Bob Moretti Memorial Schlrshp Foundation

Nonprofit profile at a glance

EIN
680049462
IRS 990-EZ coverage
2016–2025
Forms available
Form 990-EZ 2025
Location
Sacramento, CA, USA
Phone
9168019777
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$183,117
Expenses
$167,002
Assets
$429,824

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • MIKE MCGUIRE (President)
  • ROBERT RIVAS (President)
  • MARIE MORETTI (Vice President)

People named in this filing

  • JOHN PEREZ (n/a)
  • MIKE MCGUIRE (President)
  • TONI ATKINS (n/a)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation provides scholarships to students working to obtain their undergraduate degreees.

What it reported doing in 2025

Provided 21 scholarships to students working to obtain their undergraduate degree.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 44
  • Transparency & Controls: 100
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 42.6%; rating input score 43
  • Program expense ratio: 46.7%; rating input score 47

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 8.8%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 2.57; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 7% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 2.6% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: 25% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 42.6% of revenue deployed · 46.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $78K in reported program spending
  • Leadership: top reported pay $0 · 20 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 47/100.
  • Review — Sustainability: Operating margin scored 53/100.