Civic Intelligence

M & T Foundation

990T • Fiscal year 2023 • EIN 45-4482686

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
PO Box 676370Rancho Santa Fe, CA 92067

(858) 750-0154

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$22,611,748
Liabilities$38,729
Net Assets$22,573,019
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$2,292,450
Expenses$2,059,848
Net Income$232,602
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
M & T Foundation
EIN
45-4482686
Phone
8587500154
Address
PO Box 676370, Rancho Santa Fe, CA 92067

Signing Officer

Name
Gregory L Potenziani
Title
President
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Cheryl Rhode
Phone
6196155380
Raw XML Appendix60 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
IRS990T/BooksInCareOfDetail/PersonNm0Greg Potenziani
IRS990T/BooksInCareOfDetail/PhoneNum08587500154
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 676370
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Rancho Santa Fe
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0920676370
IRS990T/BookValueAssetsEOYAmt022374430
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0596
IRS990T/OverpaymentSection/OverpaymentAmt0596
IRS990T/PriorYearOverpaymentCreditAmt0596
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-143565
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-143565
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-143565
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investments that generate UBI
IRS990TScheduleA/UBIBeforeNOLDedAmt0-143565
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-143565
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0596
IRS990T/TotalUBTIAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory L Potenziani
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M & T Foundation
ReturnHeader/Filer/BusinessNameControlTxt0M&TF
ReturnHeader/Filer/EIN0454482686
ReturnHeader/Filer/PhoneNum08587500154
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 676370
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330783983
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0West Rhode & Roberts
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02741 4th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06196155380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryl Rhode
ReturnHeader/ReturnTs02024-11-14T06:45:42-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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