Civic Intelligence

Dewey & Irene Baldocchi High School Scholarship Fund Trust

990 • Fiscal year 2014 • EIN 68-6085993

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 17, 2015

Organization ProfileN/A
111 Santa Rosa Avenue No 400BSanta Rosa, CA 95404

(707) 571-1120

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.48x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

8.9%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

2.6%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,170,552

Up $95,681 (+8.9%) from 2013

Net Assets

Up

$1,133,182

Up $58,311 (+5.4%) from 2013

Liabilities

Up

$37,370

Up $37,370 from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin87th percentile

Revenue

Up

$77,255

Up $1,927 (+2.6%) from 2013

Expenses

Up

$50,317

Up $5,184 (+11%) from 2013

Net Income

Down

$26,938

Down $3,257 (-11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $907,711Liabilities 2010: $0Net Assets 2010: $907,7112010Assets 2011: $839,788Liabilities 2011: $0Net Assets 2011: $839,7882011Assets 2012: $903,555Liabilities 2012: $0Net Assets 2012: $903,5552012Assets 2013: $1,074,871Liabilities 2013: $0Net Assets 2013: $1,074,8712013Assets 2014: $1,170,552Liabilities 2014: $37,370Net Assets 2014: $1,133,1822014Assets 2015: $1,123,942Liabilities 2015: $42,839Net Assets 2015: $1,081,1032015Assets 2016: $1,119,562Liabilities 2016: $0Net Assets 2016: $1,119,5622016Assets 2017: $1,182,875Liabilities 2017: $0Net Assets 2017: $1,182,8752017Assets 2018: $1,060,031Liabilities 2018: $0Net Assets 2018: $1,060,0312018Assets 2019: $1,180,762Liabilities 2019: $0Net Assets 2019: $1,180,7622019Assets 2020: $1,145,610Liabilities 2020: $0Net Assets 2020: $1,145,6102020Assets 2021: $1,297,070Liabilities 2021: $0Net Assets 2021: $1,297,0702021Assets 2022: $1,088,698Liabilities 2022: $0Net Assets 2022: $1,088,6982022Assets 2023: $1,175,850Liabilities 2023: $0Net Assets 2023: $1,175,8502023Assets 2024: $1,255,800Liabilities 2024: $0Net Assets 2024: $1,255,8002024

Highlighted filing

2014

Assets$1,170,552
Liabilities$37,370
Net Assets$1,133,182
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $45,4402010Expenses 2011: $43,5152011Expenses 2012: $43,2252012Revenue 2013: $75,328Expenses 2013: $45,133Net Income 2013: $30,1952013Revenue 2014: $77,255Expenses 2014: $50,317Net Income 2014: $26,9382014Revenue 2015: $44,292Expenses 2015: $52,524Net Income 2015: -$8,2322015Revenue 2016: $115,090Expenses 2016: $53,509Net Income 2016: $61,5812016Revenue 2017: $48,324Expenses 2017: $53,530Net Income 2017: -$5,2062017Revenue 2018: $137,329Expenses 2018: $55,230Net Income 2018: $82,0992018Revenue 2019: $683Expenses 2019: $54,220Net Income 2019: -$53,5372019Revenue 2020: $806Expenses 2020: $52,383Net Income 2020: -$51,5772020Revenue 2021: $62,566Expenses 2021: $54,913Net Income 2021: $7,6532021Revenue 2022: $38,775Expenses 2022: $57,667Net Income 2022: -$18,8922022Revenue 2023: $43,273Expenses 2023: $55,876Net Income 2023: -$12,6032023Revenue 2024: $72,951Expenses 2024: $56,504Net Income 2024: $16,4472024

Highlighted filing

2014

Revenue$77,255
Expenses$50,317
Net Income$26,938
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$229,206
Mission and Program Overview

Mission

Manage endowment scholarship funds and distribute to recepients in accordance with instructions from donor.

Scholarships for high school students and private catholic high schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,006,256$1,054,593▲ $48,337
Savings and Temporary Cash Investments$65,839$113,422▲ $47,583
Accounts Receivable$429--
Total Assets$1,074,871$1,170,552▲ $95,681
Other Assets Total$2,347$2,537▲ $190
Liabilities
Grants Payable-$37,370-
Total Liabilities$0$37,370▲ $37,370
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,073,255$1,131,266▲ $58,011
Temporarily Rstr Net Assets$1,616$1,916▲ $300
Total Net Assets Fund Balance$1,074,871$1,133,182▲ $58,311
Total Liabilities and Net Assets / Fund Balance$1,074,871$1,170,552▲ $95,681
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
David AdamsTrustee
Dolly PearceTrustee
Kirt ZeiglerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$77,255
Other Revenue
$0
Change in Net Assets
$26,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,370
Other Expenses$12,947
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,370--$37,370
Fees for Service Investment Mgmnt Fees-$7,861-$7,861
Fees for Services Legal-$3,451-$3,451
Fees for Services Accounting-$1,635-$1,635
Total Functional Expenses$37,370$12,947$0$50,317
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cardinal Newman High SchoolSanta Rosa, CA-Scholarships$37,370
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed and signed by a trustee.”

Form 990, Part VI, Section C, Line 19

“The organization does not disclose information to the public.”

Filing and Contact Details

Filer

Filer Name
Dewey & Irene Baldocchi High
EIN
68-6085993
Phone
7075711120
Address
111 SANTA ROSA AVENUE NO 400B, SANTA ROSA, CA 95404
Doing Business As
Na

Signing Officer

Name
David Adams
Title
Trustee
Phone
7075711120
Signed
2015-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Adams
Formed
1981
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Richard Pratt CPA
Address
111 SANTA ROSA AVE STE 400B, SANTA ROSA, CA 95404
Preparer
Richard Pratt CPA
Phone
7075711120
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Allocation from trust b 56,943.”

Raw XML Appendix344 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD PRATT CPA
IRS990/BooksInCareOfDetail/PhoneNum07075711120
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 SANTA ROSA AVENUE SUITE 400B
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
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IRS990/Form990PartVIISectionAGrp/PersonNm2KIRT ZEIGLER
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt048112
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt037370
IRS990/GrantsPayableGrp/EOYAmt037370
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt037370
IRS990/GrantsToDomesticOrgsGrp/TotalAmt037370
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0200063
IRS990/GrossReceiptsAmt0229206
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt029143
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029143
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01006256
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01054593
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0151951
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MANAGE ENDOWMENT SCHOLARSHIP FUNDS AND DISTRIBUTE TO RECEPIENTS IN ACCORDANCE WITH INSTRUCTIONS FROM DONOR.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01074871
IRS990/NetAssetsOrFundBalancesEOYAmt01133182
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt048112
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048112
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-25570
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02347
IRS990/OtherAssetsTotalGrp/EOYAmt02537
IRS990/OtherChangesInNetAssetsAmt056943
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID ADAMS
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IRS990/PYContributionsGrantsAmt00
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IRS990/PYOtherExpensesAmt09786
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt030195
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt045133
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt026938
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt065839
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113422
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROMAN CATHOLIC BISHOP OF SANTA ROSA
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AND SIGNED BY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT DISCLOSE INFORMATION TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALLOCATION FROM TRUST B 56,943.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1111 SANTA ROSA AVE STE 400B
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SchoolOperatingInd00
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IRS990/TaxExemptBondsInd00
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt050317
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt037370
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt037370
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01074871
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01133182
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037370
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt077255
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077255
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01074871
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01170552
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1297
IRS990/USAddress/CityNm0SANTA ROSA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095402
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075711120
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEWEY & IRENE BALDOCCHI HIGH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0BALD
ReturnHeader/Filer/EIN0686085993
ReturnHeader/Filer/PhoneNum07075711120
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 SANTA ROSA AVENUE NO 400B
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271244296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD PRATT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 SANTA ROSA AVE STE 400B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075711120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PRATT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-11T11:14:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,170,552
Liabilities
$37,370
Net assets
$1,133,182
Revenue
$77,255
Expenses
$50,317
Net income
$26,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.07$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.04$0.06$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.04$0.06$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.06$0.05$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.00$0.05$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.00$0.05$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.14$0.06$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.05$0.05$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.12$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.04$1.08$0.04$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.04$1.13$0.08$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.05$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.05