Civic Intelligence

Stephen Edward Scarff Memorial Foundation

990PF • Fiscal year 2016 • EIN 94-2984078

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 06, 2017

56 Bay Tree LaneLos Altos, CA 94022

(650) 949-5230

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

99th percentile

159%

Higher net margin than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-17%

Faster asset growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Assets

Down

$268,470

Down $53,358 (-17%) from 2015

Net Assets

Down

$268,470

Down $53,358 (-17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

-$33,608

Up $24,429 (+42%) from 2015

Expenses

Down

$19,773

Down $8,682 (-31%) from 2015

Net Income

Up

-$53,381

Up $33,111 (+38%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $415,827Liabilities 2011: $02011Assets 2012: $363,902Liabilities 2012: $02012Assets 2013: $387,461Liabilities 2013: $0Net Assets 2013: $387,4612013Assets 2014: $407,179Liabilities 2014: $0Net Assets 2014: $407,1792014Assets 2015: $321,828Liabilities 2015: $0Net Assets 2015: $321,8282015Assets 2016: $268,470Liabilities 2016: $0Net Assets 2016: $268,4702016Assets 2017: $228,353Liabilities 2017: $0Net Assets 2017: $228,3532017Assets 2018: $247,183Liabilities 2018: $0Net Assets 2018: $247,1832018Assets 2019: $122,713Liabilities 2019: $0Net Assets 2019: $122,7132019Assets 2020: $152,353Liabilities 2020: $0Net Assets 2020: $152,3532020Assets 2021: $182,753Liabilities 2021: $0Net Assets 2021: $182,7532021Assets 2022: $160,675Liabilities 2022: $0Net Assets 2022: $160,6752022Assets 2023: $136,858Liabilities 2023: $2,000Net Assets 2023: $134,8582023Assets 2024: $124,636Liabilities 2024: $2Net Assets 2024: $124,6342024Assets 2025: $114,225Liabilities 2025: $0Net Assets 2025: $114,2252025

Highlighted filing

2016

Assets$268,470
Liabilities$0
Net Assets$268,470

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: -$622Expenses 2011: $47,889Net Income 2011: -$48,5112011Revenue 2012: -$38,984Expenses 2012: $12,941Net Income 2012: -$51,9252012Expenses 2013: $13,2022013Revenue 2014: $75,012Expenses 2014: $55,294Net Income 2014: $19,7182014Revenue 2015: -$58,037Expenses 2015: $28,455Net Income 2015: -$86,4922015Revenue 2016: -$33,608Expenses 2016: $19,773Net Income 2016: -$53,3812016Revenue 2017: $7,805Expenses 2017: $49,605Net Income 2017: -$41,8002017Revenue 2018: $43,372Expenses 2018: $24,540Net Income 2018: $18,8322018Revenue 2019: -$6,350Expenses 2019: $118,120Net Income 2019: -$124,4702019Revenue 2020: $60,287Expenses 2020: $29,615Net Income 2020: $30,6722020Revenue 2021: $59,025Expenses 2021: $28,625Net Income 2021: $30,4002021Revenue 2022: $11,529Expenses 2022: $33,607Net Income 2022: -$22,0782022Revenue 2023: $2,232Expenses 2023: $28,050Net Income 2023: -$25,8182023Revenue 2024: $3,677Expenses 2024: $11,900Net Income 2024: -$8,2232024Revenue 2025: $6,568Expenses 2025: $16,977Net Income 2025: -$10,4092025

Highlighted filing

2016

Revenue-$33,608
Expenses$19,773
Net Income-$53,381
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY V SCARFFTrustee-$0--
LINDA PAINEAdvisory Commit-$0--
SUSAN NESMITHAdvisory Commit-$0--
CATHERINE KROOKAdvisory Commit-$0--
EDWARD SCARFFAdvisory Commit-$0--
Filing and Contact Details

Filer

Filer Name
Stephen Edward Scarff Memorial
EIN
94-2984078
Phone
6509495230
Address
56 BAY TREE LANE, LOS ALTOS, CA 94022

Signing Officer

Name
Edward Scarff
Title
Advisory Commit
Signed
2017-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Daniel Bane CPA
Address
100 BROADWAY, SAN FRANCISCO, CA 94111
Preparer
Daniel Bane
Phone
4155723933
Raw XML Appendix346 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01900
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The STEPHEN EDWARD SCARFF MEMORIAL FOUNDATION HAD Backup withholding erroneously withheld BY FIDELTIY BROKAGERAGE SERVICES OF $112,271 PER THE ATTACHED SUPPORTING DETAIL AND ATTACHED 2016 AND 2015 FORMS 1099S. ACCORDINGLY, The STEPHEN EDWARD SCARFF MEMORIAL FOUNDATION REPORTED THE ENTIRE $112,271 ON pART VI, LINE 6D ON ITS 2015 TAX RETURN FOR THE YEAR ENDED mARCH 31, 2016 BECAUSE THE Backup withholding WAS erroneously withheld.
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt056 BAY TREE LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ALTOS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0940224601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EDWARD SCARFF
IRS990PF/StatementsRegardingActyGrp/PhoneNum06509495230
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHICAGO LAKE PRESERVATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Stanford children hpsiptal
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Music for minors
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CHICAGO LAKE PRESERVATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PENTOGA TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1725 Welch road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21100 Industrial Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PENTOGA TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CRYSTAL FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Palo alto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Carlos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CRYSTAL FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349920
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017100
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013793
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04684
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015615
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04684
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017253
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03460
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015615
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012155
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM ca ftb
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM IRS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt019029
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt176116
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt019029
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt176116
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt153
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0miscellaenous
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD SCARFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISORY COMMIT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN EDWARD SCARFF MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0942984078
ReturnHeader/Filer/PhoneNum06509495230
ReturnHeader/Filer/USAddress/AddressLine1Txt056 BAY TREE LANE
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL BANE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04155723933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Bane
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-06T17:33:47-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.17$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.12$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.02$1.35$0.02$0.28$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.12$0.34$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.59$0.29$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.60$0.30$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$1.18$1.24
2018Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.43$0.25$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.08$0.50$0.42
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.34$0.20$0.53
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.58$0.28$0.86
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.75$0.55$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.13
2012Summary only. Only limited summary data is available for this year.$3.64$0.00$0.39$0.13$0.52
2011Summary only. Only limited summary data is available for this year.$4.16$0.00$0.01$0.48$0.49