Civic Intelligence

Walter W & Kathleen Ward Scholarship Trust

EIN 68-0264134 • Santa Rosa, CA

PO Box 208Santa Rosa, CA 95402
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-77%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$8,749

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-5.7%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-9.4%

Faster revenue growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$440,776

Down $26,818 (-5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$440,776

Down $26,818 (-5.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Down

$34,634

Down $3,582 (-9.4%) from 2023

Expenses

Up

$61,392

Up $7,435 (+14%) from 2023

Net Income

Down

-$26,758

Down $11,017 (-70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2019: $542,461Liabilities 2019: $02019Assets 2020: $497,552Liabilities 2020: $0Net Assets 2020: $497,5522020Assets 2021: $483,453Liabilities 2021: $0Net Assets 2021: $483,4532021Assets 2022: $483,457Liabilities 2022: $0Net Assets 2022: $483,4572022Assets 2023: $467,594Liabilities 2023: $0Net Assets 2023: $467,5942023Assets 2024: $440,776Liabilities 2024: $0Net Assets 2024: $440,7762024

Highlighted filing

2024

Assets$440,776
Liabilities$0
Net Assets$440,776
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2019: $40,845Expenses 2019: $58,029Net Income 2019: -$17,1842019Revenue 2020: $15,615Expenses 2020: $60,398Net Income 2020: -$44,7832020Revenue 2021: $45,764Expenses 2021: $59,935Net Income 2021: -$14,1712021Revenue 2022: $63,155Expenses 2022: $63,020Net Income 2022: $1352022Revenue 2023: $38,216Expenses 2023: $53,957Net Income 2023: -$15,7412023Revenue 2024: $34,634Expenses 2024: $61,392Net Income 2024: -$26,7582024

Highlighted filing

2024

Revenue$34,634
Expenses$61,392
Net Income-$26,758
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$440,776
Liabilities
$0
Net assets
$440,776
Revenue
$34,634
Expenses
$61,392
Net income
-$26,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.35$0.61$0.27
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.38$0.54$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.63$0.63$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.46$0.60$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.16$0.60$0.45
2019Summary only. Only limited summary data is available for this year.$5.42$0.00$0.41$0.58$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EXCHANGE BANKCorp Trustee-$8,749-$8,749
Filing and Contact Details

Filer

Filer Name
Walter W & Kathleen Ward Scholarship Trust
EIN
68-0264134
Phone
7075243142
Address
PO BOX 208, SANTA ROSA, CA 95402

Signing Officer

Name
John E Mackey
Title
Trustee
Phone
7075243142
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Donna Gikas
Phone
3128792000
Raw XML Appendix318 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/RecipientBusinessName/BusinessNameLine1Txt0SRJC FOUNDATION ATTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0J MULLINEAUX TRADE & SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01501 MENDOCINO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0954014395
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048868
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034762
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056682
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08947
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049794
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015032
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056682
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041650
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt060
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING OF INCOME ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt02396
TaxesSchedule/TaxesDetail/Amt1564
TaxesSchedule/TaxesDetail/Amt2242
TaxesSchedule/TaxesDetail/Amt360
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2242
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt360
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN E MACKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075243142
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER W & KATHLEEN WARD SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0680264134
ReturnHeader/Filer/PhoneNum07075243142
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 208
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA GIKAS
ReturnHeader/ReturnTs02025-05-12T12:01:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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