Civic Intelligence

The Martis Fund

990 • Fiscal year 2012 • EIN 20-8187896

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 20, 2013

PO Box 56596160
Siviq Scores

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

Liabilities / Assets

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,530,002

Up $183,741 (+14%) from 2011

Net Assets

Up

$1,324,952

Up $105,308 (+8.6%) from 2011

Liabilities

Up

$205,050

Up $78,433 (+62%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,145,335

Up $472,963 (+70%) 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.

$20M$15M$10M$5.0M$0Assets 2011: $1,346,261Liabilities 2011: $126,617Net Assets 2011: $1,219,6442011Assets 2012: $1,530,002Liabilities 2012: $205,050Net Assets 2012: $1,324,9522012Assets 2013: $1,843,899Liabilities 2013: $224,816Net Assets 2013: $1,619,0832013Assets 2014: $3,511,732Liabilities 2014: $37,148Net Assets 2014: $3,474,5842014Assets 2015: $4,927,327Liabilities 2015: $86,577Net Assets 2015: $4,840,7502015Assets 2016: $10,648,078Liabilities 2016: $27,805Net Assets 2016: $10,620,2732016Assets 2017: $12,296,594Liabilities 2017: $46,060Net Assets 2017: $12,250,5342017Assets 2018: $14,681,274Liabilities 2018: $28,746Net Assets 2018: $14,652,5282018Assets 2019: $14,877,994Liabilities 2019: $34,822Net Assets 2019: $14,843,1722019Assets 2020: $18,435,444Liabilities 2020: $18,838Net Assets 2020: $18,416,6062020Assets 2021: $15,628,296Liabilities 2021: $15,457Net Assets 2021: $15,612,8392021Assets 2022: $16,881,323Liabilities 2022: $97,858Net Assets 2022: $16,783,4652022Assets 2023: $16,980,629Liabilities 2023: $1,187,266Net Assets 2023: $15,793,3632023Assets 2024: $17,925,530Liabilities 2024: $728,980Net Assets 2024: $17,196,5502024

Highlighted filing

2012

Assets$1,530,002
Liabilities$205,050
Net Assets$1,324,952

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $672,3722011Expenses 2012: $1,145,3352012Revenue 2013: $1,657,936Expenses 2013: $1,363,805Net Income 2013: $294,1312013Revenue 2014: $2,620,968Expenses 2014: $765,467Net Income 2014: $1,855,5012014Revenue 2015: $2,070,040Expenses 2015: $703,874Net Income 2015: $1,366,1662015Revenue 2016: $6,475,079Expenses 2016: $695,556Net Income 2016: $5,779,5232016Revenue 2017: $2,567,713Expenses 2017: $937,452Net Income 2017: $1,630,2612017Revenue 2018: $3,091,000Expenses 2018: $689,008Net Income 2018: $2,401,9922018Revenue 2019: $2,571,443Expenses 2019: $2,380,796Net Income 2019: $190,6472019Revenue 2020: $4,900,090Expenses 2020: $1,326,656Net Income 2020: $3,573,4342020Revenue 2021: $4,571,050Expenses 2021: $7,374,817Net Income 2021: -$2,803,7672021Revenue 2022: $3,328,837Expenses 2022: $1,108,212Net Income 2022: $2,220,6252022Revenue 2023: $2,896,277Expenses 2023: $3,886,379Net Income 2023: -$990,1022023Revenue 2024: $3,073,569Expenses 2024: $1,670,382Net Income 2024: $1,403,1872024

Highlighted filing

2012

Revenue-
Expenses$1,145,335
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 20, 2013
Return Version
2012v2.0
Gross Receipts
$1,250,643
Mission and Program Overview

Mission

The Martis Fund supports programs to conserve open space manage and restore habitat and forest lands promote opportunities for workforce housing and related community purposes in the Martis Valley region. We fullfill our mission primarily through grants to qualifying non-profit organizations.

Major Activities

Activity 2
For habitat/forest restoration, the fund made grants to the truckee river watershed council and tahoe truckee community foundation's nature fund to support forest management and habitat restoration.
Activity 3
The workforce housing fund is monitoring housing developments in the martis valley and town of truckee.
Filing and Contact Details

Filer

EIN
20-8187896
Raw XML Appendix379 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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IRS990ScheduleI/RecipientTable/PurposeOfGrant3MIDDLE MARTIS CREEK RESTORATION
IRS990ScheduleI/RecipientTable/PurposeOfGrant4MARTIS ESTATES RESTORATION
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IRS990ScheduleO/GeneralExplanation/Explanation0THE BOARD IS MADE UP OF 2 MEMBERS FROM SIERRA WATCH, 2 MEMBERS FROM MOUNTAIN
IRS990ScheduleO/GeneralExplanation/Explanation1AREA PRESERVATION AND 2 MEMBERS FROM DMB/H.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD APPROVED REVISED BYLAWS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation4EACH DIRECTOR AND OFFICER SHALL SIGN A STATEMENT EACH YEAR WHICH AFFIRMS
IRS990ScheduleO/GeneralExplanation/Explanation5(1)THE PERSON HAS RECEIVED A COPY OF THIS CONFLICT OF INTEREST POLICY
IRS990ScheduleO/GeneralExplanation/Explanation6(2)HAS READ AND UNDERSTOOD THE POLICY
IRS990ScheduleO/GeneralExplanation/Explanation7(3)HAS LISTED INTERESTS THE PERSON BELIEVES COULD GIVE RISE TO CONFLICTS
IRS990ScheduleO/GeneralExplanation/Explanation8(4)HAS AGREED TO COMPLY WITH THIS POLICY. ALL STATEMENTS SHALL BE FILED WITH THE MINUTES OF THE MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation9THE MARTIS FUND MAKES ALL REQUIRED DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation10THE MARTIS FUND HAS NO EMPLOYEES.
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ReturnHeader/Filer/Phone05305824943
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 565
ReturnHeader/Filer/USAddress/City0TRUCKEE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode096160
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-20
ReturnHeader/Officer/Name0DAVID WELCH
ReturnHeader/Officer/Phone05305824943
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SALLY LYON CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 9103
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TRUCKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode096162
ReturnHeader/Preparer/Name0SALLY LYON
ReturnHeader/Preparer/Phone05305824943
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T09:12:35-07:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.73$17.2$3.07$1.67$1.40
2023Summary only. Only limited summary data is available for this year.$17.0$1.19$15.8$2.90$3.89$0.99
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.10$16.8$3.33$1.11$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.02$15.6$4.57$7.37$2.80
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.02$18.4$4.90$1.33$3.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.03$14.8$2.57$2.38$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.03$14.7$3.09$0.69$2.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.05$12.3$2.57$0.94$1.63
2016Summary only. Only limited summary data is available for this year.$10.6$0.03$10.6$6.48$0.70$5.78
2015Summary only. Only limited summary data is available for this year.$4.93$0.09$4.84$2.07$0.70$1.37
2014Detailed filing. Detailed filing data is available for this year.$3.51$0.04$3.47$2.62$0.77$1.86
2013Summary only. Only limited summary data is available for this year.$1.84$0.22$1.62$1.66$1.36$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.21$1.32$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.13$1.22$0.67