Civic Intelligence

Marbella Scholarship Foundation

EIN 33-0719300 • 501(c)3 • San Juan Capistrano, CA

Profile

The marbella scholarship foundation has been formed to provide scholarships for educational purposes. Each scholarship recipient is required to use the scholarship for study at an educational institution that normally has a regularly organized body of students in attendance at the place where the educational activities are carried on.

30800 Golf Club DriveSan Juan Capistrano, CA 92675

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

54th percentile

3.7%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

4.2%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-26%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$251,285

Up $10,060 (+4.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$251,285

Up $10,060 (+4.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Down

$53,532

Down $18,716 (-26%) from 2024

Expenses

Up

$51,565

Up $24,429 (+90%) from 2024

Net Income

Down

$1,967

Down $43,145 (-96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2018: $162,774Net Assets 2018: $162,7742018Assets 2019: $144,710Net Assets 2019: $144,7102019Assets 2020: $135,436Net Assets 2020: $135,4362020Assets 2021: $148,966Net Assets 2021: $148,9662021Assets 2022: $122,811Net Assets 2022: $122,8112022Assets 2023: $185,257Net Assets 2023: $185,2572023Assets 2024: $241,225Net Assets 2024: $241,2252024Assets 2025: $251,285Net Assets 2025: $251,2852025

Highlighted filing

2025

Assets$251,285
Liabilities-
Net Assets$251,285
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2018: $26,344Expenses 2018: $20,945Net Income 2018: $5,3992018Revenue 2019: $5,593Expenses 2019: $26,021Net Income 2019: -$20,4282019Revenue 2020: $11,100Expenses 2020: $16,112Net Income 2020: -$5,0122020Revenue 2021: $7,884Expenses 2021: $10,906Net Income 2021: -$3,0222021Revenue 2022: $6,549Expenses 2022: $15,605Net Income 2022: -$9,0562022Revenue 2023: $77,586Expenses 2023: $20,036Net Income 2023: $57,5502023Revenue 2024: $72,248Expenses 2024: $27,136Net Income 2024: $45,1122024Revenue 2025: $53,532Expenses 2025: $51,565Net Income 2025: $1,9672025

Highlighted filing

2025

Revenue$53,532
Expenses$51,565
Net Income$1,967
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,285
Liabilities
-
Net assets
$251,285
Revenue
$53,532
Expenses
$51,565
Net income
$1,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.51$2.51$0.54$0.52$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.41$2.41$0.72$0.27$0.45
2023Detailed filing. Detailed filing data is available for this year.$1.85$1.85$0.78$0.20$0.58
2022Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.07$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.08$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.11$0.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.45$1.45$0.06$0.26$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.63$1.63$0.26$0.21$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$53,532
Mission and Program Overview

Mission

The marbella scholarship foundation has been formed to provide scholarships for educational purposes. Each scholarship recipient is required to use the scholarship for study at an educational institution that normally has a regularly organized body of students in attendance at the place where the educational activities are carried on.

Program Services

DescriptionGrantsExpenses
THE MARBELLA SCHOLARSHIP FOUNDATION HAS BEEN FORMED TO PROVIDE SCHOLARSHIPS FOR EDUCATIONAL PURPOSES. EACH SCHOLARSHIP RECIPIENT IS REQUIRED TO USE THE SCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION THAT NORMALLY HAS A REGULARLY ORGANIZED BODY OF STUDENTS IN ATTENDANCE AT THE PLACE WHERE THE EDUCATIONAL ACTIVITIES ARE CARRIED ON.-$45,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P COLLINS JRTreasurer-$0--
KENNETH H WILLIAMSPresident-$0--
PATRICIA COLLINSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Marbella Scholarship Foundation
EIN
33-0719300
Phone
9492483700
Address
30800 GOLF CLUB DRIVE, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
James P Collins Jr
Title
Treasurer
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
PutmanGroup
Address
9911 Irvine Center Drive Suite 100, Irvine, CA 92618
Preparer
Benjamin R Putman CPA CFP CEPA
Phone
9495026700
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: VARIOUS SCHOLARSHIPS | Donee's Address: 30800 GOLF CLUB DRIVE SAN JUAN CAPISTRANO CA 92675 | Cash Amount Given: $45000”

Other Expenses.1

“Food & Beverages $2077”

Other Expenses.2

“Prizes & Awards $1577”

Other Expenses.3

“WEB SERVICES $1200”

Other Expenses.4

“OUTSIDE SERVICES $928”

Other Expenses.5

“SUPPLIES $394”

Other Expenses.6

“Board Meeting Meals $291”

Other Expenses.7

“BANK CHARGES $98”

Raw XML Appendix154 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KENNETH H WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum09492483700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030800 GOLF CLUB DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0241225
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0251285
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043120
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01967
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0241225
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0251285
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045000
IRS990EZ/GrossReceiptsAmt053532
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010412
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0241225
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0251285
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0241225
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0251285
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES P COLLINS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KENNETH H WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt08093
IRS990EZ/OtherExpensesTotalAmt06565
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MARBELLA SCHOLARSHIP FOUNDATION HAS BEEN FORMED TO PROVIDE SCHOLARSHIPS FOR EDUCATIONAL PURPOSES. EACH SCHOLARSHIP RECIPIENT IS REQUIRED TO USE THE SCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION THAT NORMALLY HAS A REGULARLY ORGANIZED BODY OF STUDENTS IN ATTENDANCE AT THE PLACE WHERE THE EDUCATIONAL ACTIVITIES ARE CARRIED ON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MARBELLA SCHOLARSHIP FOUNDATION HAS BEEN FORMED TO PROVIDE SCHOLARSHIPS FOR EDUCATIONAL PURPOSES. EACH SCHOLARSHIP RECIPIENT IS REQUIRED TO USE THE SCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION THAT NORMALLY HAS A REGULARLY ORGANIZED BODY OF STUDENTS IN ATTENDANCE AT THE PLACE WHERE THE EDUCATIONAL ACTIVITIES ARE CARRIED ON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051565
IRS990EZ/TotalProgramServiceExpensesAmt045000
IRS990EZ/TotalRevenueAmt053532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt068835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0187877
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010412
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03413
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07884
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031912
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85480
IRS990ScheduleA/PublicSupportPY170Pct00.84830
IRS990ScheduleA/PublicSupportTotal170Amt0187877
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt068835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075372
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0550
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0187877
IRS990ScheduleA/TotalSupportAmt0219789
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS SCHOLARSHIPS | Donee's Address: 30800 GOLF CLUB DRIVE SAN JUAN CAPISTRANO CA 92675 | Cash Amount Given: $45000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Food & Beverages $2077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prizes & Awards $1577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEB SERVICES $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICES $928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Board Meeting Meals $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $98
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P COLLINS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARBELLA SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARB
ReturnHeader/Filer/EIN0330719300
ReturnHeader/Filer/PhoneNum09492483700
ReturnHeader/Filer/USAddress/AddressLine1Txt030800 GOLF CLUB DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043694278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PutmanGroup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09911 Irvine Center Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09495026700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin R Putman CPA CFP CEPA
ReturnHeader/ReturnTs02025-11-03T11:01:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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