Civic Intelligence

Joe Fergason Scholarship Fund

EIN 91-1322109 • South Bend, WA

PO Box 437South Bend, WA 98586
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 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

99th percentile

210%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

40th percentile

-8.8%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$115,688

Down $11,228 (-8.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$115,688

Down $11,228 (-8.8%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$5,321

Down $5,811 (-1186%) from 2024

Expenses

Up

$5,862

Up $1,023 (+21%) from 2024

Net Income

Down

-$11,183

Down $6,834 (-157%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2011: $112,658Liabilities 2011: $02011Assets 2012: $115,280Liabilities 2012: $0Net Assets 2012: $115,2802012Assets 2013: $116,555Liabilities 2013: $0Net Assets 2013: $116,5552013Assets 2014: $111,483Liabilities 2014: $0Net Assets 2014: $111,4832014Assets 2015: $113,776Liabilities 2015: $0Net Assets 2015: $113,7762015Assets 2016: $106,168Liabilities 2016: $0Net Assets 2016: $106,1682016Assets 2017: $105,193Liabilities 2017: $0Net Assets 2017: $105,1932017Assets 2018: $106,578Liabilities 2018: $0Net Assets 2018: $106,5782018Assets 2019: $108,283Liabilities 2019: $0Net Assets 2019: $108,2832019Assets 2020: $115,057Liabilities 2020: $0Net Assets 2020: $115,0572020Assets 2021: $114,677Liabilities 2021: $0Net Assets 2021: $114,6772021Assets 2022: $129,327Liabilities 2022: $0Net Assets 2022: $129,3272022Assets 2023: $131,359Liabilities 2023: $0Net Assets 2023: $131,3592023Assets 2024: $126,916Liabilities 2024: $0Net Assets 2024: $126,9162024Assets 2025: $115,688Liabilities 2025: $0Net Assets 2025: $115,6882025

Highlighted filing

2025

Assets$115,688
Liabilities$0
Net Assets$115,688
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10K-$20KRevenue 2011: $6,187Expenses 2011: $4,260Net Income 2011: $1,9272011Expenses 2012: $4,8452012Expenses 2013: $5,3562013Revenue 2014: $6,028Expenses 2014: $6,356Net Income 2014: -$3282014Revenue 2015: $6,150Expenses 2015: $3,857Net Income 2015: $2,2932015Revenue 2016: $3,764Expenses 2016: $5,305Net Income 2016: -$1,5412016Revenue 2017: $3,806Expenses 2017: $2,812Net Income 2017: $9942017Revenue 2018: $5,755Expenses 2018: $4,300Net Income 2018: $1,4552018Revenue 2019: $5,234Expenses 2019: $3,418Net Income 2019: $1,8162019Revenue 2020: $11,667Expenses 2020: $4,795Net Income 2020: $6,8722020Revenue 2021: $5,330Expenses 2021: $5,606Net Income 2021: -$2762021Revenue 2022: $17,648Expenses 2022: $2,939Net Income 2022: $14,7092022Revenue 2023: $8,034Expenses 2023: $5,770Net Income 2023: $2,2642023Revenue 2024: $490Expenses 2024: $4,839Net Income 2024: -$4,3492024Revenue 2025: -$5,321Expenses 2025: $5,862Net Income 2025: -$11,1832025

Highlighted filing

2025

Revenue-$5,321
Expenses$5,862
Net Income-$11,183
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,688
Liabilities
$0
Net assets
$115,688
Revenue
-$5,321
Expenses
$5,862
Net income
-$11,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.06$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.00$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.18$0.03$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.06$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.05$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.06$0.04$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike RogersTrustee-$0--
Jason NelsonTrustee-$0--
Joel PenoyarTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joe Fergason Scholarship Fund
EIN
91-1322109
Phone
3608755707
Address
PO Box 437, South Bend, WA 98586

Signing Officer

Name
Jason Nelson
Title
Trustee
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Michael Plato CPA
Address
PO Box 111 / 510 Commercial Street, Raymond, WA 98577
Preparer
Michael Plato CPA
Phone
3609425747
Raw XML Appendix271 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/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Michael Plato CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03609425747
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Issued Scholarships
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Administration
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01362
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Grades, plans for future education, activities, family and abilities
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Joe Fergason Scholarship Fund
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 437
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0South Bend
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098586
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Graduates of South Bend High School
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Before April 1st each year
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Graduates of South Bend High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 437
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0South Bend
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098586
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04500
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/Amt045
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Excise Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0962
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0962
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0962
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0962
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joe Fergason Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0JOEF
ReturnHeader/Filer/EIN0911322109
ReturnHeader/Filer/PhoneNum03608755707
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 437
ReturnHeader/Filer/USAddress/CityNm0South Bend
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098586
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911807012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Plato CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 111 / 510 Commercial Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raymond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098577
ReturnHeader/PreparerPersonGrp/PhoneNum03609425747
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Plato CPA
ReturnHeader/ReturnTs02025-11-14T15:46:22-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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