Civic Intelligence

Dewey & Irene Baldocchi Scholarship Fund for Students of St Rose School

990 • Fiscal year 2016 • EIN 68-6085995

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 02, 2017

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.1%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

140%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$976,147

Down $1,190 (-0.1%) from 2015

Net Assets

Up

$976,147

Up $36,177 (+3.8%) from 2015

Liabilities

Down

$0

Down $37,367 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin93rd percentile

Revenue

Up

$104,781

Up $61,114 (+140%) from 2015

Expenses

Up

$46,785

Up $762 (+1.7%) from 2015

Net Income

Up

$57,996

Up $60,352 (+2562%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $831,698Liabilities 2010: $0Net Assets 2010: $831,6982010Assets 2011: $768,125Liabilities 2011: $0Net Assets 2011: $768,1252011Assets 2012: $827,415Liabilities 2012: $0Net Assets 2012: $827,4152012Assets 2013: $987,371Liabilities 2013: $0Net Assets 2013: $987,3712013Assets 2014: $1,022,203Liabilities 2014: $34,439Net Assets 2014: $987,7642014Assets 2015: $977,337Liabilities 2015: $37,367Net Assets 2015: $939,9702015Assets 2016: $976,147Liabilities 2016: $0Net Assets 2016: $976,1472016Assets 2017: $1,031,900Liabilities 2017: $0Net Assets 2017: $1,031,9002017Assets 2018: $921,273Liabilities 2018: $0Net Assets 2018: $921,2732018Assets 2019: $1,025,636Liabilities 2019: $0Net Assets 2019: $1,025,6362019Assets 2020: $997,252Liabilities 2020: $0Net Assets 2020: $997,2522020Assets 2021: $1,124,775Liabilities 2021: $0Net Assets 2021: $1,124,7752021Assets 2022: $943,982Liabilities 2022: $0Net Assets 2022: $943,9822022Assets 2023: $1,018,092Liabilities 2023: $0Net Assets 2023: $1,018,0922023Assets 2024: $1,089,265Liabilities 2024: $0Net Assets 2024: $1,089,2652024

Highlighted filing

2016

Assets$976,147
Liabilities$0
Net Assets$976,147
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $42,1702010Expenses 2011: $40,4422011Expenses 2012: $39,8232012Revenue 2013: $70,781Expenses 2013: $41,564Net Income 2013: $29,2172013Revenue 2014: $74,024Expenses 2014: $46,655Net Income 2014: $27,3692014Revenue 2015: $43,667Expenses 2015: $46,023Net Income 2015: -$2,3562015Revenue 2016: $104,781Expenses 2016: $46,785Net Income 2016: $57,9962016Revenue 2017: $46,189Expenses 2017: $47,282Net Income 2017: -$1,0932017Revenue 2018: $121,255Expenses 2018: $48,283Net Income 2018: $72,9722018Revenue 2019: $242Expenses 2019: $47,382Net Income 2019: -$47,1402019Revenue 2020: -$3,619Expenses 2020: $45,395Net Income 2020: -$49,0142020Revenue 2021: $45,608Expenses 2021: $47,917Net Income 2021: -$2,3092021Revenue 2022: $31,380Expenses 2022: $50,578Net Income 2022: -$19,1982022Revenue 2023: $38,242Expenses 2023: $48,820Net Income 2023: -$10,5782023Revenue 2024: $62,516Expenses 2024: $49,854Net Income 2024: $12,6622024

Highlighted filing

2016

Revenue$104,781
Expenses$46,785
Net Income$57,996
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 2, 2017
Return Version
2016v3.0
Gross Receipts
$306,369
Mission and Program Overview

Mission

Manage endowment scholarship funds and disburse in accordance with wishes of donor

Funds provided for scholarships for students at st rose school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$897,246$962,673▲ $65,427
Savings and Temporary Cash Investments$77,414$10,494▼ $66,920
Cash and Non-Interest-Bearing Accounts-$4-
Total Assets$977,337$976,147▼ $1,190
Other Assets Total$2,677$2,976▲ $299
Liabilities
Grants Payable$37,367--
Total Liabilities$37,367$0▼ $37,367
Net Assets / Fund Balance
Permanently Rstr Net Assets$938,921$975,633▲ $36,712
Temporarily Rstr Net Assets$1,049$514▼ $535
Total Net Assets Fund Balance$939,970$976,147▲ $36,177
Total Liabilities and Net Assets / Fund Balance$977,337$976,147▼ $1,190
Compensation and Service Providers
Top Officer Pay49th 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
$104,781
Other Revenue
$0
Change in Net Assets
$57,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,868
Other Expenses$7,917
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,868--$38,868
Fees for Service Investment Mgmnt Fees-$6,727-$6,727
Fees for Services Accounting-$1,190-$1,190
Total Functional Expenses$38,868$7,917$0$46,785
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Rose SchoolSanta Rosa, CA-Scholarships$38,868
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
68-6085995
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
2017-08-02
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 Appendix346 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/GrantsToIndividualsInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BALDOCCHI SCHOLARSHIP FOR HIGHER EDUCATION
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0977337
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0976147
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075711120
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEWEY & IRENE BALDOCCHI SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND FOR STUDENTS OF ST ROSE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0DEWE
ReturnHeader/Filer/EIN0686085995
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/AtSubmissionCreationDeviceId0CC182438B539F2E740DB3A88DFEB339B258FEAF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CC182438B539F2E740DB3A88DFEB339B258FEAF5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.0.87.64
ReturnHeader/FilingSecurityInformation/IPDt02017-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:10:29
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/ReturnTs02017-08-02T13:10:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$976,147
Liabilities
$0
Net assets
$976,147
Revenue
$104,781
Expenses
$46,785
Net income
$57,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.06$0.05$0.01
2023Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.04$0.05$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.03$0.05$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.05$0.05$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.00$0.05$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.00$0.05$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.12$0.05$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.10$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.04$0.94$0.04$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.03$0.99$0.07$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.04$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.04