Civic Intelligence

Baja Scholarship Foundation

990EZ • Fiscal year 2021 • EIN 91-2156022

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 23, 2022

PO Box 439060 Ste 652San Diego, CA 92143

(714) 747-8653

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

64th percentile

19%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

50th percentile

5.5%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

-14%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$205,399

Up $10,721 (+5.5%) from 2020

Net Assets

Up

$205,399

Up $12,543 (+6.5%) from 2020

Liabilities

Down

$0

Down $1,822 (-100%) from 2020

Revenue

Down

$55,532

Down $8,882 (-14%) from 2020

Expenses

Down

$44,811

Down $38,792 (-46%) from 2020

Net Income

Up

$10,721

Up $29,910 (+156%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $130,244Liabilities 2016: $0Net Assets 2016: $130,2442016Assets 2017: $175,842Liabilities 2017: $0Net Assets 2017: $175,8422017Assets 2018: $184,527Liabilities 2018: $0Net Assets 2018: $184,5272018Assets 2019: $212,045Liabilities 2019: $0Net Assets 2019: $212,0452019Assets 2020: $194,678Liabilities 2020: $1,822Net Assets 2020: $192,8562020Assets 2021: $205,399Liabilities 2021: $0Net Assets 2021: $205,3992021Assets 2022: $219,911Liabilities 2022: $0Net Assets 2022: $219,9112022Assets 2023: $206,603Liabilities 2023: $0Net Assets 2023: $206,6032023Assets 2024: $203,838Net Assets 2024: $203,8382024

Highlighted filing

2021

Assets$205,399
Liabilities$0
Net Assets$205,399

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $65,419Expenses 2016: $44,032Net Income 2016: $21,3872016Revenue 2017: $97,029Expenses 2017: $51,431Net Income 2017: $45,5982017Revenue 2018: $92,887Expenses 2018: $84,202Net Income 2018: $8,6852018Revenue 2019: $141,444Expenses 2019: $103,562Net Income 2019: $37,8822019Revenue 2020: $64,414Expenses 2020: $83,603Net Income 2020: -$19,1892020Revenue 2021: $55,532Expenses 2021: $44,811Net Income 2021: $10,7212021Revenue 2022: $80,547Expenses 2022: $66,035Net Income 2022: $14,5122022Revenue 2023: $55,683Expenses 2023: $68,991Net Income 2023: -$13,3082023Revenue 2024: $66,871Expenses 2024: $69,479Net Income 2024: -$2,6082024

Highlighted filing

2021

Revenue$55,532
Expenses$44,811
Net Income$10,721
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 23, 2022
Return Version
2021v4.1
Gross Receipts
$55,532
Mission and Program Overview

Mission

Academic scholarships and support

Program Services

DescriptionGrantsExpenses
HAVE PROVIDED ACADEMIC SCHOLARSHIPS TO KIDS FROM POOREST NEIGHBORHOODS IN NORTH BAJA, GROOMED THEM AS LEADERS IN THEIR COMMUNITIES, BROKE CYCLE OF POVERTY WITH ECONOMIC ASSISTANCE.-$10,721
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH KESSONPresidentPT$0--
SONJA STUMPVice PresidentPT$0--
ROSEMARY MORRISTreasurerPT$0--
ROBERTA WALKERSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Baja Scholarship Foundation
EIN
91-2156022
Address
PO BOX 439060 STE 652, SAN DIEGO, CA 92143

Signing Officer

Name
Rosemary Morris
Title
Treasurer
Phone
7147478653
Signed
2022-03-23
Discuss with paid preparer
Yes

Preparer

Firm
BirkTax
Address
18426 Brookhurst Street Suite 208, Fountain Valley, CA 92708
Preparer
Jennifer Fiduccia EA
Phone
7149685585
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountstudent tuitions, living expenses 8,477student gifts 23,614student seminars 30student exam fees 117student arts programs 376student transportation 1,960student medical expenses 1,282

Description of other assets Part II line 24

Category beginning of year end of yearaccounts recievable 98 100

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROSEMARY MORRIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07147478653
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028847 SAN SIMEON
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092692
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0194580
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0205299
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055508
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010721
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08955
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0194678
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0205399
IRS990EZ/GrossReceiptsAmt055532
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0194678
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0205399
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0194678
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0205399
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDITH KESSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SONJA STUMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSEMARY MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERTA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt098
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0100
IRS990EZ/OtherExpensesTotalAmt035856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ACADEMIC SCHOLARSHIPS AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HAVE PROVIDED ACADEMIC SCHOLARSHIPS TO KIDS FROM POOREST NEIGHBORHOODS IN NORTH BAJA, GROOMED THEM AS LEADERS IN THEIR COMMUNITIES, BROKE CYCLE OF POVERTY WITH ECONOMIC ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010721
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044811
IRS990EZ/TotalProgramServiceExpensesAmt010721
IRS990EZ/TotalRevenueAmt055532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BAJASCHOLARSHIPFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0141444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt097029
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0451262
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0109
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0451262
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0141444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097029
IRS990ScheduleA/Total509Grp/TotalAmt0451262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0141476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0451371
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/ExplanationTxt0DESCRIPTION AMOUNTSTUDENT TUITIONS, LIVING EXPENSES 8,477STUDENT GIFTS 23,614STUDENT SEMINARS 30STUDENT EXAM FEES 117STUDENT ARTS PROGRAMS 376STUDENT TRANSPORTATION 1,960STUDENT MEDICAL EXPENSES 1,282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECIEVABLE 98 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSEMARY MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07147478653
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAJA SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAJA
ReturnHeader/Filer/EIN0912156022
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 439060 STE 652
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464516471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BirkTax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018426 Brookhurst Street Suite 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fountain Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092708
ReturnHeader/PreparerPersonGrp/PhoneNum07149685585
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Fiduccia EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-03-25T16:30:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSEMARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings