Civic Intelligence

The Robert & Lois Atherton Foundation

990PF • Fiscal year 2017 • EIN 33-0853742

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 28, 2018

Organization Profile
27345 Ortega HighwaySan Juan Capistrano, CA 92675

(949) 496-8101

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.70x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-990%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.7%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.2%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$361,017

Down $17,750 (-4.7%) from 2016

Net Assets

Down

$357,965

Down $17,750 (-4.7%) from 2016

Liabilities

Flat

$3,052

Flat from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin2nd percentile

Revenue

Up

$1,793

Up $151 (+9.2%) from 2016

Expenses

Down

$19,543

Down $1,499 (-7.1%) from 2016

Net Income

Up

-$17,750

Up $1,650 (+8.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

2017

Assets$361,017
Liabilities$3,052
Net Assets$357,965
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

2017

Revenue$1,793
Expenses$19,543
Net Income-$17,750
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 28, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

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

Signing Officer

Name
Anthony Maus
Title
President & CEO
Signed
2018-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Sheri L Wenzel CPA
Address
1720 COLINA TERRESTRE, SAN CLEMENTE, CA 92673-3651
Preparer
Sheri Wenzel
Phone
9499392471
Raw XML Appendix199 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0332265
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025731
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05370
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANTHONY MAUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEOFFREY MAUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt127091 CALLE DE CID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MISSION VIEJO
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018500
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092675
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SANDRA REISING
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494968101
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To fund the education of a deserving student attending Loyola Marymount University.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Loyola Marymount University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0One LMU Drive Suite 2800
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018129
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017224
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018129
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FED AND CA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt043
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY MAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT & LOIS ATHERTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0330853742
ReturnHeader/Filer/PhoneNum09494968101
ReturnHeader/Filer/USAddress/AddressLine1Txt027345 ORTEGA HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERI L WENZEL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01720 COLINA TERRESTRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926733651
ReturnHeader/PreparerPersonGrp/PhoneNum09499392471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheri Wenzel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-28T06:54:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$361,017
Liabilities
$3,052
Net assets
$357,965
Revenue
$1,793
Expenses
$19,543
Net income
-$17,750
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