Civic Intelligence

Aloa Scholarship Foundation

990EZ • Fiscal year 2018 • EIN 75-2478220

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 09, 2019

3500 Easy StreetDallas, TX 75247

(214) 827-1701

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.27x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-799%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-8.3%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$300,809

Down $27,188 (-8.3%) from 2017

Net Assets

Down

$299,851

Down $27,995 (-8.5%) from 2017

Liabilities

Up

$958

Up $807 (+534%) from 2017

Revenue

Down

$3,505

Down $10,315 (-75%) from 2017

Expenses

Down

$31,500

Down $2,056 (-6.1%) from 2017

Net Income

Down

-$27,995

Down $8,259 (-42%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2010: $272,003Liabilities 2010: -$8,4942010Assets 2011: $287,846Net Assets 2011: $287,8462011Assets 2012: $291,889Net Assets 2012: $291,8892012Assets 2013: $314,547Liabilities 2013: $1,200Net Assets 2013: $313,3472013Assets 2014: $331,748Liabilities 2014: $2,839Net Assets 2014: $328,9092014Assets 2015: $340,763Liabilities 2015: $15Net Assets 2015: $340,7482015Assets 2016: $347,597Liabilities 2016: $15Net Assets 2016: $347,5822016Assets 2017: $327,997Liabilities 2017: $151Net Assets 2017: $327,8462017Assets 2018: $300,809Liabilities 2018: $958Net Assets 2018: $299,8512018Assets 2019: $321,066Liabilities 2019: $25,496Net Assets 2019: $295,5702019Assets 2020: $330,208Liabilities 2020: $26,517Net Assets 2020: $303,6912020Assets 2021: $316,263Liabilities 2021: $7,053Net Assets 2021: $309,2102021Assets 2022: $270,007Liabilities 2022: $33,158Net Assets 2022: $236,8492022Assets 2023: $300,006Liabilities 2023: $51,6472023Assets 2024: $324,199Liabilities 2024: $65,703Net Assets 2024: $258,4962024

Highlighted filing

2018

Assets$300,809
Liabilities$958
Net Assets$299,851

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $24,484Expenses 2010: $19,375Net Income 2010: $5,1092010Revenue 2011: $25,499Expenses 2011: $18,150Net Income 2011: $7,3492011Revenue 2012: $23,352Expenses 2012: $19,309Net Income 2012: $4,0432012Revenue 2013: $38,303Expenses 2013: $16,845Net Income 2013: $21,4582013Revenue 2014: $36,118Expenses 2014: $20,556Net Income 2014: $15,5622014Revenue 2015: $42,001Expenses 2015: $30,162Net Income 2015: $11,8392015Revenue 2016: $34,157Expenses 2016: $27,323Net Income 2016: $6,8342016Revenue 2017: $13,820Expenses 2017: $33,556Net Income 2017: -$19,7362017Revenue 2018: $3,505Expenses 2018: $31,500Net Income 2018: -$27,9952018Revenue 2019: $25,153Expenses 2019: $29,434Net Income 2019: -$4,2812019Revenue 2020: $16,661Expenses 2020: $8,540Net Income 2020: $8,1212020Revenue 2021: $20,702Expenses 2021: $15,183Net Income 2021: $5,5192021Revenue 2022: $9,234Expenses 2022: $57,573Net Income 2022: -$48,3392022Revenue 2023: $18,890Expenses 2023: $37,712Net Income 2023: -$18,8222023Revenue 2024: $19,033Expenses 2024: $20,641Net Income 2024: -$1,6082024

Highlighted filing

2018

Revenue$3,505
Expenses$31,500
Net Income-$27,995
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 9, 2019
Return Version
2018v3.1
Gross Receipts
$3,505
Mission and Program Overview

