Civic Intelligence

The Robert & Joan Masterson Foundation

990PF • Fiscal year 2022 • EIN 36-3535813

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 07, 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-1120%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-5.8%

Faster asset growth than 37% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

0.3%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$275,777

Down $17,037 (-5.8%) from 2021

Net Assets

Down

$275,777

Down $17,037 (-5.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$1,521

Up $4 (+0.3%) from 2021

Expenses

Down

$18,558

Down $16,389 (-47%) from 2021

Net Income

Up

-$17,037

Up $16,393 (+49%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$275,777
Liabilities$0
Net Assets$275,777

Operations Trend

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

2022

Revenue$1,521
Expenses$18,558
Net Income-$17,037
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.0
Compensation and Service Providers

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
2022-11-07
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 Appendix256 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt0441
AccountingFeesSchedule/AccountingFeesDetail/Amt0441
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt076295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERIPRISE FINANCIAL
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01489
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt032
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01521
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0441
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0441
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0441
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0968
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-17037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0968
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt018558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01521
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0553
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0553
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0558
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-17037
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0275777
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0292814
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0275777
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017537
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017537
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017537
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017550
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013
IRS990PF/DistributableAmountGrp/TotalTaxAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040
IRS990PF/FMVAssetsEOYAmt0345329
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt076295
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0292814
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0275777
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0286071
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0269034
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0269034
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0292814
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0275777
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0345329
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0292814
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0275777
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0292814
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0275777
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0356341
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0278248
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt078093
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05345
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017550
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0350996
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0356341
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT E MASTERSON
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt042215 WASHINGTON STREET SUITE A-14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt142215 WASHINGTON STREET SUITE A-14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23800 SEAMOOR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM DESERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALM DESERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MALIBU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290265
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt018000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt018000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BEV HARTIGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt042215 WASHINGTON STREET SUITE A-14
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM DESERT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092211
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/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNDESIGNATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNDESIGNATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNDESIGNATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNDESIGNATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNDESIGNATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIGHORN GOLF CLUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CREATIVE STEPSAURELIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF SAN PASQUAL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIONAL MUSEUM OF RACING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PHI SIGMA KAPPA ENDOWED SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0255 PALOWET DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 82
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 8202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3191 UNION AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42925 E 96TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PACIFIC PALISADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RANCHO SANTA FE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd446240
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
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/AppliedToCurrentYearAmt016788
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01212
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017537
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0749
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01212
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0112
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0112
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0112
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E MASTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./TREAS.
ReturnHeader/BusinessOfficerGrp/PhoneNum04029658726
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT & JOAN MASTERSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0363535813
ReturnHeader/Filer/PhoneNum04029658726
ReturnHeader/Filer/USAddress/AddressLine1Txt042215 WASHINGTON STREET SUITE A-14
ReturnHeader/Filer/USAddress/CityNm0PALM DESERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470700692
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/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY KERNS CPA
ReturnHeader/ReturnTs02022-11-07T16:16:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MASTERSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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