Civic Intelligence

Ivy S Pregozen Memorial Scholarship Trust

EIN 77-0167699 • Santa Maria, CA

242 Wellington DriveSanta Maria, CA 93455
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

7th percentile

-285%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-11%

Faster asset growth than 38% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$5,856

Down $748 (-11%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$5,856

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Up

$262

Up $27 (+11%) from 2023

Expenses

Down

$1,010

Down $490 (-33%) from 2023

Net Income

Up

-$748

Up $517 (+41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$10K$5.0K$0Assets 2011: $8,275Liabilities 2011: $02011Assets 2012: $8,263Liabilities 2012: $02012Assets 2013: $8,800Liabilities 2013: $02013Assets 2014: $8,412Liabilities 2014: $02014Assets 2015: $8,219Liabilities 2015: $02015Assets 2018: $7,334Liabilities 2018: $0Net Assets 2018: $7,3342018Assets 2019: $7,628Liabilities 2019: $0Net Assets 2019: $7,6282019Assets 2020: $7,809Liabilities 2020: $0Net Assets 2020: $7,8092020Assets 2021: $8,188Liabilities 2021: $0Net Assets 2021: $8,1882021Assets 2022: $7,869Liabilities 2022: $12022Assets 2023: $6,604Liabilities 2023: $12023Assets 2024: $5,856Liabilities 2024: $0Net Assets 2024: $5,8562024

Highlighted filing

2024

Assets$5,856
Liabilities$0
Net Assets$5,856
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$2.0K$1.0K$0-$1.0K-$2.0KRevenue 2011: $550Expenses 2011: $0Net Income 2011: $5502011Revenue 2012: $488Expenses 2012: $0Net Income 2012: $4882012Revenue 2013: $1,037Expenses 2013: $0Net Income 2013: $1,0372013Revenue 2014: $117Expenses 2014: $5Net Income 2014: $1122014Revenue 2015: $312Expenses 2015: $0Net Income 2015: $3122015Revenue 2018: $234Expenses 2018: $510Net Income 2018: -$2762018Revenue 2019: $794Expenses 2019: $500Net Income 2019: $2942019Revenue 2020: $686Expenses 2020: $505Net Income 2020: $1812020Revenue 2021: $884Expenses 2021: $505Net Income 2021: $3792021Revenue 2022: $186Expenses 2022: $505Net Income 2022: -$3192022Revenue 2023: $235Expenses 2023: $1,500Net Income 2023: -$1,2652023Revenue 2024: $262Expenses 2024: $1,010Net Income 2024: -$7482024

Highlighted filing

2024

Revenue$262
Expenses$1,010
Net Income-$748
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,856
Liabilities
$0
Net assets
$5,856
Revenue
$262
Expenses
$1,010
Net income
-$748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5,856$0$5,856$262$1,010$748
2023Summary only. Only limited summary data is available for this year.$6,604$1$235$1,500$1,265
2022Summary only. Only limited summary data is available for this year.$7,869$1$186$505$319
2021Detailed filing. Detailed filing data is available for this year.$8,188$0$8,188$884$505$379
2020Detailed filing. Detailed filing data is available for this year.$7,809$0$7,809$686$505$181
2019Detailed filing. Detailed filing data is available for this year.$7,628$0$7,628$794$500$294
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7,334$0$7,334$234$510$276
2015Summary only. Only limited summary data is available for this year.$8,219$0$312$0$312
2014Summary only. Only limited summary data is available for this year.$8,412$0$117$5$112
2013Summary only. Only limited summary data is available for this year.$8,800$0$1,037$0$1,037
2012Summary only. Only limited summary data is available for this year.$8,263$0$488$0$488
2011Summary only. Only limited summary data is available for this year.$8,275$0$550$0$550
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERBERT PREGOZENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ivy S Pregozen Memorial
EIN
77-0167699
Phone
8059376088
Address
242 WELLINGTON DRIVE, SANTA MARIA, CA 93455

Signing Officer

Name
Lee P Meach
Title
CPA
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Carmody Meach & Choo Llp
Address
2 NORTH LAKE AVE SUITE 830, PASADENA, CA 91101
Preparer
Lee P Meach CPA
Phone
6264401077
Raw XML Appendix183 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
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee P Meach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY S PREGOZEN MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IVYS
ReturnHeader/Filer/EIN0770167699
ReturnHeader/Filer/PhoneNum08059376088
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ReturnHeader/Filer/USAddress/CityNm0SANTA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093455
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954799564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARMODY MEACH & CHOO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 NORTH LAKE AVE SUITE 830
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06264401077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lee P Meach CPA
ReturnHeader/ReturnTs02025-05-15T13:09:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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