Civic Intelligence

Matson Family Foundation

990EZ • Fiscal year 2015 • EIN 45-2154457

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization ProfileN/A
5955 Deerfield BlvdMason, OH 45040

(513) 204-8000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-55%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

239%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$31,799

Down $39,218 (-55%) from 2014

Net Assets

Down

$31,799

Down $39,218 (-55%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin16th percentile

Revenue

Up

$199,999

Up $141,031 (+239%) from 2014

Expenses

Up

$239,217

Up $125,258 (+110%) from 2014

Net Income

Up

-$39,218

Up $15,773 (+29%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $84,084Net Assets 2012: $84,0842012Assets 2013: $126,008Net Assets 2013: $126,0082013Assets 2014: $71,017Net Assets 2014: $71,0172014Assets 2015: $31,799Liabilities 2015: $0Net Assets 2015: $31,7992015Assets 2017: $39,634Liabilities 2017: $0Net Assets 2017: $39,6342017Assets 2018: $10,268Liabilities 2018: $0Net Assets 2018: $10,2682018Assets 2019: $9,966Liabilities 2019: $0Net Assets 2019: $9,9662019Assets 2020: $6,024Liabilities 2020: $30Net Assets 2020: $5,9942020Assets 2021: $5,706Liabilities 2021: $30Net Assets 2021: $5,6762021Assets 2022: $6,512Liabilities 2022: $30Net Assets 2022: $6,4822022Assets 2023: $4,594Liabilities 2023: $30Net Assets 2023: $4,5642023Assets 2024: $56,195Liabilities 2024: $30Net Assets 2024: $56,1652024

Highlighted filing

2015

Assets$31,799
Liabilities$0
Net Assets$31,799
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $82,500Expenses 2012: $8,474Net Income 2012: $74,0262012Revenue 2013: $121,100Expenses 2013: $79,176Net Income 2013: $41,9242013Revenue 2014: $58,968Expenses 2014: $113,959Net Income 2014: -$54,9912014Revenue 2015: $199,999Expenses 2015: $239,217Net Income 2015: -$39,2182015Revenue 2017: $555,486Expenses 2017: $543,693Net Income 2017: $11,7932017Revenue 2018: $449,713Expenses 2018: $479,079Net Income 2018: -$29,3662018Revenue 2019: $44,368Expenses 2019: $44,670Net Income 2019: -$3022019Revenue 2020: $175,477Expenses 2020: $179,449Net Income 2020: -$3,9722020Revenue 2021: $541,658Expenses 2021: $541,976Net Income 2021: -$3182021Revenue 2022: $234,576Expenses 2022: $233,770Net Income 2022: $8062022Revenue 2023: $163,368Expenses 2023: $165,286Net Income 2023: -$1,9182023Revenue 2024: $172,003Expenses 2024: $120,402Net Income 2024: $51,6012024

Highlighted filing

2015

Revenue$199,999
Expenses$239,217
Net Income-$39,218
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$199,999
Mission and Program Overview

Mission

Help less fortunate people

Program Services

DescriptionGrantsExpenses
UNRESTRICTED DONATION TO DRAGONFLY FOUNDATION TO HELP CHILDREN WITH RARE BLOOD CONDITIONS.-$228,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK MATSONPresidentPT$0--
MICHELLE MATSONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Matson Family Foundation
EIN
45-2154457
Phone
5132048000
Address
5955 DEERFIELD BLVD, MASON, OH 45040

Signing Officer

Name
Mark Matson
Title
President
Phone
5132048000
Signed
2016-08-11

Preparer

Firm
Michael J Wilhelm & Associates
Address
4440 Lake Forest DrSuite 116, Cincinnati, OH 45242
Preparer
Michael Jwilhelm
Phone
5137338300
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Donation; donation; dragonfly foundation: 9275 governors way, cincinnati, oh, 45249; none, 228500.”

Form 990EZ, Part I, Line 16

“Credit card and bank fees 360.”

Form 990EZ, Part I, Line 16

“Legal & professional 8595.”

Form 990EZ, Part I, Line 16

“Amortization 1600.”

Form 990EZ, Part II, Line 24

“Patents & copyrights 2667. 1067.”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK MATSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05132048000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05955 DEERFIELD BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MASON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045040
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068350
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0199999
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39218
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071017
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031799
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0228500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0199999
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071017
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031799
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071017
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031799
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK MATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE MATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02667
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01067
IRS990EZ/OtherExpensesTotalAmt010555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELP LESS FORTUNATE PEOPLE
IRS990EZ/PrintingPublicationsPostageAmt0162
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNRESTRICTED DONATION TO DRAGONFLY FOUNDATION TO HELP CHILDREN WITH RARE BLOOD CONDITIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0228500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0239217
IRS990EZ/TotalProgramServiceExpensesAmt0228500
IRS990EZ/TotalRevenueAmt0199999
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0199999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0121741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0463208
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0463208
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0199999
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0121741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0463208
IRS990ScheduleA/TotalSupportAmt0463208
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION; DONATION; DRAGONFLY FOUNDATION: 9275 GOVERNORS WAY, CINCINNATI, OH, 45249; NONE, 228500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD AND BANK FEES 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEGAL & PROFESSIONAL 8595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Amortization 1600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PATENTS & COPYRIGHTS 2667. 1067.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132048000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WOLF
ReturnHeader/Filer/EIN0452154457
ReturnHeader/Filer/PhoneNum05132048000
ReturnHeader/Filer/USAddress/AddressLine1Txt05955 DEERFIELD BLVD
ReturnHeader/Filer/USAddress/CityNm0MASON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael J Wilhelm & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04440 Lake Forest DrSuite 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05137338300
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL JWILHELM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-24T07:10:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,799
Liabilities
$0
Net assets
$31,799
Revenue
$199,999
Expenses
$239,217
Net income
-$39,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.72$1.20$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$1.63$1.65$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.06$2.35$2.34$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$5.42$5.42$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$1.75$1.79$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.44$0.45$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$4.50$4.79$0.29
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$5.55$5.44$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$2.00$2.39$0.39
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.59$1.14$0.55
2013Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.21$0.79$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$0.83$0.08$0.74