Civic Intelligence

Dewey & Irene Baldocchi High School Scholarship Fund Trust

990 • Fiscal year 2018 • EIN 68-6085993

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 12, 2019

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

(707) 571-1120

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-10%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

184%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,060,031

Down $122,844 (-10%) from 2017

Net Assets

Down

$1,060,031

Down $122,844 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin94th percentile

Revenue

Up

$137,329

Up $89,005 (+184%) from 2017

Expenses

Up

$55,230

Up $1,700 (+3.2%) from 2017

Net Income

Up

$82,099

Up $87,305 (+1677%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2018

Assets$1,060,031
Liabilities$0
Net Assets$1,060,031
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$137,329
Expenses$55,230
Net Income$82,099
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 12, 2019
Return Version
2018v3.1
Gross Receipts
$398,582
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$1,135,439$948,656▼ $186,783
Savings and Temporary Cash Investments$45,444$109,455▲ $64,011
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$1,182,875$1,060,031▼ $122,844
Other Assets Total$1,991$1,920▼ $71
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,182,062$1,059,767▼ $122,295
Temporarily Rstr Net Assets$813$264▼ $549
Total Net Assets Fund Balance$1,182,875$1,060,031▼ $122,844
Total Liabilities and Net Assets / Fund Balance$1,182,875$1,060,031▼ $122,844
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David AdamsTrustee
Kirt ZeiglerTrustee
Martin MccormickTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$137,329
Other Revenue
$0
Change in Net Assets
$82,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,114
Other Expenses$10,116
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,114--$45,114
Fees for Service Investment Mgmnt Fees-$8,180-$8,180
Fees for Services Accounting-$1,300-$1,300
Other Expenses-$636-$636
Total Functional Expenses$45,114$10,116$0$55,230
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cardinal Newman High SchoolSanta Rosa, CA-Scholarships$44,565
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 11B

“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 400, SANTA ROSA, CA 95404
Doing Business As
Na

Signing Officer

Name
David Adams
Title
Trustee
Phone
7075711120
Signed
2019-08-12
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
Raw XML Appendix351 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
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01182875
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01060031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045114
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108706
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137329
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt028623
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01182875
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01060031
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075711120
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-12
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 400
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07720EC80A8B2F134937228C1747EBC881C034628
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07720EC80A8B2F134937228C1747EBC881C034628
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.0.87.64
ReturnHeader/FilingSecurityInformation/IPDt02019-08-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:40:08
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/ReturnTs02019-08-19T11:27:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,060,031
Liabilities
$0
Net assets
$1,060,031
Revenue
$137,329
Expenses
$55,230
Net income
$82,099
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
2018Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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