Mission

Provide scholarships to raise the professional standards and levels of expertise in the locksmith profession through increased education of the members of the profession.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO RAISE THE PROFESSIONAL STANDARDS AND LEVELS OF EXPERTISE IN THE LOCKSMITH PROFESSION THROUGH INCREASED EDUCATION OF THE MEMBERS OF THE PROFESSION.$24,670$19,120
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH COXDirector-$0--
Robert MockTreasurer-$0--
Mary MayExecutive Director-$0--
KRISTY MCFARLANDDirector-$0--
JOEL IITENDirector-$0--
LYNN BESTDirector-$0--
ED FITZGERALDDirector-$0--
VERNON KELLEYSecretary-$0--
ROB JUSTENDirector-$0--
Kathy RomoComptroller-$0--
JOHN TRUEMPYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Aloa Scholarship Foundation
EIN
75-2478220
Phone
2148271701
Address
3500 EASY STREET, DALLAS, TX 75247

Signing Officer

Name
Mary May
Title
Executive Director
Signed
2019-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Sutton Frost Cary LLP
Address
600 Six Flags Dr Suite 600, Arlington, TX 76011
Preparer
Kimberly D Crawford
Phone
8176498083
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: SCHOLARSHIPS FOR CLASSES | Cash Amount Given: $19120

Other Expenses.1002

Office Expenses $145

Other Expenses.1012

Insurance $1424

Other Expenses.1

BAD DEBT EXPENSE $5550

Other Expenses.2

BOOTH EXPENSES $2909

Other Expenses.3

BOARD EXPENSE $272

Other Assets.1005

Accounts Receivable - Beginning $6950 Accounts Receivable - Ending $0

Other Assets.1009

Notes and Loans Receivable - Beginning $25000 Notes and Loans Receivable - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $151 Accounts Payable and Accrued Expenses - Ending $958

Raw XML Appendix187 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/USAddress/CityNm0DALLAS
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0296047
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0327846
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0299851
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0327846
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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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/PersonNm0ELIZABETH COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Mock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary May
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTY MCFARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOEL IITEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNN BEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ED FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VERNON KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROB JUSTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Kathy Romo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOHN TRUEMPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9COMPTROLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt031950
IRS990EZ/OtherExpensesTotalAmt010300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO RAISE THE PROFESSIONAL STANDARDS AND LEVELS OF EXPERTISE IN THE LOCKSMITH PROFESSION THROUGH INCREASED EDUCATION OF THE MEMBERS OF THE PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS TO RAISE THE PROFESSIONAL STANDARDS AND LEVELS OF EXPERTISE IN THE LOCKSMITH PROFESSION THROUGH INCREASED EDUCATION OF THE MEMBERS OF THE PROFESSION.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019120
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0151
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0958
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031500
IRS990EZ/TotalProgramServiceExpensesAmt024670
IRS990EZ/TotalRevenueAmt03505
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt086984
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08680
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042617
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67120
IRS990ScheduleA/PublicSupportPY170Pct00.71220
IRS990ScheduleA/PublicSupportTotal170Amt086984
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027438
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt086984
IRS990ScheduleA/TotalSupportAmt0129601
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIPS FOR CLASSES | Cash Amount Given: $19120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAD DEBT EXPENSE $5550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOTH EXPENSES $2909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD EXPENSE $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $6950 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Notes and Loans Receivable - Beginning $25000 Notes and Loans Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $151 Accounts Payable and Accrued Expenses - Ending $958
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary May
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALOA SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALOA
ReturnHeader/Filer/EIN0752478220
ReturnHeader/Filer/PhoneNum02148271701
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 EASY STREET
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075247
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752593210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sutton Frost Cary LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 Six Flags Dr Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076011
ReturnHeader/PreparerPersonGrp/PhoneNum08176498083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly D Crawford
ReturnHeader/ReturnTs02019-07-09T08:27:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.66$2.58$0.19$0.21$0.02
2023Summary only. Only limited summary data is available for this year.$3.00$0.52$0.19$0.38$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.33$2.37$0.09$0.58$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.07$3.09$0.21$0.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.27$3.04$0.17$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.25$2.96$0.25$0.29$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.01$0.01$3.00$0.04$0.32$0.28
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.14$0.34$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.34$0.27$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.42$0.30$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.03$3.29$0.36$0.21$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.15$0.01$3.13$0.38$0.17$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$2.92$0.23$0.19$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$2.88$0.25$0.18$0.07
2010Summary only. Only limited summary data is available for this year.$2.72$0.08$0.24$0.19$0.05