Civic Intelligence

Florence Madeline Barnes Scholarship Fund

990PF • Fiscal year 2019 • EIN 68-6088517

Jan 01, 2019 to Dec 31, 2019 • Filed on May 21, 2020

Organization Profile
PO Box 208Santa Rosa, CA 95402

(707) 524-3000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$11,631

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$576,488

Down $4,019 (-0.7%) from 2018

Net Assets

Down

$576,488

Down $4,019 (-0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin24th percentile

Revenue

Down

$46,474

Down $19,819 (-30%) from 2018

Expenses

Down

$51,573

Down $13,620 (-21%) from 2018

Net Income

Down

-$5,099

Down $6,199 (-564%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2011: $621,595Liabilities 2011: $0Net Assets 2011: $621,5952011Assets 2012: $603,627Liabilities 2012: $0Net Assets 2012: $603,6272012Assets 2013: $603,350Liabilities 2013: $02013Assets 2014: $591,808Liabilities 2014: $02014Assets 2015: $572,264Liabilities 2015: $0Net Assets 2015: $572,2642015Assets 2016: $571,402Liabilities 2016: $0Net Assets 2016: $571,4022016Assets 2017: $579,340Liabilities 2017: $0Net Assets 2017: $579,3402017Assets 2018: $580,507Liabilities 2018: $0Net Assets 2018: $580,5072018Assets 2019: $576,488Liabilities 2019: $0Net Assets 2019: $576,4882019Assets 2020: $581,344Liabilities 2020: $0Net Assets 2020: $581,3442020Assets 2021: $616,825Liabilities 2021: $0Net Assets 2021: $616,8252021Assets 2022: $650,414Liabilities 2022: $0Net Assets 2022: $650,4142022Assets 2023: $674,246Liabilities 2023: $0Net Assets 2023: $674,2462023Assets 2024: $682,464Liabilities 2024: $0Net Assets 2024: $682,4642024

Highlighted filing

2019

Assets$576,488
Liabilities$0
Net Assets$576,488
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $49,2462011Expenses 2012: $58,4992012Revenue 2013: $50,954Expenses 2013: $51,230Net Income 2013: -$2762013Revenue 2014: $38,381Expenses 2014: $49,924Net Income 2014: -$11,5432014Revenue 2015: $44,187Expenses 2015: $63,730Net Income 2015: -$19,5432015Revenue 2016: $44,683Expenses 2016: $50,562Net Income 2016: -$5,8792016Revenue 2017: $60,384Expenses 2017: $52,448Net Income 2017: $7,9362017Revenue 2018: $66,293Expenses 2018: $65,193Net Income 2018: $1,1002018Revenue 2019: $46,474Expenses 2019: $51,573Net Income 2019: -$5,0992019Revenue 2020: $59,680Expenses 2020: $56,340Net Income 2020: $3,3402020Revenue 2021: $102,733Expenses 2021: $67,631Net Income 2021: $35,1022021Revenue 2022: $108,410Expenses 2022: $74,619Net Income 2022: $33,7912022Revenue 2023: $85,689Expenses 2023: $61,558Net Income 2023: $24,1312023Revenue 2024: $60,288Expenses 2024: $51,925Net Income 2024: $8,3632024

Highlighted filing

2019

Revenue$46,474
Expenses$51,573
Net Income-$5,099
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 21, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$11,631-$11,631
Filing and Contact Details

Filer

Filer Name
Florence M Barnes Scholarship
EIN
68-6088517
Phone
7075243000
Address
PO BOX 208, SANTA ROSA, CA 95402

Signing Officer

Name
John E Mackey
Title
Trustee
Phone
7075243000
Signed
2020-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Kelly Kowalczyk
Phone
3128792000
Raw XML Appendix363 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0545 4TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA ROSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0954016323
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Diana Angell
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0Exchange Bank
IRS990PF/StatementsRegardingActyGrp/PhoneNum07075243000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt137300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP ADMINISTRATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANNUAL SCHOLARSHIP FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HEALDSBURG HIGH SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHRIS VANDEN HEUVEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0SUPERINTENDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01024 PRINCE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1HEALDSBURG UNIFIED SCHOOL DIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HEALDSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HEALDSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095448
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195448
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039367
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/AppliedToCurrentYearAmt040582
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0638
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040582
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0638
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05519
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt079
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INTRA-PERIOD GAIN/LOSS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1QUALIFIED DISTRIBUTIONS RECOVERED
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER ALLOCABLE EXPENSE-PRINCI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/Amt0144
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN E MACKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075243000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE M BARNES SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0686088517
ReturnHeader/Filer/PhoneNum07075243000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 208
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084EBC46FA15B2C110A6384430566F8EAE92F5630
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA4301E4F0DCAD2E45002EBDA5D56FA7C68E41FA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.181.237.134
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY KOWALCZYK
ReturnHeader/ReturnTs02020-06-18T15:02:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$576,488
Liabilities
$0
Net assets
$576,488
Revenue
$46,474
Expenses
$51,573
Net income
-$5,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.60$0.52$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.86$0.62$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$1.08$0.75$0.34
2021Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$1.03$0.68$0.35
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.60$0.56$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.46$0.52$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.66$0.65$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.60$0.52$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.45$0.51$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.44$0.64$0.20
2014Summary only. Only limited summary data is available for this year.$5.92$0.00$0.38$0.50$0.12
2013Summary only. Only limited summary data is available for this year.$6.03$0.00$0.51$0.51$0.00
2012Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.58
2011Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.49