Civic Intelligence

Helen M Clancy Scholarship Foundation

990PF • Fiscal year 2015 • EIN 91-1658180

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

PO Box 4Vashon, WA 98070

(206) 463-3608

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

11th percentile

-50%

Higher net margin than 11% 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

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

52nd percentile

1.2%

Faster revenue growth than 52% of similar nonprofits.

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

Assets

Down

$299,684

Down $15,582 (-4.9%) from 2014

Net Assets

Down

$299,684

Down $15,582 (-4.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$31,333

Up $380 (+1.2%) from 2014

Expenses

Up

$46,915

Up $10,696 (+30%) from 2014

Net Income

Down

-$15,582

Down $10,316 (-196%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $351,695Liabilities 2011: $0Net Assets 2011: $351,6952011Assets 2012: $340,200Liabilities 2012: $0Net Assets 2012: $340,2002012Assets 2013: $320,532Liabilities 2013: $0Net Assets 2013: $320,5322013Assets 2014: $315,266Liabilities 2014: $0Net Assets 2014: $315,2662014Assets 2015: $299,684Liabilities 2015: $0Net Assets 2015: $299,6842015Assets 2016: $279,504Liabilities 2016: $300Net Assets 2016: $279,2042016Assets 2017: $257,737Liabilities 2017: $0Net Assets 2017: $257,7372017Assets 2018: $245,722Liabilities 2018: $0Net Assets 2018: $245,7222018Assets 2019: $236,418Liabilities 2019: $0Net Assets 2019: $236,4182019Assets 2020: $226,639Liabilities 2020: $0Net Assets 2020: $226,6392020Assets 2021: $242,052Liabilities 2021: $0Net Assets 2021: $242,0522021Assets 2022: $221,528Liabilities 2022: $12022Assets 2023: $196,267Liabilities 2023: $12023Assets 2024: $203,342Liabilities 2024: $0Net Assets 2024: $203,3422024

Highlighted filing

2015

Assets$299,684
Liabilities$0
Net Assets$299,684

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $31,4782011Expenses 2012: $26,1722012Revenue 2013: $20,938Expenses 2013: $40,606Net Income 2013: -$19,6682013Revenue 2014: $30,953Expenses 2014: $36,219Net Income 2014: -$5,2662014Revenue 2015: $31,333Expenses 2015: $46,915Net Income 2015: -$15,5822015Revenue 2016: $16,000Expenses 2016: $36,480Net Income 2016: -$20,4802016Revenue 2017: $27,226Expenses 2017: $48,693Net Income 2017: -$21,4672017Revenue 2018: $39,549Expenses 2018: $51,564Net Income 2018: -$12,0152018Revenue 2019: $23,740Expenses 2019: $33,044Net Income 2019: -$9,3042019Revenue 2020: $24,707Expenses 2020: $34,486Net Income 2020: -$9,7792020Revenue 2021: $49,428Expenses 2021: $34,015Net Income 2021: $15,4132021Revenue 2022: $15,515Expenses 2022: $36,039Net Income 2022: -$20,5242022Revenue 2023: $38,586Expenses 2023: $63,847Net Income 2023: -$25,2612023Revenue 2024: $58,843Expenses 2024: $51,768Net Income 2024: $7,0752024

Highlighted filing

2015

Revenue$31,333
Expenses$46,915
Net Income-$15,582
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID F COOPERPresident-$0--
MIKE KIRKVice Pres-$0--
MIMI WALKERSecretary/Tr-$0--
MARK BENNIONDirector-$0--
LEEANN BROWNDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$5,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$5,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$4,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$3,500
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$3,500
Paid Grant-SCHOLARSHIPINDIVIDUALDECATUR, GA, US$3,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$2,500
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$2,500
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$2,500
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$1,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$1,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$1,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$1,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$1,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$1,000
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-STUDENTINDIVIDUALBURTON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALBURTON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Paid Grant-SCHOLARSHIPINDIVIDUALVASHON, WA, US$300
Filing and Contact Details

Filer

Filer Name
Helen M Clancy Scholarship
EIN
91-1658180
Phone
2064633608
Address
PO BOX 4, VASHON, WA 98070

Signing Officer

Name
David F Cooper
Title
President
Phone
2064633608
Signed
2016-05-11

Preparer

Firm
Lake Kennedy Mcculloch Cpas Ps
Address
PO BOX 1935, VASHON ISLAND, WA 98070
Preparer
Carmelita Logerwell Ms CPA
Phone
2064639944
Raw XML AppendixShowing 400 of 609 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0700
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FIDELITY STOCK SALES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt012531
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt013000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt027937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt228140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt329967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt426293
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt938857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DREYFUS MIDCAP INDEX FUND 1138.771 S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY BALANCED 2584.370 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIDELITY CAPITAL APPREC 1132.097 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIDELITY EXPORT & MULTINTL 1938.472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIDELITY INT'L DISCOVERY 1040.473SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIDELITY MORTGAGE SECURITIES 3911.00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FIDELITY OVERSEAS 850.052 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FIDELITY SHORT TERM BOND 2171.514 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIDELITY VALUE FUND 761.702 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JENSEN PORTFOLIO INC 1989.963 SHS
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15582
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt037398
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030864
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0299684
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID F COOPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MIKE KIRK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10EMMA DUBOIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22NONE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.59$0.52$0.07
2023Summary only. Only limited summary data is available for this year.$1.96$0.00$0.39$0.64$0.25
2022Summary only. Only limited summary data is available for this year.$2.22$0.00$0.16$0.36$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.49$0.34$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.25$0.34$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.24$0.33$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.40$0.52$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.27$0.49$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.79$0.16$0.36$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.31$0.47$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.31$0.36$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.21$0.41$0.20
2012Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.31
Peer Organizations

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