Civic Intelligence

Vdta'S Bernie Epstein Scholarship Fund

EIN 42-1416381 • 501(c)3 • Clive, IA

Profile

EDUCATION

1464 NW 80th StClive, IA 50325

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

2.4%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$178,812

Down $5,079 (-2.8%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Up

$5,718

Up $4,150 (+265%) from 2022

Expenses

Up

$10,797

Up $3,049 (+39%) from 2022

Net Income

Up

-$5,079

Up $1,101 (+18%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2011: $167,699Liabilities 2011: $02011Assets 2012: $169,630Liabilities 2012: $02012Assets 2013: $176,588Liabilities 2013: $02013Assets 2014: $178,622Liabilities 2014: $02014Assets 2015: $174,630Liabilities 2015: $02015Assets 2016: $186,462Liabilities 2016: $02016Assets 2017: $185,102Net Assets 2017: $185,1022017Assets 2018: $193,298Net Assets 2018: $193,2982018Assets 2019: $203,554Net Assets 2019: $203,5542019Assets 2020: $198,633Net Assets 2020: $198,6332020Assets 2021: $190,071Net Assets 2021: $190,0712021Assets 2022: $183,891Net Assets 2022: $183,8912022Assets 2023: $178,812Liabilities 2023: $02023

Highlighted filing

2023

Assets$178,812
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$40K$20K$0-$20KRevenue 2011: $32,869Expenses 2011: $20,157Net Income 2011: $12,7122011Revenue 2012: $21,948Expenses 2012: $20,018Net Income 2012: $1,9302012Revenue 2013: $23,105Expenses 2013: $16,146Net Income 2013: $6,9592013Revenue 2014: $24,198Expenses 2014: $22,164Net Income 2014: $2,0342014Revenue 2015: $15,006Expenses 2015: $18,998Net Income 2015: -$3,9922015Revenue 2016: $25,750Expenses 2016: $13,918Net Income 2016: $11,8322016Revenue 2017: $13,222Expenses 2017: $14,582Net Income 2017: -$1,3602017Revenue 2018: $21,950Expenses 2018: $13,754Net Income 2018: $8,1962018Revenue 2019: $25,339Expenses 2019: $15,083Net Income 2019: $10,2562019Revenue 2020: $9,403Expenses 2020: $14,324Net Income 2020: -$4,9212020Revenue 2021: $1,583Expenses 2021: $10,145Net Income 2021: -$8,5622021Revenue 2022: $1,568Expenses 2022: $7,748Net Income 2022: -$6,1802022Revenue 2023: $5,718Expenses 2023: $10,797Net Income 2023: -$5,0792023

Highlighted filing

2023

Revenue$5,718
Expenses$10,797
Net Income-$5,079
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$178,812
Liabilities
$0
Net assets
-
Revenue
$5,718
Expenses
$10,797
Net income
-$5,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.79$0.00$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.84$1.84$0.02$0.08$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$1.90$0.02$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.99$1.99$0.09$0.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.04$2.04$0.25$0.15$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$1.93$0.22$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.85$1.85$0.13$0.15$0.01
2016Summary only. Only limited summary data is available for this year.$1.86$0.00$0.26$0.14$0.12
2015Summary only. Only limited summary data is available for this year.$1.75$0.00$0.15$0.19$0.04
2014Summary only. Only limited summary data is available for this year.$1.79$0.00$0.24$0.22$0.02
2013Summary only. Only limited summary data is available for this year.$1.77$0.00$0.23$0.16$0.07
2012Summary only. Only limited summary data is available for this year.$1.70$0.00$0.22$0.20$0.02
2011Summary only. Only limited summary data is available for this year.$1.68$0.00$0.33$0.20$0.13
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 1, 2023
Return Version
2022v4.1
Gross Receipts
$1,568
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
THE FUND PROVIDES EDUCATIONAL SERVICES SCHOLARSHIPS FOR CHILDREN OF THE MANUFACTURERS, DISTRIBUTORS, SUPPLIERS AND DEALERS OF THE SEWING MACHINE INDUSTRY-$7,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY PATTERSONVice Pres.-$0--
Filing and Contact Details

Filer

Filer Name
VDTA'S BERNIE EPSTEIN SCHOLARSHIP FUND
EIN
42-1416381
Phone
5153609345
Address
1464 NW 80TH ST, CLIVE, IA 50325

Signing Officer

Name
Judy Patterson
Title
Vice President
Phone
5153609345
Signed
2023-03-01
Discuss with paid preparer
Yes

Preparer

Firm
James Johnson Law PLC
Address
2600 Westown Pkwy Ste 230, West Des Moines, IA 50266
Preparer
James L Johnson
Phone
5155057178
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee SCHOLARSHIPS PAID, Cash Grant 7,500, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“MISCELLANEOUS EXPENSE 50”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK CHARGES 58”

Raw XML Appendix147 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/PersonNm0JUDY PATTERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05153609345
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01464 NW 80TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLIVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050325
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0190071
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0183891
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6180
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0140
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0190071
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0183891
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07500
IRS990EZ/GrossReceiptsAmt01568
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01568
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0190071
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0183891
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0190071
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0183891
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRES.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0108
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FUND PROVIDES EDUCATIONAL SERVICES SCHOLARSHIPS FOR CHILDREN OF THE MANUFACTURERS, DISTRIBUTORS, SUPPLIERS AND DEALERS OF THE SEWING MACHINE INDUSTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt07748
IRS990EZ/TotalProgramServiceExpensesAmt07500
IRS990EZ/TotalRevenueAmt01568
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02785
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03158
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02614
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02785
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03158
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02614
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02785
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08557
IRS990ScheduleA/InvestmentIncomeCYPct00.15090
IRS990ScheduleA/InvestmentIncomePYPct00.14270
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84910
IRS990ScheduleA/PublicSupportPY509Pct00.85730
IRS990ScheduleA/PublicSupportTotal170Amt048135
IRS990ScheduleA/PublicSupportTotal509Amt048135
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019165
IRS990ScheduleA/Total509Grp/TotalAmt048135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019165
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048135
IRS990ScheduleA/TotalSupportAmt058275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021950
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt056692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee SCHOLARSHIPS PAID, Cash Grant 7,500, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS EXPENSE 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 58
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05153609345
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VDTA'S BERNIE EPSTEIN SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0VDTA
ReturnHeader/Filer/EIN0421416381
ReturnHeader/Filer/PhoneNum05153609345
ReturnHeader/Filer/USAddress/AddressLine1Txt01464 NW 80TH ST
ReturnHeader/Filer/USAddress/CityNm0CLIVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050325
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821636547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James Johnson Law PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 Westown Pkwy Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05155057178
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James L Johnson
ReturnHeader/ReturnTs02023-03-06T01:22:26-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATTERSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits