Civic Intelligence

The Paul & Joyce Toberty Foundation

EIN 33-0008538 • San Juan Capistrano, CA

30950 Rancho Viejo Rd 175San Juan Capistrano, CA 92675
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2021

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Flat

$2,100

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Flat

$2,100

Flat from 2020

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $100 (-100%) from 2020

Expenses

Down

$0

Down $1,408 (-100%) from 2020

Net Income

Up

$0

Up $1,308 (+100%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0K$3.0K$2.0K$1.0K$0Assets 2012: $1,282Liabilities 2012: $0Net Assets 2012: $1,2822012Assets 2014: $2,008Liabilities 2014: $0Net Assets 2014: $2,0082014Assets 2015: $2,008Liabilities 2015: $0Net Assets 2015: $2,0082015Assets 2016: $2,008Liabilities 2016: $0Net Assets 2016: $2,0082016Assets 2017: $1,408Liabilities 2017: $0Net Assets 2017: $1,4082017Assets 2018: $3,408Liabilities 2018: $0Net Assets 2018: $3,4082018Assets 2019: $3,408Liabilities 2019: $0Net Assets 2019: $3,4082019Assets 2020: $2,100Liabilities 2020: $0Net Assets 2020: $2,1002020Assets 2021: $2,100Liabilities 2021: $0Net Assets 2021: $2,1002021

Highlighted filing

2021

Assets$2,100
Liabilities$0
Net Assets$2,100
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KExpenses 2012: $15,1042012Revenue 2014: $42Expenses 2014: $0Net Income 2014: $422014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $600Net Income 2017: -$6002017Revenue 2018: $2,000Expenses 2018: $0Net Income 2018: $2,0002018Revenue 2019: $750Expenses 2019: $750Net Income 2019: $02019Revenue 2020: $100Expenses 2020: $1,408Net Income 2020: -$1,3082020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$2,100
Liabilities
$0
Net assets
$2,100
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$1.41$1.31
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.75$0.75$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$2.00$0.00$2.00
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.00$0.60$0.60
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.04$0.00$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$15.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul TobertyCEO-$0--
Joyce TobertySecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Paul & Joyce Toberty Foundation
EIN
33-0008538
Phone
9492180565
Address
30950 Rancho Viejo Rd 175, San Juan Capistrano, CA 92675

Signing Officer

Name
Paul Toberty
Title
CEO
Signed
2022-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Lavoignet CPA & Associates Inc
Address
400 Spectrum Center Dr 19th Floor, Irvine, CA 92618
Preparer
Adam Lavoignet-Martinez
Phone
9494952622
Raw XML Appendix153 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
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