Civic Intelligence

The Robert & Joan Masterson Foundation

990PF • Fiscal year 2024 • EIN 36-3535813

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-3178%

Higher net margin than 1% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-35%

Faster asset growth than 15% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-2.0%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$179,530

Down $97,712 (-35%) from 2023

Net Assets

Down

$179,530

Down $97,712 (-35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$3,075

Down $62 (-2.0%) from 2023

Expenses

Up

$100,787

Up $99,115 (+5928%) from 2023

Net Income

Down

-$97,712

Down $99,177 (-6770%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2024

Assets$179,530
Liabilities$0
Net Assets$179,530
Open 2024 Filing

Operations Trend

Revenue Growth42nd 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

2024

Revenue$3,075
Expenses$100,787
Net Income-$97,712
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
President
Phone
4029658726
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Verdant Accounting
Address
12110 PORT GRACE BLVD 100, LA VISTA, NE 68128
Preparer
Stacy Kerns CPA
Phone
4023301200
Raw XML Appendix356 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06743
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERIPRISE FINANCIAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JP MORGAN CHASE B 5.15% 24 CD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt049900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124968
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt224956
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-97712
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0154000
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01302
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0138
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0138
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0138
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02337
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt047
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt175001
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0179530
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0277242
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0179530
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016463
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016463
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016463
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016495
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0121876
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05024
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016495
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM DESERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALM DESERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MALIBU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0100000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0100000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BEV HARTIGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt042215 WASHINGTON STREET SUITE A-14
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM DESERT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07607724040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT E MASTERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNDESIGNATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCRIPPS HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092038
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016463
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017505
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt066032
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt066032
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt066032
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066032
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017505
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0138
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0138
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0138
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1104
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1104
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt047
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E MASTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04029658726
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882648499
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERDANT ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012110 PORT GRACE BLVD 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA VISTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068128
ReturnHeader/PreparerPersonGrp/PhoneNum04023301200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY KERNS CPA
ReturnHeader/ReturnTs02024-11-11T10:37:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,530
Liabilities
$0
Net assets
$179,530
Revenue
$3,075
Expenses
$100,787
Net income
-$97,712
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