Civic Intelligence

Don Ferraresse Charitable Foundation

990 • Fiscal year 2016 • EIN 73-1723719

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 31, 2017

Organization Profilewww.don-frse.com
9187 ElmPhelan, CA 92371

(760) 951-8003

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Flat

$71,447

Flat from 2016

Net Assets

Flat

$44,031

Flat from 2016

Liabilities

Flat

$27,416

Flat from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin36th percentile

Revenue

Flat

$168,310

Flat from 2016

Expenses

Flat

$171,465

Flat from 2016

Net Income

Flat

-$3,155

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$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 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

2016

Assets$71,447
Liabilities$27,416
Net Assets$44,031
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2016

Revenue$168,310
Expenses$171,465
Net Income-$3,155
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$207,264
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,013$66,947▲ $55,934
Investments in Publicly Traded Securities$37,865--
Loans From Officers Directors-$27,416-
Other Notes and Loans Receivable, Net$8,808--
Land, Buildings, and Equipment, Net$4,500$4,500→ $0
Total Assets$62,186$71,447▲ $9,261
Liabilities
Unsecured Notes Loans Payable$15,000--
Total Liabilities$15,000$27,416▲ $12,416
Net Assets / Fund Balance
Unrestricted Net Assets$47,186$44,031▼ $3,155
Total Net Assets Fund Balance$47,186$44,031▼ $3,155
Total Liabilities and Net Assets / Fund Balance$62,186$71,447▲ $9,261

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,500--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
W Daniel TatePresident
Don FerrareseDirector
Patricia L TateDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$160,961
Program Service Revenue
$0
Investment Income
$7,349
Other Revenue
$0
All Other Contributions
$106,345
Change in Net Assets
$-3,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,427
Other Expenses$61,038
Total Fundraising Expense$57,086
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$107,697--$107,697
Grants to Domestic Orgs$2,730--$2,730
Office Expenses$0$1,263$0$1,263
Insurance$0$650$0$650
Advertising$0$601$0$601
Other Expenses$0$10$0$10
Total Functional Expenses$110,427$3,952$57,086$171,465
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$27,416-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Don Ferrarese Charitable Foundation
EIN
73-1723719
Phone
7609518003
Address
9187 Elm, Phelan, CA 92371

Signing Officer

Name
W Daniel Tate
Title
President
Phone
7609518003
Signed
2017-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Daniel Tate
Formed
2004
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
550

Preparer

Firm
Linda S Glau CPA
Address
1672 Main Street Suite E261, Ramona, CA 92065
Preparer
Linda S Glau
Phone
9515262063
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Directors Tate and Tate are spouses.”

Pt VI, Line 11B

“All members received a PDF of the return to review before filing.”

Pt VI, Line 12C

“All Officers and Directors are asked each year whether there are potential issues.”

Form 990, Part III, Line 4D

“Additional Charitable Contributions to Other Organizations 2730. 2730. 0.”

Raw XML AppendixShowing 400 of 415 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0actual cost
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1actual cost
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2Actual Cost
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt027424
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0purchase business
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt027424
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0W DANIEL TATE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt027424
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors Tate and Tate are spouses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All members received a PDF of the return to review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All Officers and Directors are asked each year whether there are potential issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Additional Charitable Contributions to Other Organizations 2730. 2730. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Sara's Hope It's a Wonderful World Charitable Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0470916518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GRANT SCHOLARSHIPS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012221 Poplar Ste 21
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Hesperia
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092344
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt062186
IRS990/TotalAssetsEOYAmt071447
IRS990/TotalAssetsGrp/BOYAmt062186
IRS990/TotalAssetsGrp/EOYAmt071447
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0160961
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt057086
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03952
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110427
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171465
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015000
IRS990/TotalLiabilitiesEOYAmt027416
IRS990/TotalLiabilitiesGrp/BOYAmt015000
IRS990/TotalLiabilitiesGrp/EOYAmt027416
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047186
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044031
IRS990/TotalOtherProgSrvcExpenseAmt02730
IRS990/TotalOtherProgSrvcGrantAmt02730
IRS990/TotalProgramServiceExpensesAmt0110427
IRS990/TotalRevenueGrp/ExclusionAmt07349
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0168310
IRS990/TotalVolunteersCnt0550
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062186
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt071447
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt047186
IRS990/UnrestrictedNetAssetsGrp/EOYAmt044031
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt015000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09187 Elm
IRS990/USAddress/CityNm0Phelan
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092371
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.don-frse.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W DANIEL TATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07609518003
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Don Ferrarese Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DONF
ReturnHeader/Filer/EIN0731723719
ReturnHeader/Filer/PhoneNum07609518003
ReturnHeader/Filer/USAddress/AddressLine1Txt09187 Elm
ReturnHeader/Filer/USAddress/CityNm0Phelan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092371
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A913C8D690CD47152F37430339C07C4AB1FA8FEC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A913C8D690CD47152F37430339C07C4AB1FA8FEC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.197.202.149
ReturnHeader/FilingSecurityInformation/IPDt02017-08-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$71,447
Liabilities
$27,416
Net assets
$44,031
Revenue
$168,310
Expenses
$171,465
Net income
-$3,155
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
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.27$0.44$1.68$1.71$0.03
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