Civic Intelligence

The Robert & Joan Masterson Foundation

990PF • Fiscal year 2018 • EIN 36-3535813

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

Organization Profile
42215 Washington Street Suite A-14Palm Desert, CA 92211

(402) 965-8726

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$363,880

Up $885 (+0.2%) from 2017

Net Assets

Up

$363,880

Up $885 (+0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$1,347

Up $251 (+23%) from 2017

Expenses

Down

$462

Down $9,911 (-96%) from 2017

Net Income

Up

$885

Up $10,162 (+110%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2018

Assets$363,880
Liabilities$0
Net Assets$363,880
Open 2018 Filing

Operations Trend

Revenue Growth75th percentile

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

2018

Revenue$1,347
Expenses$462
Net Income$885
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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

Filer Name
The Robert & Joan Masterson
EIN
36-3535813
Phone
4029658726
Address
42215 WASHINGTON STREET SUITE A-14, PALM DESERT, CA 92211

Signing Officer

Name
Robert E Masterson
Title
Pres./treas.
Phone
4029658726
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Verdant Accounting Pc
Address
12110 PORT GRACE BLVD STE 100, LA VISTA, NE 68128-3190
Preparer
Stacy Kerns CPA
Phone
4023301200
Raw XML Appendix238 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN A MASTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2C DOUGLAS MASTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES./TREAS.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V.P./SEC'Y
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23800 SEAMOOR DRIVE
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ReturnHeader/FilingSecurityInformation/IPTm009:34:59
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERDANT ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012110 PORT GRACE BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA VISTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681283190
ReturnHeader/PreparerPersonGrp/PhoneNum04023301200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY KERNS CPA
ReturnHeader/ReturnTs02018-11-06T07:34:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$363,880
Liabilities
$0
Net assets
$363,880
Revenue
$1,347
Expenses
$462
Net income
$885
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