Civic Intelligence

Phil and Amy Mickelson Charitable Foundation

990PF • Fiscal year 2011 • EIN 20-3565192

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

21731 Ventura Boulevard91364
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.00x

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

2011 filings • NTEE T22 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2011 filings • NTEE T22 • <$500k nonprofits • Source year 2011

Asset Growth

12th percentile

-48%

Faster asset growth than 12% of similar nonprofits.

2011 filings • NTEE T22 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$84,049

Down $78,418 (-48%) from 2010

Net Assets

Down

$84,049

Down $78,418 (-48%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$628,731

Up $143,282 (+30%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $162,467Liabilities 2010: $0Net Assets 2010: $162,4672010Assets 2011: $84,049Liabilities 2011: $0Net Assets 2011: $84,0492011Assets 2012: $222,162Liabilities 2012: $0Net Assets 2012: $222,1622012Assets 2013: $102,934Liabilities 2013: $0Net Assets 2013: $102,9342013Assets 2014: $264,851Liabilities 2014: $0Net Assets 2014: $264,8512014Assets 2015: $48,114Liabilities 2015: $0Net Assets 2015: $48,1142015Assets 2016: $374,853Liabilities 2016: $0Net Assets 2016: $374,8532016Assets 2017: $1,856,640Liabilities 2017: $0Net Assets 2017: $1,856,6402017Assets 2018: $1,695,111Liabilities 2018: $0Net Assets 2018: $1,695,1112018Assets 2019: $1,738,868Liabilities 2019: $0Net Assets 2019: $1,738,8682019Assets 2020: $2,120,054Liabilities 2020: $0Net Assets 2020: $2,120,0542020Assets 2021: $1,577,774Liabilities 2021: $0Net Assets 2021: $1,577,7742021Assets 2022: $1,198,926Liabilities 2022: $0Net Assets 2022: $1,198,9262022Assets 2023: $1,156,549Liabilities 2023: $0Net Assets 2023: $1,156,5492023Assets 2024: $1,134,236Liabilities 2024: $0Net Assets 2024: $1,134,2362024

Highlighted filing

2011

Assets$84,049
Liabilities$0
Net Assets$84,049

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $485,4492010Expenses 2011: $628,7312011Expenses 2012: $565,3472012Revenue 2013: $100,929Expenses 2013: $220,157Net Income 2013: -$119,2282013Revenue 2014: $476,527Expenses 2014: $314,610Net Income 2014: $161,9172014Revenue 2015: $155,051Expenses 2015: $371,788Net Income 2015: -$216,7372015Revenue 2016: $588,019Expenses 2016: $261,280Net Income 2016: $326,7392016Revenue 2017: $1,952,341Expenses 2017: $470,554Net Income 2017: $1,481,7872017Revenue 2018: $1,133,139Expenses 2018: $1,294,668Net Income 2018: -$161,5292018Revenue 2019: $885,532Expenses 2019: $841,775Net Income 2019: $43,7572019Revenue 2020: $505,364Expenses 2020: $124,178Net Income 2020: $381,1862020Revenue 2021: $350,594Expenses 2021: $892,874Net Income 2021: -$542,2802021Revenue 2022: $25,569Expenses 2022: $404,417Net Income 2022: -$378,8482022Revenue 2023: $27,596Expenses 2023: $79,102Net Income 2023: -$51,5062023Revenue 2024: $37,710Expenses 2024: $73,562Net Income 2024: -$35,8522024

