Civic Intelligence

The Sam Mazza Foundation

990PF • Fiscal year 2014 • EIN 20-3644356

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization Profile
PO Box 14700San Francisco, CA 94114

(650) 355-0272

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

0.06x

Higher debt load relative to revenue than 32% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

31st percentile

$95,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

24th percentile

-2.1%

Faster asset growth than 24% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$20,312,474

Down $445,261 (-2.1%) from 2013

Net Assets

Down

$20,216,845

Down $467,914 (-2.3%) from 2013

Liabilities

Up

$95,629

Up $22,653 (+31%) from 2013

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin12th percentile

Revenue

Up

$1,491,860

Up $236,562 (+19%) from 2013

Expenses

Up

$1,782,413

Up $235,393 (+15%) from 2013

Net Income

Up

-$290,553

Up $1,169 (+0.4%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$30M$20M$10M$0Assets 2011: $18,376,944Liabilities 2011: $105,8632011Assets 2012: $20,475,109Liabilities 2012: $57,7642012Assets 2013: $20,757,735Liabilities 2013: $72,976Net Assets 2013: $20,684,7592013Assets 2014: $20,312,474Liabilities 2014: $95,629Net Assets 2014: $20,216,8452014Assets 2015: $19,532,919Liabilities 2015: $77,525Net Assets 2015: $19,455,3942015Assets 2016: $19,587,356Liabilities 2016: $85,576Net Assets 2016: $19,501,7802016Assets 2017: $20,022,857Liabilities 2017: $59,405Net Assets 2017: $19,963,4522017Assets 2018: $18,608,770Liabilities 2018: $24,714Net Assets 2018: $18,584,0562018Assets 2019: $18,961,139Liabilities 2019: $17,375Net Assets 2019: $18,943,7642019Assets 2020: $19,050,992Liabilities 2020: $0Net Assets 2020: $19,050,9922020Assets 2021: $18,794,140Liabilities 2021: $255,175Net Assets 2021: $18,538,9652021Assets 2022: $16,105,305Liabilities 2022: $19,039Net Assets 2022: $16,086,2662022Assets 2023: $21,536,520Liabilities 2023: $14,792Net Assets 2023: $21,521,7282023Assets 2024: $21,538,533Liabilities 2024: $11,506Net Assets 2024: $21,527,0272024

Highlighted filing

2014

Assets$20,312,474
Liabilities$95,629
Net Assets$20,216,845
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,029,310Expenses 2011: $999,029Net Income 2011: $30,2812011Revenue 2012: $1,072,008Expenses 2012: $1,178,759Net Income 2012: -$106,7512012Revenue 2013: $1,255,298Expenses 2013: $1,547,020Net Income 2013: -$291,7222013Revenue 2014: $1,491,860Expenses 2014: $1,782,413Net Income 2014: -$290,5532014Revenue 2015: $1,264,921Expenses 2015: $1,667,881Net Income 2015: -$402,9602015Revenue 2016: $1,208,734Expenses 2016: $1,562,155Net Income 2016: -$353,4212016Revenue 2017: $897,287Expenses 2017: $1,138,338Net Income 2017: -$241,0512017Revenue 2018: $1,059,444Expenses 2018: $1,510,885Net Income 2018: -$451,4412018Revenue 2019: $526,769Expenses 2019: $1,423,737Net Income 2019: -$896,9682019Revenue 2020: $1,659,187Expenses 2020: $932,015Net Income 2020: $727,1722020Revenue 2021: $701,915Expenses 2021: $1,757,894Net Income 2021: -$1,055,9792021Revenue 2022: $229,817Expenses 2022: $923,977Net Income 2022: -$694,1602022Revenue 2023: $354,195Expenses 2023: $1,045,416Net Income 2023: -$691,2212023Revenue 2024: $677,966Expenses 2024: $925,026Net Income 2024: -$247,0602024

Highlighted filing

2014

Revenue$1,491,860
Expenses$1,782,413
Net Income-$290,553
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanette CoolExecutive DirectorFT$95,000-$95,000
Dede EsteyDirector-$0--
Robert C HoodTreasurer-$0--
David MazzaDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sam Mazza Foundation
EIN
20-3644356
Phone
6503550272
Address
PO Box 14700, San Francisco, CA 94114

