Civic Intelligence

Em Downer Jr Scholarship Fund

EIN 94-2786974 • 501(c)3 • San Francisco, CA

Profile

The organization supports educational pursuits, extra-curricular activities, and scholastic achievement.

343 Sansome Street No 1500San Francisco, CA 94104

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

50th percentile

1.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

0.0%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-36%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$201,641

Up $73 (+0.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$201,641

Up $73 (+0.0%) from 2013

Revenue

Down

$5,098

Down $2,877 (-36%) from 2013

Expenses

Up

$5,025

Up $4,418 (+728%) from 2013

Net Income

Down

$73

Down $7,295 (-99%) from 2013

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $201,568Liabilities 2013: $0Net Assets 2013: $201,5682013Assets 2014: $201,641Liabilities 2014: $0Net Assets 2014: $201,6412014

Highlighted filing

2014

Assets$201,641
Liabilities$0
Net Assets$201,641

Operations Trend

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

$8.0K$6.0K$4.0K$2.0K$0Revenue 2013: $7,975Expenses 2013: $607Net Income 2013: $7,3682013Revenue 2014: $5,098Expenses 2014: $5,025Net Income 2014: $732014

Highlighted filing

2014

Revenue$5,098
Expenses$5,025
Net Income$73

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 20, 2015
Return Version
2014v5.0
Gross Receipts
$11,532
Mission and Program Overview

Mission

The organization supports educational pursuits, extra-curricular activities, and scholastic achievement.

Program Services

DescriptionGrantsExpenses
THIS TRUST IS ESTABLISHED FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS TO STUDENTS FROM FUNDS DONATED BY MEMBERS OF THE PUBLIC.$0$25
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EM DOWNER IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Em Downer Jr Scholarship Fund
EIN
94-2786974
Phone
9252563098
Address
343 SANSOME STREET NO 1500, SAN FRANCISCO, CA 94104

Signing Officer

Name
Edward M Downer
Title
Trustee
Phone
9252563098
Signed
2015-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Mowat Mackie & Anderson Llp
Address
1999 HARRISON STREET SUITE 1500, OAKLAND, CA 94612-3577
Preparer
Susan S Jordan
Phone
5108931120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: mechanics bank - dividends. Amount: 3,195. Description: mechanics bank - tax-exempt dividends. Amount: 572. Total included on form 990-ez, line 4: 3,767.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: downer elementary school. Grantee address: 1231 8th street san pablo, ca 94806. Date of gift: 05/06/14. Amount given: 5,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: state registry fees. Amount: 25.

Form 990-ez, Part II, Line 24 - Other Assets

Description: equities. Beg. Of year amount: 111,196. End of year amount: 104,762. Description: fixed income. Beg. Of year amount: 85,000. End of year amount: 85,000.

Raw XML Appendix124 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0EDWARD M DOWNER
IRS990EZ/BooksInCareOfDetail/PhoneNum04152490339
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0343 SANSOME STREET SUITE 1500
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011879
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06434
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt073
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201568
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0201641
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01331
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt011532
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03767
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201568
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0201641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201568
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0201641
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EM DOWNER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0196196
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0189762
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION SUPPORTS EDUCATIONAL PURSUITS, EXTRA-CURRICULAR ACTIVITIES, AND SCHOLASTIC ACHIEVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS TRUST IS ESTABLISHED FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS TO STUDENTS FROM FUNDS DONATED BY MEMBERS OF THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt07765
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05025
IRS990EZ/TotalProgramServiceExpensesAmt025
IRS990EZ/TotalRevenueAmt05098
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03428
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082001
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/TotalSupportAmt082001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MECHANICS BANK - DIVIDENDS. AMOUNT: 3,195. DESCRIPTION: MECHANICS BANK - TAX-EXEMPT DIVIDENDS. AMOUNT: 572. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,767.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: DOWNER ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1231 8TH STREET SAN PABLO, CA 94806. DATE OF GIFT: 05/06/14. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: STATE REGISTRY FEES. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: EQUITIES. BEG. OF YEAR AMOUNT: 111,196. END OF YEAR AMOUNT: 104,762. DESCRIPTION: FIXED INCOME. BEG. OF YEAR AMOUNT: 85,000. END OF YEAR AMOUNT: 85,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD M DOWNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09252563098
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EM DOWNER JR SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0EMDO
ReturnHeader/Filer/EIN0942786974
ReturnHeader/Filer/PhoneNum09252563098
ReturnHeader/Filer/USAddress/AddressLine1Txt0343 SANSOME STREET NO 1500
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946357165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOWAT MACKIE & ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01999 HARRISON STREET SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946123577
ReturnHeader/PreparerPersonGrp/PhoneNum05108931120
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN S JORDAN
ReturnHeader/ReturnTs02015-08-27T18:24:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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