Civic Intelligence

Adsum Education Foundation Inc

990EZ • Fiscal year 2012 • EIN 27-1749421

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 09, 2013

Organization ProfileWWW.ADSUMSB.ORG
PO Box 9071093190-0710
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

88th percentile

67%

Faster asset growth than 88% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

90th percentile

70%

Faster revenue growth than 90% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$100,289

Up $40,404 (+67%) from 2011

Net Assets

Up

$100,289

Up $43,945 (+78%) from 2011

Liabilities

Down

$0

Down $3,541 (-100%) from 2011

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

Up

$101,786

Up $41,950 (+70%) from 2011

Expenses

Up

$57,841

Up $39,063 (+208%) from 2011

Net Income

Up

$43,945

Up $2,887 (+7.0%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$150K$100K$50K$0Assets 2011: $59,885Liabilities 2011: $3,541Net Assets 2011: $56,3442011Assets 2012: $100,289Liabilities 2012: $0Net Assets 2012: $100,2892012Assets 2013: $76,324Liabilities 2013: $0Net Assets 2013: $76,3242013Assets 2014: $72,437Liabilities 2014: $0Net Assets 2014: $72,4372014Assets 2016: $9,429Liabilities 2016: $0Net Assets 2016: $9,4292016

Highlighted filing

2012

Assets$100,289
Liabilities$0
Net Assets$100,289
Open 2012 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $59,836Expenses 2011: $18,778Net Income 2011: $41,0582011Revenue 2012: $101,786Expenses 2012: $57,841Net Income 2012: $43,9452012Revenue 2013: $64,344Expenses 2013: $88,309Net Income 2013: -$23,9652013Revenue 2014: $89,602Expenses 2014: $93,489Net Income 2014: -$3,8872014Revenue 2016: $47,999Expenses 2016: $108,144Net Income 2016: -$60,1452016

Highlighted filing

2012

Revenue$101,786
Expenses$57,841
Net Income$43,945
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 9, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

To provide scholarships for students in santa barbara county who do not have access to traditional sources of financial aid.

Filing and Contact Details

Filer

EIN
27-1749421
Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY051385
IRS990EZ/CashSavingsAndInvestments/EOY078789
IRS990EZ/ContributionsGiftsGrantsEtc099411
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear043945
IRS990EZ/FeesAndOthPymtToIndContractors01500
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrantsAndSimilarAmountsPaid050000
IRS990EZ/GrossReceipts0101786
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY056344
IRS990EZ/NetAssetsOrFundBalancesBOY056344
IRS990EZ/NetAssetsOrFundBalances/EOY0100289
IRS990EZ/NetAssetsOrFundBalancesEOY0100289
IRS990EZ/OccupancyRentUtilitiesAndMaint0252
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JONATHAN K WANG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MARITZA MEJIA-WILSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DEBRA J ROETS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3TRAVIS J WILSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4REFUGIA ACOSTA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5GEORGE THURLOW
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5BOARD MEMBER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY08500
IRS990EZ/OtherAssetsTotal/EOY021500
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal03530
IRS990EZ/OtherRevenueTotal02375
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE SCHOLARSHIPS FOR STUDENTS IN SANTA BARBARA COUNTY WHO DO NOT HAVE ACCESS TO TRADITIONAL SOURCES OF FINANCIAL AID.
IRS990EZ/PrintingPublicationsPostage02559
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SCHOLARSHIPS ADMINISTERED FREE OF CHARGE BY THE SCHOLARSHIP FOUNDATION OF SANTA BARBARA (A 501C3) FOR STUDENTS WHO DO NOT HAVE ACCESS TO FEDERAL FINANCIAL AID.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations050000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses055466
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY03541
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10111 E VICTORIA STREET 2ND FLOOR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SANTA BARBARA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode093101
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10TRAVIS J WILSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08058799900
IRS990EZ/TotalAssets/BOY059885
IRS990EZ/TotalAssets/EOY0100289
IRS990EZ/TotalExpenses057841
IRS990EZ/TotalProgramServiceExpenses055466
IRS990EZ/TotalRevenue0101786
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0WWW.ADSUMSB.ORG
IRS990ScheduleA/AmountsSubstContributorsTotal017942
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear099411
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year059836
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years019783
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0179030
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportTotal1700161088
IRS990ScheduleA/Total170/CurrentTaxYear099411
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year059836
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years019783
IRS990ScheduleA/Total170/Total0179030
IRS990ScheduleA/TotalSupport0179030
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: RESCINDED SCHOLARSHIPS FROM 2011. AMOUNT: 2,375.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIPS. GRANTEE NAME: SCHOLARSHIP FOUNDAITON OF SANTA BARBARA. GRANTEE ADDRESS: 2253 LAS POSITAS ROAD SANTA BARBARA, CA 93105. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/05/12. AMOUNT GIVEN: 50,000.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: INSURANCE. AMOUNT: 903. DESCRIPTION: SUPPLIES. AMOUNT: 633. DESCRIPTION: BANK AND CREIDT CARD FEES. AMOUNT: 302. DESCRIPTION: RECOGNITION AND PUBLICITY. AMOUNT: 1,692. TOTAL TO FORM 990-EZ, LINE 16: 3,530.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 8,500. END OF YEAR AMOUNT: 21,500.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: SCHOLARSHIPS PAYABLE. BEG. OF YEAR AMOUNT: 3,541. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0271749421
ReturnHeader/Filer/Name/BusinessNameLine10ADSUM EDUCATION FOUNDATION INC
ReturnHeader/Filer/NameControl0ADSU
ReturnHeader/Filer/Phone08052337575
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 90710
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0931900710
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-09
ReturnHeader/Officer/Name0TRAVIS J WILSON CPA
ReturnHeader/Officer/Phone08058799900
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0953680171
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCGOWAN GUNTERMANN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10111 E VICTORIA ST 2ND FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SANTA BARBARA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0931012018
ReturnHeader/Preparer/Name0TRAVIS WILSON CPA
ReturnHeader/Preparer/Phone08059629175
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-11T14:41:11-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$100,289
Liabilities
$0
Net assets
$100,289
Revenue
$101,786
Expenses
$57,841
Net income
$43,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.48$1.08$0.60
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.90$0.93$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.64$0.88$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$1.02$0.58$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.04$0.56$0.60$0.19$0.41