Civic Intelligence

Reno T and Virginia a Ferrero Scholarship Fund

990PF • Fiscal year 2015 • EIN 95-2328086

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 08, 2016

1910 M StreetMerced, CA 95340

(209) 723-1240

Siviq Scores

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

Liabilities / Assets

79th percentile

0.09x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

1.16x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

56th percentile

5.6%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

55th percentile

2.3%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Up

$81,219

Up $1,851 (+2.3%) from 2014

Net Assets

Up

$73,546

Up $367 (+0.5%) from 2014

Liabilities

Up

$7,673

Up $1,484 (+24%) from 2014

Revenue

Down

$6,608

Down $2,999 (-31%) from 2014

Expenses

Up

$6,241

Up $672 (+12%) from 2014

Net Income

Down

$367

Down $3,671 (-91%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $65,920Liabilities 2011: $02011Assets 2012: $66,263Liabilities 2012: $02012Assets 2013: $69,761Liabilities 2013: $620Net Assets 2013: $69,1412013Assets 2014: $79,368Liabilities 2014: $6,189Net Assets 2014: $73,1792014Assets 2015: $81,219Liabilities 2015: $7,673Net Assets 2015: $73,5462015Assets 2016: $78,059Liabilities 2016: $6,574Net Assets 2016: $71,4852016Assets 2017: $98,283Liabilities 2017: $0Net Assets 2017: $98,2832017Assets 2018: $95,127Liabilities 2018: $0Net Assets 2018: $95,1272018Assets 2019: $120,205Liabilities 2019: $637Net Assets 2019: $119,5682019Assets 2020: $166,473Liabilities 2020: $570Net Assets 2020: $165,9032020Assets 2021: $192,115Liabilities 2021: $6,0702021Assets 2022: $135,549Liabilities 2022: $5,851Net Assets 2022: $129,6982022Assets 2023: $165,460Liabilities 2023: $5,9282023Assets 2024: $196,067Liabilities 2024: $8,969Net Assets 2024: $187,0982024

Highlighted filing

2015

Assets$81,219
Liabilities$7,673
Net Assets$73,546

Operations Trend

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

$20K$10K$0-$10KRevenue 2011: $879Expenses 2011: $936Net Income 2011: -$572011Revenue 2012: $1,168Expenses 2012: $825Net Income 2012: $3432012Revenue 2013: $3,537Expenses 2013: $659Net Income 2013: $2,8782013Revenue 2014: $9,607Expenses 2014: $5,569Net Income 2014: $4,0382014Revenue 2015: $6,608Expenses 2015: $6,241Net Income 2015: $3672015Revenue 2016: $2,171Expenses 2016: $4,232Net Income 2016: -$2,0612016Revenue 2017: $3,682Expenses 2017: $8,035Net Income 2017: -$4,3532017Revenue 2018: $9,443Expenses 2018: $5,187Net Income 2018: $4,2562018Revenue 2019: $6,133Expenses 2019: $4,811Net Income 2019: $1,3222019Revenue 2020: $7,406Expenses 2020: $4,863Net Income 2020: $2,5432020Revenue 2021: $14,581Expenses 2021: $6,352Net Income 2021: $8,2292021Revenue 2022: $5,520Expenses 2022: $7,376Net Income 2022: -$1,8562022Revenue 2023: $7,841Expenses 2023: $7,850Net Income 2023: -$92023Revenue 2024: $19,008Expenses 2024: $10,925Net Income 2024: $8,0832024

Highlighted filing

2015

Revenue$6,608
Expenses$6,241
Net Income$367
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 8, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE WELLSExalted RulterPT$0--
TOM JAROSZEKLeading KnightPT$0--
FRANK SEMONELLISecretaryPT$0--
RICHARD LEWISTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Ferrero Scholarship Trust
EIN
95-2328086
Phone
2097231240
Address
1910 M Street, Merced, CA 95340

Signing Officer

Name
Clinton Moore
Title
Exalted Ruler
Phone
2097231240
Signed
2016-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Spinardi & Jones
Address
478 E Yosemite Ave Ste A, Merced, CA 95340
Preparer
Edward C Spinardi Ii
Phone
2097227429
Raw XML Appendix361 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVE WELLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TOM JAROSZEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FRANK SEMONELLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXALTED RULTER
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MERCED
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095340
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MERCED ELKS LODGE #1240
IRS990PF/StatementsRegardingActyGrp/PhoneNum02097231240
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ELKS.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMANDA MATHESON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JESSIE TURNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2REGAN MURPHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ANNIE ENOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4EMMA WILLIAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5AVIAN BROWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6TRAVIS PAISLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02935 TAHOE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114659 CARMEL RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22605 CLYDESDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3586 A EDWARDS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt460 KELLOGG DR RM 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51425 PLEASANT CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61910 M STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MERCED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3QUINCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PONONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MERCED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MERCED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095348
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395971
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695340
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01077
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03473
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0473
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0473
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0473
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03473
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FINES AND PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt06189
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO MERCED ELKS #1240
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt04123
TaxesSchedule/TaxesDetail/Amt0298
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLINTON MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/PhoneNum02097231240
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ferrero Scholarship Trust
ReturnHeader/Filer/BusinessNameControlTxt0FERR
ReturnHeader/Filer/EIN0952328086
ReturnHeader/Filer/PhoneNum02097231240
ReturnHeader/Filer/USAddress/AddressLine1Txt01910 M Street
ReturnHeader/Filer/USAddress/CityNm0Merced
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095340
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942679966
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Spinardi & Jones
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0478 E Yosemite Ave Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Merced
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095340
ReturnHeader/PreparerPersonGrp/PhoneNum02097227429
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD C SPINARDI II
ReturnHeader/ReturnTs02016-06-21T16:02:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.09$1.87$0.19$0.11$0.08
2023Summary only. Only limited summary data is available for this year.$1.65$0.06$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.06$1.30$0.06$0.07$0.02
2021Summary only. Only limited summary data is available for this year.$1.92$0.06$0.15$0.06$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.01$1.66$0.07$0.05$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.01$1.20$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.05$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.04$0.08$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.07$0.71$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.08$0.74$0.07$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.06$0.73$0.10$0.06$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$0.04$0.01$0.03
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.01$0.01$0.00