Civic Intelligence

John L Rosa Scholarship Fund

990EZ • Fiscal year 2017 • EIN 46-4328197

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$46,092

Up $5,754 (+14%) from 2016

Net Assets

Up

$46,092

Up $5,754 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$15,020

Up $3,255 (+28%) from 2016

Expenses

Up

$9,266

Up $2,693 (+41%) from 2016

Net Income

Up

$5,754

Up $562 (+11%) from 2016

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

2017

Assets$46,092
Liabilities$0
Net Assets$46,092

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

2017

Revenue$15,020
Expenses$9,266
Net Income$5,754
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$15,020
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 CPA
Title
Treasurer
Signed
2018-11-05
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity scholarships paid grantee misc scholarship awards relationship none amount 8,266

Description of other expenses Part I line 16

Description amountprizes 1,000

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/BOYAmt040338
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046092
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015020
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05754
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040338
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046092
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08266
IRS990EZ/GrossReceiptsAmt015020
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040338
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040338
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046092
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/OtherExpensesTotalAmt01000
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/TotalExpensesAmt09266
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt015020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0JOHNLROSASCHOLARSHIP.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062314
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt062314
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014140
IRS990ScheduleA/Total509Grp/TotalAmt062314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014140
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt062314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOLARSHIPS PAID GRANTEE MISC SCHOLARSHIP AWARDS RELATIONSHIP NONE AMOUNT 8,266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPRIZES 1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN CHAMBERS CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
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/FederalOriginalSubmissionId09457272018309wc2sdeh
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.15.242.50
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTm015:12:34
ReturnHeader/ReturnTs02018-11-05T15:06:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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