Civic Intelligence

Marbella Scholarship Foundation

990EZ • Fiscal year 2021 • EIN 33-0719300

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

13th percentile

-38%

Higher net margin than 13% 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

56th percentile

10.0%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

26th percentile

-29%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$148,966

Up $13,530 (+10.0%) from 2020

Net Assets

Up

$148,966

Up $13,530 (+10.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$7,884

Down $3,216 (-29%) from 2020

Expenses

Down

$10,906

Down $5,206 (-32%) from 2020

Net Income

Up

-$3,022

Up $1,990 (+40%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2021

Assets$148,966
Liabilities-
Net Assets$148,966
Open 2021 Filing

Operations Trend

Revenue Growth26th 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

2021

Revenue$7,884
Expenses$10,906
Net Income-$3,022
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$7,884
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.$10,000-
Compensation and Service Providers
Top Officer Pay77th 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 Collins
Title
Treasurer
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
PutmanGroup
Address
9911 Irvine Center Drive Suite 100, Irvine, CA 92618
Preparer
Teri RiceCPA
Phone
9495026700
Supplemental Narrative

Additional Explanations

Other Expenses.1

“OUTSIDE SERVICES $150”

Other Expenses.2

“Board Meeting Meals $111”

Other Expenses.3

“BANK CHARGES $25”

Other Expenses.4

“Tax and License $20”

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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0135436
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0135436
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES P COLLINS JR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt016552
IRS990EZ/OtherExpensesTotalAmt0306
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/GrantsAndAllocationsAmt010000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010906
IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt07884
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024966
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04665
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031549
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44180
IRS990ScheduleA/PublicSupportPY170Pct00.45030
IRS990ScheduleA/PublicSupportTotal170Amt024966
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0106
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019160
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024966
IRS990ScheduleA/TotalSupportAmt056515
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUTSIDE SERVICES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Meeting Meals $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tax and License $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/PreparerFirmEIN0043694278
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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/PreparerPersonNm0Teri RiceCPA
ReturnHeader/ReturnTs02021-11-12T10:19:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLLINS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
$148,966
Liabilities
-
Net assets
$148,966
Revenue
$7,884
Expenses
$10,906
Net income
-$3,022
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