Civic Intelligence

Joe Fergason Scholarship Fund

990PF • Fiscal year 2015 • EIN 91-1322109

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 19, 2016

Organization Profile
PO Box 437South Bend, WA 98586

(360) 875-5707

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

2.1%

Faster asset growth than 55% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

2.0%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$113,776

Up $2,293 (+2.1%) from 2014

Net Assets

Up

$113,776

Up $2,293 (+2.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin87th percentile

Revenue

Up

$6,150

Up $122 (+2.0%) from 2014

Expenses

Down

$3,857

Down $2,499 (-39%) from 2014

Net Income

Up

$2,293

Up $2,621 (+799%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2015

Assets$113,776
Liabilities$0
Net Assets$113,776
Open 2015 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$6,150
Expenses$3,857
Net Income$2,293
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 19, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike RogersTrustee-$0--
Jason NelsonTrustee-$0--
Joel PenoyarTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ScholarshipN/ASouth Bend, WA, US$3,500
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
2016-01-19
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 Appendix291 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/PersonNm0Mike Rogers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jason Nelson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Joel Penoyar
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 570
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 437
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2504 W Robert Bush Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0South Bend
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0510 Commercial Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Raymond
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098577
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/Expenses1Amt03500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0357
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/Amt03500
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/TotalGrantOrContriPdDurYrAmt03500
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt057
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt057
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt057
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-19
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/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/ReturnTs02016-01-19T12:45:39-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,776
Liabilities
$0
Net assets
$113,776
Revenue
$6,150
Expenses
$3,857
Net income
$2,293
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