Joe Alexander Scholarship Foundation

990EZ • Fiscal year 2015 • EIN 95-3087575

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 07, 2016

Organization Profile N/A

11911 Tulane Park PlaceBakersfield, CA 93311

(661) 664-9200

Siviq Scores

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

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

60%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

7.1%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

11%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

$478,490

Up $31,828 (+7.1%) from 2014

Net Assets

$478,490

Up $31,828 (+7.1%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin94th percentile

Revenue

$82,404

Up $8,219 (+11%) from 2014

Expenses

$32,857

Up $12,236 (+59%) from 2014

Net Income

Down

$49,547

Down $4,017 (-7.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

Highlighted filing

2015

Assets$478,490

Liabilities$0

Net Assets$478,490

Open 2015 Filing

Operations Trend

Revenue Growth64th percentile

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

Highlighted filing

2015

Revenue$82,404

Expenses$32,857

Net Income$49,547

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Mar 7, 2016
Return Version: 2014v6.0
Gross Receipts: $108,005

Mission and Program Overview

Mission

To raise, invest, and distribute money for the purpose of awarding scholarships and grants to deserving students.

Program Services

Description	Grants	Expenses
PROVIDED SCHOLARSHIPS TO STUDENTS IN THE KERN HIGH SCHOOL DISTRICT	$0	$0
PROVIDED SCHOLARSHIPS TO COLLEGE STUDENTS	$0	$0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
VERNON VARNER	President	-	$0	-	-
DEAN CARPENTER	Secretary/Treasury	-	$0	-	-
PHIL ICARDO	Director	-	$0	-	-
DARREN ALEXANDER	Director	-	$0	-	-
TOM ALEXANDER	Director	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Evening of Wine Event	$76,014	$76,014	$632	$75,382
Total Events	$76,014	$76,014	$25,601	$50,413

Filing and Contact Details

Filer

Filer Name: Joe Alexander Scholarship Foundation
EIN: 95-3087575
Phone: 6616649200
Address: 11911 TULANE PARK PLACE, BAKERSFIELD, CA 93311

Signing Officer

Name: Dean Carpenter
Title: Secretary/ Treasury
Phone: 6616649200
Signed: 2016-03-07
Discuss with paid preparer: Yes

Preparer

Firm: Cbiz Mhm LLC
Address: 5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309
Preparer: Gregory G Braun
Phone: 6613257500

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 30,991.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for high school students. Grantee name: bakersfield east rotary foundation. Grantee address: p.o. Box 2383 bakersfield, ca 93303. Grantee relationship: none. Property description: cash. Date of gift: 06/30/15. Amount given: 13,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: depaul university. Grantee address: 2320 k kenmore ave chicago, il 60614. Grantee relationship: none. Property description: cash. Date of gift: 08/06/14. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: pepperdine university. Grantee address: 24255 pacific coast hwy malibu, ca 90263. Grantee relationship: none. Property description: cash. Date of gift: 08/06/14. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: baylor university. Grantee address: 1612 s university parks dr waco, tx 76706. Grantee relationship: none. Property description: cash. Date of gift: 08/06/14. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: san diego state university. Grantee address: 5500 campanile dr san diego, ca 92182. Grantee relationship: none. Property description: cash. Date of gift: 08/06/14. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: university of texas, austin. Grantee address: university of texas austin, tx 78712. Grantee relationship: none. Property description: cash. Date of gift: 08/06/14. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: california state university channel islands. Grantee address: 1 university dr camarillo, ca 93012. Grantee relationship: none. Property description: cash. Date of gift: 08/06/14. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: uc davis. Grantee address: 1 shields ave davis, ca 95616. Grantee relationship: none . Property description: cash. Date of gift: 08/06/14. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: university of pennsylvania. Grantee address: university of pennsylvania philadelphia, pa 19104. Grantee relationship: none. Property description: cash. Date of gift: 08/06/14. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: san diego state university. Grantee address: 5500 campanile dr san diego, ca 92182. Grantee relationship: none. Property description: cash. Date of gift: 08/06/14. Amount given: 5,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship for college students. Grantee name: samantha highfield. Grantee relationship: none. Property description: cash. Date of gift: 03/23/15. Amount given: 750. Total included on form 990-ez, line 10: 32,250.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 37. Description: registration & tax filing. Amount: 50. Total to form 990-ez, line 16: 87.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss on securities. Amount: -17,719.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments - securities. Beg. Of year amount: 438,227. End of year amount: 456,499.”

