Civic Intelligence

Sci Special Fund

990PF • Fiscal year 2023 • EIN 33-0310017

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

Organization Profile
27405 Puerta Real Suite 120Mission Viejo, CA 92691

(949) 635-1970

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • 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

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$35,282

Down $1,225 (-3.4%) from 2022

Net Assets

Down

$35,282

Down $1,225 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$1,225

Down $1,825 (-60%) from 2022

Net Income

Up

-$1,225

Up $1,825 (+60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2014: $256,726Liabilities 2014: $0Net Assets 2014: $256,7262014Assets 2015: $305,945Liabilities 2015: $0Net Assets 2015: $305,9452015Assets 2016: $320,755Liabilities 2016: $0Net Assets 2016: $320,7552016Assets 2017: $267,888Liabilities 2017: $0Net Assets 2017: $267,8882017Assets 2018: $190,095Liabilities 2018: $1Net Assets 2018: $190,0942018Assets 2019: $123,100Liabilities 2019: $0Net Assets 2019: $123,1002019Assets 2020: $68,342Liabilities 2020: $0Net Assets 2020: $68,3422020Assets 2021: $39,557Liabilities 2021: $0Net Assets 2021: $39,5572021Assets 2022: $36,507Liabilities 2022: $0Net Assets 2022: $36,5072022Assets 2023: $35,282Liabilities 2023: $0Net Assets 2023: $35,2822023Assets 2024: $29,407Liabilities 2024: $0Net Assets 2024: $29,4072024

Highlighted filing

2023

Assets$35,282
Liabilities$0
Net Assets$35,282
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2014: $86,921Expenses 2014: $180,087Net Income 2014: -$93,1662014Revenue 2015: $206,272Expenses 2015: $157,053Net Income 2015: $49,2192015Revenue 2016: $99,867Expenses 2016: $85,057Net Income 2016: $14,8102016Revenue 2017: $57,134Expenses 2017: $110,001Net Income 2017: -$52,8672017Revenue 2018: $31,492Expenses 2018: $109,286Net Income 2018: -$77,7942018Revenue 2019: $5,804Expenses 2019: $72,798Net Income 2019: -$66,9942019Revenue 2020: $649Expenses 2020: $55,407Net Income 2020: -$54,7582020Revenue 2021: $10Expenses 2021: $28,795Net Income 2021: -$28,7852021Revenue 2022: $0Expenses 2022: $3,050Net Income 2022: -$3,0502022Revenue 2023: $0Expenses 2023: $1,225Net Income 2023: -$1,2252023Revenue 2024: $0Expenses 2024: $5,875Net Income 2024: -$5,8752024

Highlighted filing

2023

Revenue$0
Expenses$1,225
Net Income-$1,225
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara A SeversonPresident-$0--
Filing and Contact Details

Filer

Filer Name
SCI Special Fund
EIN
33-0310017
Phone
9496351970
Address
27405 Puerta Real Suite 120, Mission Viejo, CA 92691

Signing Officer

Name
Barbara A Severson
Title
President
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
The Donovan Company
Address
9930 Research Drive Suite 100, Irvine, CA 92618
Preparer
Thomas G Donovan
Phone
9496401333
Raw XML Appendix174 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1225
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01225
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1225
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt035282
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt036507
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt035282
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01795
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01795
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01795
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01795
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/FMVAssetsEOYAmt035282
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt036507
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035282
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035282
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt036507
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt035282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt036507
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt035282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt035282
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt036507
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt035282
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt036507
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt035282
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt036456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt036456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0547
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01795
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035909
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt036456
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barbara A Severson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt027405 Puerta Real Ste 120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Mission Viejo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092691
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/AddressLine1Txt027405 Puerta Real Ste 120
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Mission Viejo
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092691
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Helen Alonso
IRS990PF/StatementsRegardingActyGrp/PhoneNum09496351970
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide financial assistance to qualified patients with spinal cord injuries and funds for paraplegic research.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt01795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022127
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt052368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt084703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01795
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt082908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022127
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt040533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt052368
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0197936
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0199731
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0Atty Gen Reg Chritible Trst
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara A Severson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCI Special Fund
ReturnHeader/Filer/BusinessNameControlTxt0SCIS
ReturnHeader/Filer/EIN0330310017
ReturnHeader/Filer/PhoneNum09496351970
ReturnHeader/Filer/USAddress/AddressLine1Txt027405 Puerta Real Suite 120
ReturnHeader/Filer/USAddress/CityNm0Mission Viejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330269446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Donovan Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09930 Research Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09496401333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas G Donovan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T16:40:38-08:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,282
Liabilities
$0
Net assets
$35,282
Revenue
$0
Expenses
$1,225
Net income
-$1,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.00$0.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.00$0.29$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.01$0.55$0.55
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.73$0.67
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.31$1.09$0.78
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.57$1.10$0.53
2016Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$1.00$0.85$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$2.06$1.57$0.49
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.87$1.80$0.93