Civic Intelligence

Helen E Danner Trust C/O Bank of Stockton Trustee

990 • Fiscal year 2017 • EIN 94-6244818

Nov 01, 2016 to Oct 31, 2017 • Filed on Feb 27, 2018

Organization ProfileN/A
PO Box 201014Stockton, CA 95201

(209) 929-1500

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$11,985

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

9.8%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

398%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$752,757

Up $67,130 (+9.8%) from 2016

Net Assets

Up

$752,757

Up $67,130 (+9.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$110,576

Up $88,378 (+398%) from 2016

Expenses

Up

$43,446

Up $1,881 (+4.5%) from 2016

Net Income

Up

$67,130

Up $86,497 (+447%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.0M$500K$0Assets 2011: $697,868Liabilities 2011: $0Net Assets 2011: $697,8682011Assets 2012: $681,395Liabilities 2012: $0Net Assets 2012: $681,3952012Assets 2013: $709,359Liabilities 2013: $0Net Assets 2013: $709,3592013Assets 2014: $709,818Liabilities 2014: $0Net Assets 2014: $709,8182014Assets 2015: $704,994Liabilities 2015: $0Net Assets 2015: $704,9942015Assets 2016: $685,627Liabilities 2016: $0Net Assets 2016: $685,6272016Assets 2017: $752,757Liabilities 2017: $0Net Assets 2017: $752,7572017Assets 2018: $769,848Liabilities 2018: $0Net Assets 2018: $769,8482018Assets 2019: $762,053Liabilities 2019: $0Net Assets 2019: $762,0532019Assets 2020: $740,586Liabilities 2020: $0Net Assets 2020: $740,5862020Assets 2021: $809,511Liabilities 2021: $0Net Assets 2021: $809,5112021Assets 2022: $797,714Liabilities 2022: $0Net Assets 2022: $797,7142022Assets 2023: $838,460Liabilities 2023: $0Net Assets 2023: $838,4602023Assets 2024: $917,310Liabilities 2024: $0Net Assets 2024: $917,3102024Assets 2025: $936,360Liabilities 2025: $0Net Assets 2025: $936,3602025

Highlighted filing

2017

Assets$752,757
Liabilities$0
Net Assets$752,757
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $26,474Expenses 2011: $33,372Net Income 2011: -$6,8982011Revenue 2012: $17,308Expenses 2012: $33,781Net Income 2012: -$16,4732012Revenue 2013: $63,206Expenses 2013: $35,242Net Income 2013: $27,9642013Revenue 2014: $38,726Expenses 2014: $38,267Net Income 2014: $4592014Revenue 2015: $34,739Expenses 2015: $39,563Net Income 2015: -$4,8242015Revenue 2016: $22,198Expenses 2016: $41,565Net Income 2016: -$19,3672016Revenue 2017: $110,576Expenses 2017: $43,446Net Income 2017: $67,1302017Revenue 2018: $61,940Expenses 2018: $44,849Net Income 2018: $17,0912018Revenue 2019: $37,154Expenses 2019: $44,949Net Income 2019: -$7,7952019Revenue 2020: $23,597Expenses 2020: $45,064Net Income 2020: -$21,4672020Revenue 2021: $117,903Expenses 2021: $48,978Net Income 2021: $68,9252021Revenue 2022: $24,009Expenses 2022: $35,806Net Income 2022: -$11,7972022Revenue 2023: $70,906Expenses 2023: $29,401Net Income 2023: $41,5052023Revenue 2024: $114,962Expenses 2024: $35,475Net Income 2024: $79,4872024Revenue 2025: $59,828Expenses 2025: $40,778Net Income 2025: $19,0502025

Highlighted filing

2017

Revenue$110,576
Expenses$43,446
Net Income$67,130
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Feb 27, 2018
Return Version
2016v3.0
Gross Receipts
$392,467
Mission and Program Overview

Mission

To provide scholarships for education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$685,627$752,757▲ $67,130
Investments Other Securities$611,383$742,972▲ $131,589
Cash and Non-Interest-Bearing Accounts$74,244$9,785▼ $64,459
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$685,627$752,757▲ $67,130
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$685,627$752,757▲ $67,130
Total Liabilities and Net Assets / Fund Balance$685,627$752,757▲ $67,130

