Civic Intelligence

Matricaria Family Foundation

EIN 41-6510809 • Scottsdale, AZ

9282 E Horizon DriveScottsdale, AZ 85262
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,866,558

Up $82,931 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,866,558

Up $82,931 (+1.2%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin85th percentile

Revenue

Down

$177,045

Down $112,085 (-39%) from 2023

Expenses

Up

$94,114

Up $679 (+0.7%) from 2023

Net Income

Down

$82,931

Down $112,764 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,831,147Liabilities 2011: $02011Assets 2012: $5,902,000Liabilities 2012: $0Net Assets 2012: $5,902,0002012Assets 2013: $5,360,896Liabilities 2013: $0Net Assets 2013: $5,360,8962013Assets 2014: $5,830,339Liabilities 2014: $0Net Assets 2014: $5,830,3392014Assets 2015: $6,299,595Liabilities 2015: $0Net Assets 2015: $6,299,5952015Assets 2016: $6,471,595Liabilities 2016: $0Net Assets 2016: $6,471,5952016Assets 2018: $6,903,898Liabilities 2018: $0Net Assets 2018: $6,903,8982018Assets 2019: $6,747,058Liabilities 2019: $0Net Assets 2019: $6,747,0582019Assets 2020: $7,450,564Liabilities 2020: $0Net Assets 2020: $7,450,5642020Assets 2021: $6,548,847Liabilities 2021: $0Net Assets 2021: $6,548,8472021Assets 2022: $6,587,932Liabilities 2022: $0Net Assets 2022: $6,587,9322022Assets 2023: $6,783,627Liabilities 2023: $0Net Assets 2023: $6,783,6272023Assets 2024: $6,866,558Liabilities 2024: $0Net Assets 2024: $6,866,5582024

Highlighted filing

2024

Assets$6,866,558
Liabilities$0
Net Assets$6,866,558
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $296,945Expenses 2011: $535,685Net Income 2011: -$238,7402011Expenses 2012: $280,0512012Revenue 2013: $495,305Expenses 2013: $1,036,409Net Income 2013: -$541,1042013Revenue 2014: $517,674Expenses 2014: $48,231Net Income 2014: $469,4432014Revenue 2015: $521,213Expenses 2015: $51,957Net Income 2015: $469,2562015Revenue 2016: $224,803Expenses 2016: $52,803Net Income 2016: $172,0002016Revenue 2018: $233,881Expenses 2018: $54,032Net Income 2018: $179,8492018Revenue 2019: $295,405Expenses 2019: $452,245Net Income 2019: -$156,8402019Revenue 2020: $1,998,911Expenses 2020: $1,295,405Net Income 2020: $703,5062020Revenue 2021: $1,173,729Expenses 2021: $2,075,446Net Income 2021: -$901,7172021Revenue 2022: $107,283Expenses 2022: $68,198Net Income 2022: $39,0852022Revenue 2023: $289,130Expenses 2023: $93,435Net Income 2023: $195,6952023Revenue 2024: $177,045Expenses 2024: $94,114Net Income 2024: $82,9312024

Highlighted filing

2024

Revenue$177,045
Expenses$94,114
Net Income$82,931
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,866,558
Liabilities
$0
Net assets
$6,866,558
Revenue
$177,045
Expenses
$94,114
Net income
$82,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.18$0.09$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.29$0.09$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.59$0.00$6.59$0.11$0.07$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$1.17$2.08$0.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.45$0.00$7.45$2.00$1.30$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$0.30$0.45$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.23$0.05$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.00$6.47$0.22$0.05$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.00$6.30$0.52$0.05$0.47
2014Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.52$0.05$0.47
2013Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.50$1.04$0.54
2012Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.28
2011Summary only. Only limited summary data is available for this year.$5.83$0.00$0.30$0.54$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD A MATRICARIATrustee-$0--
LUCILLE E MATRICARIATrustee-$0--
LEE M MATRICARIATrustee-$0--
RONALD A MATRICARIATrustee-$0--
ANDREW S MATRICARIATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Matricaria Family Foundation
EIN
41-6510809
Phone
4805950250
Address
9282 E HORIZON DRIVE, SCOTTSDALE, AZ 85262

Signing Officer

Name
Ronald a Matricaria
Title
Trustee
Phone
4805950250
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
Tracy Wadle
Phone
3122071040
Raw XML Appendix358 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2424059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EXCHANGE TRADED FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01604050
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB (5825)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RONALD A MATRICARIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LUCILLE E MATRICARIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LEE M MATRICARIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RONALD A MATRICARIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANDREW S MATRICARIA
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0350338
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01354288
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt069
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012785
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012785
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD A MATRICARIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04805950250
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATRICARIA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATR
ReturnHeader/Filer/EIN0416510809
ReturnHeader/Filer/PhoneNum04805950250
ReturnHeader/Filer/USAddress/AddressLine1Txt09282 E HORIZON DRIVE
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
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ReturnHeader/Filer/USAddress/ZIPCd085262
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 S RIVERSIDE PLAZA 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122071040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY WADLE
ReturnHeader/ReturnTs02025-05-13T12:06:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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