,000→ $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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,961,504$3,113,769▲ $152,265
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,961,504$3,113,769▲ $152,265
Total Net Assets Fund Balance$2,961,504$3,113,769▲ $152,265
Total Liabilities and Net Assets / Fund Balance$2,961,504$3,113,769▲ $152,265
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jan AlexanderEndow Chair
Michele CostaPresident
Stephanie Lusk MucciaCharity
Barbara JohnsonEndow Secretary
Lisa O'RourkeEndow Treasurer
Tamera SmithGuard
April LambertParliamentarian
Sandy ConnollyScholarship
Kate DeaverSecretary
Gillian WestbrookTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$44,504
Program Service Revenue
$0
Investment Income
$156,568
Other Revenue
$79,534
All Other Contributions
$36,834
Change in Net Assets
$52,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$193,200
Other Expenses$34,772
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,250--$100,250
Grants to Domestic Individuals$92,950--$92,950
Office Expenses$1,871$468-$2,339
Insurance$1,751$438-$2,189
Fees for Services Accounting$920$230-$1,150
Other Expenses$399$100-$499
Total Functional Expenses$221,017$6,955$0$227,972
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See attached listingSanta Cruz, CA--$73,376
Funds for FundamentalsSanta Cruz, CA--$26,874
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$113,630
Fundraising Direct Expenses$34,096
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ducky Derby$113,630$113,630$26,589$87,041
Total Events$113,630$113,630$34,096$79,534
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Section B, Line 11B

“Reviewed by Board Treasurer.”

Form 990, Part VI, Section C, Line 19

“No additional organizational documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sigma Alpha Chapter of Omega Nu
EIN
23-7348116
Address
PO BOX 1696, SANTA CRUZ, CA 95061

Signing Officer

Name
Gillian Westbrook
Title
Treasurer
Signed
2025-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gillian Westbrook
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
45

Preparer

Firm
Chad Hoesing CPA Inc
Address
340 SOQUEL AVE STE 105, SANTA CRUZ, CA 95062
Preparer
Chad Hoesing
Phone
8314257193
Raw XML AppendixShowing 400 of 464 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SCHOLARSHIPS & CHARITABLE CONTRIBUTIONS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt036834
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Gillian Westbrook
IRS990/BooksInCareOfDetail/PhoneNum08314794070
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1696
IRS990/BooksInCareOfDetail/USAddress/CityNm0Santa Cruz
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095061
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt043208
IRS990/CashNonInterestBearingGrp/EOYAmt032120
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt044504
IRS990/CYGrantsAndSimilarPaidAmt0193200
IRS990/CYInvestmentIncomeAmt0156568
IRS990/CYOtherExpensesAmt034772
IRS990/CYOtherRevenueAmt079534
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt052634
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0227972
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0280606
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE ORGANIZATION AWARDED $92,950 IN SCHOLARSHIPS TO INDIVIDUALS AND $100,250 IN GRANTS TO CHARITABLE ORGANIZATIONS INCLUDING THOSE SHOWN ON THE ATTACHED LISTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0221017
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0230
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0920
IRS990/FeesForServicesAccountingGrp/TotalAmt01150
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Michele Costa
IRS990/Form990PartVIISectionAGrp/PersonNm1Gillian Westbrook
IRS990/Form990PartVIISectionAGrp/PersonNm2Kate Deaver
IRS990/Form990PartVIISectionAGrp/PersonNm3April Lambert
IRS990/Form990PartVIISectionAGrp/PersonNm4Stephanie Lusk Muccia
IRS990/Form990PartVIISectionAGrp/PersonNm5Sandy Connolly
IRS990/Form990PartVIISectionAGrp/PersonNm6Tamera Smith
IRS990/Form990PartVIISectionAGrp/PersonNm7Jan Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm8Barbara Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm9Lisa O'Rourke
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt4Charity
IRS990/Form990PartVIISectionAGrp/TitleTxt5Scholarship
IRS990/Form990PartVIISectionAGrp/TitleTxt6Guard
IRS990/Form990PartVIISectionAGrp/TitleTxt7Endow Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Endow Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Endow Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt034096
IRS990/FundraisingGrossIncomeAmt0113630
IRS990/GainOrLossGrp/SecuritiesAmt073748
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt092950
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt092950
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100250
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100250
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt073748
IRS990/GrossReceiptsAmt0314702
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0438
IRS990/InsuranceGrp/ProgramServicesAmt01751
IRS990/InsuranceGrp/TotalAmt02189
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt082820
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt082820
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02834811
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03004622
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt07670
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SCHOLARSHIPS & CHARITABLE CONTRIBUTIONS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02961504
IRS990/NetAssetsOrFundBalancesEOYAmt03113769
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt073748
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt073748
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt079534
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt099631
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02961504
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03113769
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0468
IRS990/OfficeExpensesGrp/ProgramServicesAmt01871
IRS990/OfficeExpensesGrp/TotalAmt02339
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Management Fees
IRS990/OtherExpensesGrp/Desc1Chapter Expenses
IRS990/OtherExpensesGrp/Desc2Fees/Registrations/Penalties
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11447
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2100
IRS990/OtherExpensesGrp/ProgramServicesAmt017086
IRS990/OtherExpensesGrp/ProgramServicesAmt15790
IRS990/OtherExpensesGrp/ProgramServicesAmt2399
IRS990/OtherExpensesGrp/TotalAmt021358
IRS990/OtherExpensesGrp/TotalAmt17237
IRS990/OtherExpensesGrp/TotalAmt2499
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03000
IRS990/PrincipalOfficerNm0Gillian Westbrook
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt035563
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0183756
IRS990/PYInvestmentIncomeAmt0204135
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt028769
IRS990/PYOtherRevenueAmt091476
IRS990/PYRevenuesLessExpensesAmt0118649
IRS990/PYTotalExpensesAmt0212525
IRS990/PYTotalRevenueAmt0331174
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt052634
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080485
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074027
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0158134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0146905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0128811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0258983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0176814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0869647
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt082820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt076688
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt085377
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt079137
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043034
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0367056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt082820
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt076688
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt085377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt079137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt043034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0367056
IRS990ScheduleA/InvestmentIncomeCYPct00.25530
IRS990ScheduleA/InvestmentIncomePYPct00.25710
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt073748
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0127447
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0201195
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60480
IRS990ScheduleA/PublicSupportPY509Pct00.64730
IRS990ScheduleA/PublicSupportTotal509Amt0869647
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0158134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0146905
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0128811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0258983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0176814
IRS990ScheduleA/Total509Grp/TotalAmt0869647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0314702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0351040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0214188
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0338120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0219848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01437898
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034096
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02237
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02237
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Ducky Derby
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01670
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0113630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0113630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0113630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0113630
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt079534
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026589
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026589
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03600
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03600
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt092950
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships - See Attached Listing
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt055
IRS990ScheduleI/RecipientTable/CashGrantAmt026874
IRS990ScheduleI/RecipientTable/CashGrantAmt173376
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Funds for Fundamentals
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1See attached listing
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0Schools
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1Various
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Santa Cruz
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Santa Cruz
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095061
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195061
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by Board Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No additional organizational documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.