Civic Intelligence

Don Ferrarese Charitable Foundation

EIN 73-1723719 • 501(c)3 • Phelan, CA

Profile

Recognizing our youth for their Charitable Contributions and Dedication to the quality of life via scholarships to students. also honoring out Country's Veterans

9187 ElmPhelan, CA 92371

www.don-frse.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

116%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-14%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$56,769

Down $9,344 (-14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$56,769

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$8,055

Down $4,328 (-116%) from 2023

Expenses

Down

$1,289

Down $565 (-30%) from 2023

Net Income

Down

-$9,344

Down $3,763 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$150K$100K$50K$0-$50KAssets 2010: $119,317Liabilities 2010: $0Net Assets 2010: $119,3172010Assets 2011: $79,029Liabilities 2011: $10,000Net Assets 2011: $69,0292011Assets 2012: $117,090Liabilities 2012: $19,861Net Assets 2012: $97,2292012Assets 2013: $100,270Liabilities 2013: $10,000Net Assets 2013: $90,2702013Assets 2014: $83,161Liabilities 2014: $10,000Net Assets 2014: $73,1612014Assets 2015: $63,998Liabilities 2015: $15,000Net Assets 2015: $48,9982015Assets 2016: $71,447Liabilities 2016: $27,416Net Assets 2016: $44,0312016Assets 2017: $59,130Liabilities 2017: $21,150Net Assets 2017: $37,9802017Assets 2018: $36,778Liabilities 2018: $10,971Net Assets 2018: $25,8072018Assets 2019: $37,087Liabilities 2019: $36,778Net Assets 2019: $3092019Assets 2020: $11,617Liabilities 2020: $14,880Net Assets 2020: -$3,2632020Assets 2021: $79,329Liabilities 2021: $10,294Net Assets 2021: $69,0352021Assets 2022: $71,694Net Assets 2022: $71,6942022Assets 2023: $66,113Liabilities 2023: $02023Assets 2024: $56,769Net Assets 2024: $56,7692024

Highlighted filing

2024

Assets$56,769
Liabilities-
Net Assets$56,769
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2010: $120,9402010Revenue 2011: $98,651Expenses 2011: $148,939Net Income 2011: -$50,2882011Revenue 2012: $162,633Expenses 2012: $134,433Net Income 2012: $28,2002012Revenue 2013: $65,101Expenses 2013: $87,207Net Income 2013: -$22,1062013Revenue 2014: $100,313Expenses 2014: $117,423Net Income 2014: -$17,1102014Revenue 2015: $88,311Expenses 2015: $100,225Net Income 2015: -$11,9142015Revenue 2016: $168,310Expenses 2016: $171,465Net Income 2016: -$3,1552016Revenue 2017: $121,530Expenses 2017: $127,581Net Income 2017: -$6,0512017Revenue 2018: $134,669Expenses 2018: $144,253Net Income 2018: -$9,5842018Revenue 2019: $99,855Expenses 2019: $125,353Net Income 2019: -$25,4982019Revenue 2020: $63,097Expenses 2020: $66,669Net Income 2020: -$3,5722020Revenue 2021: $123,951Expenses 2021: $51,653Net Income 2021: $72,2982021Revenue 2022: $4,332Expenses 2022: $1,673Net Income 2022: $2,6592022Revenue 2023: -$3,727Expenses 2023: $1,854Net Income 2023: -$5,5812023Revenue 2024: -$8,055Expenses 2024: $1,289Net Income 2024: -$9,3442024

Highlighted filing

2024

Revenue-$8,055
Expenses$1,289
Net Income-$9,344
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$56,769
Liabilities
-
Net assets
$56,769
Revenue
-$8,055
Expenses
$1,289
Net income
-$9,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.57$0.08$0.01$0.09
2023Summary only. Only limited summary data is available for this year.$0.66$0.00$0.04$0.02$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.04$0.02$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.10$0.69$1.24$0.52$0.72
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.15$0.03$0.63$0.67$0.04
2019Summary only. Only limited summary data is available for this year.$0.37$0.37$0.00$1.00$1.25$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.11$0.26$1.35$1.44$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.21$0.38$1.22$1.28$0.06
2016Summary only. Only limited summary data is available for this year.$0.71$0.27$0.44$1.68$1.71$0.03
2015Summary only. Only limited summary data is available for this year.$0.64$0.15$0.49$0.88$1.00$0.12
2014Summary only. Only limited summary data is available for this year.$0.83$0.10$0.73$1.00$1.17$0.17
2013Summary only. Only limited summary data is available for this year.$1.00$0.10$0.90$0.65$0.87$0.22
2012Summary only. Only limited summary data is available for this year.$1.17$0.20$0.97$1.63$1.34$0.28
2011Summary only. Only limited summary data is available for this year.$0.79$0.10$0.69$0.99$1.49$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$1.21
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$47,882
Mission and Program Overview

Mission

Recognizing our Youth for their Charitable Contributions and Dedication to the Quality of Life via scholarships to students. Also Honoring our Country's Veterans.

Recognizing our youth for their Charitable Contributions and Dedication to the quality of life via scholarships to students. also honoring out Country's Veterans

Program Services

DescriptionGrantsExpenses
Santa's sleigh to benefit children of less priveleged parents-$32,550
Scholarships to high school students in recognition of their charitable contributions and dedication to the quality of life-$11,000
Recongnizing our youth for their charitable contributions and dedication to the quality of life via scholarships to students. Also honoring out Country's Veterans.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel TatePresident-$0--
Don FerrareseDirector-$0--
Patricia L TateDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Santa's Sleigh$33,382$33,382$32,550$832
Total Events$33,382$33,382$32,550$832
Filing and Contact Details

Filer

Filer Name
Don Ferrarese Charitable Foundation
EIN
73-1723719
Phone
7609644976
Address
9187 Elm, Phelan, CA 92371

Signing Officer

Name
Daniel Tate
Title
President
Signed
2023-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Stewarts Business & Tax Service
Address
2081 W Main St Ste 102, Barstow, CA 92311
Preparer
Stephanie Provenzano
Phone
7602554848
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $293”

Other Expenses.1002

“Office Expenses $34”

Other Expenses.1012

“Insurance $519”

Other Expenses.1

“Taxes - FTB $42”

Total Liabilities.1

“- Beginning $10294 - Ending $0”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Daniel Tate
IRS990EZ/BooksInCareOfDetail/PhoneNum07609644976
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09187 Elm
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phelan
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092371
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079329
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071694
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02659
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0785
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079329
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071694
IRS990EZ/FundraisingGrossIncomeAmt033382
IRS990EZ/GrossReceiptsAmt047882
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069035
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071694
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069035
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071694
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Daniel Tate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Don Ferrarese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Patricia L Tate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0888
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Recognizing our youth for their Charitable Contributions and Dedication to the quality of life via scholarships to students. also honoring out Country's Veterans
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Recongnizing our youth for their charitable contributions and dedication to the quality of life via scholarships to students. Also honoring out Country's Veterans.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarships to high school students in recognition of their charitable contributions and dedication to the quality of life
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Santa's sleigh to benefit children of less priveleged parents
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132550
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043550
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10168
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010294
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01673
IRS990EZ/TotalProgramServiceExpensesAmt043550
IRS990EZ/TotalRevenueAmt04332
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.don-frse.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0108152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0179686
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt015799
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt015799
IRS990ScheduleA/OtherIncome509Grp/TotalAmt031598
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0179686
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035566
IRS990ScheduleA/Total509Grp/TotalAmt0179686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0123951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051365
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0211284
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032550
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Santa's Sleigh
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033382
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0832
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032550
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes - FTB $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4- Beginning $10294 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Tate
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Don Ferrarese Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DONF
ReturnHeader/Filer/EIN0731723719
ReturnHeader/Filer/PhoneNum07609644976
ReturnHeader/Filer/USAddress/AddressLine1Txt09187 Elm
ReturnHeader/Filer/USAddress/CityNm0Phelan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092371
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454205006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stewarts Business & Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02081 W Main St Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Barstow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092311
ReturnHeader/PreparerPersonGrp/PhoneNum07602554848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Provenzano
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-30T16:09:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Daniel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tate
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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No mirrored PDF or thumbnail assets are attached yet.