Civic Intelligence

First Gen Scholars

990EZ • Fiscal year 2021 • EIN 84-2846880

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 24, 2021

Organization Profilewww.firstgenscholars.com
1531 Masterson LaneSan Diego, CA 92154

(619) 339-3308

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.10x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$6,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$41,267

No earlier filing loaded for comparison.

Net Assets

$33,706

No earlier filing loaded for comparison.

Liabilities

$7,561

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin76th percentile

Revenue

$77,049

No earlier filing loaded for comparison.

Expenses

$52,268

No earlier filing loaded for comparison.

Net Income

$24,781

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$100K$0-$100KAssets 2021: $41,267Liabilities 2021: $7,561Net Assets 2021: $33,7062021Assets 2022: $111,068Liabilities 2022: $26,932Net Assets 2022: $84,1362022Assets 2023: $65,545Liabilities 2023: $93,720Net Assets 2023: -$28,1752023Assets 2024: $76,496Liabilities 2024: $141,632Net Assets 2024: -$65,1362024

Highlighted filing

2021

Assets$41,267
Liabilities$7,561
Net Assets$33,706
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2021: $77,049Expenses 2021: $52,268Net Income 2021: $24,7812021Revenue 2022: $396,128Expenses 2022: $345,698Net Income 2022: $50,4302022Revenue 2023: $340,551Expenses 2023: $452,862Net Income 2023: -$112,3112023Revenue 2024: $479,860Expenses 2024: $516,821Net Income 2024: -$36,9612024

Highlighted filing

2021

Revenue$77,049
Expenses$52,268
Net Income$24,781
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 24, 2021
Return Version
2020v4.0
Gross Receipts
$77,049
Mission and Program Overview

Mission

Our mission is to provide superior support to underserved first-generation high school students in San Diego by navigating them through the college application process and mentor them throughout college towards a prosperous career.

Program Services

DescriptionGrantsExpenses
Our mission is to provide superior support to underserved first-generation high school students in San Diego by navigating them through the college application process and mentor them throughout college towards a prosperous career.$37,110-
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan BurgosExecutive DirectorFT$6,000-$6,000
Von WareVice President-$0--
Frank TruongTreasurer-$0--
Marianna CoronaSecretary-$0--
Andrea MunozDirector-$0--
Emily SchnarrDirector-$0--
Filing and Contact Details

Filer

Filer Name
First Gen Scholars
EIN
84-2846880
Phone
6193393308
Address
1531 Masterson Lane, San Diego, CA 92154

Signing Officer

Name
Jonathon Burgos
Title
Executive Director
Signed
2021-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Carol Stachwick CPA
Address
15221 La Manda Drive, Poway, CA 92064
Preparer
Carol Stachwick CPA
Phone
8589992275
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $9132”

Other Expenses.1002

“Office Expenses $6963”

Other Expenses.1003

“Information Technology $1341”

Other Expenses.1005

“Travel $280”

Other Expenses.1

“Supplies $7736”

Other Expenses.2

“Meals $1912”

Other Expenses.3

“Payroll Service $1026”

Other Expenses.4

“Educational Programming $247”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $428 Accounts Payable and Accrued Expenses - Ending $7561”

Raw XML Appendix172 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jonathan Burgos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Von Ware
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Frank Truong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marianna Corona
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Andrea Munoz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emily Schnarr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our mission is to provide superior support to underserved first-generation high school students in San Diego by navigating them through the college application process and mentor them throughout college towards a prosperous career.
IRS990EZ/PrintingPublicationsPostageAmt0132
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037110
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0428
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07561
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052268
IRS990EZ/TotalProgramServiceExpensesAmt037110
IRS990EZ/TotalRevenueAmt077049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.firstgenscholars.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt077049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077049
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt077049
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077049
IRS990ScheduleA/Total509Grp/TotalAmt077049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077049
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt077049
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $9132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $7736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meals $1912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll Service $1026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Educational Programming $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $428 Accounts Payable and Accrued Expenses - Ending $7561
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathon Burgos
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0First Gen Scholars
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0842846880
ReturnHeader/Filer/PhoneNum06193393308
ReturnHeader/Filer/USAddress/AddressLine1Txt01531 Masterson Lane
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092154
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813327610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carol Stachwick CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015221 La Manda Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Poway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092064
ReturnHeader/PreparerPersonGrp/PhoneNum08589992275
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Stachwick CPA
ReturnHeader/ReturnTs02021-09-24T15:19:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jonathon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burgos
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$41,267
Liabilities
$7,561
Net assets
$33,706
Revenue
$77,049
Expenses
$52,268
Net income
$24,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$1.42$0.65$4.80$5.17$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.94$0.28$3.41$4.53$1.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.27$0.84$3.96$3.46$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.08$0.34$0.77$0.52$0.25