Civic Intelligence

Helen E Danner Trust C/O Bank of Stockton Trustee

990 • Fiscal year 2021 • EIN 94-6244818

Nov 01, 2020 to Oct 31, 2021 • Filed on Dec 01, 2021

Organization ProfileN/A
555 W Benjamin Holt Drive Bldg AStockton, CA 95207-3888

(209) 929-1500

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

50th percentile

9.3%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

400%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$809,511

Up $68,925 (+9.3%) from 2020

Net Assets

Up

$809,511

Up $68,925 (+9.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Up

$117,903

Up $94,306 (+400%) from 2020

Expenses

Up

$48,978

Up $3,914 (+8.7%) from 2020

Net Income

Up

$68,925

Up $90,392 (+421%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2021

Assets$809,511
Liabilities$0
Net Assets$809,511
Open 2021 Filing

Operations Trend

Revenue Growth97th 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

2021

Revenue$117,903
Expenses$48,978
Net Income$68,925
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Dec 1, 2021
Return Version
2020v4.1
Gross Receipts
$429,485
Mission and Program Overview

Mission

To provide scholarships for education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$740,586$809,511▲ $68,925
Investments Other Securities$718,325$774,712▲ $56,387
Cash and Non-Interest-Bearing Accounts$22,261$34,799▲ $12,538
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$740,586$809,511▲ $68,925
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$740,586$809,511▲ $68,925
Total Liabilities and Net Assets / Fund Balance$740,586$809,511▲ $68,925

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$774,712--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
-Trustee (5)PT$14,132$14,132
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$117,903
Other Revenue
$0
Change in Net Assets
$68,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,800
Salaries, Compensation, and Employee Benefits$14,132
Other Expenses$2,046
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,800--$32,800
Current Officers, Directors, Trustees, and Key Employees-$14,132-$14,132
Fees for Services Accounting-$1,980-$1,980
Other Expenses-$10-$10
Total Functional Expenses$32,800$16,178$0$48,978
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Joaquin Delta CollegeStockton, CA501(c)(3)See Form 990, Page 2, Part Iii for Details$32,800
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 35% controlled entity
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
555 W BENJAMIN HOLT DRIVE BLDG A, STOCKTON, CA 95207-3888

Signing Officer

Name
Bank of Stockton
Title
Trustee
Phone
2099291500
Signed
2021-12-01
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 Appendix381 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/SupportedOrgInformationGrp/SupportAmt032800
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN JOAQUIN DELTA COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt032800
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0774712
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BANK OF STOCKTON SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0774712
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt032800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE FORM 990, PAGE 2, PART III FOR DETAILS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN JOAQUIN DELTA COLLEGE
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:
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0740586
IRS990/TotalAssetsEOYAmt0809511
IRS990/TotalAssetsGrp/BOYAmt0740586
IRS990/TotalAssetsGrp/EOYAmt0809511
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016178
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032800
IRS990/TotalFunctionalExpensesGrp/TotalAmt048978
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0740586
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0809511
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032800
IRS990/TotalReportableCompFromOrgAmt014132
IRS990/TotalRevenueGrp/ExclusionAmt0117903
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0117903
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0740586
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0809511
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 W BENJAMIN HOLT DR BLDG A
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0952073888
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF STOCKTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02099291500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN E DANNER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BANK OF STOCKTON TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0946244818
ReturnHeader/Filer/PhoneNum02099291500
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 W BENJAMIN HOLT DRIVE BLDG A
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0952073888
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/ReturnTs02021-12-06T16:55:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OF STOCKTON
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$809,511
Liabilities
$0
Net assets
$809,511
Revenue
$117,903
Expenses
$48,978
Net income
$68,925
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