Civic Intelligence

Baja Scholarship Foundation

990EZ • Fiscal year 2023 • EIN 91-2156022

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 11, 2024

Organization ProfileWWW.BAJASCHOLARSHIPFOUNDATION.ORG
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

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

37th percentile

-6.1%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$206,603

Down $13,308 (-6.1%) from 2022

Net Assets

Down

$206,603

Down $13,308 (-6.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Down

$55,683

Down $24,864 (-31%) from 2022

Expenses

Up

$68,991

Up $2,956 (+4.5%) from 2022

Net Income

Down

-$13,308

Down $27,820 (-192%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2023

Assets$206,603
Liabilities$0
Net Assets$206,603
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

2023

Revenue$55,683
Expenses$68,991
Net Income-$13,308
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 11, 2024
Return Version
2023v4.0
Gross Receipts
$55,683
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.$157-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONJA STUMPPresidentPT$0--
ROBERT BLANTONVice 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
2024-03-11
Discuss with paid preparer
Yes

Preparer

Firm
BirkTax
Address
18426 Brookhurst St Ste 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 37,895student gifts 4,533student seminars 305student exam fees 136student arts programs 244student transportation 7,830”

Description of other assets Part II line 24

“Category beginning of year end of yearinterest 26 0”

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07147478653
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092692
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0219885
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IRS990EZ/InvestmentIncomeAmt02122
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SONJA STUMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT BLANTON
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/BOYAmt026
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt050943
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/GrantsAndAllocationsAmt0157
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068991
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt055683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BAJASCHOLARSHIPFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0141444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0395429
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02122
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02225
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02225
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99440
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0395429
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0141444
IRS990ScheduleA/Total509Grp/TotalAmt0395429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0141476
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0397654
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 37,895STUDENT GIFTS 4,533STUDENT SEMINARS 305STUDENT EXAM FEES 136STUDENT ARTS PROGRAMS 244STUDENT TRANSPORTATION 7,830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARINTEREST 26 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSEMARY MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07147478653
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-11
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464516471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BirkTax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018426 Brookhurst St Ste 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fountain Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092708
ReturnHeader/PreparerPersonGrp/PhoneNum07149685585
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Fiduccia EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-11T14:13:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSEMARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,603
Liabilities
$0
Net assets
$206,603
Revenue
$55,683
Expenses
$68,991
Net income
-$13,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$2.04$0.67$0.69$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.56$0.69$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.81$0.66$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.56$0.45$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.02$1.93$0.64$0.84$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$1.41$1.04$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.93$0.84$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.97$0.51$0.46
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.65$0.44$0.21