Civic Intelligence

Jose Morales Memorial Caddie Scholarship

990EZ • Fiscal year 2015 • EIN 32-0105677

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

Organization ProfileN/A
4700 Royal Melbourne DriveLong Grove, IL 60047

(847) 913-8080

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$8,225

No earlier filing loaded for comparison.

Net Assets

$8,225

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin10th percentile

Revenue

$32,341

No earlier filing loaded for comparison.

Expenses

$44,030

No earlier filing loaded for comparison.

Net Income

-$11,689

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2015: $8,225Liabilities 2015: $0Net Assets 2015: $8,2252015Assets 2016: $9,070Liabilities 2016: $4,000Net Assets 2016: $5,0702016Assets 2018: $26,439Net Assets 2018: $26,4392018Assets 2019: $31,562Net Assets 2019: $31,5622019Assets 2020: $37,977Net Assets 2020: $37,9772020Assets 2021: $72,002Net Assets 2021: $72,0022021Assets 2022: $87,100Net Assets 2022: $87,1002022Assets 2023: $74,975Net Assets 2023: $74,9752023Assets 2024: $107,531Net Assets 2024: $107,5312024

Highlighted filing

2015

Assets$8,225
Liabilities$0
Net Assets$8,225
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $32,341Expenses 2015: $44,030Net Income 2015: -$11,6892015Revenue 2016: $23,855Expenses 2016: $27,010Net Income 2016: -$3,1552016Revenue 2018: $30,793Expenses 2018: $31,994Net Income 2018: -$1,2012018Revenue 2019: $41,903Expenses 2019: $36,780Net Income 2019: $5,1232019Revenue 2020: $40,275Expenses 2020: $33,860Net Income 2020: $6,4152020Revenue 2021: $60,990Expenses 2021: $26,965Net Income 2021: $34,0252021Revenue 2022: $39,947Expenses 2022: $24,849Net Income 2022: $15,0982022Revenue 2023: $35,018Expenses 2023: $47,143Net Income 2023: -$12,1252023Revenue 2024: $67,251Expenses 2024: $34,695Net Income 2024: $32,5562024

Highlighted filing

2015

Revenue$32,341
Expenses$44,030
Net Income-$11,689
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 1, 2016
Return Version
2015v2.1
Gross Receipts
$32,341
Mission and Program Overview

Mission

To solicit and receive cash gifts and personal property for the purpose of providing tuition assistance to golf caddies at royal melbourne country club.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS GIVEN TO DIFFERENT UNIVERSITIES FOR DIFFERENT INDIVIDUALS TO HELP REDUCE THEIR CONTINUING EDUCATION COSTS.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY MALONEChairman-$0--
WALTER DOCTORSecretary-$0--
ANTHONY DALESANDRODirector-$0--
BRIAN CORNELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jose Morales Memorial Caddie
EIN
32-0105677
Phone
8479138080
Address
4700 ROYAL MELBOURNE DRIVE, LONG GROVE, IL 60047

Signing Officer

Name
Larry Malone
Title
Chairman
Phone
8479138080
Signed
2016-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
5 REVERE DRIVE, NORTHBROOK, IL 60062
Preparer
Irwin Steinberg CPA
Phone
8472054700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: harris bank - interest. Amount: 14.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: continuing university education. Grantee name: various colleges and universities. Date of gift: various. Amount given: 34,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: licenses & fees. Amount: 10. Description: 2014 state tax. Amount: 15. Description: supplies. Amount: 8,551. Description: bank charges. Amount: 60. Total to form 990-ez, line 16: 8,636.”

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROYAL MELBOURNE COUNTRY CLUB
IRS990EZ/BooksInCareOfDetail/PhoneNum08479138080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04700 ROYAL MELBOURNE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060047
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019914
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08225
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt032327
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11689
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0885
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019914
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08225
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034000
IRS990EZ/GrossReceiptsAmt032341
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08225
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY MALONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WALTER DOCTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANTHONY DALESANDRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN CORNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08636
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SOLICIT AND RECEIVE CASH GIFTS AND PERSONAL PROPERTY FOR THE PURPOSE OF PROVIDING TUITION ASSISTANCE TO GOLF CADDIES AT ROYAL MELBOURNE COUNTRY CLUB.
IRS990EZ/PrintingPublicationsPostageAmt0509
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS GIVEN TO DIFFERENT UNIVERSITIES FOR DIFFERENT INDIVIDUALS TO HELP REDUCE THEIR CONTINUING EDUCATION COSTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044030
IRS990EZ/TotalRevenueAmt032341
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181921
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0202
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt088
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0202
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00170
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0181921
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042900
IRS990ScheduleA/Total509Grp/TotalAmt0181921
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042988
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0182123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: HARRIS BANK - INTEREST. AMOUNT: 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTINUING UNIVERSITY EDUCATION. GRANTEE NAME: VARIOUS COLLEGES AND UNIVERSITIES. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 34,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LICENSES & FEES. AMOUNT: 10. DESCRIPTION: 2014 STATE TAX. AMOUNT: 15. DESCRIPTION: SUPPLIES. AMOUNT: 8,551. DESCRIPTION: BANK CHARGES. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 8,636.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY MALONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08479138080
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSE MORALES MEMORIAL CADDIE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND - C/O LARRY MALONE
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0320105677
ReturnHeader/Filer/PhoneNum08479138080
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 ROYAL MELBOURNE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LONG GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 REVERE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08472054700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRWIN STEINBERG CPA
ReturnHeader/ReturnTs02016-06-20T14:23:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,225
Liabilities
$0
Net assets
$8,225
Revenue
$32,341
Expenses
$44,030
Net income
-$11,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.67$0.35$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.35$0.47$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.40$0.25$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.61$0.27$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.40$0.34$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.42$0.37$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.31$0.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.04$0.05$0.24$0.27$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.32$0.44$0.12