Civic Intelligence

Daniel L & Judith Y Auclair Charitable Foundation

990PF • Fiscal year 2022 • EIN 77-0529004

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

36th percentile

-3.3%

Higher net margin than 36% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

-0.4%

Faster asset growth than 48% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

13%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$148,162

Down $589 (-0.4%) from 2021

Net Assets

Down

$148,162

Down $589 (-0.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin36th percentile

Revenue

Up

$17,649

Up $2,067 (+13%) from 2021

Expenses

Up

$18,238

Up $396 (+2.2%) from 2021

Net Income

Up

-$589

Up $1,671 (+74%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2022

Assets$148,162
Liabilities$0
Net Assets$148,162
Open 2022 Filing

Operations Trend

Revenue Growth56th 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

2022

Revenue$17,649
Expenses$18,238
Net Income-$589
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL L AUCLAIRDirector-$0--
JUDITH Y AUCLAIRDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-4 YEAR COLLEGE SCHOLARSHIPIMOUNT VERMON, ME, US$2,500
Paid Grant-4 YEARA COLLEGE SCHOLARSHIPIWINHROP, ME, US$2,500
Paid Grant-4 YEAR COLLEGE SCHOLARSHIPIWINTHROP, ME, US$2,500
Paid Grant-4 YEAR COLLEGE SCHOLARSHIP-WINTHROP, ME, US$2,500
Paid Grant-4 YEAR COLLEGE SCHOLARSHIP-WINTHROP, ME, US$2,500
Paid Grant-4 YEAR COLLEGE SCHOLARSHIP4WINTHROP, ME, US$2,500
Paid Grant-4 YEAR COLLEGE SCHOLARSHIP4WINTHRO, ME, US$2,500
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
2023-11-14
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 Appendix297 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL L AUCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH Y AUCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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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/SupplementaryInformationGrp/ContributingManagerNm1JUDITH Y AUCLAIR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NATALIE FROST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AALIYAH WILSON FALCONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3HANNAN DULEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4LINDSAY LETOURNEAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ELEANOR FOLSOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MADELYNNE PERKINS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0791 BEAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11141 MEMORIAL DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt421 PEARL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt545 KNOWLES LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt648 GREENWOOD TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOUNT VERMON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WINHROP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WINTHROP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WINTHROP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WINTHROP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WINTHRO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd304364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd504364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd604364
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1212
TaxesSchedule/TaxesDetail/CategoryTxt0DEPT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL L AUCLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-14T16:53:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AUCLAIR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,162
Liabilities
$0
Net assets
$148,162
Revenue
$17,649
Expenses
$18,238
Net income
-$589
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