Raw XML Appendix220 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/PersonNm	0	DEAN CARPENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6616649200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	11911 TULANE PARK PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	93311
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	8435
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	21991
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	49547
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	520
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	446662
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	478490
IRS990EZ/FundraisingGrossIncomeAmt	0	77014
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	32250
IRS990EZ/GrossReceiptsAmt	0	108005
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	30991
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	446662
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	478490
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	446662
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	478490
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	VERNON VARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	DEAN CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PHIL ICARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	DARREN ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	TOM ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY/TREASURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	438227
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	456499
IRS990EZ/OtherChangesInNetAssetsAmt	0	-17719
IRS990EZ/OtherExpensesTotalAmt	0	87
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO RAISE, INVEST, AND DISTRIBUTE MONEY FOR THE PURPOSE OF AWARDING SCHOLARSHIPS AND GRANTS TO DESERVING STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDED SCHOLARSHIPS TO STUDENTS IN THE KERN HIGH SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	PROVIDED SCHOLARSHIPS TO COLLEGE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	25601
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	51413
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	32857
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	82404
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationOtherInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	1000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	50
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	2841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	30991
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	20451
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	8054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	6525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	4730
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	70751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	76014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	77750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	70225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	47527
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	33336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	304852
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	30991
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	20451
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	8054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	6525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	4730
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	70751
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.18700
IRS990ScheduleA/InvestmentIncomePYPct	0	0.14430
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.81300
IRS990ScheduleA/PublicSupportPY509Pct	0	0.85570
IRS990ScheduleA/PublicSupportTotal509Amt	0	307693
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	77014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	78279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	70275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	48404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	33721
IRS990ScheduleA/Total509Grp/TotalAmt	0	307693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	108005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	98730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	78329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	54929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	38451
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	378444
IRS990ScheduleG/AgrmtProfFundraisingActyInd	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	25601
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	EVENING OF WINE EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	24969
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	24969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	76014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	76014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	76014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	76014
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	50413
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	632
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	632
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: DIVIDEND INCOME. AMOUNT: 30,991.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR HIGH SCHOOL STUDENTS. GRANTEE NAME: BAKERSFIELD EAST ROTARY FOUNDATION. GRANTEE ADDRESS: P.O. BOX 2383 BAKERSFIELD, CA 93303. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/15. AMOUNT GIVEN: 13,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: DEPAUL UNIVERSITY. GRANTEE ADDRESS: 2320 K KENMORE AVE CHICAGO, IL 60614. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: PEPPERDINE UNIVERSITY. GRANTEE ADDRESS: 24255 PACIFIC COAST HWY MALIBU, CA 90263. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: BAYLOR UNIVERSITY. GRANTEE ADDRESS: 1612 S UNIVERSITY PARKS DR WACO, TX 76706. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: SAN DIEGO STATE UNIVERSITY. GRANTEE ADDRESS: 5500 CAMPANILE DR SAN DIEGO, CA 92182. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: UNIVERSITY OF TEXAS, AUSTIN. GRANTEE ADDRESS: UNIVERSITY OF TEXAS AUSTIN, TX 78712. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS. GRANTEE ADDRESS: 1 UNIVERSITY DR CAMARILLO, CA 93012. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: UC DAVIS. GRANTEE ADDRESS: 1 SHIELDS AVE DAVIS, CA 95616. GRANTEE RELATIONSHIP: NONE . PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: UNIVERSITY OF PENNSYLVANIA. GRANTEE ADDRESS: UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA 19104. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: SAN DIEGO STATE UNIVERSITY. GRANTEE ADDRESS: 5500 CAMPANILE DR SAN DIEGO, CA 92182. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/06/14. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: SAMANTHA HIGHFIELD. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/23/15. AMOUNT GIVEN: 750. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 32,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	DESCRIPTION: BANK CHARGES. AMOUNT: 37. DESCRIPTION: REGISTRATION & TAX FILING. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 87.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	DESCRIPTION: UNREALIZED LOSS ON SECURITIES. AMOUNT: -17,719.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	14	DESCRIPTION: INVESTMENTS - SECURITIES. BEG. OF YEAR AMOUNT: 438,227. END OF YEAR AMOUNT: 456,499.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	10	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	13	FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	14	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/BuildTS	0	2016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DEAN CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY/ TREASURY
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6616649200
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOE ALEXANDER SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JOEA
ReturnHeader/Filer/EIN	0	953087575
ReturnHeader/Filer/PhoneNum	0	6616649200
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	11911 TULANE PARK PLACE
ReturnHeader/Filer/USAddress/CityNm	0	BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93311
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330737981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5060 CALIFORNIA AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	93309
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6613257500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GREGORY G BRAUN
ReturnHeader/ReturnTs	0	2016-03-09T17:48:34-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $478,490
Liabilities: $0
Net assets: $478,490
Revenue: $82,404
Expenses: $32,857
Net income: $49,547

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$8.20	$0.00	$8.20	$0.66	$0.45	$0.22
2024Detailed filing. Detailed filing data is available for this year.	$7.45	$0.00	$7.45	$0.30	$0.43	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$6.66	$0.00	$6.66	$0.21	$0.16	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$6.69	$0.00	$6.69	$0.64	$0.21	$0.43
2021Detailed filing. Detailed filing data is available for this year.	$8.11	$0.00	$8.11	$0.23	$0.21	$0.02
2020Detailed filing. Detailed filing data is available for this year.	$6.87	$0.00	$6.87	$0.30	$0.07	$0.23
2019Detailed filing. Detailed filing data is available for this year.	$6.52	$0.00	$6.52	$0.61	$0.18	$0.44
2018Detailed filing. Detailed filing data is available for this year.	$6.52	$0.00	$6.52	$0.35	$0.15	$0.20
2017Detailed filing. Detailed filing data is available for this year.	$6.25	$0.15	$6.11	$0.57	$0.18	$0.39
2016Detailed filing. Detailed filing data is available for this year.	$5.30	$0.00	$5.30	$0.92	$0.17	$0.75
2015Detailed filing. Detailed filing data is available for this year.	$4.78	$0.00	$4.78	$0.82	$0.33	$0.50
2014Detailed filing. Detailed filing data is available for this year.	$4.47	$0.00	$4.47	$0.74	$0.21	$0.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.64	$0.00	$3.64	$0.52	$0.01	$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.95	$0.00	$2.95	$0.29	$0.17	$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.85	$0.00	$2.85	$0.16	$0.08	$0.08