Civic Intelligence

Evelyn Horn Scholarship Trust Westamerica Bank Trustee

990PF • Fiscal year 2017 • EIN 68-6060391

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 07, 2017

2893 Sunrise BoulevardRancho Cordova, CA 95742

(916) 852-5097

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,137

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

3.3%

Faster asset growth than 55% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

46%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$285,273

Up $9,187 (+3.3%) from 2016

Net Assets

Up

$285,273

Up $9,187 (+3.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$21,389

Up $6,711 (+46%) from 2016

Expenses

Up

$12,202

Up $530 (+4.5%) from 2016

Net Income

Up

$9,187

Up $6,181 (+206%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $296,764Liabilities 2012: $02012Assets 2013: $287,839Liabilities 2013: $02013Assets 2014: $279,017Liabilities 2014: $0Net Assets 2014: $279,0172014Assets 2015: $273,080Liabilities 2015: $0Net Assets 2015: $273,0802015Assets 2016: $276,086Liabilities 2016: $0Net Assets 2016: $276,0862016Assets 2017: $285,273Liabilities 2017: $0Net Assets 2017: $285,2732017Assets 2018: $286,865Liabilities 2018: $2Net Assets 2018: $286,8632018Assets 2019: $279,131Liabilities 2019: $3Net Assets 2019: $279,1282019Assets 2020: $278,131Liabilities 2020: $1Net Assets 2020: $278,1302020Assets 2021: $292,456Liabilities 2021: $1Net Assets 2021: $292,4552021Assets 2022: $297,115Liabilities 2022: $0Net Assets 2022: $297,1152022Assets 2023: $292,469Liabilities 2023: $0Net Assets 2023: $292,4692023Assets 2024: $295,284Liabilities 2024: $0Net Assets 2024: $295,2842024Assets 2025: $279,426Liabilities 2025: $0Net Assets 2025: $279,4262025

Highlighted filing

2017

Assets$285,273
Liabilities$0
Net Assets$285,273

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $8,223Expenses 2012: $17,632Net Income 2012: -$9,4092012Revenue 2013: $10,139Expenses 2013: $19,064Net Income 2013: -$8,9252013Revenue 2014: $7,356Expenses 2014: $16,178Net Income 2014: -$8,8222014Revenue 2015: $9,256Expenses 2015: $15,193Net Income 2015: -$5,9372015Revenue 2016: $14,678Expenses 2016: $11,672Net Income 2016: $3,0062016Revenue 2017: $21,389Expenses 2017: $12,202Net Income 2017: $9,1872017Revenue 2018: $9,873Expenses 2018: $8,283Net Income 2018: $1,5902018Revenue 2019: $12,489Expenses 2019: $20,224Net Income 2019: -$7,7352019Revenue 2020: $9,515Expenses 2020: $10,513Net Income 2020: -$9982020Revenue 2021: $21,573Expenses 2021: $7,248Net Income 2021: $14,3252021Revenue 2022: $16,352Expenses 2022: $11,695Net Income 2022: $4,6572022Revenue 2023: $10,618Expenses 2023: $15,264Net Income 2023: -$4,6462023Revenue 2024: $18,332Expenses 2024: $15,517Net Income 2024: $2,8152024Revenue 2025: $12,762Expenses 2025: $28,620Net Income 2025: -$15,8582025

Highlighted filing

2017

Revenue$21,389
Expenses$12,202
Net Income$9,187
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 7, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Westamerica Bank Trust DeptTrustee-$3,137-$3,137
Filing and Contact Details

Filer

Filer Name
Evelyn Horn Scholarship Trust
EIN
68-6060391
Phone
9168525097
Address
2893 Sunrise Boulevard, Rancho Cordova, CA 95742

Signing Officer

Name
Casey Cross
Title
V.P. & Trust Manager
Signed
2017-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Pat a Turner a Pc
Address
4970 WINDPLAY DR STE 6, EL DORADO HILLS, CA 95762
Preparer
Pat A Turner
Phone
9169399933
Raw XML Appendix348 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/SummaryOfDirectChrtblActyGrp/Description1Txt0Awarded scholarship grants to students
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0The Evelyn Horn Scholarship Application must be completed in its entirety. Applicants may attach copies of any pertinent information they feel with be helpful to the review committee. Applications must be signed by a school official before being mailed out.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Evelyn Horn Scholarship Program
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The scholarships to the high school students are limited to four years. Once awarded, no scholarship can be terminated unless the Student obtains less than a C average or unless the student fails to carry an average course load on a full time basis.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Second Friday in January
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship Grant
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Scholarship Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Erin Anderson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Dane Neves
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Arianna Pizzuti
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Jackson Harris
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Samantha Rowan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Samuel McCrea
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Kylee Neidigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Michael Norwood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Joe Webb
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Sara Weimer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Hailey Richards
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Michael Weston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02838 Sweetwater Trail
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1667 Allen Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23983 Pearl Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31375 Crooked Mile Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44380 Lakeridge Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56441 Wagon Loop
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64611 Marshall Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72821 Mallard Lane Apt 18
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt85241 Longview Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92363 Cold Springs Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103811 Inagahee Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112436 Chantrelle Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cool
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Placerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Pollock Pines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Placerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Pollock Pines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Placerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Garden Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Placerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Greenwood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Placerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Pollock Pines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Placerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695633
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd795667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd895635
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd995667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1095726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1195667
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06868
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/AppliedToCurrentYearAmt04977
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013551
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06377
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0574
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08514
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03537
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013551
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010014
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1110
TaxesSchedule/TaxesDetail/CategoryTxt0Calif. Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1IRS--Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1110
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Casey Cross
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V.P. & Trust Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Evelyn Horn Scholarship Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Westamerica Bank Trustee
ReturnHeader/Filer/BusinessNameControlTxt0EVEL
ReturnHeader/Filer/EIN0686060391
ReturnHeader/Filer/PhoneNum09168525097
ReturnHeader/Filer/USAddress/AddressLine1Txt02893 Sunrise Boulevard
ReturnHeader/Filer/USAddress/CityNm0Rancho Cordova
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAT A TURNER A PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04970 WINDPLAY DR STE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL DORADO HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum09169399933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pat A Turner
ReturnHeader/ReturnTs02017-12-18T13:42:56-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.13$0.29$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.18$0.16$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.11$0.15$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.16$0.12$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.22$0.07$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.10$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.12$0.20$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.21$0.12$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.15$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.09$0.15$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.07$0.16$0.09
2013Summary only. Only limited summary data is available for this year.$2.88$0.00$0.10$0.19$0.09
2012Summary only. Only limited summary data is available for this year.$2.97$0.00$0.08$0.18$0.09