Civic Intelligence

Martha Olson-Fernandez Foundation

990PF • Fiscal year 2015 • EIN 45-4983912

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 29, 2016

Organization Profile
3940-7397 Broad StreetSan Luis Obispo, CA 93401

(805) 547-9391

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$10,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

65th percentile

8.6%

Faster asset growth than 65% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$368,994

Up $29,280 (+8.6%) from 2014

Net Assets

Up

$368,994

Up $29,280 (+8.6%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin89th percentile

Revenue

Down

$67,614

Down $178,430 (-73%) from 2014

Expenses

Down

$38,334

Down $90,291 (-70%) from 2014

Net Income

Down

$29,280

Down $88,139 (-75%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2012: $12,281Liabilities 2012: $02012Assets 2013: $222,295Liabilities 2013: $1Net Assets 2013: $222,2952013Assets 2014: $339,714Liabilities 2014: $1Net Assets 2014: $339,7142014Assets 2015: $368,994Liabilities 2015: $1Net Assets 2015: $368,9942015Assets 2016: $359,933Liabilities 2016: $0Net Assets 2016: $359,9332016Assets 2017: $369,774Liabilities 2017: $0Net Assets 2017: $369,7742017Assets 2019: $452,701Liabilities 2019: $307Net Assets 2019: $452,3942019Assets 2020: $499,555Liabilities 2020: $5,358Net Assets 2020: $494,1972020Assets 2021: $551,767Liabilities 2021: $1,120Net Assets 2021: $550,6472021Assets 2022: $511,843Liabilities 2022: $3,121Net Assets 2022: $508,7222022Assets 2023: $481,239Liabilities 2023: $11,989Net Assets 2023: $469,2502023Assets 2024: $406,904Liabilities 2024: $1,365Net Assets 2024: $405,5392024

Highlighted filing

2015

Assets$368,994
Liabilities$1
Net Assets$368,994
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $16,184Expenses 2012: $3,903Net Income 2012: $12,2812012Revenue 2013: $222,942Expenses 2013: $12,928Net Income 2013: $210,0142013Revenue 2014: $246,044Expenses 2014: $128,625Net Income 2014: $117,4192014Revenue 2015: $67,614Expenses 2015: $38,334Net Income 2015: $29,2802015Revenue 2016: $70,195Expenses 2016: $79,256Net Income 2016: -$9,0612016Revenue 2017: $90,439Expenses 2017: $80,598Net Income 2017: $9,8412017Revenue 2019: $125,213Expenses 2019: $96,370Net Income 2019: $28,8432019Revenue 2020: $183,349Expenses 2020: $141,546Net Income 2020: $41,8032020Revenue 2021: $209,149Expenses 2021: $152,699Net Income 2021: $56,4502021Revenue 2022: $140,236Expenses 2022: $182,161Net Income 2022: -$41,9252022Revenue 2023: $89,340Expenses 2023: $128,812Net Income 2023: -$39,4722023Revenue 2024: $133,991Expenses 2024: $197,702Net Income 2024: -$63,7112024

Highlighted filing

2015

Revenue$67,614
Expenses$38,334
Net Income$29,280
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 29, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE MARIE FERNANDEZSecretaryPT$10,000-$10,000
LARRY FERNANDEZPresident-$0--
ANDREA ALICIA FERNANDEZTreasurer/CFO-$0--
Filing and Contact Details

Filer

Filer Name
The Martha Olson-fernandez Foundation
EIN
45-4983912
Phone
8055479391
Address
3940-7397 BROAD STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Larry Fernandez
Title
President
Phone
8055479391
Signed
2016-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Mical W Bovee CPA
Phone
8055441441
Raw XML Appendix328 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/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt011002
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0102590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01734
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098241
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt098241
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011002
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt098241
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104369
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WELLS FARGO ADVISORS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LARRY FERNANDEZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PETER ORRADRE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03940-7397 BROAD STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1ONE NORTH JEFFERSON ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2768 TWIN CREEKS WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ST LOUIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SAN LUIS OBISPO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093401
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd163103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd293401
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06800
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25700
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EVENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt216282
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09200
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERAL REGISTRY FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055479391
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARTHA OLSON-FERNANDEZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0454983912
ReturnHeader/Filer/PhoneNum08055479391
ReturnHeader/Filer/USAddress/AddressLine1Txt03940-7397 BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952772601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLENN BURDETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 PALM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICAL W BOVEE CPA
ReturnHeader/ReturnTs02016-10-17T15:23:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$368,994
Liabilities
$1
Net assets
$368,994
Revenue
$67,614
Expenses
$38,334
Net income
$29,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$1.34$1.98$0.64
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.12$4.69$0.89$1.29$0.39
2022Detailed filing. Detailed filing data is available for this year.$5.12$0.03$5.09$1.40$1.82$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.01$5.51$2.09$1.53$0.56
2020Detailed filing. Detailed filing data is available for this year.$5.00$0.05$4.94$1.83$1.42$0.42
2019Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.52$1.25$0.96$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.90$0.81$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.70$0.79$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.68$0.38$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$2.46$1.29$1.17
2013Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$2.23$0.13$2.10
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.16$0.04$0.12