Zocc Scholarship Foundation

Nonprofit profile at a glance

EIN
271584804
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Mission Viejo, CA, USA
Phone
3363035698
Rating
97
Verdict
STRONG
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$31,458
Expenses
$53,611
Assets
$211,327
Liabilities
$100,000

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

Leadership & pay

8 people listed

Executive titles in this filing

  • ROBERT EDWARDS (Vice President)
  • NORMAN BLEDSOE (President)

People named in this filing

  • ROBERT EDWARDS (Vice President)
  • WILLIAM GROVES (Board Member)
  • JONATHAN FENDER (Board Member)

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

To provide Scholarships

What it reported doing in 2025

Raise money by contributions to provide scholarships

Operating model

Revenue model
Donor-supported. 63% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 100
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99.2%; rating input score 99

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -70.4%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 3.94; rating input score 80; 80th percentile among comparable filings
  • Liabilities to assets ratio: 0.47; rating input score 8; 8th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 22.6% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: 14.1% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 11.1% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 99.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $53K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 16 filing years from 2010 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.

  • High — Sustainability: Operating margin scored 10/100.
  • High — Sustainability: Liabilities to assets ratio scored 8/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.