Civic Intelligence

The Claud Hardesty Scholarship Foundation

990PF • Fiscal year 2017 • EIN 47-6392152

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

Organization Profile
Mufg Union Bank Na PO Box 45174San Francisco, CA 94145-0174

(415) 705-7667

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

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$38,757

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

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

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

29%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,283,666

Down $28,333 (-0.9%) from 2016

Net Assets

Down

$3,283,666

Down $28,333 (-0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin18th percentile

Revenue

Up

$174,118

Up $38,690 (+29%) from 2016

Expenses

Up

$202,451

Up $1,283 (+0.6%) from 2016

Net Income

Up

-$28,333

Up $37,407 (+57%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,137,723Liabilities 2014: $02014Assets 2015: $3,377,739Liabilities 2015: $12015Assets 2016: $3,311,999Liabilities 2016: $0Net Assets 2016: $3,311,9992016Assets 2017: $3,283,666Liabilities 2017: $0Net Assets 2017: $3,283,6662017Assets 2019: $3,155,160Liabilities 2019: $0Net Assets 2019: $3,155,1602019Assets 2020: $3,010,268Liabilities 2020: $0Net Assets 2020: $3,010,2682020Assets 2021: $3,073,412Liabilities 2021: $0Net Assets 2021: $3,073,4122021Assets 2022: $2,970,498Liabilities 2022: $0Net Assets 2022: $2,970,4982022Assets 2023: $2,837,627Liabilities 2023: $12023Assets 2024: $2,709,892Liabilities 2024: $0Net Assets 2024: $2,709,8922024

Highlighted filing

2017

Assets$3,283,666
Liabilities$0
Net Assets$3,283,666
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $3,137,723Expenses 2014: $0Net Income 2014: $3,137,7232014Revenue 2015: $419,999Expenses 2015: $179,983Net Income 2015: $240,0162015Revenue 2016: $135,428Expenses 2016: $201,168Net Income 2016: -$65,7402016Revenue 2017: $174,118Expenses 2017: $202,451Net Income 2017: -$28,3332017Revenue 2019: $198,467Expenses 2019: $219,167Net Income 2019: -$20,7002019Revenue 2020: $74,227Expenses 2020: $219,119Net Income 2020: -$144,8922020Revenue 2021: $273,398Expenses 2021: $210,254Net Income 2021: $63,1442021Revenue 2022: $148,836Expenses 2022: $251,750Net Income 2022: -$102,9142022Revenue 2023: $67,142Expenses 2023: $200,013Net Income 2023: -$132,8712023Revenue 2024: $83,110Expenses 2024: $210,845Net Income 2024: -$127,7352024

Highlighted filing

2017

Revenue$174,118
Expenses$202,451
Net Income-$28,333
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNION BANK NATrustee-$38,757-$38,757
Filing and Contact Details

Filer

Filer Name
The Claud Hardesty Scholarship
EIN
47-6392152
Phone
4157057667
Address
MUFG UNION BANK NA PO BOX 45174, SAN FRANCISCO, CA 94145-0174

Signing Officer

Name
Mufg Union Bank Na
Title
Trustee
Phone
4157057667
Signed
2018-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU STREET SUITE B, SANTA BARBARA, CA 93101
Preparer
Jody Dolan Holehouse
Phone
8059661521
Raw XML Appendix322 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093160
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0155927
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/AppliedToCurrentYearAmt07816
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0148111
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0167611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0155927
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0159795
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0148111
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0HARDESTY QTIP TRUST
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt1CLAUD H HARDESTY REVOCABLE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 45174
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO BOX 45174
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN FRANCISCO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1SAN FRANCISCO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0941450174
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd1941450174
TaxesSchedule/TaxesDetail/Amt01434
TaxesSchedule/TaxesDetail/Amt160
TaxesSchedule/TaxesDetail/Amt20
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ATTORNEY GENERAL/FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2INCOME /EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01434
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt160
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MUFG UNION BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04157057667
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CLAUD HARDESTY SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLAU
ReturnHeader/Filer/EIN0476392152
ReturnHeader/Filer/PhoneNum04157057667
ReturnHeader/Filer/USAddress/AddressLine1Txt0MUFG UNION BANK NA PO BOX 45174
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0941450174
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId051AB105504FBF5F0FF84D70B256574BC83CB6B75
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ACFFDF0578CFF4981C7B1DD2E0DF6DDA657F52E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.71.230.113
ReturnHeader/FilingSecurityInformation/IPDt02018-08-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:28:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770181453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NASIF HICKS HARRIS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 WEST ANAPAMU STREET SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059661521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY DOLAN HOLEHOUSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-27T18:20:56-05:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,283,666
Liabilities
$0
Net assets
$3,283,666
Revenue
$174,118
Expenses
$202,451
Net income
-$28,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.08$0.21$0.13
2023Summary only. Only limited summary data is available for this year.$2.84$0.00$0.07$0.20$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.15$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.27$0.21$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.07$0.22$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.20$0.22$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.17$0.20$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.14$0.20$0.07
2015Summary only. Only limited summary data is available for this year.$3.38$0.00$0.42$0.18$0.24
2014Summary only. Only limited summary data is available for this year.$3.14$0.00$3.14$0.00$3.14