Civic Intelligence

Scott Valley Scholarships and Educational Awards Inc

990 • Fiscal year 2019 • EIN 94-2702736

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 18, 2019

Organization ProfileWWW.SCOTTVALLEYSCHOLARSHIPS.ORG
PO Box 352Etna, CA 96027

(530) 467-3138

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

141%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,079,533

Up $224,301 (+26%) from 2018

Net Assets

Up

$1,079,469

Up $224,237 (+26%) from 2018

Liabilities

Up

$64

Up $64 from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin78th percentile

Revenue

Up

$67,896

Up $39,717 (+141%) from 2018

Expenses

Up

$53,444

Up $7,315 (+16%) from 2018

Net Income

Up

$14,452

Up $32,402 (+181%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $719,429Liabilities 2011: $0Net Assets 2011: $719,4292011Assets 2012: $697,691Liabilities 2012: $0Net Assets 2012: $697,6912012Assets 2013: $876,660Liabilities 2013: $0Net Assets 2013: $876,6602013Assets 2014: $861,170Liabilities 2014: $0Net Assets 2014: $861,1702014Assets 2015: $902,632Liabilities 2015: $0Net Assets 2015: $902,6322015Assets 2016: $917,512Liabilities 2016: $0Net Assets 2016: $917,5122016Assets 2017: $873,182Liabilities 2017: $0Net Assets 2017: $873,1822017Assets 2018: $855,232Liabilities 2018: $0Net Assets 2018: $855,2322018Assets 2019: $1,079,533Liabilities 2019: $64Net Assets 2019: $1,079,4692019Assets 2020: $1,049,979Liabilities 2020: $0Net Assets 2020: $1,049,9792020Assets 2021: $1,322,686Liabilities 2021: $0Net Assets 2021: $1,322,6862021Assets 2022: $1,357,860Liabilities 2022: $0Net Assets 2022: $1,357,8602022Assets 2023: $1,416,039Liabilities 2023: $0Net Assets 2023: $1,416,0392023Assets 2024: $1,585,126Liabilities 2024: $0Net Assets 2024: $1,585,1262024Assets 2025: $1,739,188Liabilities 2025: $0Net Assets 2025: $1,739,1882025

Highlighted filing

2019

Assets$1,079,533
Liabilities$64
Net Assets$1,079,469
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $60,0972011Expenses 2012: $61,5502012Revenue 2013: $213,196Expenses 2013: $61,507Net Income 2013: $151,6892013Revenue 2014: $60,608Expenses 2014: $76,098Net Income 2014: -$15,4902014Revenue 2015: $107,841Expenses 2015: $66,379Net Income 2015: $41,4622015Revenue 2016: $70,171Expenses 2016: $55,291Net Income 2016: $14,8802016Revenue 2017: $5,610Expenses 2017: $49,940Net Income 2017: -$44,3302017Revenue 2018: $28,179Expenses 2018: $46,129Net Income 2018: -$17,9502018Revenue 2019: $67,896Expenses 2019: $53,444Net Income 2019: $14,4522019Revenue 2020: $108,737Expenses 2020: $59,284Net Income 2020: $49,4532020Revenue 2021: $67,153Expenses 2021: $56,748Net Income 2021: $10,4052021Revenue 2022: $123,604Expenses 2022: $54,974Net Income 2022: $68,6302022Revenue 2023: $109,328Expenses 2023: $64,428Net Income 2023: $44,9002023Revenue 2024: $103,169Expenses 2024: $54,578Net Income 2024: $48,5912024Revenue 2025: $90,135Expenses 2025: $58,646Net Income 2025: $31,4892025

Highlighted filing

2019

Revenue$67,896
Expenses$53,444
Net Income$14,452
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 18, 2019
Return Version
2018v3.1
Gross Receipts
$67,896
Mission and Program Overview

Mission

Provide scholarships to our area's youth in order to further their education beyond high school.

Educational opportunities for area students and alumni, providing scholarships and educational awards, and to develop those community relationships which support this mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$855,232$1,079,469▲ $224,237
Investments in Publicly Traded Securities$671,441$992,076▲ $320,635
Savings and Temporary Cash Investments$153,407$46,195▼ $107,212
Cash and Non-Interest-Bearing Accounts$30,384$41,262▲ $10,878
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$855,232$1,079,533▲ $224,301
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$64-
Total Liabilities$0$64▲ $64
Net Assets / Fund Balance
Total Net Assets Fund Balance$855,232$1,079,469▲ $224,237
Total Liabilities and Net Assets / Fund Balance$855,232$1,079,533▲ $224,301
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Maryann MunsonPresident
Barbara ThackerayVice President
Bradley IsbellDirector
Eric BlackDirector
Kelly MartinDirector
Larry RatkoviakDirector
Melanie FowleDirector
Richard MooreDirector
Sherry HannaDirector
Patti ParryCFO
Julie PynesSecretary
Trisha FranklinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,670
Program Service Revenue
$0
Investment Income
$38,864
Other Revenue
$2,362
All Other Contributions
$26,670
Change in Net Assets
$14,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,395
Other Expenses$3,049
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$50,395--$50,395
Insurance$1,298--$1,298
Fees for Services Accounting$945--$945
Office Expenses$781--$781
Other Expenses$25--$25
Total Functional Expenses$53,444$0$0$53,444
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is provided to board prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each year officers and board members disclose any relationship they have with any potential scholarship recipient. If there is a relationship, that member is not part of the selection committee.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Scott Valley Scholarships and
EIN
94-2702736
Phone
5304673138
Address
PO BOX 352, ETNA, CA 96027

Signing Officer

Name
Maryann Munson
Title
President
Signed
2019-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maryann Munson
Formed
1980
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
1

Preparer

Firm
Aiello Goodrich & Teuscher Inc
Address
205 N MOUNT SHASTA BLVD STE 300, MOUNT SHASTA, CA 96067
Preparer
Lynn E Teuscher CPA
Phone
5309263881
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Prior period investments not reported at fmv = $143602”

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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARYANN MUNSON
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherRevenueAmt0-34282
IRS990/PYRevenuesLessExpensesAmt0-17950
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IRS990/RelatedEntityInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042473
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0141545
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0-63461
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.54290
IRS990ScheduleA/PublicSupportPY170Pct00.60040
IRS990ScheduleA/PublicSupportTotal170Amt0179516
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042473
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0189140
IRS990ScheduleA/TotalSupportAmt0330685
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP RECIPIENTS
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP RECIPIENTS MUST PROVIDE PROOF OF FULL TIME ENROLLMENT. ALL FUNDS ARE PAID DIRECTLY TO THE INSTITITION OF HIGHER LEARNING AND NOT TO THE RECIPIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR OFFICERS AND BOARD MEMBERS DISCLOSE ANY RELATIONSHIP THEY HAVE WITH ANY POTENTIAL SCHOLARSHIP RECIPIENT. IF THERE IS A RELATIONSHIP, THAT MEMBER IS NOT PART OF THE SELECTION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD INVESTMENTS NOT REPORTED AT FMV = $143602
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt064
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01079469
IRS990/TotalProgramServiceExpensesAmt053444

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,079,533
Liabilities
$64
Net assets
$1,079,469
Revenue
$67,896
Expenses
$53,444
Net income
$14,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.09$0.06$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10$0.05$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.11$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12$0.05$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.11$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.21$0.06$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.06