Civic Intelligence

Natalie Claussen-Rogers Scholarship Fund

990EZ • Fiscal year 2017 • EIN 45-3123895

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 11, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

56%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,203

Up $1,147 (+56%) from 2016

Net Assets

Up

$3,203

Up $1,147 (+56%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$7,219

Up $1,619 (+29%) from 2016

Expenses

Up

$6,072

Up $2,528 (+71%) from 2016

Net Income

Down

$1,147

Down $909 (-44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

2017

Assets$3,203
Liabilities-
Net Assets$3,203
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

2017

Revenue$7,219
Expenses$6,072
Net Income$1,147
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 11, 2018
Return Version
2017v2.2
Gross Receipts
$7,219
Mission and Program Overview

Mission

TO PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay76th 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
2018-10-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $350”

Other Expenses.1002

“Office Expenses $110”

Other Expenses.1007

“Conferences, Conventions, and Meetings $192”

Other Expenses.1

“Scholarships & awards $3500”

Other Expenses.2

“Fundraising expense $1920”

Raw XML Appendix123 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/AddressLine1Txt02632 E PARADISE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISALIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093292
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03203
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01147
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02056
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03203
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GamingGrossIncomeAmt07219
IRS990EZ/GrossReceiptsAmt07219
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02056
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03203
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02056
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03203
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/OtherExpensesTotalAmt06072
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt07219
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06072
IRS990EZ/TotalRevenueAmt07219
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012044
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt012044
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05604
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012044
IRS990ScheduleA/TotalSupportAmt012044
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS & AWARDS $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING EXPENSE $1920
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMI MENDOZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
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/PreparerFirmEIN0953617789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0525 W MAIN ST SUITE 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/ReturnTs02018-10-11T10:02:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,203
Liabilities
-
Net assets
$3,203
Revenue
$7,219
Expenses
$6,072
Net income
$1,147
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
2017Detailed filing. Detailed filing data is available for this year.$3.20$3.20$7.22$6.07$1.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$2.06$5.60$3.54$2.06