Civic Intelligence

Eleanora P Touhey Scholarship Fund

990PF • Fiscal year 2023 • EIN 94-6737480

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
7733 Oakcreek DriveStockton, CA 95207

(209) 601-5184

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

38th percentile

-3.3%

Higher net margin than 38% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$5,400

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

-0.3%

Faster asset growth than 49% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

117%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$272,899

Down $752 (-0.3%) from 2022

Net Assets

Down

$272,899

Down $752 (-0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin38th percentile

Revenue

Up

$22,673

Up $12,222 (+117%) from 2022

Expenses

Down

$23,425

Down $7,492 (-24%) from 2022

Net Income

Up

-$752

Up $19,714 (+96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2011: $318,548Liabilities 2011: $02011Assets 2012: $306,404Liabilities 2012: $0Net Assets 2012: $306,4042012Assets 2013: $310,681Liabilities 2013: $0Net Assets 2013: $310,6812013Assets 2014: $310,806Liabilities 2014: $0Net Assets 2014: $310,8062014Assets 2015: $305,667Liabilities 2015: $0Net Assets 2015: $305,6672015Assets 2016: $297,221Liabilities 2016: $0Net Assets 2016: $297,2212016Assets 2017: $294,578Liabilities 2017: $0Net Assets 2017: $294,5782017Assets 2018: $305,210Liabilities 2018: $0Net Assets 2018: $305,2102018Assets 2019: $310,570Liabilities 2019: $0Net Assets 2019: $310,5702019Assets 2020: $303,329Liabilities 2020: $0Net Assets 2020: $303,3292020Assets 2021: $294,118Liabilities 2021: $1Net Assets 2021: $294,1172021Assets 2022: $273,651Liabilities 2022: $0Net Assets 2022: $273,6512022Assets 2023: $272,899Liabilities 2023: $0Net Assets 2023: $272,8992023Assets 2024: $279,126Liabilities 2024: $0Net Assets 2024: $279,1262024

Highlighted filing

2023

Assets$272,899
Liabilities$0
Net Assets$272,899
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $8,290Expenses 2011: $29,104Net Income 2011: -$20,8142011Expenses 2012: $27,0542012Revenue 2013: $26,399Expenses 2013: $22,122Net Income 2013: $4,2772013Revenue 2014: $27,403Expenses 2014: $27,278Net Income 2014: $1252014Revenue 2015: $16,956Expenses 2015: $22,095Net Income 2015: -$5,1392015Revenue 2016: $10,633Expenses 2016: $19,079Net Income 2016: -$8,4462016Revenue 2017: $18,991Expenses 2017: $21,634Net Income 2017: -$2,6432017Revenue 2018: $25,831Expenses 2018: $15,199Net Income 2018: $10,6322018Revenue 2019: $20,288Expenses 2019: $14,928Net Income 2019: $5,3602019Revenue 2020: $11,769Expenses 2020: $19,010Net Income 2020: -$7,2412020Revenue 2021: $36,373Expenses 2021: $45,585Net Income 2021: -$9,2122021Revenue 2022: $10,451Expenses 2022: $30,917Net Income 2022: -$20,4662022Revenue 2023: $22,673Expenses 2023: $23,425Net Income 2023: -$7522023Revenue 2024: $35,236Expenses 2024: $28,656Net Income 2024: $6,5802024

Highlighted filing

2023

Revenue$22,673
Expenses$23,425
Net Income-$752
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD STEELETrustee-$5,400-$5,400
SHERRIE STEELETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Touhey Scholar Fund
EIN
94-6737480
Phone
2096015184
Address
7733 OAKCREEK DRIVE, STOCKTON, CA 95207

Signing Officer

Name
Sherri Steele
Title
Trustee
Phone
2096015184
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Amber Bell
Phone
2099573691
Raw XML Appendix309 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27733 OAKTREE DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295207
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02783
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01761
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum02096015184
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
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ReturnHeader/Filer/BusinessNameControlTxt0TOUH
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ReturnHeader/Filer/PhoneNum02096015184
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ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
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ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMBER BELL
ReturnHeader/ReturnTs02024-05-15T11:07:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEELE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,899
Liabilities
$0
Net assets
$272,899
Revenue
$22,673
Expenses
$23,425
Net income
-$752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.35$0.29$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.23$0.23$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.10$0.31$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.36$0.46$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.12$0.19$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.20$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.26$0.15$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.19$0.22$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.11$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.17$0.22$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.27$0.27$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.26$0.22$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.27
2011Summary only. Only limited summary data is available for this year.$3.19$0.00$0.08$0.29$0.21