Civic Intelligence

Sarah James Memorial Scholarship Fund

EIN 84-2559693 • 501(c)3 • Higlands Ranch, CO

Profile

Scholarship for Higher Education

2661 Pemberly AveHiglands Ranch, CO 80126

n/A

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 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-7.6%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$58,823

Up $5,160 (+9.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Down

$2,077

Down $172 (-7.6%) from 2022

Expenses

Down

$533

Down $33 (-5.8%) from 2022

Net Income

Down

$1,544

Down $139 (-8.3%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$80K$60K$40K$20K$0Assets 2021: $65,048Liabilities 2021: $0Net Assets 2021: $65,0482021Assets 2022: $53,663Liabilities 2022: $0Net Assets 2022: $53,6632022Assets 2023: $58,823Liabilities 2023: $02023

Highlighted filing

2023

Assets$58,823
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Revenue 2021: $3,1702021Revenue 2022: $2,249Expenses 2022: $566Net Income 2022: $1,6832022Revenue 2023: $2,077Expenses 2023: $533Net Income 2023: $1,5442023

Highlighted filing

2023

Revenue$2,077
Expenses$533
Net Income$1,544
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$58,823
Liabilities
$0
Net assets
-
Revenue
$2,077
Expenses
$533
Net income
$1,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$58.8$0.00$2.08$0.53$1.54
2022Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$2.25$0.57$1.68
2021Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$3.17
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$2,249
Mission and Program Overview

Mission

Scholarship for Higher Education

Program Services

DescriptionGrantsExpenses
2022 Scholarship recipient received Full amount of $2000--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas JamesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sarah James Memorial Scholarship Fund
EIN
84-2559693
Address
2661 Pemberly Ave, Higlands Ranch, CO 80126

Signing Officer

Name
Douglas James
Title
Director
Phone
9792999709
Signed
2023-10-24
Discuss with paid preparer
Yes

Preparer

Firm
John C Barrett CPA
Address
720 South Main Street, Kalispell, MT 59901
Preparer
John C Barrett
Phone
4067558868
Supplemental Narrative

Additional Explanations

Other changes in net assets or fund balances Part I line 20

“Description AmountFirst American Bank Louisiana 57DA DAvidson Unrealized Gain (11,125)Scholarships Distributed (2,000)”

Raw XML Appendix124 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Douglas James
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NOT Compensated
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/ApplicationPendingInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Douglas James
IRS990EZ/BooksInCareOfDetail/PhoneNum09792999709
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02661 Pemberly Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highlands Ranch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065048
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053663
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01683
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0566
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065048
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053663
IRS990EZ/GrossReceiptsAmt02249
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01249
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065048
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053663
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065048
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053663
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Douglas James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-13068
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Scholarship for Higher Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02022 Scholarship recipient received Full amount of $2000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0LA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0566
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02249
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02299
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01249
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01871
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01249
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01871
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt02299
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01299
IRS990ScheduleA/Total509Grp/TotalAmt02299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFirst American Bank Louisiana 57DA DAvidson Unrealized Gain (11,125)Scholarships Distributed (2,000)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas James
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09792999709
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sarah James Memorial Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0842559693
ReturnHeader/Filer/USAddress/AddressLine1Txt02661 Pemberly Ave
ReturnHeader/Filer/USAddress/CityNm0Higlands Ranch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841382167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John C Barrett CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0720 South Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kalispell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04067558868
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John C Barrett
ReturnHeader/ReturnTs02023-10-29T11:57:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Douglas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0James
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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