Civic Intelligence

Florence M Barnes Scholarship

EIN 68-6088517 • Santa Rosa, CA

PO Box 208Santa Rosa, CA 95402
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

65th percentile

14%

Higher net margin than 65% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$12,959

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

47th percentile

1.2%

Faster asset growth than 47% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$682,464

Up $8,218 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$682,464

Up $8,218 (+1.2%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin65th percentile

Revenue

Down

$60,288

Down $25,401 (-30%) from 2023

Expenses

Down

$51,925

Down $9,633 (-16%) from 2023

Net Income

Down

$8,363

Down $15,768 (-65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$682,464
Liabilities$0
Net Assets$682,464
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$60,288
Expenses$51,925
Net Income$8,363
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$682,464
Liabilities
$0
Net assets
$682,464
Revenue
$60,288
Expenses
$51,925
Net income
$8,363
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EXCHANGE BANKTrusteePT$12,959-$12,959
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
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Donna Gikas
Phone
3128792000
Raw XML Appendix314 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/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0145
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING OF INCOME
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER ALLOCABLE EXPENSE-PRINCI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02994
TaxesSchedule/TaxesDetail/Amt0809
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN E MACKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075243000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE M BARNES SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0686088517
ReturnHeader/Filer/PhoneNum07075243000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 208
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA GIKAS
ReturnHeader/ReturnTs02025-05-12T12:01:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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