Civic Intelligence

The Robert & Lois Atherton Foundation

EIN 33-0853742 • San Juan Capistrano, CA

Pub. 78 Eligible
27345 Ortega Highway 200San Juan Capistrano, CA 92675
Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.42x

Higher debt load relative to revenue than 92% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-146%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.2%

Faster asset growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$241,915

Down $10,554 (-4.2%) from 2023

Liabilities

Flat

$3,052

Flat from 2023

Net Assets

Down

$238,863

Down $10,554 (-4.2%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin9th percentile

Revenue

Up

$7,205

Up $20,538 (+154%) from 2023

Expenses

Up

$17,759

Up $805 (+4.7%) from 2023

Net Income

Up

-$10,554

Up $19,733 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2014: $418,621Liabilities 2014: $3,052Net Assets 2014: $415,5692014Assets 2015: $398,167Liabilities 2015: $3,052Net Assets 2015: $395,1152015Assets 2016: $378,767Liabilities 2016: $3,052Net Assets 2016: $375,7152016Assets 2017: $361,017Liabilities 2017: $3,052Net Assets 2017: $357,9652017Assets 2018: $344,144Liabilities 2018: $3,053Net Assets 2018: $341,0912018Assets 2019: $328,068Liabilities 2019: $3,052Net Assets 2019: $325,0162019Assets 2020: $311,909Liabilities 2020: $3,053Net Assets 2020: $308,8562020Assets 2021: $297,100Liabilities 2021: $3,052Net Assets 2021: $294,0482021Assets 2022: $282,757Liabilities 2022: $3,053Net Assets 2022: $279,7042022Assets 2023: $252,469Liabilities 2023: $3,052Net Assets 2023: $249,4172023Assets 2024: $241,915Liabilities 2024: $3,052Net Assets 2024: $238,8632024

Highlighted filing

2024

Assets$241,915
Liabilities$3,052
Net Assets$238,863
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2014: $1,604Expenses 2014: $23,328Net Income 2014: -$21,7242014Revenue 2015: $1,588Expenses 2015: $22,042Net Income 2015: -$20,4542015Revenue 2016: $1,642Expenses 2016: $21,042Net Income 2016: -$19,4002016Revenue 2017: $1,793Expenses 2017: $19,543Net Income 2017: -$17,7502017Revenue 2018: $1,672Expenses 2018: $18,546Net Income 2018: -$16,8742018Revenue 2019: $1,668Expenses 2019: $17,743Net Income 2019: -$16,0752019Revenue 2020: $1,383Expenses 2020: $17,543Net Income 2020: -$16,1602020Revenue 2021: $1,489Expenses 2021: $16,297Net Income 2021: -$14,8082021Revenue 2022: $1,702Expenses 2022: $16,046Net Income 2022: -$14,3442022Revenue 2023: -$13,333Expenses 2023: $16,954Net Income 2023: -$30,2872023Revenue 2024: $7,205Expenses 2024: $17,759Net Income 2024: -$10,5542024

Highlighted filing

2024

Revenue$7,205
Expenses$17,759
Net Income-$10,554
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$241,915
Liabilities
$3,052
Net assets
$238,863
Revenue
$7,205
Expenses
$17,759
Net income
-$10,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.03$2.39$0.07$0.18$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.03$2.49$0.13$0.17$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.03$2.80$0.02$0.16$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.03$2.94$0.01$0.16$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.03$3.09$0.01$0.18$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.03$3.25$0.02$0.18$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.44$0.03$3.41$0.02$0.19$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.61$0.03$3.58$0.02$0.20$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.79$0.03$3.76$0.02$0.21$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.03$3.95$0.02$0.22$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.03$4.16$0.02$0.23$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 27, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY MAUSPresident & CEO-$0--
GEOFFREY B MAUSSecretary-$0--
VICTORIA F MAUSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Robert & Lois Atherton Foundation
EIN
33-0853742
Phone
9494968101
Address
27345 ORTEGA HIGHWAY 200, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Anthony Maus
Title
President & CEO
Signed
2025-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Sheri L Wenzel CPA
Address
9 Corte Tallista, San Clemente, CA 92673
Preparer
Sheri Wenzel
Phone
9499392471
Raw XML Appendix210 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/ReturnTs02025-04-27T15:52:40-07:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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