Civic Intelligence

Naval Rotc Scholarship Fund Inc Co Joel N Weber

990EZ • Fiscal year 2015 • EIN 59-2770205

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 04, 2016

14197 Classique WaySan Diego, CA 92129

(858) 240-6973

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$331,250

Up $10,076 (+3.1%) from 2014

Net Assets

Up

$331,250

Up $10,076 (+3.1%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$70,162

Up $11,017 (+19%) from 2014

Expenses

Up

$60,085

Up $18,922 (+46%) from 2014

Net Income

Down

$10,077

Down $7,905 (-44%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $295,967Liabilities 2011: $02011Assets 2012: $293,419Liabilities 2012: $02012Assets 2013: $303,192Net Assets 2013: $303,1922013Assets 2014: $321,174Net Assets 2014: $321,1742014Assets 2015: $331,250Net Assets 2015: $331,2502015Assets 2016: $335,962Net Assets 2016: $335,9622016Assets 2017: $350,546Net Assets 2017: $350,5462017Assets 2018: $375,305Net Assets 2018: $375,3052018Assets 2019: $367,147Net Assets 2019: $367,1472019Assets 2020: $395,035Net Assets 2020: $395,0352020Assets 2021: $401,854Net Assets 2021: $401,8542021Assets 2022: $402,477Net Assets 2022: $402,4772022Assets 2023: $410,369Net Assets 2023: $410,3692023Assets 2024: $431,522Net Assets 2024: $431,5222024

Highlighted filing

2015

Assets$331,250
Liabilities-
Net Assets$331,250

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $33,224Expenses 2011: $31,348Net Income 2011: $1,8762011Revenue 2012: $31,184Expenses 2012: $33,732Net Income 2012: -$2,5482012Revenue 2013: $40,979Expenses 2013: $29,175Net Income 2013: $11,8042013Revenue 2014: $59,145Expenses 2014: $41,163Net Income 2014: $17,9822014Revenue 2015: $70,162Expenses 2015: $60,085Net Income 2015: $10,0772015Revenue 2016: $56,888Expenses 2016: $52,176Net Income 2016: $4,7122016Revenue 2017: $86,757Expenses 2017: $72,173Net Income 2017: $14,5842017Revenue 2018: $75,230Expenses 2018: $50,470Net Income 2018: $24,7602018Revenue 2019: $59,008Expenses 2019: $67,166Net Income 2019: -$8,1582019Revenue 2020: $90,178Expenses 2020: $62,290Net Income 2020: $27,8882020Revenue 2021: $71,790Expenses 2021: $64,971Net Income 2021: $6,8192021Revenue 2022: $92,570Expenses 2022: $91,947Net Income 2022: $6232022Revenue 2023: $88,945Expenses 2023: $81,053Net Income 2023: $7,8922023Revenue 2024: $102,601Expenses 2024: $82,855Net Income 2024: $19,7462024

Highlighted filing

2015

Revenue$70,162
Expenses$60,085
Net Income$10,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 4, 2016
Return Version
2015v2.0
Gross Receipts
$83,354
Mission and Program Overview

Mission

Charitable scholarship assistance

Program Services

DescriptionGrantsExpenses
Scholarships awarded to students of Northwestern University's Naval ROTC program based on established nondiscriminatory criteria$52,750$52,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert E ShawDirector-$0--
Victor S GulliverVP & Director-$0--
Thor PS JohnsenDirector-$0--
Daniel C KasperskiSec. & Director-$0--
Katherine E LicupPres. & Director-$0--
E Anthony FesslerDirector-$0--
Robert M FreseDirector-$0--
Maryann SeeryChair. & Director-$0--
Joel N WeberTreas. & DirectorPT$0--
John W FerraraDirector-$0--
Christopher B LillichDirector-$0--
Jason S PennaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Naval ROTC Scholarship Fund Inc
EIN
59-2770205
Phone
8582406973
Address
14197 Classique Way, San Diego, CA 92129

Signing Officer

Name
Joel N Weber
Title
Treas. & Director
Signed
2016-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Deborah Brennan & Associates
Address
13856 SAGEWOOD DR, POWAY, CA 92064-1404
Preparer
Deborah M Brennan
Phone
8584513976
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.16

Class of Activity: Scholarship | Donee's Name: Grantee 16 | Donee's Address: 38 Woodlake Drive Port Orange FL 32129 | Cash Amount Given: $8250

Other Expenses.2

Taxes & fees $759

Other Expenses.4

Office supplies $62

Other Expenses.5

Award plaques $40

Other Expenses.6

Bank fees $33

990 EZ, Part 1, line 10

Sixteen students received scholarships ranging between $500 and $8,250

Raw XML Appendix196 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/PersonNm0Joel Weber
IRS990EZ/BooksInCareOfDetail/PhoneNum08582406973
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014197 Classique Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0921294333
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0321174
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0331250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039080
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt013192
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010077
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0321174
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0331250
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt011808
IRS990EZ/GrantsAndSimilarAmountsPaidAmt052750
IRS990EZ/GrossReceiptsAmt083354
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt019274
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0321174
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0331250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0321174
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0331250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt87.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert E Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Victor S Gulliver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Thor PS Johnsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel C Kasperski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Katherine E Licup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5E Anthony Fessler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Robert M Frese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Maryann Seery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Joel N Weber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9John W Ferrara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Christopher B Lillich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Jason S Penna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sec. & Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Pres. & Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Chair. & Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treas. & Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt0894
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable scholarship assistance
IRS990EZ/PrintingPublicationsPostageAmt02541
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships awarded to students of Northwestern University's Naval ROTC program based on established nondiscriminatory criteria
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt025000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060085
IRS990EZ/TotalProgramServiceExpensesAmt052750
IRS990EZ/TotalRevenueAmt070162
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.nu-nrotc.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0134746
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt031483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015871
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011647
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09865
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt099948
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50290
IRS990ScheduleA/PublicSupportPY170Pct00.62270
IRS990ScheduleA/PublicSupportTotal170Amt0118034
IRS990ScheduleA/SubstantialContributorsTotAmt016712
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023359
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0134746
IRS990ScheduleA/TotalSupportAmt0234694
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Scholarship | Donee's Name: Grantee 16 | Donee's Address: 38 Woodlake Drive Port Orange FL 32129 | Cash Amount Given: $8250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Taxes & fees $759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office supplies $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Award plaques $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank fees $33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sixteen students received scholarships ranging between $500 and $8,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5990 EZ, Part 1, line 10
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joel N Weber
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treas. & Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Naval ROTC Scholarship Fund Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Joel N Weber
ReturnHeader/Filer/BusinessNameControlTxt0NAVA
ReturnHeader/Filer/EIN0592770205
ReturnHeader/Filer/PhoneNum08582406973
ReturnHeader/Filer/USAddress/AddressLine1Txt014197 Classique Way
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEBORAH BRENNAN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013856 SAGEWOOD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920641404
ReturnHeader/PreparerPersonGrp/PhoneNum08584513976
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah M Brennan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-06T09:37:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings