Civic Intelligence

Natalie Claussen-Rogers Scholarship Fund

990EZ • Fiscal year 2016 • EIN 45-3123895

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

Organization ProfileN/A
2632 E ParadiseVisalia, CA 93292

(559) 280-3337

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$2,056

No earlier filing loaded for comparison.

Net Assets

$2,056

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

$5,600

No earlier filing loaded for comparison.

Expenses

$3,544

No earlier filing loaded for comparison.

Net Income

$2,056

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10K$5.0K$0Assets 2016: $2,056Net Assets 2016: $2,0562016Assets 2017: $3,203Net Assets 2017: $3,2032017Assets 2018: $3,263Net Assets 2018: $3,2632018Assets 2019: $1,734Net Assets 2019: $1,7342019Assets 2020: $6,546Net Assets 2020: $6,5462020Assets 2021: $2,166Net Assets 2021: $2,1662021Assets 2022: $7,038Net Assets 2022: $7,0382022Assets 2023: $8,928Liabilities 2023: $02023Assets 2024: $7,635Net Assets 2024: $7,6352024

Highlighted filing

2016

Assets$2,056
Liabilities-
Net Assets$2,056
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2016: $5,600Expenses 2016: $3,544Net Income 2016: $2,0562016Revenue 2017: $7,219Expenses 2017: $6,072Net Income 2017: $1,1472017Revenue 2018: $7,531Expenses 2018: $7,471Net Income 2018: $602018Revenue 2019: $7,237Expenses 2019: $8,766Net Income 2019: -$1,5292019Revenue 2020: $7,815Expenses 2020: $3,003Net Income 2020: $4,8122020Revenue 2021: $2,246Expenses 2021: $6,626Net Income 2021: -$4,3802021Revenue 2022: $11,167Expenses 2022: $6,295Net Income 2022: $4,8722022Revenue 2023: $10,341Expenses 2023: $8,451Net Income 2023: $1,8902023Revenue 2024: $7,577Expenses 2024: $8,870Net Income 2024: -$1,2932024

Highlighted filing

2016

Revenue$5,600
Expenses$3,544
Net Income$2,056
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$5,600
Mission and Program Overview

Mission

TO PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS$77$3,467
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAJOR ROGERSPresident & CEO-$0--
TAMMI MENDOZASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Natalie Claussen-rogers Scholarship Fund
EIN
45-3123895
Phone
5592803337
Address
2632 E PARADISE, VISALIA, CA 93292

Signing Officer

Name
Tammi Mendoza
Title
Secretary
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Services
Address
525 W MAIN ST STE A, VISALIA, CA 93291
Preparer
Donald J Kaplan
Phone
5597340875
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $77”

Other Expenses.1

“Scholarships & awards $3467”

Raw XML Appendix116 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/PersonNm0TAMMI MENDOZA
IRS990EZ/BooksInCareOfDetail/PhoneNum05592803337
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 W MAIN STREET SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISALIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02056
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05600
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02056
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02056
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt05600
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02056
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02056
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAJOR ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMMI MENDOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03544
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt077
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03544
IRS990EZ/TotalProgramServiceExpensesAmt077
IRS990EZ/TotalRevenueAmt05600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05604
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt05604
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05604
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05604
IRS990ScheduleA/TotalSupportAmt05604
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS & AWARDS $3467
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMI MENDOZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATALIE CLAUSSEN-ROGERS SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0NATA
ReturnHeader/Filer/EIN0453123895
ReturnHeader/Filer/PhoneNum05592803337
ReturnHeader/Filer/USAddress/AddressLine1Txt02632 E PARADISE
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093292
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0525 W MAIN ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VISALIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093291
ReturnHeader/PreparerPersonGrp/PhoneNum05597340875
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald J Kaplan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-15T11:33:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,056
Liabilities
-
Net assets
$2,056
Revenue
$5,600
Expenses
$3,544
Net income
$2,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$7.64$7.58$8.87$1.29
2023Summary only. Only limited summary data is available for this year.$8.93$0.00$10.3$8.45$1.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.04$7.04$11.2$6.30$4.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$2.17$2.25$6.63$4.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$6.55$7.82$3.00$4.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$1.73$7.24$8.77$1.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$3.26$7.53$7.47$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$3.20$7.22$6.07$1.15
2016Detailed filing. Detailed filing data is available for this year.$2.06$2.06$5.60$3.54$2.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits