Civic Intelligence

Scholars First

990 • Fiscal year 2016 • EIN 46-1791857

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileN/A
18101 Von Karman Ave No 750Irvine, CA 92612

(949) 622-3709

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$913,170

Up $197,473 (+28%) from 2015

Net Assets

Up

$913,170

Up $197,473 (+28%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin87th percentile

Revenue

Up

$512,937

Up $54,723 (+12%) from 2015

Expenses

Up

$335,708

Up $146,994 (+78%) from 2015

Net Income

Down

$177,229

Down $92,271 (-34%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $138,900Liabilities 2013: $02013Assets 2014: $467,627Liabilities 2014: $0Net Assets 2014: $467,6272014Assets 2015: $715,697Liabilities 2015: $0Net Assets 2015: $715,6972015Assets 2016: $913,170Liabilities 2016: $0Net Assets 2016: $913,1702016Assets 2017: $1,328,978Liabilities 2017: $0Net Assets 2017: $1,328,9782017Assets 2018: $1,423,643Liabilities 2018: $0Net Assets 2018: $1,423,6432018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$913,170
Liabilities$0
Net Assets$913,170
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $147,500Expenses 2013: $8,600Net Income 2013: $138,9002013Revenue 2014: $429,290Expenses 2014: $82,455Net Income 2014: $346,8352014Revenue 2015: $458,214Expenses 2015: $188,714Net Income 2015: $269,5002015Revenue 2016: $512,937Expenses 2016: $335,708Net Income 2016: $177,2292016Revenue 2017: $789,868Expenses 2017: $405,445Net Income 2017: $384,4232017Revenue 2018: $628,495Expenses 2018: $460,104Net Income 2018: $168,3912018Revenue 2019: $57,344Expenses 2019: $217,303Net Income 2019: -$159,9592019

Highlighted filing

2016

Revenue$512,937
Expenses$335,708
Net Income$177,229
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$585,632
Mission and Program Overview

Mission

To enable worthy children, especially those at-risk and disadvantaged, to obtain the education they need in order to become independent, productive, and contributing members of society.

The mission of Scholars First is to enable worthy children, especially those at-risk and disadvantaged, to obtain the education they need in order to become independent, productive and contributing members of society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$266,161$494,085▲ $227,924
Savings and Temporary Cash Investments$449,536$419,085▼ $30,451
Total Assets$715,697$913,170▲ $197,473
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$181,417$341,183▲ $159,766
Unrestricted Net Assets$284,280$321,987▲ $37,707
Permanently Rstr Net Assets$250,000$250,000→ $0
Total Net Assets Fund Balance$715,697$913,170▲ $197,473
Total Liabilities and Net Assets / Fund Balance$715,697$913,170▲ $197,473

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$431,418$175,000▲ $37,800-$591,183
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Douglas FreemanChairman
Bruce M SmileyDirector
Cheryl H DeanDirector
David M WilsonDirector
Donald DahlDirector
Gary HuntDirector
Kent E SetonDirector
Lee HindmanDirector
Lisa RumbaughDirector
Ramin PourteymourDirector
Scott KavanaughDirector
Sheri Boraxdirector
Marty Dutch see Sch OExecutive Director
Pamela CohenSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$491,350
Program Service Revenue
$0
Investment Income
$21,587
Other Revenue
$0
All Other Contributions
$491,350
Change in Net Assets
$177,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$304,257
Other Expenses$31,451
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$304,257--$304,257
Fees for Services Other$19,017--$19,017
Fees for Services Accounting-$6,285-$6,285
Fees for Service Investment Mgmnt Fees-$4,228-$4,228
Insurance-$964-$964
Information Technology-$600-$600
Other Expenses-$150-$150
Total Functional Expenses$323,274$12,434$0$335,708
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“The directors listed in part VII have various business relationships with each other.”

Form 990, Part VI, Section A, line 8B

“Part VI, question 8(b) was answered no as there were no committees that had the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“A draft of Form 990 was provided to the executive director and the treasurer for their review. Any questions were raised with the organization's CPA/tax preparer (CPA) and if necessary, changes were made by the CPA before the return was filed.”

