Civic Intelligence

Thomas J Stokes & Agnes Stokes Foundation

EIN 20-1217773 • Murrieta, CA

30305 Mayacamas DriveMurrieta, CA 92563
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

6th percentile

-395%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$70,859

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$70,859

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

$2,304

No earlier filing loaded for comparison.

Expenses

$11,400

No earlier filing loaded for comparison.

Net Income

-$9,096

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2016: $70,859Liabilities 2016: $0Net Assets 2016: $70,8592016

Highlighted filing

2016

Assets$70,859
Liabilities$0
Net Assets$70,859
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2016: $2,304Expenses 2016: $11,400Net Income 2016: -$9,0962016

Highlighted filing

2016

Revenue$2,304
Expenses$11,400
Net Income-$9,096
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$70,859
Liabilities
$0
Net assets
$70,859
Revenue
$2,304
Expenses
$11,400
Net income
-$9,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$2.30$11.4$9.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA BARRANTIPresidentPT$0--
JENNIFER HELFER WOLFESecretaryPT$0--
JANET HELFERCEOPT$0--
AARON HELFERCFOPT$0--
Filing and Contact Details

Filer

Filer Name
Thomas J Stokes & Agnes Stokes Foundation
EIN
20-1217773
Phone
9516773883
Address
30305 MAYACAMAS DRIVE, MURRIETA, CA 92563

Signing Officer

Name
Rebecca Barranti
Title
Director
Phone
9516773883
Signed
2017-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Teamtax Professionals Inc
Address
40395 WINCHESTER RD STE A, TEMECULA, CA 92591-5520
Preparer
Leonard P Cole Ea Cfp
Phone
9513086444
Raw XML Appendix297 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CBN AT REGENT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Virginia Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023465
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020323
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05185
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020323
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010323
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAT ROBERTSON
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01738
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0176
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TEAMTAX PROFESSIONAL FEES
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA BARRANTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09516773883
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS J STOKES & AGNES STOKES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0201217773
ReturnHeader/Filer/PhoneNum09516773883
ReturnHeader/Filer/USAddress/AddressLine1Txt030305 MAYACAMAS DRIVE
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092563
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DE6181A817B6FCD789DEC74F60F0BBC6384748A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05DE6181A817B6FCD789DEC74F60F0BBC6384748A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.189.46.151
ReturnHeader/FilingSecurityInformation/IPDt02017-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:56:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TEAMTAX PROFESSIONALS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040395 WINCHESTER RD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925915520
ReturnHeader/PreparerPersonGrp/PhoneNum09513086444
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD P COLE EA CFP
ReturnHeader/ReturnTs02017-03-09T18:57:08-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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