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$742,972--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-Trustee (5)PT$11,985$11,985
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$110,576
Other Revenue
$0
Change in Net Assets
$67,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,013
Salaries, Compensation, and Employee Benefits$11,985
Other Expenses$3,448
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,013--$28,013
Current Officers, Directors, Trustees, and Key Employees-$11,985-$11,985
Fees for Services Accounting-$3,410-$3,410
Other Expenses-$10-$10
Total Functional Expenses$28,013$15,433$0$43,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Joaquin Delta CollegeStockton, CA501(c)(3)See Form 990, Page 2, Part Iii for Details$28,013
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is available for review by the administrative committee. The assigned trust officer reviews the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 18

“Upon request the organization will make its form 1023, 990, and 990-t available for public inspection.”

Form 990, Part VI, Section C, Line 19

“These items are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Helen E Danner Trust
EIN
94-6244818
Phone
2099291500
Address
PO BOX 201014, STOCKTON, CA 95201

Signing Officer

Name
Bank of Stockton
Title
Trustee
Phone
2099291500
Signed
2018-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bank of Stockton
Formed
1971
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Michael D Luis
Phone
2099573691
Raw XML Appendix380 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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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE FORM 990, PAGE 2, PART III FOR DETAILS
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IRS990ScheduleI/RecipientTable/RecipientEIN0941044400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05151 PACIFIC AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095207
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS CREATED ON MAY 6, 1971, AT WHICH TIME THE ASSETS WERE DISTRIBUTED TO THE TRUST FROM THE ESTATE OF HELEN ELIZABETH DANNER. THE TRUSTEE HAS INVESTED THE TRUST'S ASSETS AND COLLECTED THE INCOME. THE TRUSTEE THEREFROM AND PERIODICALLY DISTRIBUTES THE TRUST'S NET INCOME DIRECTLY TO SAN JOAQUIN DELTA COLLEGE. SAN JOAQUIN DELTA COLLEGE, A PUBLIC INSTITUTION OF HIGHER LEARNING, IS ORGANIZED AND OPERATED UNDER THE LAWS OF THE STATE OF CALIFORNIA (CALIFORNIA EDUCATION CODE, SECTION 25450 46 SEQ). THE COLLEGE IN TURN SELECTS THE STUDENTS WHO ARE TO RECEIVE FINANCIAL AID AND ALLOCATES THE DISTRIBUTED FUNDS TO SUCH STUDENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS AVAILABLE FOR REVIEW BY THE ADMINISTRATIVE COMMITTEE. THE ASSIGNED TRUST OFFICER REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST THE ORGANIZATION WILL MAKE ITS FORM 1023, 990, AND 990-T AVAILABLE FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE ITEMS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0685627
IRS990/TotalAssetsGrp/EOYAmt0752757
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015433
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028013
IRS990/TotalFunctionalExpensesGrp/TotalAmt043446
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt0110576
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF STOCKTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02099291500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN E DANNER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BANK OF STOCKTON TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HELE
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ReturnHeader/Filer/PhoneNum02099291500
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.109.237
ReturnHeader/FilingSecurityInformation/IPDt02018-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:43:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D LUIS
ReturnHeader/ReturnTs02018-03-04T15:06:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$752,757
Liabilities
$0
Net assets
$752,757
Revenue
$110,576
Expenses
$43,446
Net income
$67,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.60$0.41$0.19
2024Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$1.15$0.35$0.79
2023Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.71$0.29$0.42
2022Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.24$0.36$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.18$0.49$0.69
2020Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.24$0.45$0.21
2019Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.37$0.45$0.08
2018Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.62$0.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$1.11$0.43$0.67
2016Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.22$0.42$0.19
2015Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.35$0.40$0.05
2014Summary only. Only limited summary data is available for this year.$7.10$0.00$7.10$0.39$0.38$0.00
2013Summary only. Only limited summary data is available for this year.$7.09$0.00$7.09$0.63$0.35$0.28
2012Summary only. Only limited summary data is available for this year.$6.81$0.00$6.81$0.17$0.34$0.16
2011Summary only. Only limited summary data is available for this year.$6.98$0.00$6.98$0.26$0.33$0.07