Civic Intelligence

David T and Dorris E Staples

EIN 33-0723110 • San Marcos, CA

950 Boardwalk 201San Marcos, CA 92078
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2022

Asset Growth

45th percentile

2.3%

Faster asset growth than 45% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Up

$5,093,017

Up $5,093,017 from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,544,766

Up $380,506 (+7.4%) from 2023

Revenue

Up

$461,336

Up $141,220 (+44%) from 2023

Expenses

Down

$3,000

Down $17,000 (-85%) from 2023

Net Income

Up

$458,336

Up $158,220 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2018: $4,359,916Liabilities 2018: $0Net Assets 2018: $4,359,9162018Assets 2019: $4,192,380Liabilities 2019: $0Net Assets 2019: $4,192,3802019Assets 2020: $5,205,918Liabilities 2020: $0Net Assets 2020: $5,205,9182020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $5,430,9272021Assets 2022: $4,864,144Liabilities 2022: $0Net Assets 2022: $4,864,1442022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $5,164,2602023Assets 2024: $5,093,017Liabilities 2024: $0Net Assets 2024: $5,544,7662024

Highlighted filing

2024

Assets$5,093,017
Liabilities$0
Net Assets$5,544,766

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $253,279Expenses 2018: $281,022Net Income 2018: -$27,7432018Revenue 2019: $241,166Expenses 2019: $452,827Net Income 2019: -$211,6612019Revenue 2020: $148,275Expenses 2020: $548,534Net Income 2020: -$400,2592020Revenue 2021: $277,920Expenses 2021: $52,911Net Income 2021: $225,0092021Revenue 2022: $1,268,525Expenses 2022: $518,108Net Income 2022: $750,4172022Revenue 2023: $320,116Expenses 2023: $20,000Net Income 2023: $300,1162023Revenue 2024: $461,336Expenses 2024: $3,000Net Income 2024: $458,3362024

Highlighted filing

2024

Revenue$461,336
Expenses$3,000
Net Income$458,336

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M JOSEPH BOWEPresident/DirecPT$0--
BARBARA FISCHERCFO/DirectorPT$0--
KAREN JOBEDirector-$0--
COLLEEN HEUBLEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
David T and Dorris E Staples
EIN
33-0723110
Phone
7604711100
Address
950 BOARDWALK 201, SAN MARCOS, CA 92078

Signing Officer

Name
Barbara Fischer
Title
CFO
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Fischer & Ritchey LLP
Address
950 BOARDWALK STE 201, SAN MARCOS, CA 92078
Preparer
Barbara Fischer
Phone
7604711100
Raw XML Appendix274 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0137927
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0137927
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt054008
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA FISCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID T AND DORRIS E STAPLES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0330723110
ReturnHeader/Filer/PhoneNum07604711100
ReturnHeader/Filer/USAddress/AddressLine1Txt0950 BOARDWALK 201
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fischer & Ritchey LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 BOARDWALK STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MARCOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092078
ReturnHeader/PreparerPersonGrp/PhoneNum07604711100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Fischer
ReturnHeader/ReturnTs02025-11-17T12:01:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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