Civic Intelligence

Joe Alexander Scholarship Foundation

990 • Fiscal year 2018 • EIN 95-3087575

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

57th percentile

4.3%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$652,037

Up $26,628 (+4.3%) from 2017

Net Assets

Up

$652,037

Up $41,489 (+6.8%) from 2017

Liabilities

Down

$0

Down $14,861 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin93rd percentile

Revenue

Down

$35,167

Down $21,665 (-38%) from 2017

Expenses

Down

$15,061

Down $2,530 (-14%) from 2017

Net Income

Down

$20,106

Down $19,135 (-49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2018

Assets$652,037
Liabilities$0
Net Assets$652,037
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$35,167
Expenses$15,061
Net Income$20,106
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$35,167
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$564,120$647,072▲ $82,952
Cash and Non-Interest-Bearing Accounts$61,289$4,965▼ $56,324
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$625,409$652,037▲ $26,628
Liabilities
Accounts Payable and Accrued Expenses$14,861$0▼ $14,861
Total Liabilities$14,861$0▼ $14,861
Net Assets / Fund Balance
Total Net Assets Fund Balance$610,548$652,037▲ $41,489
Total Liabilities and Net Assets / Fund Balance$625,409$652,037▲ $26,628

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$647,072--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,250
Program Service Revenue
$0
Investment Income
$31,917
Other Revenue
$0
All Other Contributions
$3,250
Change in Net Assets
$20,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,000
Other Expenses$61
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,000--$15,000
Other Expenses-$25-$25
Total Functional Expenses$15,000$61$0$15,061
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bakersfield East Rotary Foundation ScholarshipsBakersfield, CA-Scholarship for High School Students$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 11B

“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/ Treasurer
Phone
6616649200
Signed
2019-05-15
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
0

Preparer

Firm
Cbiz Mhm LLC
Address
5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309
Preparer
Gregory G Braun
Phone
6613257500
Raw XML Appendix340 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031917
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035167
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0625409
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0652037
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd093311
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IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/ TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06616649200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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ReturnHeader/FilingSecurityInformation/IPTm011:49:48
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
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ReturnHeader/PreparerPersonGrp/PhoneNum06613257500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY G BRAUN
ReturnHeader/ReturnTs02019-05-15T17:30:50-05:00
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ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$652,037
Liabilities
$0
Net assets
$652,037
Revenue
$35,167
Expenses
$15,061
Net income
$20,106
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