Civic Intelligence

Unknown Organization

990PF • Fiscal year 2015 • EIN 94-6555379

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 30, 2015

Organization Profile
1124 Fremont WaySacramento, CA 95818

(916) 447-2558

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

3rd percentile

-449%

Higher net margin than 3% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

267%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,070,583 (-100%) from 2014

Net Assets

Down

$0

Down $1,070,583 (-100%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Up

$238,268

Up $173,356 (+267%) from 2014

Expenses

Up

$1,308,851

Up $1,265,229 (+2900%) from 2014

Net Income

Down

-$1,070,583

Down $1,091,873 (-5129%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,046,907Liabilities 2012: $02012Assets 2013: $1,049,294Liabilities 2013: $02013Assets 2014: $1,070,583Liabilities 2014: $1Net Assets 2014: $1,070,5832014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $25,886Expenses 2012: $44,692Net Income 2012: -$18,8062012Revenue 2013: $48,531Expenses 2013: $46,145Net Income 2013: $2,3862013Revenue 2014: $64,912Expenses 2014: $43,622Net Income 2014: $21,2902014Revenue 2015: $238,268Expenses 2015: $1,308,851Net Income 2015: -$1,070,5832015

Highlighted filing

2015

Revenue$238,268
Expenses$1,308,851
Net Income-$1,070,583
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 30, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARYANN CRAWFORDTrusteePT$33,650-$33,650
NANCY SYMONSCommittee Membr-$650-$650
BENJAMIN CRAWFORDCommittee Membr-$650-$650
SARAH CRAWFORDCommittee Membr-$650-$650
Filing and Contact Details

Filer

Filer Name
Lena Barnum Everett Trust
EIN
94-6555379
Phone
9164472558
Address
1124 FREMONT WAY, SACRAMENTO, CA 95818

Signing Officer

Name
Maryann Crawford
Title
Trustee
Signed
2015-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Damore Hamric & Schneider Inc
Address
1515 River Park Dr Ste 150, Sacramento, CA 95815-4606
Preparer
Carl J Schneider CPA
Phone
9164812856
Raw XML Appendix333 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt01000
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01000
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0DAMORE HAMRIC & SCHNEIDER INC
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1DEPARTMENT OF THE TREASURY
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt015500
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt115500
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt21500
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt3659
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt43063
DissolutionStmt/DissolutionInformationGrp/PersonNm0STUDENTS AT UOP
DissolutionStmt/DissolutionInformationGrp/PersonNm1STUDENTS AT CSU SAN JOSE
DissolutionStmt/DissolutionInformationGrp/PersonNm2MARYANN CRAWFORD
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0ASSET DISTRIBUTED - CASH
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1ASSET DISTRIBUTED - CASH
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2ACCOUNTING
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt3REIMBURSED EXPENSES
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt4FEDERAL TAXES
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt03601 PACIFIC AVENUE
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt11 WASHINGTON SQUARE
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt21515 RIVER PARK DRIVE SUITE 150
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt31124 FREMONT WAY
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt4INTERNAL REVENUESERVICE CENTER
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0STOCKTON
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm1SAN JOSE
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm2SACRAMENTO
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm3SACRAMENTO
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm4OGDEN
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0CA
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd1CA
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd2CA
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd3CA
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd4UT
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd095211
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd195192
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd295815
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd395818
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd4842010027
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018632
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0200308
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010434
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt08894
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029066
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0209202
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0238268
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt013531
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0200308
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt019100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt035600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01264000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01264000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt018632
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018632
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018632
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1070583
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01321184
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010434
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010434
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010434
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0200308
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0213132
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0707
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt05222
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05222
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt08894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08894
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02414
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02414
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt038667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt025136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01283715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01308851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0238268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0238268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt025136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019715
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0200308
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0707
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1070583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01070583
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt040766
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt040766
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt040766
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt045029
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04263
IRS990PF/DistributableAmountGrp/TotalTaxAmt04263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01070583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0452572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0339633
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0202482
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01070583
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01070583
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01070583
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt065502
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0914291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0402137
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0512154
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013714
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt045029
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0900577
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0914291
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt033650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARYANN CRAWFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY SYMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BENJAMIN CRAWFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SARAH CRAWFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1COMMITTEE MEMBR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2COMMITTEE MEMBR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3COMMITTEE MEMBR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01124 FREMONT WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11124 FREMONT WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21124 FREMONT WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31124 FREMONT WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SACRAMENTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SACRAMENTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SACRAMENTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SACRAMENTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd395818
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01283715
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01283715
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01283715
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt078
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THESE ACTIVITIES PROVIDE FUNDS FOR STUDENT GRANTS FOR EDUCATION.
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/AddressLine1Txt01124 FREMONT WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SACRAMENTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095818
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARYANN CRAWFORD
IRS990PF/StatementsRegardingActyGrp/PhoneNum09164472558
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORMS REQUIRED TO BE PREPARED BY THE SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1FORMS REQUIRED TO BE PREPARED BY THE SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0UNIVERSITY OF THE PACIFIC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1SAN JOSE STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02099462421
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum14082837500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03601 PACIFIC AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt11 WASHINGTON SQUARE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0STOCKTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1SAN JOSE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040766
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038100
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt05222
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DISSOLUTION TRANSITIONAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt265
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08894
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08894
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08894
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02414
TaxesSchedule/TaxesDetail/Amt02414
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES - FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES - STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02414
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYANN CRAWFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LENA BARNUM EVERETT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LENA
ReturnHeader/Filer/EIN0946555379
ReturnHeader/Filer/PhoneNum09164472558
ReturnHeader/Filer/USAddress/AddressLine1Txt01124 FREMONT WAY
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Damore Hamric & Schneider Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 River Park Dr Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958154606
ReturnHeader/PreparerPersonGrp/PhoneNum09164812856
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL J SCHNEIDER CPA
ReturnHeader/ReturnTs02015-07-30T13:00:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$238,268
Expenses
$1,308,851
Net income
-$1,070,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.24$1.31$1.07
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.04$0.02
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.05$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.03$0.04$0.02