Civic Intelligence

Kern Division Retired Teachers Scholarship Association

990 • Fiscal year 2016 • EIN 77-0107885

Jan 01, 2016 to Dec 31, 2016 • Filed on Dec 21, 2017

Organization ProfileN/A
3412 Elm streetBakersfield, CA 93301

(661) 322-4487

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

18th percentile

-14%

Higher net margin than 18% 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

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$618,630

Down $13,124 (-2.1%) from 2015

Net Assets

Down

$618,630

Down $13,124 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin18th percentile

Revenue

Down

$28,325

Down $5,526 (-16%) from 2015

Expenses

Up

$32,168

Up $14,723 (+84%) from 2015

Net Income

Down

-$3,843

Down $20,249 (-123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0Assets 2011: $506,141Liabilities 2011: $0Net Assets 2011: $506,1412011Assets 2014: $657,754Liabilities 2014: $0Net Assets 2014: $657,7542014Assets 2015: $631,754Liabilities 2015: $0Net Assets 2015: $631,7542015Assets 2016: $618,630Liabilities 2016: $0Net Assets 2016: $618,6302016Assets 2017: $606,374Liabilities 2017: $0Net Assets 2017: $606,3742017Assets 2018: $646,500Liabilities 2018: $0Net Assets 2018: $646,5002018Assets 2019: $717,147Liabilities 2019: $0Net Assets 2019: $717,1472019Assets 2020: $741,807Liabilities 2020: $0Net Assets 2020: $741,8072020Assets 2021: $802,986Liabilities 2021: $0Net Assets 2021: $802,9862021Assets 2022: $643,774Liabilities 2022: $0Net Assets 2022: $643,7742022Assets 2023: $666,919Liabilities 2023: $0Net Assets 2023: $666,9192023Assets 2024: $687,069Liabilities 2024: $0Net Assets 2024: $687,0692024

Highlighted filing

2016

Assets$618,630
Liabilities$0
Net Assets$618,630
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $41,607Expenses 2011: $33,991Net Income 2011: $7,6162011Revenue 2014: $160,788Expenses 2014: $4,427Net Income 2014: $156,3612014Revenue 2015: $33,851Expenses 2015: $17,445Net Income 2015: $16,4062015Revenue 2016: $28,325Expenses 2016: $32,168Net Income 2016: -$3,8432016Revenue 2017: $58,136Expenses 2017: $28,111Net Income 2017: $30,0252017Revenue 2018: $78,161Expenses 2018: $41,322Net Income 2018: $36,8392018Revenue 2019: $33,025Expenses 2019: $44,921Net Income 2019: -$11,8962019Revenue 2020: $39,271Expenses 2020: $45,290Net Income 2020: -$6,0192020Revenue 2021: $54,522Expenses 2021: $36,796Net Income 2021: $17,7262021Revenue 2022: $23,931Expenses 2022: $43,050Net Income 2022: -$19,1192022Revenue 2023: $36,134Expenses 2023: $45,759Net Income 2023: -$9,6252023Revenue 2024: $53,109Expenses 2024: $36,477Net Income 2024: $16,6322024

Highlighted filing

2016

Revenue$28,325
Expenses$32,168
Net Income-$3,843
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Dec 21, 2017
Return Version
2016v3.0
Gross Receipts
$156,948
Mission and Program Overview

Mission

Making of scholarships to deserving high school students going on to college to major in teaching and issuance of grants to the Kern County Superintendent of Schools for teacher grants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$631,754$618,630▼ $13,124
Investments in Publicly Traded Securities$619,282$613,739▼ $5,543
Cash and Non-Interest-Bearing Accounts-$2,806-
Savings and Temporary Cash Investments$12,472$2,085▼ $10,387
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$631,754$618,630▼ $13,124
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$631,754$618,630▼ $13,124
Total Liabilities and Net Assets / Fund Balance$631,754$618,630▼ $13,124
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Janis L RobertsPresident
Jan PeacockVice President
Donna BrownRecording Sec.
Hildy ElgesRecording Sec.
Walter BurrowsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,699
Program Service Revenue
$0
Investment Income
$21,739
Other Revenue
$3,887
Change in Net Assets
$-3,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,450
Other Expenses$1,718
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,450--$30,450
Insurance$1,011--$1,011
Fees for Services Accounting$300--$300
Other Expenses$39--$39
Total Functional Expenses$32,168$0$0$32,168
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,514
Fundraising Direct Expenses$1,627
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Kern Division Retired Teachers
EIN
77-0107885
Phone
6613224487
Address
3412 Elm street, Bakersfield, CA 93301

Signing Officer

Name
Walter Burrows
Title
Treasurer
Signed
2017-12-21
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
15

Preparer

Firm
David E Livengood Jr CPA
Address
8009 Luces Corta, Bakersfield, CA 93309-2224
Preparer
David E Livengood Jr
Phone
6618349314
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Prior year losses not booked in = -$9281”

Raw XML Appendix393 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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IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08214
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0145627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011921
IRS990ScheduleA/Total509Grp/TotalAmt0188106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0160788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030556
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0287658
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt14950
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Grants to County Supt. of Schools
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prior year losses not booked in = -$9281
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0631754
IRS990/TotalAssetsEOYAmt0618630
IRS990/TotalAssetsGrp/BOYAmt0631754
IRS990/TotalAssetsGrp/EOYAmt0618630
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02699
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032168
IRS990/TotalFunctionalExpensesGrp/TotalAmt032168
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0631754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0618630
IRS990/TotalProgramServiceExpensesAmt032168
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021739
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028325
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0631754
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0618630
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter Burrows
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kern Division Retired Teachers
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Scholarship Association
ReturnHeader/Filer/BusinessNameControlTxt0KERN
ReturnHeader/Filer/EIN0770107885
ReturnHeader/Filer/PhoneNum06613224487
ReturnHeader/Filer/USAddress/AddressLine1Txt03412 Elm street
ReturnHeader/Filer/USAddress/CityNm0Bakersfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID E LIVENGOOD JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08009 Luces Corta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0933092224
ReturnHeader/PreparerPersonGrp/PhoneNum06618349314
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David E Livengood Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-23T14:45:01-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$618,630
Liabilities
$0
Net assets
$618,630
Revenue
$28,325
Expenses
$32,168
Net income
-$3,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.53$0.36$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.00$6.67$0.36$0.46$0.10
2022Summary only. Only limited summary data is available for this year.$6.44$0.00$6.44$0.24$0.43$0.19
2021Summary only. Only limited summary data is available for this year.$8.03$0.00$8.03$0.55$0.37$0.18
2020Summary only. Only limited summary data is available for this year.$7.42$0.00$7.42$0.39$0.45$0.06
2019Summary only. Only limited summary data is available for this year.$7.17$0.00$7.17$0.33$0.45$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.00$6.47$0.78$0.41$0.37
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.06$0.00$6.06$0.58$0.28$0.30
2016Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.28$0.32$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.32$0.34$0.17$0.16
2014Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$1.61$0.04$1.56
2011Summary only. Only limited summary data is available for this year.$5.06$0.00$5.06$0.42$0.34$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits