Civic Intelligence

Evelyn Horn Scholarship Trust Westamerica Bank Trustee

990PF • Fiscal year 2018 • EIN 68-6060391

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 11, 2019

Organization Profile
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

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$3,156

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

0.6%

Faster asset growth than 50% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-54%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$286,865

Up $1,592 (+0.6%) from 2017

Net Assets

Up

$286,863

Up $1,590 (+0.6%) from 2017

Liabilities

Up

$2

Up $2 from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin72nd percentile

Revenue

Down

$9,873

Down $11,516 (-54%) from 2017

Expenses

Down

$8,283

Down $3,919 (-32%) from 2017

Net Income

Down

$1,590

Down $7,597 (-83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2018

Assets$286,865
Liabilities$2
Net Assets$286,863
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

2018

Revenue$9,873
Expenses$8,283
Net Income$1,590
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 11, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Westamerica Bank Trust DeptTrustee-$3,156-$3,156
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
2019-01-11
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 Appendix281 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
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02950
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/TotalGrantOrContriPdDurYrAmt02950
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/AppliedToCurrentYearAmt04637
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0408
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0408
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0166
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06377
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04637
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013143
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013551
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1177
TaxesSchedule/TaxesDetail/CategoryTxt0Calif. Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1IRS--Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1177
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Casey Cross
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V.P. & Trust Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-11
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/PreparerFirmEIN0943356422
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/ReturnTs02019-01-24T10:10:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,865
Liabilities
$2
Net assets
$286,863
Revenue
$9,873
Expenses
$8,283
Net income
$1,590
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
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.10$0.08$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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