Civic Intelligence

Monterey Bay Academy Alumni Endowment Fund Inc

EIN 77-0454666 • 501(c)3 • Sonora, CA

Profile

Scholorships for MBA students

c/o 80 S Forest rdSonora, CA 95370

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

2nd percentile

-1373%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

144%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $533,385 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $533,385 (-100%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Up

$38,861

Up $22,959 (+144%) from 2018

Expenses

Up

$572,246

Up $448,642 (+363%) from 2018

Net Income

Down

-$533,385

Down $425,683 (-395%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $593,942Liabilities 2011: $0Net Assets 2011: $593,9422011Assets 2012: $592,318Liabilities 2012: $0Net Assets 2012: $592,3182012Assets 2013: $602,114Liabilities 2013: $0Net Assets 2013: $602,1142013Assets 2014: $637,210Liabilities 2014: $0Net Assets 2014: $637,2102014Assets 2015: $625,245Liabilities 2015: $0Net Assets 2015: $625,2452015Assets 2016: $647,588Liabilities 2016: $0Net Assets 2016: $647,5882016Assets 2018: $533,385Liabilities 2018: $0Net Assets 2018: $533,3852018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $40,9142011Expenses 2012: $28,3772012Expenses 2013: $22,3892013Revenue 2014: $35,096Expenses 2014: $0Net Income 2014: $35,0962014Revenue 2015: $27,918Expenses 2015: $39,883Net Income 2015: -$11,9652015Revenue 2016: $24,240Expenses 2016: $1,897Net Income 2016: $22,3432016Revenue 2018: $15,902Expenses 2018: $123,604Net Income 2018: -$107,7022018Revenue 2019: $38,861Expenses 2019: $572,246Net Income 2019: -$533,3852019

Highlighted filing

2019

Revenue$38,861
Expenses$572,246
Net Income-$533,385
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$38,861
Expenses
$572,246
Net income
-$533,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.39$5.72$5.33
2018Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.16$1.24$1.08
2016Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.24$0.02$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.28$0.40$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.35$0.00$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.00$6.02$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.00$5.92$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.00$5.94$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$38,861
Mission and Program Overview

Mission

Scholorships for MBA students and teachers

Program Services

DescriptionGrantsExpenses
Scholarships for MBA students and teachers$13,400$13,400
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
E Clay MaddoxPresident-$0--
Filing and Contact Details

Filer

Filer Name
Monterey Bay Academy Alumni Endowment
EIN
77-0454666
Address
c/o 80 S Forest rd, Sonora, CA 95370

Signing Officer

Name
E Clay Maddox
Title
Treasurer
Signed
2019-07-30
Discuss with paid preparer
Yes

Preparer

Firm
E Clay Maddox CPA
Address
80 S Forest Rd, Sonora, CA 95370
Preparer
E Clay Maddox CPA
Phone
2095321441
Supplemental Narrative

Additional Explanations

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

“Class of Activity: educat scholorship | Donee's Name: Monterey Bay Academy | Donee's Address: 728 San Andreas Rd La Selva Beach ca 95076 | Relationship of Donee: swole recipient | Cash Amount Given: $572246”

Raw XML Appendix145 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/PersonNm0E Clay Maddox
IRS990EZ/BooksInCareOfDetail/PhoneNum02095321441
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 845
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sonora
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095370
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0533385
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-533385
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0533385
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt015670
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0572246
IRS990EZ/GrossReceiptsAmt038861
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt023191
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0533385
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0533385
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0E Clay Maddox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Scholorships for MBA students and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships for MBA students and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt015670
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0572246
IRS990EZ/TotalProgramServiceExpensesAmt013400
IRS990EZ/TotalRevenueAmt038861
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941279792
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt013400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Monterey Bay academy
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt013400
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0distributed
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0545823
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501 C 3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0cash value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0781 San Andreas Rd
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0La Selva Beach
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd095076
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: educat scholorship | Donee's Name: Monterey Bay Academy | Donee's Address: 728 San Andreas Rd La Selva Beach ca 95076 | Relationship of Donee: swole recipient | Cash Amount Given: $572246
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E Clay Maddox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey Bay Academy Alumni Endowment
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0770454666
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o 80 S Forest rd
ReturnHeader/Filer/USAddress/CityNm0Sonora
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095370
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770045562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0E Clay Maddox CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 S Forest Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sonora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095370
ReturnHeader/PreparerPersonGrp/PhoneNum02095321441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E CLAY MADDOX CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-30T16:05:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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