Civic Intelligence

The Robert & Joan Masterson Foundation

990PF • Fiscal year 2014 • EIN 36-3535813

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

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

(402) 965-8726

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$370,942

Up $3,421 (+0.9%) from 2013

Net Assets

Up

$370,942

Up $3,421 (+0.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

$4,036

No earlier filing loaded for comparison.

Expenses

Down

$615

Down $50,176 (-99%) from 2013

Net Income

$3,421

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2014

Assets$370,942
Liabilities$0
Net Assets$370,942
Open 2014 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

2014

Revenue$4,036
Expenses$615
Net Income$3,421
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
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--
Filing and Contact Details

Filer

EIN
36-3535813
Phone
4029658726

Signing Officer

Name
Robert Masterson
Title
President
Phone
4029658726
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth F Patry
Phone
4023920800
Raw XML Appendix282 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BEV HARTIGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1079-405 HWY 111 PMB 492
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LA QUINTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode092253
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07607724040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT MASTERSON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029909
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010118
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019247
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029909
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019153
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049062
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068309
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0290
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON NET INVESTMENT INC
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MASTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04029658726
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE ROBERT & JOAN MASTERSON
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0363535813
ReturnHeader/Filer/PhoneNum04029658726
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/PreparerFirmGrp/PreparerFirmEIN0331023364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PATRY FISHER AND DUDLEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1014104 S ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode068137
ReturnHeader/PreparerPersonGrp/PhoneNum04023920800
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH F PATRY
ReturnHeader/ReturnTs02014-11-11T15:28:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,942
Liabilities
$0
Net assets
$370,942
Revenue
$4,036
Expenses
$615
Net income
$3,421
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