Civic Intelligence

Scopa Has a Dream Inc.

990 • Fiscal year 2018 • EIN 27-3044487

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 26, 2019

PO Box 1004Healdsburg, CA 95448

(707) 395-0938

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$90,417

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

96th percentile

110%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

55%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,050,445

Up $550,068 (+110%) from 2017

Net Assets

Up

$1,050,445

Up $581,062 (+124%) from 2017

Liabilities

Down

$0

Down $30,994 (-100%) from 2017

Revenue

Up

$884,165

Up $315,193 (+55%) from 2017

Expenses

Up

$303,103

Up $169,686 (+127%) from 2017

Net Income

Up

$581,062

Up $145,507 (+33%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $500,377Liabilities 2017: $30,994Net Assets 2017: $469,3832017Assets 2018: $1,050,445Liabilities 2018: $0Net Assets 2018: $1,050,4452018Assets 2020: $3,144,641Liabilities 2020: $238,821Net Assets 2020: $2,905,8202020Assets 2021: $2,557,513Liabilities 2021: $310,275Net Assets 2021: $2,247,2382021Assets 2022: $1,170,561Liabilities 2022: $171,779Net Assets 2022: $998,7822022Assets 2023: $1,255,356Liabilities 2023: $300,566Net Assets 2023: $954,7902023Assets 2024: $1,714,965Liabilities 2024: $119,706Net Assets 2024: $1,595,2592024

Highlighted filing

2018

Assets$1,050,445
Liabilities$0
Net Assets$1,050,445

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $568,972Expenses 2017: $133,417Net Income 2017: $435,5552017Revenue 2018: $884,165Expenses 2018: $303,103Net Income 2018: $581,0622018Revenue 2020: $3,931,387Expenses 2020: $3,038,143Net Income 2020: $893,2442020Revenue 2021: $3,380,836Expenses 2021: $4,039,418Net Income 2021: -$658,5822021Revenue 2022: $2,621,443Expenses 2022: $3,899,899Net Income 2022: -$1,278,4562022Revenue 2023: $2,702,854Expenses 2023: $2,746,846Net Income 2023: -$43,9922023Revenue 2024: $2,306,610Expenses 2024: $1,666,141Net Income 2024: $640,4692024

Highlighted filing

2018

Revenue$884,165
Expenses$303,103
Net Income$581,062
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 26, 2019
Return Version
2018v3.1
Gross Receipts
$981,878
Mission and Program Overview

Mission

Corazon healdsburg's mission is to bridge the racial and economic divide in healdsburg. Corazon offers programs to improve health and wellbeing for all who live and work in healdsburg through innovative partnerships and community driven programming.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$463,520$750,506▲ $286,986
Cash and Non-Interest-Bearing Accounts$27,897$299,939▲ $272,042
Accounts Receivable$8,960$0▼ $8,960
Total Assets$500,377$1,050,445▲ $550,068
Liabilities
Accounts Payable and Accrued Expenses$30,994$0▼ $30,994
Total Liabilities$30,994$0▼ $30,994
Net Assets / Fund Balance
Unrestricted Net Assets$469,383$1,050,445▲ $581,062
Total Net Assets Fund Balance$469,383$1,050,445▲ $581,062
Total Liabilities and Net Assets / Fund Balance$500,377$1,050,445▲ $550,068
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lori RhodesDirectorPT$90,417$90,417

Board Members and Trustees

NameTitle
Ariel KelleyPresident
Dawnelise RosenVice President
Ashley MauritsonDirector
Bridget DohertyDirector
Carlos CarreraDirector
Doug ProvisorDirector
Jorge FloresDirector
Mark McWilliamsDirector
Nora AlmarasDirector
Lisa RhodesSecretary
Ari RosenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$928,742
Program Service Revenue
$5,965
Investment Income
$483
Other Revenue
$-51,025
All Other Contributions
$582,833
Change in Net Assets
$581,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,587
Salaries, Compensation, and Employee Benefits$21,800
Grants and Similar Amounts Paid$20,716
Total Fundraising Expense$4,377
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$130,162$37,273-$167,435
Grants to Domestic Orgs$20,716--$20,716
Other Salaries and Wages-$18,738-$18,738
All Other Expenses$11,252$3,401$2,238$16,891
Insurance-$6,377-$6,377
Other Expenses$5,041$0-$5,041
Advertising$1,423$1,205$2,139$4,767
Fees for Services Accounting-$3,329-$3,329
Payroll Taxes-$1,679-$1,679
Other Employee Benefits-$1,383-$1,383
Occupancy$741$200-$941
Total Functional Expenses$218,289$80,437$4,377$303,103
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alliance Medical CenterHealdsburg, CA501(c)(3)Part-time Latina outreach and engagement coordinator.$12,500
City of HealdsburgHealdsburg, CA-Zumba scholarships allow low-income residents to access affordable fitness classes to improve their health and wellbeing.$6,567
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$97,713
Fundraising Gross Income$46,688
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event of the Heart$308,406$30,000$38,455$-8,455
Day of the Dead$56,377$16,688$17,549$-861
Total Events$364,783$46,688$97,713$-51,025
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lori RhodesBoard MemberLori Rhodes is a paid consultant as the Program Director for the FirstGen College Counseling program.No$90,417
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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 A, line 2

Board members Ari Rosen and Dawnelise Rosen have a family relationship.

Form 990, Part VI, Section B, line 11B

The return will be circulated among officers of Board of Directors and Executive Director for review and approval.

