Civic Intelligence

Frank J Evans Charitable Foundation Co Gregory M Evans

990EZ • Fiscal year 2017 • EIN 77-0513893

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileN/A
871 38th AveSanta Cruz, CA 95062

(831) 475-0335

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

48th percentile

1.1%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$344,203

Up $3,810 (+1.1%) from 2016

Net Assets

Up

$344,203

Up $3,810 (+1.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$95,276

Up $18,761 (+25%) from 2016

Expenses

Down

$56,870

Down $7,728 (-12%) from 2016

Net Income

Up

$38,406

Up $26,489 (+222%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$800K$600K$400K$200K$0Assets 2011: $196,683Liabilities 2011: $02011Assets 2012: $215,895Liabilities 2012: $02012Assets 2014: $321,420Net Assets 2014: $321,4202014Assets 2015: $328,476Net Assets 2015: $328,4762015Assets 2016: $340,393Net Assets 2016: $340,3932016Assets 2017: $344,203Net Assets 2017: $344,2032017Assets 2018: $345,075Net Assets 2018: $345,0752018Assets 2019: $402,139Net Assets 2019: $402,1392019Assets 2020: $414,920Net Assets 2020: $414,9202020Assets 2021: $578,685Liabilities 2021: $0Net Assets 2021: $578,6852021Assets 2022: $537,324Liabilities 2022: $0Net Assets 2022: $537,3242022Assets 2023: $602,751Liabilities 2023: $0Net Assets 2023: $602,7512023Assets 2024: $624,778Liabilities 2024: $0Net Assets 2024: $624,7782024

Highlighted filing

2017

Assets$344,203
Liabilities-
Net Assets$344,203
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $35,913Expenses 2011: $32,669Net Income 2011: $3,2442011Revenue 2012: $44,597Expenses 2012: $33,000Net Income 2012: $11,5972012Revenue 2014: $128,095Expenses 2014: $69,690Net Income 2014: $58,4052014Revenue 2015: $56,213Expenses 2015: $49,157Net Income 2015: $7,0562015Revenue 2016: $76,515Expenses 2016: $64,598Net Income 2016: $11,9172016Revenue 2017: $95,276Expenses 2017: $56,870Net Income 2017: $38,4062017Revenue 2018: $107,714Expenses 2018: $90,298Net Income 2018: $17,4162018Revenue 2019: $93,803Expenses 2019: $81,937Net Income 2019: $11,8662019Revenue 2020: $68,565Expenses 2020: $71,000Net Income 2020: -$2,4352020Revenue 2021: $246,636Expenses 2021: $94,699Net Income 2021: $151,9372021Revenue 2022: $97,842Expenses 2022: $73,464Net Income 2022: $24,3782022Revenue 2023: $169,595Expenses 2023: $88,166Net Income 2023: $81,4292023Revenue 2024: $23,600Expenses 2024: $0Net Income 2024: $23,6002024

Highlighted filing

2017

Revenue$95,276
Expenses$56,870
Net Income$38,406
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$95,276
Mission and Program Overview

Mission

To provide college scholarship aid to needy students residing in mobile home parks.

Program Services

DescriptionGrantsExpenses
Granting of 65 college scholarships to underprivileged children residing in Mobile Home Parks.$13,870-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory M EvansPresident-$0--
Mickey EvansCFO-$0--
Mark E MyersDirector-$0--
Filing and Contact Details

Filer

Filer Name
Frank J Evans Charitable Foundation
EIN
77-0513893
Phone
8314750335
Address
871 38th Ave, Santa Cruz, CA 95062

Signing Officer

Name
Jay R Leite
Title
Controller
Signed
2018-11-12
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: See attached Statement | Donee's Address: c/o 871 38th Ave. Santa Cruz CA 95062 | Cash Amount Given: $43000”

Other Expenses.1

“Fundraising Event $7891”

Other Expenses.2

“Printing and Brochures $4470”

Other Expenses.3

“State of California $50”

Raw XML Appendix126 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Gregory M Evans
IRS990EZ/BooksInCareOfDetail/PhoneNum08314750335
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0871 38th Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Cruz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095062
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0340393
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0344203
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt082078
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038406
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01459
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0340393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0344203
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043000
IRS990EZ/GrossReceiptsAmt095276
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013198
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0340393
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0344203
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0340393
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0344203
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gregory M Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mickey Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark E Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-34596
IRS990EZ/OtherExpensesTotalAmt012411
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide college scholarship aid to needy students residing in mobile home parks.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Granting of 65 college scholarships to underprivileged children residing in Mobile Home Parks.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056870
IRS990EZ/TotalProgramServiceExpensesAmt013870
IRS990EZ/TotalRevenueAmt095276
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0109962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt072090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0373199
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0373199
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0109962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt072090
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0373199
IRS990ScheduleA/TotalSupportAmt0373199
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: See attached Statement | Donee's Address: c/o 871 38th Ave. Santa Cruz CA 95062 | Cash Amount Given: $43000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising Event $7891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Printing and Brochures $4470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3State of California $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay R Leite
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Controller
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Frank J Evans Charitable Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Gregory M Evans
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0770513893
ReturnHeader/Filer/PhoneNum08314750335
ReturnHeader/Filer/USAddress/AddressLine1Txt0871 38th Ave
ReturnHeader/Filer/USAddress/CityNm0Santa Cruz
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095062
ReturnHeader/ReturnTs02018-11-12T07:12:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,203
Liabilities
-
Net assets
$344,203
Revenue
$95,276
Expenses
$56,870
Net income
$38,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.24$0.00$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$1.70$0.88$0.81
2022Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.98$0.73$0.24
2021Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$2.47$0.95$1.52
2020Detailed filing. Detailed filing data is available for this year.$4.15$4.15$0.69$0.71$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.02$4.02$0.94$0.82$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.45$3.45$1.08$0.90$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.44$3.44$0.95$0.57$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.40$3.40$0.77$0.65$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.28$3.28$0.56$0.49$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.21$3.21$1.28$0.70$0.58
2012Summary only. Only limited summary data is available for this year.$2.16$0.00$0.45$0.33$0.12
2011Summary only. Only limited summary data is available for this year.$1.97$0.00$0.36$0.33$0.03