Civic Intelligence

Daniel L & Judith Y Auclair Charitable Foundation

990PF • Fiscal year 2019 • EIN 77-0529004

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 05, 2020

Organization Profile
17900 Rose Orchard CTMorgan Hill, CA 95037

(408) 778-5658

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

5.9%

Faster asset growth than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$158,598

Up $8,889 (+5.9%) from 2018

Net Assets

Up

$158,598

Up $8,889 (+5.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Up

$8,135

Up $4,261 (+110%) from 2018

Expenses

Down

$4,221

Down $4,479 (-51%) from 2018

Net Income

Up

$3,914

Up $8,740 (+181%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2010: $158,200Liabilities 2010: $02010Assets 2011: $157,825Liabilities 2011: $02011Assets 2012: $155,710Liabilities 2012: $02012Assets 2013: $154,591Liabilities 2013: $02013Assets 2014: $161,074Liabilities 2014: $02014Assets 2015: $155,314Liabilities 2015: $0Net Assets 2015: $155,3142015Assets 2016: $156,943Liabilities 2016: $0Net Assets 2016: $156,9432016Assets 2017: $154,535Liabilities 2017: $0Net Assets 2017: $154,5352017Assets 2018: $149,709Liabilities 2018: $0Net Assets 2018: $149,7092018Assets 2019: $158,598Liabilities 2019: $0Net Assets 2019: $158,5982019Assets 2020: $151,181Liabilities 2020: $0Net Assets 2020: $151,1812020Assets 2021: $148,751Liabilities 2021: $0Net Assets 2021: $148,7512021Assets 2022: $148,162Liabilities 2022: $0Net Assets 2022: $148,1622022Assets 2023: $143,129Liabilities 2023: $0Net Assets 2023: $143,1292023Assets 2024: $134,314Liabilities 2024: $0Net Assets 2024: $134,3142024

Highlighted filing

2019

Assets$158,598
Liabilities$0
Net Assets$158,598
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$20K$10K$0-$10KRevenue 2010: $3,042Expenses 2010: $5,566Net Income 2010: -$2,5242010Revenue 2011: $3,400Expenses 2011: $3,775Net Income 2011: -$3752011Revenue 2012: $4,429Expenses 2012: $6,500Net Income 2012: -$2,0712012Revenue 2013: $4,685Expenses 2013: $5,804Net Income 2013: -$1,1192013Revenue 2014: $4,923Expenses 2014: $5,480Net Income 2014: -$5572014Revenue 2015: $5,739Expenses 2015: $6,234Net Income 2015: -$4952015Revenue 2016: $5,925Expenses 2016: $6,267Net Income 2016: -$3422016Revenue 2017: $6,161Expenses 2017: $8,569Net Income 2017: -$2,4082017Revenue 2018: $3,874Expenses 2018: $8,700Net Income 2018: -$4,8262018Revenue 2019: $8,135Expenses 2019: $4,221Net Income 2019: $3,9142019Revenue 2020: $12,055Expenses 2020: $19,341Net Income 2020: -$7,2862020Revenue 2021: $15,582Expenses 2021: $17,842Net Income 2021: -$2,2602021Revenue 2022: $17,649Expenses 2022: $18,238Net Income 2022: -$5892022Revenue 2023: $14,897Expenses 2023: $20,000Net Income 2023: -$5,1032023Revenue 2024: $11,185Expenses 2024: $20,000Net Income 2024: -$8,8152024

Highlighted filing

2019

Revenue$8,135
Expenses$4,221
Net Income$3,914
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL L AUCLAIRDirector-$0--
JUDITH Y AUCLAIRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Daniel L & Judith Y Auclair
EIN
77-0529004
Phone
4087785658
Address
17900 ROSE ORCHARD CT, MORGAN HILL, CA 95037

Signing Officer

Name
Daniel L Auclair
Title
Director
Signed
2020-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Storek Carlson & Strutz Llp
Address
900 E HAMILTON AVE STE 450, CAMPBELL, CA 95008
Preparer
Fred Storek
Phone
6509615520
Raw XML Appendix252 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL L AUCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH Y AUCLAIR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ELIGIBLE STUDENT MUST:1. BE A SENIOR WHO ATTENDED WINTHROP HIGH SHOOL FOR FOUR YEARS2. BE ACCEPTED AT AN ACCREDITED 4 YEAR COLLEGE3. MEET THE FOLLOWING REQUIREMENTS: THE FAMILY INCOME OF THE STUDENT MUST BE LESS THAN 4 TIMES THE QUALIFICATION INCOME FOR A FAMILY OF FOUR FOR FREE LUNCHES UNDER THE NATIONAL SCHOOL LUNCH PROGRAM. FOR THE PERIOD OF JULY 1, 2005 TO JUNE 30, 2006 THE NATIONAL SCHOOL LUNCH QUALIFICATION FOR A FAMILY OF FOUR WAS $25,155. THEREFORE FOR 2006 TO QUALIFY FOR THIS SCHOLARSHIP A STUDENT'S FAMILY INCOME MUST BE LESS THAN $100,620. THIS QUALIFICATION INCOME WILL BE ADJUSTED EACH YEAR TO MATCH THE NATIONAL SCHOOL LUNCH PROGRAM CHANGES.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010
OtherDecreasesSchedule/OtherDecreasesDetail/Amt139
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FTB FILING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1IRS TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MARGIN INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL L AUCLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL L & JUDITH Y AUCLAIR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0770529004
ReturnHeader/Filer/PhoneNum04087785658
ReturnHeader/Filer/USAddress/AddressLine1Txt017900 ROSE ORCHARD CT
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943040933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOREK CARLSON & STRUTZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 E HAMILTON AVE STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum06509615520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED STOREK
ReturnHeader/ReturnTs02020-04-15T16:31:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,598
Liabilities
$0
Net assets
$158,598
Revenue
$8,135
Expenses
$4,221
Net income
$3,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.11$0.20$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.18$0.18$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.16$0.18$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.12$0.19$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.04$0.09$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$0.05$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$1.55$0.00$0.05$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.04$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.03$0.04$0.00
2010Summary only. Only limited summary data is available for this year.$1.58$0.00$0.03$0.06$0.03