Civic Intelligence

Esperanza Fund Inc.

990PF • Fiscal year 2021 • EIN 81-4806608

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 24, 2022

Organization Profile
3600 Route 66 150Neptune, NJ 07753

(732) 508-5034

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2021 filings • NTEE B82 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

100th percentile

427%

Higher net margin than 100% of similar nonprofits.

2021 filings • NTEE B82 • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

2021 filings • NTEE B82 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-7.8%

Faster asset growth than 24% of similar nonprofits.

2021 filings • NTEE B82 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$147,051

Down $12,420 (-7.8%) from 2020

Net Assets

Down

$147,051

Down $12,420 (-7.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,912

Down $54,715 (-106%) from 2020

Expenses

Up

$9,508

Up $1,009 (+12%) from 2020

Net Income

Down

-$12,420

Down $55,724 (-129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$147,051
Liabilities$0
Net Assets$147,051
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue-$2,912
Expenses$9,508
Net Income-$12,420
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 24, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay95th 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 66 150, NEPTUNE, NJ 07753

Signing Officer

Name
Michel Marks
Title
President
Phone
7325085034
Signed
2022-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Raines & Fischer Llp
Address
555 FIFTH AVENUE 9TH FLOOR, NEW YORK, NY 10017-2416
Preparer
Alan P Raines
Phone
2129539200
Raw XML Appendix342 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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHEL MARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12720
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/RecipientBusinessName/BusinessNameLine1Txt0MATER DEI FOR BETHSY LIMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MONTCLAIR STATE UNIVERSITY FOR ALEJANDRA BAZAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 NORMAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIDDLETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MONTCLAIR
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06843
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02918
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079350
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02918
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018850
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09227
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02384
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079350
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076966
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02193
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02193
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE & MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/Amt1253
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt024
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1253
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHEL MARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07325085034
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESPERANZA FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ESPE
ReturnHeader/Filer/EIN0814806608
ReturnHeader/Filer/PhoneNum07325085034
ReturnHeader/Filer/USAddress/AddressLine1Txt03600 ROUTE 66 150
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/ZIPCd0100172416
ReturnHeader/PreparerPersonGrp/PhoneNum02129539200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN P RAINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-24T19:30:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARKS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,051
Liabilities
$0
Net assets
$147,051
Revenue
-$2,912
Expenses
$9,508
Net income
-$12,420
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