Civic Intelligence

Travis Monk Foundation

990EZ • Fiscal year 2017 • EIN 47-3210692

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 23, 2018

Organization ProfileN/A
889 N Oak Park BlvdPismo Beach, CA 93449

(805) 801-0903

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

42%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,281

Up $19,563 (+42%) from 2016

Net Assets

$66,281

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$22,563

Up $2,662 (+13%) from 2016

Expenses

Up

$3,000

Up $3,000 from 2016

Net Income

Down

$19,563

Down $338 (-1.7%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$100K$50K$0Assets 2015: $26,817Liabilities 2015: $02015Assets 2016: $46,718Liabilities 2016: $02016Assets 2017: $66,281Net Assets 2017: $66,2812017Assets 2018: $80,984Net Assets 2018: $80,9842018Assets 2019: $89,725Net Assets 2019: $89,7252019Assets 2020: $94,425Net Assets 2020: $94,4252020Assets 2021: $89,242Net Assets 2021: $89,2422021Assets 2022: $85,229Net Assets 2022: $85,2292022Assets 2023: $81,361Net Assets 2023: $81,3612023Assets 2024: $76,651Net Assets 2024: $76,6512024

Highlighted filing

2017

Assets$66,281
Liabilities-
Net Assets$66,281
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$30K$20K$10K$0-$10KRevenue 2015: $28,352Expenses 2015: $1,535Net Income 2015: $26,8172015Revenue 2016: $19,901Expenses 2016: $0Net Income 2016: $19,9012016Revenue 2017: $22,563Expenses 2017: $3,000Net Income 2017: $19,5632017Revenue 2018: $17,703Expenses 2018: $3,000Net Income 2018: $14,7032018Revenue 2019: $11,741Expenses 2019: $3,000Net Income 2019: $8,7412019Revenue 2020: $7,700Expenses 2020: $3,000Net Income 2020: $4,7002020Revenue 2021: $1,287Expenses 2021: $6,470Net Income 2021: -$5,1832021Revenue 2022: $977Expenses 2022: $4,990Net Income 2022: -$4,0132022Revenue 2023: $1,147Expenses 2023: $5,015Net Income 2023: -$3,8682023Revenue 2024: $620Expenses 2024: $5,330Net Income 2024: -$4,7102024

Highlighted filing

2017

Revenue$22,563
Expenses$3,000
Net Income$19,563
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 23, 2018
Return Version
2017v2.2
Gross Receipts
$35,275
Mission and Program Overview

Mission

The mission is to provide scholarships in the honor of Travis James Monk, in an effort to assist local San Luis Obispo County High School, Junior College and College students seeking higher education with a focus in Agricultural studies.

Program Services

DescriptionGrantsExpenses
The mission is to provide scholarships in the honor of Travis James Monk, in an effort to assist local San Luis Obispo County High School, Junior College and College students seeking higher education with a focus in Agricultural studies.$12,712$3,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert MeleroPresident-$0--
Nathan AginTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Tournament$35,275$35,275$1,359$33,916
Total Events$35,275$35,275$12,712$22,563
Filing and Contact Details

Filer

Filer Name
Travis Monk Foundation
EIN
47-3210692
Phone
8058010903
Address
889 N OAK PARK BLVD, PISMO BEACH, CA 93449

Signing Officer

Name
Nathan Agin
Title
Treasurer
Signed
2018-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Mosaic Business Services
Address
545 HIGUERA ST, SAN LUIS OBISPO, CA 93401
Preparer
Cay W Pooley
Phone
8055457798
Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NATHAN AGIN
IRS990EZ/BooksInCareOfDetail/PhoneNum08058010903
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0889 North Oak Park Boulevard
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pismo Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093449
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046718
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066281
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019563
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046718
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066281
IRS990EZ/FundraisingGrossIncomeAmt035275
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt035275
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046718
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066281
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046718
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066281
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Melero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nathan Agin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission is to provide scholarships in the honor of Travis James Monk, in an effort to assist local San Luis Obispo County High School, Junior College and College students seeking higher education with a focus in Agricultural studies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The mission is to provide scholarships in the honor of Travis James Monk, in an effort to assist local San Luis Obispo County High School, Junior College and College students seeking higher education with a focus in Agricultural studies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012712
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012712
IRS990EZ/SpecialEventsNetIncomeLossAmt022563
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03000
IRS990EZ/TotalProgramServiceExpensesAmt012712
IRS990EZ/TotalRevenueAmt022563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0124055
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0124055
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042062
IRS990ScheduleA/Total509Grp/TotalAmt0124055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042062
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0124055
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012712
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035275
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022563
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01359
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01359
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011353
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011353
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Annual Golf Tournament to Raise Funds for Foundation
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nathan Agin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRAVIS MONK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRAV
ReturnHeader/Filer/EIN0473210692
ReturnHeader/Filer/PhoneNum08058010903
ReturnHeader/Filer/USAddress/AddressLine1Txt0889 N OAK PARK BLVD
ReturnHeader/Filer/USAddress/CityNm0PISMO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093449
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010563481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSAIC BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0545 HIGUERA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055457798
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cay W Pooley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-23T13:06:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,281
Liabilities
-
Net assets
$66,281
Revenue
$22,563
Expenses
$3,000
Net income
$19,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.7$76.7$0.62$5.33$4.71
2023Detailed filing. Detailed filing data is available for this year.$81.4$81.4$1.15$5.02$3.87
2022Detailed filing. Detailed filing data is available for this year.$85.2$85.2$0.98$4.99$4.01
2021Detailed filing. Detailed filing data is available for this year.$89.2$89.2$1.29$6.47$5.18
2020Detailed filing. Detailed filing data is available for this year.$94.4$94.4$7.70$3.00$4.70
2019Detailed filing. Detailed filing data is available for this year.$89.7$89.7$11.7$3.00$8.74
2018Detailed filing. Detailed filing data is available for this year.$81.0$81.0$17.7$3.00$14.7
2017Detailed filing. Detailed filing data is available for this year.$66.3$66.3$22.6$3.00$19.6
2016Summary only. Only limited summary data is available for this year.$46.7$0.00$19.9$0.00$19.9
2015Summary only. Only limited summary data is available for this year.$26.8$0.00$28.4$1.54$26.8