Civic Intelligence

Jean Bedecarrax Scholarship Trust

990PF • Fiscal year 2021 • EIN 46-6656145

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 26, 2023

Organization Profile
4460 Redwood Highway 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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

6th percentile

-65%

Higher net margin than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$14,311

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.8%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-20%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,602,656

Down $48,945 (-1.8%) from 2020

Net Assets

Down

$2,602,656

Down $48,945 (-1.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Down

$75,366

Down $19,356 (-20%) from 2020

Expenses

Up

$124,311

Up $14,864 (+14%) from 2020

Net Income

Down

-$48,945

Down $34,220 (-232%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2021

Assets$2,602,656
Liabilities$0
Net Assets$2,602,656
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

2021

Revenue$75,366
Expenses$124,311
Net Income-$48,945
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 26, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA CONKLIN FIDUCIARY ADVANTAGECo-Trustee-$14,311-$14,311
JEAN MCCLUNE FIDUCIARY ADVANTAGECo-Trustee-$14,310-$14,310
Filing and Contact Details

Filer

Filer Name
Jean Bedecarrax Scholarship Trust
EIN
46-6656145
Phone
4154620885
Address
4460 REDWOOD HIGHWAY 16-0, SAN RAFAEL, CA 94903

Signing Officer

Name
Dana M Conklin
Title
Co-trustee
Phone
4154620885
Signed
2023-03-26
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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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/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/Amt070000
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/TotalGrantOrContriPdDurYrAmt070000
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/AppliedToCurrentYearAmt03552
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt080759
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084311
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0130210
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt080759
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01275
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01204
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01204
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-1
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02335
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02335
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02335
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022245
TaxesSchedule/TaxesDetail/Amt0603
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0603
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA M CONKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04154620885
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEAN BEDECARRAX SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0466656145
ReturnHeader/Filer/PhoneNum04154620885
ReturnHeader/Filer/USAddress/AddressLine1Txt04460 REDWOOD HIGHWAY 16-0
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094903
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946357165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOWAT MACKIE & ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01999 HARRISON STREET SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946123577
ReturnHeader/PreparerPersonGrp/PhoneNum05108931120
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN E WILSON
ReturnHeader/ReturnTs02023-03-27T18:46:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CONKLIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,602,656
Liabilities
$0
Net assets
$2,602,656
Revenue
$75,366
Expenses
$124,311
Net income
-$48,945
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
2021Detailed filing. Detailed filing data is available for this year.$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