Civic Intelligence

Esperanza Fund Inc.

990PF • Fiscal year 2020 • EIN 81-4806608

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
3600 Route 66 No 150Neptune, NJ 07753

(732) 508-5034

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

84%

Higher net margin than 90% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

37%

Faster asset growth than 85% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

560%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$159,471

Up $43,304 (+37%) from 2019

Net Assets

Up

$159,471

Up $43,304 (+37%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin90th percentile

Revenue

Up

$51,803

Up $43,958 (+560%) from 2019

Expenses

Down

$8,499

Down $28,216 (-77%) from 2019

Net Income

Up

$43,304

Up $72,174 (+250%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$200K$150K$100K$50K$0Assets 2017: $176,021Liabilities 2017: $0Net Assets 2017: $176,0212017Assets 2018: $145,037Liabilities 2018: $0Net Assets 2018: $145,0372018Assets 2019: $116,167Liabilities 2019: $0Net Assets 2019: $116,1672019Assets 2020: $159,471Liabilities 2020: $0Net Assets 2020: $159,4712020Assets 2021: $147,051Liabilities 2021: $0Net Assets 2021: $147,0512021Assets 2022: $113,374Liabilities 2022: $0Net Assets 2022: $113,3742022Assets 2023: $77,698Liabilities 2023: $0Net Assets 2023: $77,6982023Assets 2024: $66,827Liabilities 2024: $0Net Assets 2024: $66,8272024

Highlighted filing

2020

Assets$159,471
Liabilities$0
Net Assets$159,471
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $100,145Expenses 2017: $24,115Net Income 2017: $76,0302017Revenue 2018: $1,650Expenses 2018: $32,634Net Income 2018: -$30,9842018Revenue 2019: $7,845Expenses 2019: $36,715Net Income 2019: -$28,8702019Revenue 2020: $51,803Expenses 2020: $8,499Net Income 2020: $43,3042020Revenue 2021: -$2,912Expenses 2021: $9,508Net Income 2021: -$12,4202021Revenue 2022: -$3,021Expenses 2022: $30,656Net Income 2022: -$33,6772022Revenue 2023: $11,853Expenses 2023: $47,529Net Income 2023: -$35,6762023Revenue 2024: $16,568Expenses 2024: $27,439Net Income 2024: -$10,8712024

Highlighted filing

2020

Revenue$51,803
Expenses$8,499
Net Income$43,304
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHEL MARKSPresident-$0--
STEVEN TRESONSecretary-$0--
DEBORAH L LODATOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Esperanza Fund Inc
EIN
81-4806608
Phone
7325085034
Address
3600 ROUTE 66 NO 150, NEPTUNE, NJ 07753

Signing Officer

Name
Michel Marks
Title
President
Phone
7325085034
Signed
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Raines & Fischer Llp
Address
555 FIFTH AVENUE 9TH FLOOR, NEW YORK, NY 10017
Preparer
Alan P Raines
Phone
2129539200
Raw XML Appendix345 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.

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0EDUCATIONAL SCHOLARSHIPS WILL BE PROVIDED TO LOW INCOME STUDENTS WHO RESIDE IN MONMOUTH COUNTY, NJ, AND ATTEND PRIMARY AND SECONDARY PRIVATE AND PAROCHIAL SCHOOLS, PRIVATE AND PUBLIC IN STATE AND OUT OF STATE COLLEGES AND UNIVERSITIES, TRADE OR CERTIFIED CERTIFICATE PROGRAMS, AND ANY OTHER TYPE OF ACCREDITED SCHOOLS AS DEFINED BY THE US DEPARTMENT OF EDUCATION. AWARDS WILL BE BASED ON FINANCIAL NEEDS ONLY. PRIOR ACADEMIC SUCCESS WILL NOT BE CONSIDERED WHEN MAKING SCHOLARSHIP GRANTS AND WILL SPECIFICALLY INCLUDE STUDENTS WITH AVERAGE ACADEMIC PERFORMANCE, ARE ENGLISH/ SPANISH LEARNERS, OR WHO REQUIRE SPECIAL SERVICES AND OTHER SUPPORTS. THE ESPERANZA FUND WILL BE THE PAYOR OF LAST RESORT. IF ELIGIBLE, ALL OTHER AVAILABLE RESOURCES, FEDERAL AND STATE MUST BE APPLIED TO PRIOR TO THE ESPERANZA FUND AWARDING A SCHOLARSHIP. ALL SCHOLARSHIPS WILL BE AWARDED ON AN INDIVIDUAL BASIS AND WILL VARY IN AMOUNT BASED ON THE FINANCIAL NEED OF THE RECIPIENT.
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHEL MARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP GRANTED. NOTE THAT IN ORDER TO PROTECT THE PRIVACY OF THE STUDENT, PERSONAL INFORMATION IS NOT PROVIDED. INDIVIDUAL CAN BE CONTACTED THROUGH THE FUND. ALL DISBURSEMENTS ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP GRANTED. NOTE THAT IN ORDER TO PROTECT THE PRIVACY OF THE STUDENT, PERSONAL INFORMATION IS NOT PROVIDED. INDIVIDUAL CAN BE CONTACTED THROUGH THE FUND. ALL DISBURSEMENTS ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP GRANTED. NOTE THAT IN ORDER TO PROTECT THE PRIVACY OF THE STUDENT, PERSONAL INFORMATION IS NOT PROVIDED. INDIVIDUAL CAN BE CONTACTED THROUGH THE FUND. ALL DISBURSEMENTS ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MONTCLAIR STATE UNIVERSITY FOR ALEJANDRA BAZAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MATER DEI FOR CHRISTOPHER BENAVIDES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MATER DEI FOR BETHSY LIMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 NORMAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1538 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2538 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTCLAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MIDDLETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIDDLETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207748
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06613
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05509
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt076966
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02918
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018850
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08427
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02918
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076966
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074048
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHEL MARKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0325 VIRGINIA AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0COLLINGSWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008108
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE & MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt041
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt041
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/Amt172
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt023
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt172
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHEL MARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07325085034
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESPERANZA FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ESPE
ReturnHeader/Filer/EIN0814806608
ReturnHeader/Filer/PhoneNum07325085034
ReturnHeader/Filer/USAddress/AddressLine1Txt03600 ROUTE 66 NO 150
ReturnHeader/Filer/USAddress/CityNm0NEPTUNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007753
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133217649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAINES & FISCHER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 FIFTH AVENUE 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02129539200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN P RAINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-07T14:49:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARKS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,471
Liabilities
$0
Net assets
$159,471
Revenue
$51,803
Expenses
$8,499
Net income
$43,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.17$0.27$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.12$0.48$0.36
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.31$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.03$0.10$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.52$0.08$0.43
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.08$0.37$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.02$0.33$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.00$0.24$0.76