Civic Intelligence

Marbella Scholarship Foundation

990EZ • Fiscal year 2018 • EIN 33-0719300

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileN/A
30800 Golf Club DriveSan Juan Capistrano, CA 92675

(949) 248-3700

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$162,774

No earlier filing loaded for comparison.

Net Assets

$162,774

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

$26,344

No earlier filing loaded for comparison.

Expenses

$20,945

No earlier filing loaded for comparison.

Net Income

$5,399

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.

$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

2018

Assets$162,774
Liabilities-
Net Assets$162,774
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$26,344
Expenses$20,945
Net Income$5,399
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$26,344
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.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES COLLINSTreasurer-$0--
KENNETH H WILLIAMSPresident-$0--
GEORGIANNA HALESSecretary-$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 Collins
Title
Treasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rice & Company CPAs Inc
Address
30270 Rancho Viejo Rd Ste B, San Juan Capistrano, CA 92675
Preparer
Teri B Rice
Phone
9494892875
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: $20000”

Other Expenses.1

“Meetings $130”

Raw XML Appendix131 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09492483700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0158473
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KENNETH H WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGIANNA HALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1098
IRS990EZ/OtherExpensesTotalAmt0130
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/PrintingPublicationsPostageAmt0107
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt026344
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043860
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06809
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04426
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030018
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59370
IRS990ScheduleA/PublicSupportPY170Pct00.45640
IRS990ScheduleA/PublicSupportTotal170Amt043860
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043860
IRS990ScheduleA/TotalSupportAmt073878
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS SCHOLARSHIPS | Donee's Address: 30800 GOLF CLUB DRIVE SAN JUAN CAPISTRANO CA 92675 | Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meetings $130
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/PreparerFirmGrp/PreparerFirmEIN0200260862
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rice & Company CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030270 Rancho Viejo Rd Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Juan Capistrano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092675
ReturnHeader/PreparerPersonGrp/PhoneNum09494892875
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teri B Rice
ReturnHeader/ReturnTs02018-11-15T14:54:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,774
Liabilities
-
Net assets
$162,774
Revenue
$26,344
Expenses
$20,945
Net income
$5,399
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