Civic Intelligence

Augmentic Asset Advisors

990EZ • Fiscal year 2020 • EIN 46-4024324

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A
165 Tulip Lane Apt BCosta Mesa, CA 92627

(805) 515-9255

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$3,791

Flat from 2020

Net Assets

$3,791

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Flat

$43,121

Flat from 2020

Expenses

Flat

$38,678

Flat from 2020

Net Income

Flat

$4,443

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $3,791Net Assets 2020: $3,7912020Assets 2020: $3,791Liabilities 2020: $02020

Highlighted filing

2020

Assets$3,791
Liabilities-
Net Assets$3,791
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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: $4,4432020Revenue 2020: $43,121Expenses 2020: $38,678Net Income 2020: $4,4432020

Highlighted filing

2020

Revenue$43,121
Expenses$38,678
Net Income$4,443
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$43,121
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.

Agumentic Asset Advisors is a community development nonprofit financial institution dedicated to fostering job creation and in assisting entrepeneurs in underserved and challenged areas in California to gain access to capital funding.

Program Services

DescriptionGrantsExpenses
create jobs and economic development in urban and rural areas throughout California. We do this by providing entrepreneurs with innovative mechanisms that create capital for, and financial assistance to, various business entities and interests.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas Randolph OrbachPresident & CEO-$0--
Matt LuxxTreasurer-$0--
Deborah EngelbartSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Augmentic Asset Advisors
EIN
46-4024324
Phone
8055159255
Address
165 Tulip Lane Apt B, Costa Mesa, CA 92627

Signing Officer

Name
Thomas Randolph Orbach
Title
President & CEO
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
For Purpose Law Group LLP
Address
408 Nutmeg Street, San Diego, CA 92103
Preparer
May L Harris Esq
Phone
6197803839
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1350”

Other Expenses.1

“Prof. Fees & Misc Business Exp $13907”

Raw XML Appendix126 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/PersonNm0T Randolph Orbach
IRS990EZ/BooksInCareOfDetail/PhoneNum08055159255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0165 Tulip Lane Apt B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Costa Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092627
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06434
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03791
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt04443
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06434
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03791
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06434
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03791
IRS990EZ/OccupancyRentUtltsAndMaintAmt022279
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas Randolph Orbach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matt Luxx
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Deborah Engelbart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7086
IRS990EZ/OtherExpensesTotalAmt015257
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Agumentic Asset Advisors is a community development nonprofit financial institution dedicated to fostering job creation and in assisting entrepeneurs in underserved and challenged areas in California to gain access to capital funding.
IRS990EZ/PrintingPublicationsPostageAmt01142
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0create jobs and economic development in urban and rural areas throughout California. We do this by providing entrepreneurs with innovative mechanisms that create capital for, and financial assistance to, various business entities and interests.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038678
IRS990EZ/TotalRevenueAmt043121
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011121
IRS990ScheduleA/OtherIncome170Grp/TotalAmt011121
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt032000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032000
IRS990ScheduleA/TotalSupportAmt043121
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prof. Fees & Misc Business Exp $13907
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Randolph Orbach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Augmentic Asset Advisors
ReturnHeader/Filer/BusinessNameControlTxt0AUGM
ReturnHeader/Filer/EIN0464024324
ReturnHeader/Filer/PhoneNum08055159255
ReturnHeader/Filer/USAddress/AddressLine1Txt0165 Tulip Lane Apt B
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092627
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843635268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0For Purpose Law Group LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 Nutmeg Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06197803839
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0May L Harris Esq
ReturnHeader/ReturnTs02021-11-12T07:04:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas Randolph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Orbach
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,791
Liabilities
-
Net assets
$3,791
Revenue
$43,121
Expenses
$38,678
Net income
$4,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.43$0.39$0.04
2020Summary only. Only limited summary data is available for this year.$0.04$0.00$0.43$0.39$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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