Form 990, Part VI, Section B, line 12C

“Annually, the organization circulates statements concerning possible conflicts of interest to be completed by all individuals serving on the board of directors. Once completed, the statements are reviewed and possible conflicts, if any, are addressed to ensure adherence to the organization's conflict of interest policy.”

Form 990, Part VI, Section B, line 15

“part VI, questions 15(a) and (b) were answered no as no officers or key employees as defined in Form 990 instructions were compensated by the organization.”

Form 990, Part VI, Section C, line 19

“Governing documents and conflict of interest policy are available upon request as well as Form 1023 and the latest three years of Form 990.”

Part VII, Section A

“The executive director was compensated by an unrelated taxable organization for her services to Scholars First.”

Filing and Contact Details

Filer

Filer Name
Scholars First
EIN
46-1791857
Phone
9496223709
Address
18101 Von Karman Ave No 750, Irvine, CA 92612

Signing Officer

Name
Marty Dutch
Title
Executive Director
Phone
9496223709
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marty Dutch
Formed
2013
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Michael Berry CPA
Address
PO Box 5045, Culver City, CA 90230
Preparer
Michael Berry
Phone
3107454027
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Net change in unrealized gains and losses 20,244.”

Financial Statement Notes

Part V, Line 4:

“The use of the endowment funds is intended to provide scholarships to worthy children, especially those at-risk and disadvantaged.”

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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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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01507375
IRS990ScheduleA/TotalSupportAmt01550169
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03683
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0431418
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0175000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0591183
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt049352
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt037800
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.42290
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The use of the endowment funds is intended to provide scholarships to worthy children, especially those at-risk and disadvantaged.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.57710
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0304257
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt058
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL SCHOLARSHIP RECIPIENTS ARE REQUIRED TO PROVIDE AT LEAST ON AN ANNUAL BASIS TO THE ORGANIZATION A PROGRESS REPORT THAT INCLUDES AT LEAST CLASSES ATTENDED AND GRADES RECEIVED. IN ADDITION, THE ORGANIZATION RECEIVES REPORTS FROM the FINANCIAL AID OFFICE OF THE SCHOOL THE SCHOLARSHIP RECIPIENT IS ATTENDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The directors listed in part VII have various business relationships with each other.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part VI, question 8(b) was answered no as there were no committees that had the authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A draft of Form 990 was provided to the executive director and the treasurer for their review. Any questions were raised with the organization's CPA/tax preparer (CPA) and if necessary, changes were made by the CPA before the return was filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annually, the organization circulates statements concerning possible conflicts of interest to be completed by all individuals serving on the board of directors. Once completed, the statements are reviewed and possible conflicts, if any, are addressed to ensure adherence to the organization's conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4part VI, questions 15(a) and (b) were answered no as no officers or key employees as defined in Form 990 instructions were compensated by the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents and conflict of interest policy are available upon request as well as Form 1023 and the latest three years of Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The executive director was compensated by an unrelated taxable organization for her services to Scholars First.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Net change in unrealized gains and losses 20,244.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VII, Section A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0181417
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0341183
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0715697
IRS990/TotalAssetsEOYAmt0913170
IRS990/TotalAssetsGrp/BOYAmt0715697
IRS990/TotalAssetsGrp/EOYAmt0913170
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0491350
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012434
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0323274
IRS990/TotalFunctionalExpensesGrp/TotalAmt0335708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0715697
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0913170
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0323274
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021587
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0512937
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0715697
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0913170
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0284280
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0321987
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt018101 Von Karman Ave No 750
IRS990/USAddress/CityNm0Irvine
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092612
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Marty Dutch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09496223709
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Scholars First
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0461791857
ReturnHeader/Filer/PhoneNum09496223709
ReturnHeader/Filer/USAddress/AddressLine1Txt018101 Von Karman Ave No 750
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092612
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0534C5DC62E592C4D45D0606B04BF9A727A9D0FB1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$913,170
Liabilities
$0
Net assets
$913,170
Revenue
$512,937
Expenses
$335,708
Net income
$177,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.06$0.22$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.63$0.46$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.79$0.41$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.51$0.34$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.46$0.19$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.43$0.08$0.35
2013Summary only. Only limited summary data is available for this year.$0.14$0.00$0.15$0.01$0.14
Peer Organizations

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