Civic Intelligence

Jose Morales Memorial Caddie Scholarship

990EZ • Fiscal year 2021 • EIN 32-0105677

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

88th percentile

90%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

51%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$72,002

Up $34,025 (+90%) from 2020

Net Assets

Up

$72,002

Up $34,025 (+90%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$60,990

Up $20,715 (+51%) from 2020

Expenses

Down

$26,965

Down $6,895 (-20%) from 2020

Net Income

Up

$34,025

Up $27,610 (+430%) from 2020

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 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

2021

Assets$72,002
Liabilities-
Net Assets$72,002
Open 2021 Filing

Operations Trend

Revenue Growth76th 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

2021

Revenue$60,990
Expenses$26,965
Net Income$34,025
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$60,990
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-$17,051
Compensation and Service Providers
Top Officer Pay77th 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
Auctions$17,890$17,890-$17,890
Independence Day$10,612$10,612-$10,612
Total Events$35,395$35,395-$35,395
Filing and Contact Details

Filer

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

Signing Officer

Name
Edward Horwitz
Title
President
Signed
2022-11-10
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: $17051”

Other Expenses.1

“AUCTION ITEMS $8640”

Other Expenses.2

“MISCELLANEOUS $891”

Other Expenses.3

“LICENSES & FEES $345”

Other Expenses.4

“BANK FEES $38”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG GROVE
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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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/OtherExpensesTotalAmt09914
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/ProgramServiceExpensesAmt017051
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt035395
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026965
IRS990EZ/TotalProgramServiceExpensesAmt017051
IRS990EZ/TotalRevenueAmt060990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041903
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0173476
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt035395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0208871
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034910
IRS990ScheduleA/Total509Grp/TotalAmt0208871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034911
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0208872
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auctions
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0INDEPENDENCE DAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035395
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035395
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS COLLEGES AND UNIVERSITIES | Cash Amount Given: $17051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AUCTION ITEMS $8640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS $891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES & FEES $345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $38
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/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSE MORALES MEMORIAL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RMCC SCHOLARSHIP FUND
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/ReturnTs02022-11-11T07:49:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HORWITZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,002
Liabilities
-
Net assets
$72,002
Revenue
$60,990
Expenses
$26,965
Net income
$34,025
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