Form 990, Part VI, Section C, line 18

Upon Request

Form 990, Part VI, Section C, line 19

Corazon formation documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Scopa Has A Dream Inc
EIN
27-3044487
Phone
7073950938
Address
PO Box 1004, Healdsburg, CA 95448
Doing Business As
Corazon Healdsburg

Signing Officer

Name
Dawnelise Rosen
Title
Board Chair
Phone
7073950938
Signed
2019-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawnelise Rosen
Formed
2011
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
150

Preparer

Firm
Dillwood Burkel & Millar LLP
Address
175 Concourse Blvd Ste A, Santa Rosa, CA 95403
Preparer
Penny Millar
Phone
7075778806
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Administrative Consultant: Program service expenses 0. Management and general expenses 19,665. Fundraising expenses 0. Total expenses 19,665. Babysitting: Program service expenses 37,985. Management and general expenses 365. Fundraising expenses 0. Total expenses 38,350. Community Outreach Consultant: Program service expenses 1,655. Management and general expenses 15,322. Fundraising expenses 0. Total expenses 16,977. First Gen Director: Program service expenses 90,417. Management and general expenses 0. Fundraising expenses 0. Total expenses 90,417. Translating: Program service expenses 105. Management and general expenses 939. Fundraising expenses 0. Total expenses 1,044. Payroll fees: Program service expenses 0. Management and general expenses 982. Fundraising expenses 0. Total expenses 982.

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IRS990/MissionDesc0Corazon Healdsburg's mission is to bridge the racial and economic divide in Healdsburg. Today, Corazon offers programs to improve health and wellbeing for all who live and work in Healdsburg through innovative partnerships and community driven programming. Working with youth and their families, Corazon aims to break cycles of poverty and improve quality of life for those we serve.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Corazon's Adult Education classes increase English fluency and educational attainment for adults in Healdsburg by offering classes at night for working adults and during the day. Our High School Equivalency preparation class allows adults to study for their high school diploma in Spanish. Classes are provided by Santa Rosa Junior College on-site at the Healdsburg Community Center and childcare is provided by Corazon Healdsburg.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Kinder 2College Program: Corazon establishes college savings accounts for every kindergarten student in the Healdsburg Public Schools. This program is used as a tool to encourage families to save towards post-secondary education with matched investment from the community at various stages. This data-informed program engages families and their kindergarten-age children to start thinking about their educational pathway and saving funds to achieve those goals.
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt038437
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt020716
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt05965
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0559972
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt055000
IRS990/PYInvestmentIncomeAmt040
IRS990/PYOtherExpensesAmt078417
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08960
IRS990/PYRevenuesLessExpensesAmt0435555
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0133417
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0568972
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0581062
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0463520
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0750506
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0285500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0295500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0928742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0559972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01488714
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0483
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014925
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt046688
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt046688
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0483
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0523
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80910
IRS990ScheduleA/PublicSupportPY509Pct00.98240
IRS990ScheduleA/PublicSupportTotal509Amt01254827
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0285500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0295500
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0981395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0568932
IRS990ScheduleA/Total509Grp/TotalAmt01550327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0981878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0568972
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01550850
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0318095
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0278406
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt039689
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt097713
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt07044
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt031434
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt038478
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Event of the Heart
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Day of the Dead
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02196
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01035
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0308406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt056377
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0364783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046688
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-51025
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt038455
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017549
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/CashGrantAmt16567
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Part-time Latina outreach and engagement coordinator.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Zumba scholarships allow low-income residents to access affordable fitness classes to improve their health and wellbeing.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Alliance Medical Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1City of Healdsburg
IRS990ScheduleI/RecipientTable/RecipientEIN0942308748
IRS990ScheduleI/RecipientTable/RecipientEIN1946000347
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01381 University Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1401 Grove St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Healdsburg
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Healdsburg
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095448
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195448
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Scopa Has A Dream, Inc. dba Corazon Healdsburg, entered into a grant agreement with Alliance Medical center for their grant in 2017. It had a specific purpose and their work was monitored under the agreement, ensuring it was in conformity with the work that was outlined in the initial agreement. Records for the grant were maintained.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Lori Rhodes
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Board Member
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt090417
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Lori Rhodes is a paid consultant as the Program Director for the FirstGen College Counseling program.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members Ari Rosen and Dawnelise Rosen have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The return will be circulated among officers of Board of Directors and Executive Director for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Corazon formation documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Administrative Consultant: Program service expenses 0. Management and general expenses 19,665. Fundraising expenses 0. Total expenses 19,665. Babysitting: Program service expenses 37,985. Management and general expenses 365. Fundraising expenses 0. Total expenses 38,350. Community Outreach Consultant: Program service expenses 1,655. Management and general expenses 15,322. Fundraising expenses 0. Total expenses 16,977. First Gen Director: Program service expenses 90,417. Management and general expenses 0. Fundraising expenses 0. Total expenses 90,417. Translating: Program service expenses 105. Management and general expenses 939. Fundraising expenses 0. Total expenses 1,044. Payroll fees: Program service expenses 0. Management and general expenses 982. Fundraising expenses 0. Total expenses 982.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0500377
IRS990/TotalAssetsEOYAmt01050445
IRS990/TotalAssetsGrp/BOYAmt0500377
IRS990/TotalAssetsGrp/EOYAmt01050445
IRS990/TotalCompGreaterThan150KInd00

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