Highlighted filing

2011

Revenue-
Expenses$628,731
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Santos MickelsonDirector-$0--
Stephen L TaylorTreasurer-$0--
Renee McBrideSecretary-$0--
Amy McBride MickelsonVice President-$0--
Phil Mickelson SRDirector-$0--
R Steve LoyDirector-$0--
Gary McBridePresident-$0--
Philip A MickelsonVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSmart Start EventTHIS PROGRAM PURCHASES SCHOOL SUPPLIES FOR UNDERPRIVILEDGED KIDS IN THE GREATER SAN DIEGO AREAPUBLICWoodland Hills, CA, US$360,675
Paid Grant-Arizona based golf program for kids.PUBLICPhoenix, AZ, US$75,000
Paid Grant-Provides scholarship grants and counceling to children of special ops personnel who die in operational/training missions.PUBLICTampa, FL, US$50,000
Paid Grant-Provides special equipment in homes for injured troops.PUBLICTaunton, MA, US$50,000
Paid Grant-Arizona State University program that promotes athletics for universityPUBLICTempe, AZ, US$50,000
Paid Grant-University golf programPUBLICSan Diego, CA, US$16,500
Paid Grant-Local Golf ProgramPUBLICSan Diego, CA, US$15,000
Paid Grant-Non-Profit Org. is dedicated to educating, Promoting, and recognizin its members who participate in Men;s Golf at all levelsPUBLICChicago, IL, US$7,500
Filing and Contact Details

Filer

EIN
20-3565192
Raw XML Appendix336 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Mary Santos Mickelson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Stephen L Taylor
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Renee McBride
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Amy McBride Mickelson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Phil Mickelson SR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5R Steve Loy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6Gary McBride
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7Philip A Mickelson
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Vice President
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106074 Wenrich Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115417 La Crescenta
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1514646 N Kierland Blvd230
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Provides scholarship grants and counceling to children of special ops personnel who die in operational/training missions.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Provides special equipment in homes for injured troops.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Arizona based golf program for kids.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Arizona State University program that promotes athletics for university
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Local Golf Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5University golf program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Non-Profit Org. is dedicated to educating, Promoting, and recognizin its members who participate in Men;s Golf at all levels
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7THIS PROGRAM PURCHASES SCHOOL SUPPLIES FOR UNDERPRIVILEDGED KIDS IN THE GREATER SAN DIEGO AREA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Smart Start Event
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Thunderbird Junior Golf Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Sun Devil Club
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4San Diego Junior Golf
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4San Diego
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5San Diego
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Woodland Hills
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033681
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102780
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode285020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode385287
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492121
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode592110
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode660611
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode791364
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0624675
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10480647
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20409969
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30334299
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40608687
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50502674
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50502674
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02458277
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0624675
IRS990PF/UndistributedIncome/ExcessFromYear10480647
IRS990PF/UndistributedIncome/ExcessFromYear20409969
IRS990PF/UndistributedIncome/ExcessFromYear30334299
IRS990PF/UndistributedIncome/ExcessFromYear40608687
IRS990PF/UndistributedIncome/QualifyingDistributions0624675
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0624675
IRS990PF/UndistributedIncome/TotalCorpus02960951
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02336276
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0550000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1021731 Ventura Boulevard 300
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Woodland Hills
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode091364
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Phil Amy Mickelson
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0Balance sheet rounding
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02250
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Business Management
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount0120
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Category0Taxes and License
TaxesSchedule/Taxes/Category1Icome Taxes
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0203565192
ReturnHeader/Filer/Name/BusinessNameLine10Phil and Amy Mickelson Charitable
ReturnHeader/Filer/Name/BusinessNameLine20Foundation
ReturnHeader/Filer/NameControl0PHIL
ReturnHeader/Filer/Phone08185922000
ReturnHeader/Filer/USAddress/AddressLine1021731 Ventura Boulevard
ReturnHeader/Filer/USAddress/City0Woodland Hills
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091364
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0Philip A Mickelson
ReturnHeader/Officer/Title0Vice President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Robert A DeLellis CPA EA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103362 Rivermore Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Camarillo
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0930103842
ReturnHeader/Preparer/Name0Robert A DeLellis
ReturnHeader/Preparer/Phone08053882721
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T15:06:26-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.40$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.35$0.89$0.54
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.51$0.12$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.89$0.84$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.13$1.29$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.95$0.47$1.48
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.59$0.26$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.16$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.48$0.31$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.22$0.12
2012Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.57
2011Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.63
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.49