Civic Intelligence

The Robert & Joan Masterson Foundation

990PF • Fiscal year 2013 • EIN 36-3535813

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 30, 2013

Organization Profile
79-405 Hwy 111 Pmb 49Room/Suite 992253
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

27th percentile

-9.5%

Faster asset growth than 27% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$367,521

Down $38,681 (-9.5%) from 2012

Net Assets

Down

$367,521

Down $38,681 (-9.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$50,791

Down $161 (-0.3%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$600K$400K$200K$0Assets 2012: $406,202Liabilities 2012: $0Net Assets 2012: $406,2022012Assets 2013: $367,521Liabilities 2013: $0Net Assets 2013: $367,5212013Assets 2014: $370,942Liabilities 2014: $0Net Assets 2014: $370,9422014Assets 2015: $371,539Liabilities 2015: $0Net Assets 2015: $371,5392015Assets 2016: $372,272Liabilities 2016: $0Net Assets 2016: $372,2722016Assets 2017: $362,995Liabilities 2017: $0Net Assets 2017: $362,9952017Assets 2018: $363,880Liabilities 2018: $0Net Assets 2018: $363,8802018Assets 2019: $345,543Liabilities 2019: $0Net Assets 2019: $345,5432019Assets 2020: $326,244Liabilities 2020: $0Net Assets 2020: $326,2442020Assets 2021: $292,814Liabilities 2021: $0Net Assets 2021: $292,8142021Assets 2022: $275,777Liabilities 2022: $0Net Assets 2022: $275,7772022Assets 2023: $277,242Liabilities 2023: $0Net Assets 2023: $277,2422023Assets 2024: $179,530Liabilities 2024: $0Net Assets 2024: $179,5302024Assets 2025: $136,663Liabilities 2025: $0Net Assets 2025: $136,6632025

Highlighted filing

2013

Assets$367,521
Liabilities$0
Net Assets$367,521
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2012: $50,9522012Expenses 2013: $50,7912013Revenue 2014: $4,036Expenses 2014: $615Net Income 2014: $3,4212014Revenue 2015: $1,022Expenses 2015: $425Net Income 2015: $5972015Revenue 2016: $1,130Expenses 2016: $397Net Income 2016: $7332016Revenue 2017: $1,096Expenses 2017: $10,373Net Income 2017: -$9,2772017Revenue 2018: $1,347Expenses 2018: $462Net Income 2018: $8852018Revenue 2019: $1,760Expenses 2019: $20,097Net Income 2019: -$18,3372019Revenue 2020: $1,444Expenses 2020: $20,743Net Income 2020: -$19,2992020Revenue 2021: $1,517Expenses 2021: $34,947Net Income 2021: -$33,4302021Revenue 2022: $1,521Expenses 2022: $18,558Net Income 2022: -$17,0372022Revenue 2023: $3,137Expenses 2023: $1,672Net Income 2023: $1,4652023Revenue 2024: $3,075Expenses 2024: $100,787Net Income 2024: -$97,7122024Revenue 2025: $8,861Expenses 2025: $51,728Net Income 2025: -$42,8672025

Highlighted filing

2013

Revenue-
Expenses$50,791
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 30, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E MASTERSONPres./Treas.-$0--
JOAN A MASTERSONV.P./Sec'Y-$0--
C DOUGLAS MASTERSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCRIPPS HEALTH FOUNDATIONMEDICAL RESEARCHPUBLIC CHRTYLA JOLLA, CA, US$50,000
Filing and Contact Details

Filer

EIN
36-3535813
Raw XML Appendix302 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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CompensationExplanation/Compensation/PersonName1JOAN A MASTERSON
CompensationExplanation/Compensation/PersonName2C DOUGLAS MASTERSON
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025683
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue330000
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1GE CAPITAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2MERRILL LYNCH & CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3CITIGROUP INC CONS BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4FORD MOTOR CRED
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IRS990PF/BalanceSheets/AccountsReceivableBOY053
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IRS990PF/BalanceSheets/InvestmentsGovtObligBOY050984
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-08-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0330
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0400
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0383263
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0414630
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0134550
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0280080
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06219
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn020421
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0408411
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT E MASTERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOAN A MASTERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2C DOUGLAS MASTERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES./TREAS.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1V.P./SEC'Y
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1079405 HWY 111 STE 9 PMB 492
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1179405 HWY 111 STE9 PMB 492
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123800 SEAMOOR DRIVE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0ROBERT MASTERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount050000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SCRIPPS HEALTH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHRTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LA JOLLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092037
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1028282
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4010118
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear068309
IRS990PF/UndistributedIncome/ExcessFromCurrentYear029909
IRS990PF/UndistributedIncome/ExcessFromYear1028282
IRS990PF/UndistributedIncome/ExcessFromYear4010118
IRS990PF/UndistributedIncome/QualifyingDistributions050000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus029909
IRS990PF/UndistributedIncome/TotalCorpus068309
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover038400
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount0100
LegalFeesSchedule/LegalFees/Category0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFees/NetInvestmentIncome0100
TaxesSchedule/Taxes/AdjustedNetIncome020
TaxesSchedule/Taxes/Amount0346
TaxesSchedule/Taxes/Amount120
TaxesSchedule/Taxes/Category0EXCISE TAX ON NET INVESTMENT INC
TaxesSchedule/Taxes/Category1OCCUPATION TAX
TaxesSchedule/Taxes/NetInvestmentIncome020
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0363535813
ReturnHeader/Filer/Name/BusinessNameLine10THE ROBERT & JOAN MASTERSON
ReturnHeader/Filer/Name/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone04029658726
ReturnHeader/Filer/USAddress/AddressLine1079-405 HWY 111 PMB 49
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 9
ReturnHeader/Filer/USAddress/City0LA QUINTA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092253
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-30
ReturnHeader/Officer/Name0ROBERT MASTERSON
ReturnHeader/Officer/Phone04029658726
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PATRY FISHER AND DUDLEY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1014104 S ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OMAHA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode068137
ReturnHeader/Preparer/Name0KENNETH F PATRY
ReturnHeader/Preparer/Phone04023920800
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T15:46:01-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,521
Liabilities
$0
Net assets
$367,521
Revenue
-
Expenses
$50,791
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.52$0.43
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.03$1.01$0.98
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.02$0.19$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.02$0.35$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.01$0.21$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.02$0.20$0.18
2018Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.01$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.04$0.01$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.51
2012Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.51