Civic Intelligence

Anaya Scholars Inc

EIN 82-4027784 • 501(c)3 • Needham, MA

Profile

To support first-generation and financially challenged students to make it to and through higher education, poised to innovate and lead our workforce.

139 Webster StreetNeedham, MA 02494-2455

www.anayascholars.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$384,829

Up $37,020 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$384,829

Up $37,020 (+11%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin80th percentile

Revenue

Down

$131,892

Down $79,294 (-38%) from 2023

Expenses

Up

$94,872

Up $50,568 (+114%) from 2023

Net Income

Down

$37,020

Down $129,862 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$400K$300K$200K$100K$0Assets 2019: $38,334Liabilities 2019: $02019Assets 2020: $59,640Net Assets 2020: $59,6402020Assets 2021: $134,157Net Assets 2021: $134,1572021Assets 2022: $180,928Net Assets 2022: $180,9282022Assets 2023: $347,809Liabilities 2023: $0Net Assets 2023: $347,8092023Assets 2024: $384,829Liabilities 2024: $0Net Assets 2024: $384,8292024

Highlighted filing

2024

Assets$384,829
Liabilities$0
Net Assets$384,829
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$300K$200K$100K$0Revenue 2019: $33,112Expenses 2019: $11,025Net Income 2019: $22,0872019Revenue 2020: $48,707Expenses 2020: $27,401Net Income 2020: $21,3062020Revenue 2021: $124,482Expenses 2021: $49,965Net Income 2021: $74,5172021Revenue 2022: $70,644Expenses 2022: $23,873Net Income 2022: $46,7712022Revenue 2023: $211,186Expenses 2023: $44,304Net Income 2023: $166,8822023Revenue 2024: $131,892Expenses 2024: $94,872Net Income 2024: $37,0202024

Highlighted filing

2024

Revenue$131,892
Expenses$94,872
Net Income$37,020
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,829
Liabilities
$0
Net assets
$384,829
Revenue
$131,892
Expenses
$94,872
Net income
$37,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$1.32$0.95$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$2.11$0.44$1.67
2022Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.71$0.24$0.47
2021Detailed filing. Detailed filing data is available for this year.$1.34$1.34$1.24$0.50$0.75
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.49$0.27$0.21
2019Summary only. Only limited summary data is available for this year.$0.38$0.00$0.33$0.11$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Dec 18, 2024
Return Version
2023v6.0
Gross Receipts
$131,892
Mission and Program Overview

Mission

To provide scholarships, fellowship grants and other financial assistance and mentorship to elementary, middle school, high school and undergraduate students to assist them in pursuing their education and professional aspirations. The organization provided scholarship awards to deedee hernandez, bashair nurhussein, lana giha, karina avalos, marlen galan, brianna feliciano, kitty-anne dubuisson, amira yahya, nazira calhounn and ezequiel nunez.

To support first-generation and financially challenged students to make it to and through higher education, poised to innovate and lead our workforce.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$164,599$362,010▲ $197,411
Cash and Non-Interest-Bearing Accounts$183,210$22,819▼ $160,391
Total Assets$347,809$384,829▲ $37,020
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$347,809$384,829▲ $37,020
Total Net Assets Fund Balance$347,809$384,829▲ $37,020
Total Liabilities and Net Assets / Fund Balance$347,809$384,829▲ $37,020
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Monica KachruPresident &t
Kathy Kountze-tatumDirector
Debbie Sue MartinezClerk & Dire
Revenue and Support

Revenue Composition

Contributions and Grants
$126,203
Program Service Revenue
$0
Investment Income
$5,689
Other Revenue
$0
All Other Contributions
$126,203
Change in Net Assets
$37,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,943
Total Fundraising Expense$24,011
Grants and Similar Amounts Paid$22,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$22,929--$22,929
Advertising$22,855--$22,855
Fees for Services Accounting-$6,341-$6,341
Office Expenses$1,859--$1,859
Other Expenses$10,579$70$24,011$70
Total Functional Expenses$58,222$12,639$24,011$94,872
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Anaya Scholars Inc
EIN
82-4027784
Phone
6177330228
Address
139 WEBSTER STREET, NEEDHAM, MA 02494-2455

Signing Officer

Name
Monica Kachru
Title
President &treasurer
Phone
6177330228
Signed
2024-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Kachru
Formed
2018
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Robert G Rice Pc
Address
92 MONTVALE AVE STE 2700, STONEHAM, MA 02180
Preparer
Robert G Rice Pc
Phone
7813962600
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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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ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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