Civic Intelligence

John L Rosa Scholarship Fund

990EZ • Fiscal year 2016 • EIN 46-4328197

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

370 Victoria BayAlameda, CA 94502

(510) 523-1369

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$40,338

Up $10,523 (+35%) from 2015

Net Assets

Up

$40,338

Up $5,192 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$11,765

Up $3,431 (+41%) from 2015

Expenses

Up

$6,573

Up $3,859 (+142%) from 2015

Net Income

Down

$5,192

Down $428 (-7.6%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $13,140Liabilities 2013: $02013Assets 2015: $29,815Liabilities 2015: $0Net Assets 2015: $35,1462015Assets 2016: $40,338Liabilities 2016: $0Net Assets 2016: $40,3382016Assets 2017: $46,092Liabilities 2017: $0Net Assets 2017: $46,0922017Assets 2018: $59,667Liabilities 2018: $0Net Assets 2018: $59,6672018

Highlighted filing

2016

Assets$40,338
Liabilities$0
Net Assets$40,338

Operations Trend

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

$20K$15K$10K$5.0K$0Revenue 2013: $14,140Expenses 2013: $1,000Net Income 2013: $13,1402013Revenue 2015: $8,334Expenses 2015: $2,714Net Income 2015: $5,6202015Revenue 2016: $11,765Expenses 2016: $6,573Net Income 2016: $5,1922016Revenue 2017: $15,020Expenses 2017: $9,266Net Income 2017: $5,7542017Revenue 2018: $18,195Expenses 2018: $4,620Net Income 2018: $13,5752018

Highlighted filing

2016

Revenue$11,765
Expenses$6,573
Net Income$5,192
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$11,765
Mission and Program Overview

Mission

Fund scholarships to low income students

Program Services

DescriptionGrantsExpenses
RAISING MONIES TO FUND SCHOLARHSIPS TO LOW INCOME INDIVIDUALS FROM OAKLAND AREA SCHOOLS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET ROSAPresidentceoPT$0--
JOHN H ROSAFirst Vice-Presdient-$0--
JAMES ROSASecond Vice-President-$0--
JEFFERY ROSASecretary-$0--
KATHRYN CHAMBERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
John L Rosa Scholarship Fund
EIN
46-4328197
Address
370 VICTORIA BAY, ALAMEDA, CA 94502

Signing Officer

Name
Kathryn Chambers
Title
Treasurer
Signed
2017-11-07
Supplemental Narrative

Additional Explanations

General explanation attachment

The 2015 tax return is being amended. This amendment affects the ending checking account balance for tax year 2015. The amended checking account balance at 12/31/15 should be $35,146 which carries forward to the beginning balance at 1/1/16 for the 2016 tax return.

List of grants and similar amounts paid Part I line 10

Activity scholarships paid grantee misc scholarship awards relationship none amount 6,555

Description of other expenses Part I line 16

Description amountbank charge 18

Raw XML Appendix138 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/PersonNm0JAN ROSA
IRS990EZ/BooksInCareOfDetail/PhoneNum05105231369
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0370 VICTORIA BAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035146
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040338
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011765
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05192
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035146
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040338
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06555
IRS990EZ/GrossReceiptsAmt011765
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035146
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040338
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035146
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040338
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANET ROSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN H ROSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES ROSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFFERY ROSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHRYN CHAMBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENTCEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE-PRESDIENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt018
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND SCHOLARSHIPS TO LOW INCOME STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISING MONIES TO FUND SCHOLARHSIPS TO LOW INCOME INDIVIDUALS FROM OAKLAND AREA SCHOOLS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06573
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011765
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0JOHNLROSASCHOLARSHIP.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047294
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt047294
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014140
IRS990ScheduleA/Total509Grp/TotalAmt047294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 2015 TAX RETURN IS BEING AMENDED. THIS AMENDMENT AFFECTS THE ENDING CHECKING ACCOUNT BALANCE FOR TAX YEAR 2015. THE AMENDED CHECKING ACCOUNT BALANCE AT 12/31/15 SHOULD BE $35,146 WHICH CARRIES FORWARD TO THE BEGINNING BALANCE AT 1/1/16 FOR THE 2016 TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIPS PAID GRANTEE MISC SCHOLARSHIP AWARDS RELATIONSHIP NONE AMOUNT 6,555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK CHARGE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN CHAMBERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN L ROSA SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0464328197
ReturnHeader/Filer/USAddress/AddressLine1Txt0370 VICTORIA BAY
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A7040CE7E235EB93579F34B49421645F405D2B4B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A7040CE7E235EB93579F34B49421645F405D2B4B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09457272017311lkmyyz5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.151.165.181
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTm013:04:51
ReturnHeader/ReturnTs02017-11-07T13:03:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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