Civic Intelligence

Joe Alexander Scholarship Foundation

990 • Fiscal year 2016 • EIN 95-3087575

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 03, 2017

Organization ProfileN/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.

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$530,037

Up $51,547 (+11%) from 2015

Net Assets

Up

$530,037

Up $51,547 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin97th percentile

Revenue

Up

$91,956

Up $9,552 (+12%) from 2015

Expenses

Down

$16,959

Down $15,898 (-48%) from 2015

Net Income

Up

$74,997

Up $25,450 (+51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.0M$500K$0Assets 2011: $285,432Liabilities 2011: $0Net Assets 2011: $285,4322011Assets 2012: $295,289Liabilities 2012: $0Net Assets 2012: $295,2892012Assets 2013: $363,773Liabilities 2013: $0Net Assets 2013: $363,7732013Assets 2014: $446,662Liabilities 2014: $0Net Assets 2014: $446,6622014Assets 2015: $478,490Liabilities 2015: $0Net Assets 2015: $478,4902015Assets 2016: $530,037Liabilities 2016: $0Net Assets 2016: $530,0372016Assets 2017: $625,409Liabilities 2017: $14,861Net Assets 2017: $610,5482017Assets 2018: $652,037Liabilities 2018: $0Net Assets 2018: $652,0372018Assets 2019: $651,622Liabilities 2019: $0Net Assets 2019: $651,6222019Assets 2020: $686,709Liabilities 2020: $0Net Assets 2020: $686,7092020Assets 2021: $811,306Liabilities 2021: $0Net Assets 2021: $811,3062021Assets 2022: $669,392Liabilities 2022: $0Net Assets 2022: $669,3922022Assets 2023: $666,206Liabilities 2023: $0Net Assets 2023: $666,2062023Assets 2024: $745,155Liabilities 2024: $0Net Assets 2024: $745,1552024Assets 2025: $819,698Liabilities 2025: $0Net Assets 2025: $819,6982025

Highlighted filing

2016

Assets$530,037
Liabilities$0
Net Assets$530,037
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$100K$50K$0-$50KRevenue 2011: $16,275Expenses 2011: $7,830Net Income 2011: $8,4452011Revenue 2012: $29,484Expenses 2012: $17,382Net Income 2012: $12,1022012Revenue 2013: $51,521Expenses 2013: $1,077Net Income 2013: $50,4442013Revenue 2014: $74,185Expenses 2014: $20,621Net Income 2014: $53,5642014Revenue 2015: $82,404Expenses 2015: $32,857Net Income 2015: $49,5472015Revenue 2016: $91,956Expenses 2016: $16,959Net Income 2016: $74,9972016Revenue 2017: $56,832Expenses 2017: $17,591Net Income 2017: $39,2412017Revenue 2018: $35,167Expenses 2018: $15,061Net Income 2018: $20,1062018Revenue 2019: $61,365Expenses 2019: $17,638Net Income 2019: $43,7272019Revenue 2020: $30,094Expenses 2020: $6,820Net Income 2020: $23,2742020Revenue 2021: $23,353Expenses 2021: $20,941Net Income 2021: $2,4122021Revenue 2022: $63,913Expenses 2022: $21,403Net Income 2022: $42,5102022Revenue 2023: $21,239Expenses 2023: $16,482Net Income 2023: $4,7572023Revenue 2024: $29,802Expenses 2024: $42,934Net Income 2024: -$13,1322024Revenue 2025: $66,430Expenses 2025: $44,570Net Income 2025: $21,8602025

Highlighted filing

2016

Revenue$91,956
Expenses$16,959
Net Income$74,997
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 3, 2017
Return Version
2015v3.0
Gross Receipts
$128,731
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$456,499$505,967▲ $49,468
Cash and Non-Interest-Bearing Accounts$21,991$24,070▲ $2,079
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$478,490$530,037▲ $51,547
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$478,490$530,037▲ $51,547
Total Liabilities and Net Assets / Fund Balance$478,490$530,037▲ $51,547

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$505,967--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Vernon VarnerPresident
Darren AlexanderDirector
Phil IcardoDirector
Tom AlexanderDirector
Dean CarpenterSecretary/treasury
Revenue and Support

Revenue Composition

Contributions and Grants
$10,160
Program Service Revenue
$0
Investment Income
$22,918
Other Revenue
$58,878
Change in Net Assets
$74,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,355
Other Expenses$604
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,355--$16,355
Fees for Services Accounting-$500-$500
Other Expenses-$35-$35
Total Functional Expenses$16,355$604$0$16,959
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bakersfield East Rotary Foundation ScholarshipsBakersfield, CA-Scholarship for High School Students$12,000
San Diego State UniversitySan Diego, CA-Scholarship for College Students$2,500
UscLos Angeles, CA-Scholarship for College Students$1,855
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$95,653
Fundraising Direct Expenses$36,775
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Evening of Wine Event$105,313$95,153$632$94,521
Total Events$105,313$95,153$36,775$58,378
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“N/A”

Form 990, Part VI, Section B, Line 11

“The form 990 was prepared by an outside accounting firm and was reviewed by the board of directors and management of the organization prior to being filed.”

Form 990, Part VI, Section C, Line 19

“The organization's articles of incorporation, by-laws, and financial statements are made available to the public upon request.”

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
2017-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vernon Varner
Formed
2004
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
8

Preparer

Firm
Cbiz Mhm LLC
Address
5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309
Preparer
Gregory G Braun
Phone
6613257500
Raw XML Appendix378 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP FOR HIGH SCHOOL STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP FOR COLLEGE STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP FOR COLLEGE STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BAKERSFIELD EAST ROTARY FOUNDATION SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAN DIEGO STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2USC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 2383
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15500 CAMPANILE DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2UNIVERSITY PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BAKERSFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093303
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192182
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd290089
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND WAS REVIEWED BY THE BOARD OF DIRECTORS AND MANAGEMENT OF THE ORGANIZATION PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0478490
IRS990/TotalAssetsEOYAmt0530037
IRS990/TotalAssetsGrp/BOYAmt0478490
IRS990/TotalAssetsGrp/EOYAmt0530037
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010160
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0604
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016355
IRS990/TotalFunctionalExpensesGrp/TotalAmt016959
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0478490
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0530037
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt016355
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt058878
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022918
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091956
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0478490
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0530037
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011911 TULANE PARK PLACE
IRS990/USAddress/CityNm0BAKERSFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093311
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/ TREASURY
ReturnHeader/BusinessOfficerGrp/PhoneNum06616649200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOE ALEXANDER SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOEA
ReturnHeader/Filer/EIN0953087575
ReturnHeader/Filer/PhoneNum06616649200
ReturnHeader/Filer/USAddress/AddressLine1Txt011911 TULANE PARK PLACE
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093311
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330737981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05060 CALIFORNIA AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093309
ReturnHeader/PreparerPersonGrp/PhoneNum06613257500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY G BRAUN
ReturnHeader/ReturnTs02017-03-15T11:32:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,037
Liabilities
$0
Net assets
$530,037
Revenue
$91,956
Expenses
$16,959
Net income
$74,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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