Civic Intelligence

Phil and Amy Mickelson Charitable Foundation

990PF • Fiscal year 2012 • EIN 20-3565192

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 19, 2013

21731 Ventura Boulevard91364
Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2012 filings • NTEE T22 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2012 filings • NTEE T22 • <$500k nonprofits • Source year 2012

Asset Growth

93rd percentile

164%

Faster asset growth than 93% of similar nonprofits.

2012 filings • NTEE T22 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$222,162

Up $138,113 (+164%) from 2011

Net Assets

Up

$222,162

Up $138,113 (+164%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$565,347

Down $63,384 (-10%) from 2011

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

2012

Assets$222,162
Liabilities$0
Net Assets$222,162

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

2012

Revenue-
Expenses$565,347
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 19, 2013
Return Version
2012v2.0
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 Grant-THIS PROGRAM PURCHASES SCHOOL SUPPLIES FOR UNDERPRIVILEDGED KIDS IN THE GREATER SAN DIEGO AREA-Woodland Hills, CA, US$254,186
Paid Grant-Provides scholarship grants and counceling to children of special ops personnel who die in operational/training missions.-Tampa, FL, US$200,000
Paid Grant-Arizona based golf program for kids.-Phoenix, AZ, US$75,000
Paid Grant-Non-Profit Org. is dedicated to educating, Promoting, and recognizin its members who participate in Men;s Golf at all levels-Chicago, IL, US$15,000
Paid Grant-Local Golf Program-San Diego, CA, US$7,500
Paid Grant-SUPPORTS MEMORIAL SLOAN-KETTERING CANCER CENTER'S BLADDER CANCER PROGRAM-NEW YORK, NY, US$5,000
Filing and Contact Details

Filer

EIN
20-3565192
Raw XML Appendix308 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/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
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine162975 Camino Serbal
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1721650 Oxnard Street Ste 1925
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Rancho Santa Fe
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORTS MEMORIAL SLOAN-KETTERING CANCER CENTER'S BLADDER CANCER PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Provides scholarship grants and counceling to children of special ops personnel who die in operational/training missions.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Arizona based golf program for kids.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Local Golf Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Non-Profit Org. is dedicated to educating, Promoting, and recognizin its members who participate in Men;s Golf at all levels
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5THIS PROGRAM PURCHASES SCHOOL SUPPLIES FOR UNDERPRIVILEDGED KIDS IN THE GREATER SAN DIEGO AREA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0PIN DOWN BLADDER CANCER INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Special Operations Warriors Fdn
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Thunderbird Junior Golf Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3San Diego Junior Golf
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Golf Coaches Assoc of America
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Smart Start Event
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10624675
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20480647
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30409969
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40334299
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50608687
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50608687
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02406276
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0556686
IRS990PF/UndistributedIncome/ExcessFromYear10624675
IRS990PF/UndistributedIncome/ExcessFromYear20480647
IRS990PF/UndistributedIncome/ExcessFromYear30409969
IRS990PF/UndistributedIncome/ExcessFromYear40334299
IRS990PF/UndistributedIncome/QualifyingDistributions0556686
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0556686
IRS990PF/UndistributedIncome/TotalCorpus03014963
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02458277
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount04854
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01750
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount12
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Business Management
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome10
TaxesSchedule/Taxes/Amount0195
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/DateSigned02013-09-19
ReturnHeader/Officer/Name0Philip A Mickelson
ReturnHeader/Officer/Title0Vice President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Robert A DeLellis CPA
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-19T16:38:54-07:00

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