Civic Intelligence

Dewey & Irene Baldocchi Scholarship Fund for Higher Education Trust

990 • Fiscal year 2018 • EIN 68-6085994

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

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

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

95th percentile

65%

Higher net margin than 95% 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

98th percentile

281%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,365,156

Down $153,993 (-10%) from 2017

Net Assets

Down

$1,365,156

Down $153,993 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Up

$182,362

Up $134,450 (+281%) from 2017

Expenses

Up

$63,618

Up $10,499 (+20%) from 2017

Net Income

Up

$118,744

Up $123,951 (+2380%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $737,890Liabilities 2010: $0Net Assets 2010: $737,8902010Assets 2011: $687,398Liabilities 2011: $0Net Assets 2011: $687,3982011Assets 2012: $744,001Liabilities 2012: $0Net Assets 2012: $744,0012012Assets 2013: $888,508Liabilities 2013: $0Net Assets 2013: $888,5082013Assets 2014: $1,410,526Liabilities 2014: $0Net Assets 2014: $1,410,5262014Assets 2015: $1,366,197Liabilities 2015: $0Net Assets 2015: $1,366,1972015Assets 2016: $1,420,556Liabilities 2016: $0Net Assets 2016: $1,420,5562016Assets 2017: $1,519,149Liabilities 2017: $0Net Assets 2017: $1,519,1492017Assets 2018: $1,365,156Liabilities 2018: $0Net Assets 2018: $1,365,1562018Assets 2019: $1,537,232Liabilities 2019: $0Net Assets 2019: $1,537,2322019Assets 2020: $1,489,872Liabilities 2020: $0Net Assets 2020: $1,489,8722020Assets 2021: $1,744,615Liabilities 2021: $5,616Net Assets 2021: $1,738,9992021Assets 2022: $1,451,144Liabilities 2022: $0Net Assets 2022: $1,451,1442022Assets 2023: $1,563,411Liabilities 2023: $0Net Assets 2023: $1,563,4112023Assets 2024: $1,664,889Liabilities 2024: $0Net Assets 2024: $1,664,8892024

Highlighted filing

2018

Assets$1,365,156
Liabilities$0
Net Assets$1,365,156
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $31,8612010Expenses 2011: $34,6992011Expenses 2012: $34,7772012Revenue 2013: $57,832Expenses 2013: $36,670Net Income 2013: $21,1622013Revenue 2014: $70,888Expenses 2014: $41,811Net Income 2014: $29,0772014Revenue 2015: $66,368Expenses 2015: $48,503Net Income 2015: $17,8652015Revenue 2016: $110,864Expenses 2016: $61,976Net Income 2016: $48,8882016Revenue 2017: $47,912Expenses 2017: $53,119Net Income 2017: -$5,2072017Revenue 2018: $182,362Expenses 2018: $63,618Net Income 2018: $118,7442018Revenue 2019: $21,105Expenses 2019: $72,783Net Income 2019: -$51,6782019Revenue 2020: -$62,923Expenses 2020: $69,546Net Income 2020: -$132,4692020Revenue 2021: $66,842Expenses 2021: $72,593Net Income 2021: -$5,7512021Revenue 2022: $54,262Expenses 2022: $88,016Net Income 2022: -$33,7542022Revenue 2023: $56,304Expenses 2023: $75,573Net Income 2023: -$19,2692023Revenue 2024: $91,922Expenses 2024: $76,388Net Income 2024: $15,5342024

Highlighted filing

2018

Revenue$182,362
Expenses$63,618
Net Income$118,744
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
$552,516
Mission and Program Overview

Mission

NONE

Provide higher education scholarships to graduates of cardinal newman high school and ursuline high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,430,155$1,203,471▼ $226,684
Savings and Temporary Cash Investments$86,303$158,715▲ $72,412
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$1,519,149$1,365,156▼ $153,993
Other Assets Total$2,690$2,970▲ $280
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,518,929$1,364,980▼ $153,949
Temporarily Rstr Net Assets$220$176▼ $44
Total Net Assets Fund Balance$1,519,149$1,365,156▼ $153,993
Total Liabilities and Net Assets / Fund Balance$1,519,149$1,365,156▼ $153,993
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
$182,362
Other Revenue
$0
Change in Net Assets
$118,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,000
Other Expenses$12,618
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,000--$51,000
Fees for Service Investment Mgmnt Fees-$10,506-$10,506
Fees for Services Accounting-$1,300-$1,300
Fees for Services Other-$812-$812
Total Functional Expenses$51,000$12,618$0$63,618
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cardinal Newman High SchoolSanta Rosa, CA-Scholarships.$51,000
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

“The return is reviewed and signed by a trustee.”

Form 990, Part VI, Section C, Line 19

“The organization does not disclose to the public.”

Filing and Contact Details

Filer

Filer Name
Dewey & Irene Baldocchi Scholarship
EIN
68-6085994
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
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 Appendix350 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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IRS990/TotalProgramServiceExpensesAmt051000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0145097
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0182362
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt037265
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01519149
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01365156
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1 297
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 SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND HIGHER EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0BALD
ReturnHeader/Filer/EIN0686085994
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/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/IPTm010:47:20
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

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,365,156
Liabilities
$0
Net assets
$1,365,156
Revenue
$182,362
Expenses
$63,618
Net income
$118,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.09$0.08$0.02
2023Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.06$0.08$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.05$0.09$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.01$1.74$0.07$0.07$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.06$0.07$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.02$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.18$0.06$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.05$0.05$0.01
2016Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.11$0.06$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.07$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits