Civic Intelligence

The Vert Mooney Research Foundation

EIN 33-0585664 • 501(c)3 • Poway, CA

Profile

To develop, test, and implement strategies to improve quality of life and physical function through clinical research, community outreach, and other knowledge translation efforts.

PO Box 305Poway, CA 92074

www.vertmooneyfoundation.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

-3.8%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

15th percentile

-60%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$5,483

Down $8,098 (-60%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,483

Down $8,098 (-60%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin38th percentile

Revenue

Down

$69,508

Down $16,323 (-19%) from 2023

Expenses

Down

$75,794

Down $3,823 (-4.8%) from 2023

Net Income

Down

-$6,286

Down $12,500 (-201%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$80K$60K$40K$20K$0Assets 2018: $40,949Liabilities 2018: $0Net Assets 2018: $40,9492018Assets 2020: $67,423Liabilities 2020: $14,167Net Assets 2020: $53,2562020Assets 2021: $26,919Liabilities 2021: $0Net Assets 2021: $26,9192021Assets 2023: $13,581Liabilities 2023: $0Net Assets 2023: $13,5812023Assets 2024: $5,483Liabilities 2024: $0Net Assets 2024: $5,4832024

Highlighted filing

2024

Assets$5,483
Liabilities$0
Net Assets$5,483
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2018: $172,805Expenses 2018: $184,434Net Income 2018: -$11,6292018Revenue 2020: $358,440Expenses 2020: $378,632Net Income 2020: -$20,1922020Revenue 2021: $317,654Expenses 2021: $329,568Net Income 2021: -$11,9142021Revenue 2023: $85,831Expenses 2023: $79,617Net Income 2023: $6,2142023Revenue 2024: $69,508Expenses 2024: $75,794Net Income 2024: -$6,2862024

Highlighted filing

2024

Revenue$69,508
Expenses$75,794
Net Income-$6,286
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,483
Liabilities
$0
Net assets
$5,483
Revenue
$69,508
Expenses
$75,794
Net income
-$6,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.70$0.76$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.86$0.80$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$3.18$3.30$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.14$0.53$3.58$3.79$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.73$1.84$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$69,508
Mission and Program Overview

Mission

To develop, test, and implement strategies to improve quality of life and physical function through clinical research, community outreach, and other knowledge translation efforts.

Program Services

DescriptionGrantsExpenses
INSTRUCTIONAL SOFTWARE LICENSING & FEDERAL GRANT$60,470$62,079
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MAYERScientific OfficerPT$48,070-$48,070
CHARITY LANEBoard Member-$0--
TED DREISINGERBoard Member-$0--
SCOTT LEGGETTBoard Member-$0--
LEONARD MATHESONBoard Member-$0--
MARK MOONEYBoard Member-$0--
JOE VERNAPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Vert Mooney Research Foundation
EIN
33-0585664
Phone
8589675660
Address
PO BOX 305, POWAY, CA 92074

Signing Officer

Name
Joe L Verna
Title
President
Phone
8589675660
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
Kathleen Schmidt
Phone
8585974100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: erc credit. Amount: 8,333.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: payroll taxes. Amount: 3,677. Description: office expense. Amount: 1,251. Description: it. Amount: 288. Description: insurance. Amount: 18,816. Description: travel. Amount: 63. Total to form 990-ez, line 16: 24,095.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment. Amount: -1,812.”

Raw XML Appendix169 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ERC CREDIT. AMOUNT: 8,333.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxYr02024

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