Signing Officer

Name
Jeanette Cool
Title
Executive Director
Signed
2015-11-13
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3900 Mirador Improvements
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5900 Mirador Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6900 Mirador Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7900 Mirador Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8900 Mirador Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc92255 Market St. Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10299 Cole St. Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11160 Liberty St. Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12160 Liberty Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13299 Cole St. Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14299 Cole St. Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc152255 Market Stove
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc162255 Market Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc172255 Market Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc182255 Market Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc192255 Market Refrigerator
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc202255 Market Stove
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc212255 Market Stove
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc222255 Market Roof
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23299 Cole St. Flooring
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc242255 Market Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25160 Liberty Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26299 Cole St. Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27160 Liberty Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc282255 Market Sec. Cameras
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc292255 Market Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30299 Cole St. Refrigerator
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31299 Cole St. Refrigerator
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32160 Liberty Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc332255 Market Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34299 Cole St. Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35Office Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36Computer Equipment Iphone
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37Computer Software
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38Comp. Equip. Sound System
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39Computer Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40Apple Ipad
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41Office Equipment T.V.
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42Office Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43Office Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44Computer Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45Office Equipment
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JPMORGAN CHASE & CO 4.750% DUE 03/01/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMGEN INC, 2.500% DUE 11/15/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMERICAN EXPRESS, 6.150% DUE 08/28/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GOLDMAN SACHS GRP, 2.375% DUE 01/22/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MERRILL LYNCH & CO, 6.875% DUE 04/25/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5CITIGROUP INC, 1.750% DUE 05/01/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6DOW CHEMICAL CO, 8.550% DUE 05/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7COMCAST CORP, 5.150% DUE 03/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8TIME WARNER INC, 4.750% DUE 03/29/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9GE CAPITAL CORP, 4.650% DUE 10/17/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10CVS CAREMARK CORP, 2.750% DUE 12/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11DUKE ENERGY CORP, 3.950% DUE 10/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12GILEAD SCIENCES INC, 3.500% DUE 02/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13BANK OF NOVA SCOTIA, 1.100% DUE 12/13/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14ACCRUED INTEREST CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt055377
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150958
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt261384
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt360593
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt457268
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt554558
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt656024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt756672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt860051
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt961763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1063502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1158145
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1256663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1345009
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt147017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt055377
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt150958
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt261384
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt360593
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt457268
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt554558
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt656024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt756672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt860051
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt961763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1063502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1158145
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1256663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1345009
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt147017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt911764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1113796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1313085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1512355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt168204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt178289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1916087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt207941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2212814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2313463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2411218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2614438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt288354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt298437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt309470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt329324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3412309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt356111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt365762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3714850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt388983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt395950
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Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,312,474
Liabilities
$95,629
Net assets
$20,216,845
Revenue
$1,491,860
Expenses
$1,782,413
Net income
-$290,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.5$0.01$21.5$0.68$0.93$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.01$21.5$0.35$1.05$0.69
2022Detailed filing. Detailed filing data is available for this year.$16.1$0.02$16.1$0.23$0.92$0.69
2021Detailed filing. Detailed filing data is available for this year.$18.8$0.26$18.5$0.70$1.76$1.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$1.66$0.93$0.73
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.02$18.9$0.53$1.42$0.90
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.02$18.6$1.06$1.51$0.45
2017Detailed filing. Detailed filing data is available for this year.$20.0$0.06$20.0$0.90$1.14$0.24
2016Detailed filing. Detailed filing data is available for this year.$19.6$0.09$19.5$1.21$1.56$0.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.08$19.5$1.26$1.67$0.40
2014Detailed filing. Detailed filing data is available for this year.$20.3$0.10$20.2$1.49$1.78$0.29
2013Detailed filing. Detailed filing data is available for this year.$20.8$0.07$20.7$1.26$1.55$0.29
2012Summary only. Only limited summary data is available for this year.$20.5$0.06$1.07$1.18$0.11
2011Summary only. Only limited summary data is available for this year.$18.4$0.11$1.03$1.00$0.03