Civic Intelligence

Jean Bedecarrax Scholarship Trust

990PF • Fiscal year 2019 • EIN 46-6656145

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-86%

Higher net margin than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$27,014

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,666,326

Down $70,216 (-2.6%) from 2018

Net Assets

Up

$2,666,326

Up $63,855 (+2.5%) from 2018

Liabilities

Down

$0

Down $134,071 (-100%) from 2018

Revenue

Down

$81,989

Down $11,520 (-12%) from 2018

Expenses

Down

$152,205

Down $161,641 (-52%) from 2018

Net Income

Up

-$70,216

Up $150,121 (+68%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$2,666,326
Liabilities$0
Net Assets$2,666,326

Operations Trend

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

2019

Revenue$81,989
Expenses$152,205
Net Income-$70,216
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA CONKLIN FIDUCIARY ADVANTAGECo-Trustee-$27,014-$27,014
JEAN MCCLUNE FIDUCIARY ADVANTAGECo-Trustee-$27,014-$27,014
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
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Mowat Mackie & Anderson Llp
Address
1999 HARRISON STREET SUITE 1500, OAKLAND, CA 94612-3577
Preparer
Karen E Wilson
Phone
5108931120
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt027014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt127014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANA CONKLIN FIDUCIARY ADVANTAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEAN MCCLUNE FIDUCIARY ADVANTAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt095877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt096096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0158426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt019289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.076228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.011472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02186470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02078314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01681369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt090896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.087700
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt090896
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt090896
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt090896
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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 NO 16-O
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN RAFAEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094903
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS FOR LOW INCOME STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt010000 DEGREES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01650 LOS GAMOS DRIVE SUITE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN RAFAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt086108
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04788
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090896
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022778
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04788
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08366
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08366
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01503
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01503
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt041
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt041
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02292
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1954
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2446
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3664
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BRIGHTON JONES #7017
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BRIGHTON JONES #3376
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NATIONAL FINANCIAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02292
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1954
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2446
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3664
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02292
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1954
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2446
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3664
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0134071
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0134071
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0YEAR END SALES SETTLED IN 2019
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020525
TaxesSchedule/TaxesDetail/Amt05432
TaxesSchedule/TaxesDetail/Amt1120
TaxesSchedule/TaxesDetail/Amt2568
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10

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