Civic Intelligence

Robert and Elizabeth Mallon Foundation

990PF • Fiscal year 2021 • EIN 26-1233943

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 08, 2022

Organization Profile
943 Coast Blvd SouthLA Jolla, CA 92037

(928) 920-3463

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

32nd percentile

1.4%

Higher net margin than 32% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

31st percentile

0.1%

Faster asset growth than 31% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$558,621

Up $609 (+0.1%) from 2020

Net Assets

Up

$558,533

Up $521 (+0.1%) from 2020

Liabilities

Up

$88

Up $88 from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin32nd percentile

Revenue

Down

$37,342

Down $7,940 (-18%) from 2020

Expenses

Down

$36,821

Down $16,943 (-32%) from 2020

Net Income

Up

$521

Up $9,003 (+106%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$800K$600K$400K$200K$0Assets 2017: $649,742Liabilities 2017: $0Net Assets 2017: $649,7422017Assets 2018: $634,521Liabilities 2018: $0Net Assets 2018: $634,5212018Assets 2019: $566,494Liabilities 2019: $0Net Assets 2019: $566,4942019Assets 2020: $558,012Liabilities 2020: $0Net Assets 2020: $558,0122020Assets 2021: $558,621Liabilities 2021: $88Net Assets 2021: $558,5332021Assets 2022: $728,347Liabilities 2022: $0Net Assets 2022: $728,3472022Assets 2023: $678,472Liabilities 2023: $0Net Assets 2023: $678,4722023Assets 2024: $681,505Liabilities 2024: $0Net Assets 2024: $681,5052024

Highlighted filing

2021

Assets$558,621
Liabilities$88
Net Assets$558,533
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $208,369Expenses 2017: $27,425Net Income 2017: $180,9442017Revenue 2018: $13,393Expenses 2018: $28,614Net Income 2018: -$15,2212018Revenue 2019: -$29,968Expenses 2019: $38,059Net Income 2019: -$68,0272019Revenue 2020: $45,282Expenses 2020: $53,764Net Income 2020: -$8,4822020Revenue 2021: $37,342Expenses 2021: $36,821Net Income 2021: $5212021Revenue 2022: $219,060Expenses 2022: $49,245Net Income 2022: $169,8152022Revenue 2023: $46,276Expenses 2023: $42,038Net Income 2023: $4,2382023Revenue 2024: $54,746Expenses 2024: $50,539Net Income 2024: $4,2072024

Highlighted filing

2021

Revenue$37,342
Expenses$36,821
Net Income$521
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B MALLONDirector-$0--
ELIZABETH G MALLONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Elizabeth Mallon
EIN
26-1233943
Phone
9289203463
Address
943 COAST BLVD SOUTH, LA JOLLA, CA 92037

Signing Officer

Name
Elizabeth G Mallon
Title
Director
Signed
2022-09-08
Discuss with paid preparer
Yes

Preparer

Firm
CPA Financial Advantage PC
Address
798 W 28th Street, Yuma, AZ 85364
Preparer
Paul Mcleod
Phone
9283443003
Raw XML Appendix347 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/GrantOrContributionPurposeTxt2COMMUNITY EDUCATION, CONSERVE AND EXHIBIT ART THROUGH OUT THE YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RESEARCH AND SUPPORT FOR PATIENTS NEEDED HEALTH ASSITANCE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT FAMILIES WHO NEED TEMPORARY ECONOMIC ASSITANCE TO HELP THEM GET BACK ON THEIR FEET AND TO BE ONCE AGAIN SELF SUFFICIENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PUBLIC ASSISTANCE, FEED CHILDS IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6cultural institution and one of only 16 membership libraries remaining in the U.S. The library welcomes 100,000 visitors a year and presents 150 programs that include concerts, exhibitions, lectures, and galas. It houses a unique collection of art and music books, CDs, DVDs, and special collections. It is recognized especially for its collection of artists books.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SAN DIEGO MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SHARP HEALTHCARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SAN DIEGO NICE GUYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5FATHER JOE'S VILLAGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ATHENAEUM MUSIC ARTS LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05200 CAMPANALINE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19850 DISTRIBUTION AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 122107
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039306
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03510
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BANK OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07813
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH G MALLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND ELIZABETH MALLON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0261233943
ReturnHeader/Filer/PhoneNum09289203463
ReturnHeader/Filer/USAddress/AddressLine1Txt0943 COAST BLVD SOUTH
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860483892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA Financial Advantage PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0798 W 28th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yuma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085364
ReturnHeader/PreparerPersonGrp/PhoneNum09283443003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Mcleod
ReturnHeader/ReturnTs02022-09-08T09:17:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MALLON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$558,621
Liabilities
$88
Net assets
$558,533
Revenue
$37,342
Expenses
$36,821
Net income
$521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.55$0.51$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.46$0.42$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$2.19$0.49$1.70
2021Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.37$0.37$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.45$0.54$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.30$0.38$0.68
2018Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.13$0.29$0.15
2017Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$2.08$0.27$1.81