Civic Intelligence

Augmentic Asset Advisors

990EZ • Fiscal year 2016 • EIN 46-4024324

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 07, 2017

Organization ProfileN/A
165 Tulip LaneCosta Mesa, CA 92627

(949) 287-6677

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

94th percentile

177%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

157%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,937

Up $14,651 (+177%) from 2015

Net Assets

$22,937

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$33,404

Up $20,421 (+157%) from 2015

Expenses

Up

$18,753

Up $5,809 (+45%) from 2015

Net Income

Up

$14,651

Up $14,612 (+37467%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$30K$20K$10K$0Assets 2014: $8,248Liabilities 2014: $0Net Assets 2014: $8,2482014Assets 2015: $8,286Liabilities 2015: $02015Assets 2016: $22,937Net Assets 2016: $22,9372016Assets 2020: $3,791Liabilities 2020: $02020

Highlighted filing

2016

Assets$22,937
Liabilities-
Net Assets$22,937
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0Revenue 2014: $204,988Expenses 2014: $197,402Net Income 2014: $7,5862014Revenue 2015: $12,983Expenses 2015: $12,944Net Income 2015: $392015Revenue 2016: $33,404Expenses 2016: $18,753Net Income 2016: $14,6512016Revenue 2020: $43,121Expenses 2020: $38,678Net Income 2020: $4,4432020

Highlighted filing

2016

Revenue$33,404
Expenses$18,753
Net Income$14,651
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 7, 2017
Return Version
2016v3.0
Gross Receipts
$33,404
Mission and Program Overview

Mission

The Medici Donor Fund is a community development nonprofit financial institution dedicated to fostering job creation and in assisting entrepreneurs in underserved and challenged areas in California to gain access to capital funding.

Program Services

DescriptionGrantsExpenses
The most significant achievement made in 2016 was re-establishing the organization's compliance with the state and federal agencies that it had fallen out of good standing with. The organization looks forward to focusing on its specific programs in 2017 and moving forward.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas Randolph OrbachPresidentPT$0--
Debby EngelbartSecretary-$0--
Matthew LuxTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Medici Donor Fund
EIN
46-4024324
Phone
9492876677
Address
165 Tulip Lane, Costa Mesa, CA 92627

Signing Officer

Name
Thomas Randolph Orbach
Title
President
Signed
2017-06-07
Discuss with paid preparer
Yes

Preparer

Firm
For Purpose Law Group
Address
1435 30th Street, San Diego, CA 92102
Preparer
Natalie Rodriguez Esq
Phone
6197803839
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $169”

Other Expenses.1002

“Office Expenses $2305”

Other Expenses.1005

“Travel $810”

Other Expenses.1012

“Insurance $437”

Other Expenses.1

“Rent or lease $6821”

Other Expenses.2

“Supplies $1000”

Other Expenses.3

“Miscellaneous $279”

Other Expenses.4

“Other/Administrative $200”

Other Expenses.5

“Dues and Subscriptions $193”

Other Expenses.7

“Utilities $156”

Other Expenses.9

“Bank Charges $122”

Other Expenses.10

“Meals and Entertainment $90”

Raw XML Appendix155 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Matthew Lux
IRS990EZ/BooksInCareOfDetail/PhoneNum09498772517
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0165 Tulip Lane Apt B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Costa Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092627
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08286
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022937
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033404
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014651
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05847
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas Randolph Orbach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debby Engelbart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matthew Lux
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012582
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Medici Donor Fund is a community development nonprofit financial institution dedicated to fostering job creation and in assisting entrepreneurs in underserved and challenged areas in California to gain access to capital funding.
IRS990EZ/PrintingPublicationsPostageAmt0324
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The most significant achievement made in 2016 was re-establishing the organization's compliance with the state and federal agencies that it had fallen out of good standing with. The organization looks forward to focusing on its specific programs in 2017 and moving forward.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018753
IRS990EZ/TotalRevenueAmt033404
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0204988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0266775
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0266775
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0204988
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0266775
IRS990ScheduleA/TotalSupportAmt0266775
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Advertising and Promotion $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rent or lease $6821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other/Administrative $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues and Subscriptions $193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Utilities $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Charges $122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meals and Entertainment $90
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Randolph Orbach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Medici Donor Fund
ReturnHeader/Filer/BusinessNameControlTxt0MEDI
ReturnHeader/Filer/EIN0464024324
ReturnHeader/Filer/PhoneNum09492876677
ReturnHeader/Filer/USAddress/AddressLine1Txt0165 Tulip Lane
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0For Purpose Law Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01435 30th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092102
ReturnHeader/PreparerPersonGrp/PhoneNum06197803839
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Natalie Rodriguez Esq
ReturnHeader/ReturnTs02017-06-07T10:41:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,937
Liabilities
-
Net assets
$22,937
Revenue
$33,404
Expenses
$18,753
Net income
$14,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$0.04$0.00$0.43$0.39$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.33$0.19$0.15
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.13$0.13$0.00
2014Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$2.05$1.97$0.08