Civic Intelligence

Jean Bedecarrax Scholarship Trust

990PF • Fiscal year 2017 • EIN 46-6656145

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2019

Organization Profile
4460 Redwood Highway No 16-0San Rafael, CA 94903

(415) 462-0885

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$12,500

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$2,822,346

No earlier filing loaded for comparison.

Net Assets

$2,822,346

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin96th percentile

Revenue

$289,742

No earlier filing loaded for comparison.

Expenses

$55,700

No earlier filing loaded for comparison.

Net Income

$234,042

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.

$3.0M$2.0M$1.0M$0Assets 2017: $2,822,346Liabilities 2017: $0Net Assets 2017: $2,822,3462017Assets 2018: $2,736,542Liabilities 2018: $134,071Net Assets 2018: $2,602,4712018Assets 2019: $2,666,326Liabilities 2019: $0Net Assets 2019: $2,666,3262019Assets 2020: $2,651,601Liabilities 2020: $0Net Assets 2020: $2,651,6012020Assets 2021: $2,602,656Liabilities 2021: $0Net Assets 2021: $2,602,6562021Assets 2022: $2,487,634Liabilities 2022: $0Net Assets 2022: $2,487,6342022Assets 2023: $2,378,161Liabilities 2023: $0Net Assets 2023: $2,378,1612023Assets 2024: $2,139,552Liabilities 2024: $0Net Assets 2024: $2,139,5522024

Highlighted filing

2017

Assets$2,822,346
Liabilities$0
Net Assets$2,822,346
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2017: $289,742Expenses 2017: $55,700Net Income 2017: $234,0422017Revenue 2018: $93,509Expenses 2018: $313,846Net Income 2018: -$220,3372018Revenue 2019: $81,989Expenses 2019: $152,205Net Income 2019: -$70,2162019Revenue 2020: $94,722Expenses 2020: $109,447Net Income 2020: -$14,7252020Revenue 2021: $75,366Expenses 2021: $124,311Net Income 2021: -$48,9452021Revenue 2022: $81,921Expenses 2022: $196,943Net Income 2022: -$115,0222022Revenue 2023: $40,688Expenses 2023: $145,394Net Income 2023: -$104,7062023Revenue 2024: $112,480Expenses 2024: $237,407Net Income 2024: -$124,9272024

Highlighted filing

2017

Revenue$289,742
Expenses$55,700
Net Income$234,042
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA CONKLIN FIDUCIARY ADVANTAGECo-Trustee-$12,500-$12,500
JEAN MCCLUNE FIDUCIARY ADVANTAGECo-Trustee-$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
Jean Bedecarrax Scholarship Trust
EIN
46-6656145
Phone
4154620885
Address
4460 REDWOOD HIGHWAY NO 16-0, SAN RAFAEL, CA 94903

Signing Officer

Name
Dana M Conklin
Title
Co-trustee
Phone
4154620885
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Squar Milner Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Deborah Kaminski
Phone
4157812500
Raw XML Appendix392 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04460 REDWOOD HWY 16-0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14460 REDWOOD HWY 16-0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN RAFAEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN RAFAEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019289
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt019289
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt019289
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DCONKLIN JMCCLUNE CO-TRUSTEES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04460 REDWOOD HIGHWAY 16-0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN RAFAEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094903
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04154620885
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019289
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019289
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt059712
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06484
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06484
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SF CONDO VALUE PRESERVATION -HOA FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SF CONDO VALUE PRESERVATION -UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SF CONDO VALUE PRESERVATION - INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SF CONDO VALUE PRESERVATION -ALARM SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05265
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1211
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2780
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05265
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1211
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2780
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt415
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013916
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BRIGHTON JONES ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013916
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0TRUST OF JEAN M BEDECARRAX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04460 REDWOOD HIGHWAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN RAFAEL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094903
TaxesSchedule/TaxesDetail/Amt02819
TaxesSchedule/TaxesDetail/CategoryTxt0SF CONDO - PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02819
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA M CONKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04154620885
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEAN BEDECARRAX SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0466656145
ReturnHeader/Filer/PhoneNum04154620885
ReturnHeader/Filer/USAddress/AddressLine1Txt04460 REDWOOD HIGHWAY NO 16-0
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094903
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B243BC3058B55501FBAAEA84B6214EFBF5552A11
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06036B04D9C6BEFB66C998240E7E64E5C4D3E23EB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.6.48.101
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:34:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUAR MILNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 MAIN STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941051815
ReturnHeader/PreparerPersonGrp/PhoneNum04157812500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH KAMINSKI
ReturnHeader/ReturnTs02019-11-13T11:54:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,822,346
Liabilities
$0
Net assets
$2,822,346
Revenue
$289,742
Expenses
$55,700
Net income
$234,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.11$0.24$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.04$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.08$0.20$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.08$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.09$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.13$2.60$0.09$0.31$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.29$0.06$0.23