Civic Intelligence

David T and Dorris E Staples Foundation

990PF • Fiscal year 2018 • EIN 33-0723110

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
950 BoardwalkSan Marcos, CA 92078

(760) 471-1100

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$24,672

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$4,359,916

No earlier filing loaded for comparison.

Net Assets

$4,359,916

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin22nd percentile

Revenue

$253,279

No earlier filing loaded for comparison.

Expenses

$281,022

No earlier filing loaded for comparison.

Net Income

-$27,743

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$4,359,916
Liabilities$0
Net Assets$4,359,916
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$253,279
Expenses$281,022
Net Income-$27,743
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M JOSEPH BOWEPresident/DirecPT$24,672-$24,672
COLLEEN HEUBLEINSecretary-$6,057-$6,057
BARBARA FISCHERCFO/DirectorPT$0--
KAREN JOBEDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Barbara Fischer
Title
CFO
Signed
2019-05-15
Raw XML Appendix358 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/GrantOrContributionPurposeTxt3General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Information Resource Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Tech Trek Camp
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Empower Me Up
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Interfaith Community Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2California Center for the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Escondido Choral Arts Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CSUSM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Foundation for Senior Wellbeing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6AAUW CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1550 W Washington Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2340 N Escondido Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35256 S Mission Rd Ste 703 PMB19
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4333 S Twin Oaks Valley Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 1896
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6c/o 7111 El Fuerte Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Marcos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Escondido
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Bonsall
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Carlsbad
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0209111
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0318656
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0231150
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0296617
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0209111
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06000
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees paid to Franchise Tax Board
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0189214
OtherIncreasesSchedule/OtherIncreasesDetail/Amt031537
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Return of Principal
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Rounding
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt045872
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045872
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt045872
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0US Treasury
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA FISCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/ReturnTs02019-11-20T21:20:25-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,359,916
Liabilities
$0
Net assets
$4,359,916
Revenue
$253,279
Expenses
$281,022
Net income
-$27,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.54$0.46$0.00$0.46
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$5.16$0.32$0.02$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$1.27$0.52$0.75
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$5.43$0.28$0.05$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.15$0.55$0.40
2019Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.24$0.45$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.25$0.28$0.03