Civic Intelligence

Robert Souza Scholarship Fund Inc

990EZ • Fiscal year 2017 • EIN 06-1277647

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 28, 2017

co Ronnee MacDonald 8 Forge RoadMonroe, NY 10950

(845) 782-0453

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.00x

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

56%

Higher net margin than 83% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2017 filings • NTEE B82 • <$500k nonprofits • Source year 2017

Asset Growth

83rd percentile

37%

Faster asset growth than 83% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

69%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • NTEE B82 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$21,784

Up $5,925 (+37%) from 2016

Net Assets

Up

$21,784

Up $5,925 (+37%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$10,614

Up $4,320 (+69%) from 2016

Expenses

Up

$4,689

Up $628 (+15%) from 2016

Net Income

Up

$5,925

Up $3,692 (+165%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $13,285Liabilities 2011: $02011Assets 2012: $10,970Liabilities 2012: $02012Assets 2013: $11,341Liabilities 2013: $0Net Assets 2013: $11,3412013Assets 2014: $12,062Liabilities 2014: $0Net Assets 2014: $12,0622014Assets 2015: $13,626Liabilities 2015: $0Net Assets 2015: $13,6262015Assets 2016: $15,859Liabilities 2016: $0Net Assets 2016: $15,8592016Assets 2017: $21,784Liabilities 2017: $0Net Assets 2017: $21,7842017Assets 2018: $29,558Liabilities 2018: $0Net Assets 2018: $29,5582018Assets 2019: $30,134Liabilities 2019: $0Net Assets 2019: $30,1342019Assets 2020: $26,708Liabilities 2020: $0Net Assets 2020: $26,7082020Assets 2021: $24,375Liabilities 2021: $0Net Assets 2021: $24,3752021Assets 2022: $23,051Liabilities 2022: $0Net Assets 2022: $23,0512022Assets 2023: $17,348Liabilities 2023: $0Net Assets 2023: $17,3482023

Highlighted filing

2017

Assets$21,784
Liabilities$0
Net Assets$21,784

Operations Trend

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

$20K$10K$0-$10KRevenue 2011: $5,211Expenses 2011: $6,660Net Income 2011: -$1,4492011Revenue 2012: -$2,195Expenses 2012: $5,605Net Income 2012: -$7,8002012Revenue 2013: $3,044Expenses 2013: $2,674Net Income 2013: $3702013Revenue 2014: $2,801Expenses 2014: $2,080Net Income 2014: $7212014Revenue 2015: $5,021Expenses 2015: $3,457Net Income 2015: $1,5642015Revenue 2016: $6,294Expenses 2016: $4,061Net Income 2016: $2,2332016Revenue 2017: $10,614Expenses 2017: $4,689Net Income 2017: $5,9252017Revenue 2018: $13,005Expenses 2018: $5,231Net Income 2018: $7,7742018Revenue 2019: $10,650Expenses 2019: $10,074Net Income 2019: $5762019Revenue 2020: $3,382Expenses 2020: $6,808Net Income 2020: -$3,4262020Revenue 2021: $1,023Expenses 2021: $3,356Net Income 2021: -$2,3332021Revenue 2022: $1,133Expenses 2022: $2,457Net Income 2022: -$1,3242022Revenue 2023: $2,204Expenses 2023: $7,907Net Income 2023: -$5,7032023

Highlighted filing

2017

Revenue$10,614
Expenses$4,689
Net Income$5,925
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$21,747
Mission and Program Overview

Mission

Summer theatre shows for scholarships

Program Services

DescriptionGrantsExpenses
NA--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert CurtisPresidentPT$0--
Ronnee MacDonaldTreasurerPT$0--
Janet GorgoneSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grease play$18,782$18,782$10,983$7,799
Total Events$18,782$18,782$10,983$7,799
Filing and Contact Details

Filer

Filer Name
Robert Souza Scholarship Fund Inc
EIN
06-1277647
Address
co Ronnee MacDonald 8 Forge Road, Monroe, NY 10950

Signing Officer

Name
Ronnee MacDonald
Title
Treasurer
Phone
8457820453
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
PS Accounting Services PC
Address
9 Candlewood Dr, Goshen, NY 10924
Preparer
Joy Palazzola CPA
Phone
8452940149
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity AWARDS Grantee 11 AWARDS ISSUED TO HS STUDENTS Relationship NONE Amount 3,500

Description of other expenses Part I line 16

Description AmountAccounting Fees 295Website 36Insurance 793Office 16

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08457820453
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015859
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021784
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02639
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015859
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021784
IRS990EZ/FundraisingGrossIncomeAmt018782
IRS990EZ/GamingGrossIncomeAmt0255
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03500
IRS990EZ/GrossReceiptsAmt021747
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015859
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021784
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015859
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021784
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Curtis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ronnee MacDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janet Gorgone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01140
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Summer theatre shows for scholarships
IRS990EZ/PrintingPublicationsPostageAmt049
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011133
IRS990EZ/SpecialEventsNetIncomeLossAmt07904
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04689
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt010614
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08812
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt062
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt051058
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0255
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0133
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0195
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0583
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0285
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00500
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99330
IRS990ScheduleA/PublicSupportPY509Pct00.98270
IRS990ScheduleA/PublicSupportTotal509Amt060453
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016370
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06686
IRS990ScheduleA/Total509Grp/TotalAmt060453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06866
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060858
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010983
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Grease play
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018782
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07799
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010983
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity AWARDS Grantee 11 AWARDS ISSUED TO HS STUDENTS Relationship NONE Amount 3,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAccounting Fees 295Website 36Insurance 793Office 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronnee MacDonald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08457820453
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert Souza Scholarship Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0061277647
ReturnHeader/Filer/USAddress/AddressLine1Txt0co Ronnee MacDonald 8 Forge Road
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010950
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F87F7824E6AFD979A62C44C182AB3BE08F57E175
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F87F7824E6AFD979A62C44C182AB3BE08F57E175
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId01410802017280wx34mkp
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.164.173.134
ReturnHeader/FilingSecurityInformation/IPDt02017-10-07
ReturnHeader/FilingSecurityInformation/IPTm015:44:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134243717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PS Accounting Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 Candlewood Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Goshen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010924
ReturnHeader/PreparerPersonGrp/PhoneNum08452940149
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joy Palazzola CPA
ReturnHeader/ReturnTs02017-10-02T11:11:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$2.20$7.91$5.70
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$23.1$0.00$23.1$1.13$2.46$1.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$0.00$24.4$1.02$3.36$2.33
2020Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$3.38$6.81$3.43
2019Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$10.7$10.1$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$0.00$29.6$13.0$5.23$7.77
2017Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$10.6$4.69$5.93
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$6.29$4.06$2.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$5.02$3.46$1.56
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.1$0.00$12.1$2.80$2.08$0.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$3.04$2.67$0.37
2012Summary only. Only limited summary data is available for this year.$11.0$0.00$2.20$5.61$7.80
2011Summary only. Only limited summary data is available for this year.$13.3$0.00$5.21$6.66$1.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits