Civic Intelligence

M & T Foundation

990PF • Fiscal year 2014 • EIN 45-4482686

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 29, 2015

Organization Profile
PO Box 676370Rancho Santa Fe, CA 92067

(858) 756-1154

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$179,516

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

29th percentile

-1.2%

Faster asset growth than 29% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,776,188

Down $279,275 (-1.2%) from 2013

Net Assets

$23,761,088

No earlier filing loaded for comparison.

Liabilities

Up

$15,100

Up $15,100 from 2013

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin6th percentile

Revenue

Down

$1,775,686

Down $360,912 (-17%) from 2013

Expenses

Down

$2,725,270

Down $73,022 (-2.6%) from 2013

Net Income

Down

-$949,584

Down $287,890 (-44%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2013: $24,055,463Liabilities 2013: $02013Assets 2014: $23,776,188Liabilities 2014: $15,100Net Assets 2014: $23,761,0882014Assets 2015: $19,385,202Liabilities 2015: $4,586Net Assets 2015: $19,380,6162015Assets 2016: $19,018,919Liabilities 2016: $7,543Net Assets 2016: $19,011,3762016Assets 2017: $18,773,794Liabilities 2017: $11,938Net Assets 2017: $18,761,8562017Assets 2018: $19,694,045Liabilities 2018: $43,504Net Assets 2018: $19,650,5412018Assets 2019: $20,501,921Liabilities 2019: $69,895Net Assets 2019: $20,432,0262019Assets 2020: $20,635,176Liabilities 2020: $62,495Net Assets 2020: $20,572,6812020Assets 2021: $22,770,419Liabilities 2021: $81,702Net Assets 2021: $22,688,7172021Assets 2022: $23,262,905Liabilities 2022: $34,150Net Assets 2022: $23,228,7552022Assets 2023: $22,374,430Liabilities 2023: $34,013Net Assets 2023: $22,340,4172023Assets 2024: $22,611,748Liabilities 2024: $38,729Net Assets 2024: $22,573,0192024

Highlighted filing

2014

Assets$23,776,188
Liabilities$15,100
Net Assets$23,761,088
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $2,136,598Expenses 2013: $2,798,292Net Income 2013: -$661,6942013Revenue 2014: $1,775,686Expenses 2014: $2,725,270Net Income 2014: -$949,5842014Revenue 2015: $836,391Expenses 2015: $2,785,696Net Income 2015: -$1,949,3052015Revenue 2016: $470,158Expenses 2016: $1,794,617Net Income 2016: -$1,324,4592016Revenue 2017: $1,340,653Expenses 2017: $1,117,374Net Income 2017: $223,2792017Revenue 2018: $2,137,426Expenses 2018: $1,248,741Net Income 2018: $888,6852018Revenue 2019: $1,429,970Expenses 2019: $648,485Net Income 2019: $781,4852019Revenue 2020: $1,092,371Expenses 2020: $951,716Net Income 2020: $140,6552020Revenue 2021: $2,914,440Expenses 2021: $798,404Net Income 2021: $2,116,0362021Revenue 2022: $2,360,715Expenses 2022: $1,820,677Net Income 2022: $540,0382022Revenue 2023: $1,176,327Expenses 2023: $2,064,665Net Income 2023: -$888,3382023Revenue 2024: $2,292,450Expenses 2024: $2,059,848Net Income 2024: $232,6022024

Highlighted filing

2014

Revenue$1,775,686
Expenses$2,725,270
Net Income-$949,584
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK A POTENZIANIChair & Pres.FT$175,000$4,516$179,516
KATHLEEN P GUGGINODirector-$0$71,000$71,000
WILLIAM M POTENZIANIVP, Charitable Admin-$0$69,032$69,032
GREGORY L POTENZIANIVice PresidentFT$50,000$1,873$51,873
JAMES A BRENNEISVice PresidentFT$50,000$876$50,876
FRED G BOTEKExecutive VP, Treasurer-$0--
CHERYL L POTENZIANIDirector-$0--
PATRICIA P VICKDirector-$0--
CYRENA K POTENZIANISecretary-$0--
FREDRICK A POTENZIANIDirector-$0--
MICHELLE PELLETIERDirector-$0--
JACK C PETERSONDirector-$0--
JIM KRENNDirector-$0--
DARREN BECKETTDirector-$0--
Filing and Contact Details

Filer

Filer Name
M & T Foundation
EIN
45-4482686
Phone
8587561154
Address
PO BOX 676370, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Frank Potenziani
Title
President
Phone
8587561154
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Beach Freeman Lim & Cleland Llp
Address
861 PARKVIEW DR N SUITE 200, EL SEGUNDO, CA 90245
Preparer
Doug Beach
Phone
3104471234
Raw XML AppendixShowing 400 of 945 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB #0772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB #6965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHARLES SCHWAB #0402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHARLES SCHWAB #4142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN FROM PASSTHROUGH ENTITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01621968
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-949584
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0381283
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01036492
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt024142371
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024055463
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023761088
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01059988
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01059988
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01059988
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01070621
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010633
IRS990PF/DistributableAmountGrp/TotalTaxAmt010633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016700
IRS990PF/FMVAssetsEOYAmt022209425
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0571103
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0486278
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0486278
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0137215
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0126968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt066272
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011361180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012013602
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013853962
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt084807
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt093179
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt09474
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt08372
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04884
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0344554
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0204923
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01277360
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011614351
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010936045
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06520669
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt015100
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt017586
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024055463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023776188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022209425
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024055463
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023776188
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024055463
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023761088
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt024055463
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt023761088
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt021738492
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0811968
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013383996
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0326077
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07542528
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01070621
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021412415
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt021738492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0175000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt450000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt168571
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt271000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt04516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt1461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt41873
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10876
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK A POTENZIANI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM M POTENZIANI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHLEEN P GUGGINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FRED G BOTEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GREGORY L POTENZIANI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CHERYL L POTENZIANI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6PATRICIA P VICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7CYRENA K POTENZIANI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8FREDRICK A POTENZIANI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9MICHELLE PELLETIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10JAMES A BRENNEIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11JACK C PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12JIM KRENN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13DARREN BECKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR & PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, CHARITABLE ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE VP, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13PO BOX 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RANCHO SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RANCHO SANTA FE

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,776,188
Liabilities
$15,100
Net assets
$23,761,088
Revenue
$1,775,686
Expenses
$2,725,270
Net income
-$949,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.04$22.6$2.29$2.06$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.03$22.3$1.18$2.06$0.89
2022Detailed filing. Detailed filing data is available for this year.$23.3$0.03$23.2$2.36$1.82$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.08$22.7$2.91$0.80$2.12
2020Detailed filing. Detailed filing data is available for this year.$20.6$0.06$20.6$1.09$0.95$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.07$20.4$1.43$0.65$0.78
2018Detailed filing. Detailed filing data is available for this year.$19.7$0.04$19.7$2.14$1.25$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.01$18.8$1.34$1.12$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.01$19.0$0.47$1.79$1.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$0.84$2.79$1.95
2014Detailed filing. Detailed filing data is available for this year.$23.8$0.02$23.8$1.78$2.73$0.95
2013Summary only. Only limited summary data is available for this year.$24.1$0.00$2.14$2.80$0.66