Civic Intelligence

Marbella Scholarship Foundation

990EZ • Fiscal year 2020 • EIN 33-0719300

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

13th percentile

-45%

Higher net margin than 13% 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

31st percentile

-6.4%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

93rd percentile

98%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$135,436

Down $9,274 (-6.4%) from 2019

Net Assets

Down

$135,436

Down $9,274 (-6.4%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$11,100

Up $5,507 (+98%) from 2019

Expenses

Down

$16,112

Down $9,909 (-38%) from 2019

Net Income

Up

-$5,012

Up $15,416 (+75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2020

Assets$135,436
Liabilities-
Net Assets$135,436
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

2020

Revenue$11,100
Expenses$16,112
Net Income-$5,012
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$11,100
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.$15,000-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES COLLINSTreasurer-$0--
KENNETH H WILLIAMSPresident-$0--
JOE DELADURANTEYSecretary-$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
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Rice & Company Cert Public Accts 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: $15000”

Other Expenses.1

“Meetings $512”

Other Expenses.2

“Taxes $-10”

Raw XML Appendix142 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/BOYAmt0144710
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135436
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05700
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5012
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0610
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144710
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135436
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt011100
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05400
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144710
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135436
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144710
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135436
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KENNETH H WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE DELADURANTEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4262
IRS990EZ/OtherExpensesTotalAmt0502
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/GrantsAndAllocationsAmt015000
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/TotalExpensesAmt016112
IRS990EZ/TotalProgramServiceExpensesAmt015000
IRS990EZ/TotalRevenueAmt011100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024966
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06809
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030474
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45030
IRS990ScheduleA/PublicSupportPY170Pct00.57870
IRS990ScheduleA/PublicSupportTotal170Amt024966
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019160
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024966
IRS990ScheduleA/TotalSupportAmt055440
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: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meetings $512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Taxes $-10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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 CERT PUBLIC ACCTS 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/ReturnTs02020-11-13T11:06:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$135,436
Liabilities
-
Net assets
$135,436
Revenue
$11,100
Expenses
$16,112
Net income
-$5,012
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