Civic Intelligence

Marbella Scholarship Foundation

990EZ • Fiscal year 2024 • EIN 33-0719300

Jul 01, 2023 to Jun 30, 2024 • Filed on May 27, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-6.9%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$241,225

Up $55,968 (+30%) from 2023

Net Assets

Up

$241,225

Up $55,968 (+30%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$72,248

Down $5,338 (-6.9%) from 2023

Expenses

Up

$27,136

Up $7,100 (+35%) from 2023

Net Income

Down

$45,112

Down $12,438 (-22%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2024

Assets$241,225
Liabilities-
Net Assets$241,225
Open 2024 Filing

Operations Trend

Revenue Growth37th 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

2024

Revenue$72,248
Expenses$27,136
Net Income$45,112
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 27, 2025
Return Version
2023v6.0
Gross Receipts
$72,248
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.-$21,600
Compensation and Service Providers
Top Officer Pay79th 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
2025-05-27
Discuss with paid preparer
Yes

Preparer

Firm
PutmanGroup
Address
9911 Irvine Center Drive Suite 100, Irvine, CA 92618
Preparer
Benjamin R Putman CPA CFP CDFA
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: $21600”

Other Expenses.1

“Food & Beverages $3750”

Other Expenses.2

“OUTSIDE SERVICES $1207”

Other Expenses.3

“WEB SERVICES $324”

Other Expenses.4

“Board Meeting Meals $112”

Other Expenses.6

“Taxes & Licenses $50”

Other Expenses.7

“BANK CHARGES $12”

Raw XML Appendix146 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/PersonNm0KENNETH H WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum09492483700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0185257
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IRS990EZ/ContributionsGiftsGrantsEtcAmt068835
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt045112
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0185257
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0241225
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt021600
IRS990EZ/GrossReceiptsAmt072248
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03413
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185257
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0241225
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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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/OtherChangesInNetAssetsAmt010856
IRS990EZ/OtherExpensesTotalAmt05455
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/PrintingPublicationsPostageAmt081
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/ProgramServiceExpensesAmt021600
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/TotalExpensesAmt027136
IRS990EZ/TotalProgramServiceExpensesAmt021600
IRS990EZ/TotalRevenueAmt072248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150457
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03413
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05400
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026900
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84830
IRS990ScheduleA/PublicSupportPY170Pct00.73210
IRS990ScheduleA/PublicSupportTotal170Amt0150457
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075372
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0150457
IRS990ScheduleA/TotalSupportAmt0177357
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: $21600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Food & Beverages $3750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE SERVICES $1207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEB SERVICES $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board Meeting Meals $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes & Licenses $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $12
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.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P COLLINS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
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 CDFA
ReturnHeader/ReturnTs02025-05-27T13:52:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$241,225
Liabilities
-
Net assets
$241,225
Revenue
$72,248
Expenses
$27,136
Net income
$45,112
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits