Civic Intelligence

Jose Morales Memorial Caddie Scholarship

990EZ • Fiscal year 2020 • EIN 32-0105677

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

20%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-3.9%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,977

Up $6,415 (+20%) from 2019

Net Assets

Up

$37,977

Up $6,415 (+20%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$40,275

Down $1,628 (-3.9%) from 2019

Expenses

Down

$33,860

Down $2,920 (-7.9%) from 2019

Net Income

Up

$6,415

Up $1,292 (+25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2020

Assets$37,977
Liabilities-
Net Assets$37,977
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

2020

Revenue$40,275
Expenses$33,860
Net Income$6,415
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$40,275
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.

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

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS GIVEN TO DIFFERENT UNIVERSITIES FOR ELIGIBLE INDIVIDUALS TO HELP REDUCE THEIR CONTINUING EDUCATION COSTS$33,860-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD HORWITZPresident-$0--
ANTHONY DALESANDRODirector-$0--
JIM McGHEEDirector-$0--
RICHARD M CAFFARELLI JRDirector-$0--
SCOTT DESSINGDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Caddy Shack$25,510$25,510-$25,510
Total Events$25,510$25,510-$25,510
Filing and Contact Details

Filer

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

Signing Officer

Name
Edward Horwitz
Title
President
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
John G Sotos and Associates LLC
Address
1019 W WISE RD STE 100, SCHAUMBURG, IL 60193
Preparer
John G Sotos
Phone
8475244720
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS COLLEGES AND UNIVERSITIES | Cash Amount Given: $24750”

Other Expenses.1

“AUCTION ITEMS $7754”

Other Expenses.2

“MISCELLANEOUS $911”

Other Expenses.3

“FILING FEES $115”

Other Expenses.4

“BANK FEES $80”

Raw XML Appendix174 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/PhoneNum08479138080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04700 ROYAL MELBOURNE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060047
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014765
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06415
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031562
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037977
IRS990EZ/FundraisingGrossIncomeAmt025510
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024750
IRS990EZ/GrossReceiptsAmt040275
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031562
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031562
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDWARD HORWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY DALESANDRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM McGHEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD M CAFFARELLI JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT DESSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08860
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SOLICIT AND RECEIVE CASH GIFTS AND PERSONAL PROPERTY FOR THE PURPOSE OF PROVIDING TUITION ASSISTANCE TO ALL ELIGIBLE INDIVIDUALS AT ROYAL MELBOURNE COUNTRY CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS GIVEN TO DIFFERENT UNIVERSITIES FOR ELIGIBLE INDIVIDUALS TO HELP REDUCE THEIR CONTINUING EDUCATION COSTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033860
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt025510
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033860
IRS990EZ/TotalProgramServiceExpensesAmt033860
IRS990EZ/TotalRevenueAmt040275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0168411
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0168411
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020530
IRS990ScheduleA/Total509Grp/TotalAmt0168411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020533
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0168415
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Caddy Shack
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025510
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS COLLEGES AND UNIVERSITIES | Cash Amount Given: $24750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AUCTION ITEMS $7754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS $911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $80
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD HORWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSE MORALES MEMORIAL CADDIE SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND- CO EDWARD HORWITZ
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0320105677
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 ROYAL MELBOURNE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LONG GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331151080
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN G SOTOS AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01019 W WISE RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHAUMBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060193
ReturnHeader/PreparerPersonGrp/PhoneNum08475244720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John G Sotos
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-05T16:17:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HORWITZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,977
Liabilities
-
Net assets
$37,977
Revenue
$40,275
Expenses
$33,860
Net income
$6,415
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