Civic Intelligence

Travis Monk Foundation

990EZ • Fiscal year 2018 • EIN 47-3210692

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$80,984

Up $14,703 (+22%) from 2017

Net Assets

Up

$80,984

Up $14,703 (+22%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$17,703

Down $4,860 (-22%) from 2017

Expenses

Flat

$3,000

Flat from 2017

Net Income

Down

$14,703

Down $4,860 (-25%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2018

Assets$80,984
Liabilities-
Net Assets$80,984
Open 2018 Filing

Operations Trend

Revenue Growth23rd 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

2018

Revenue$17,703
Expenses$3,000
Net Income$14,703
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$33,621
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.$15,918$3,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Tournament$33,621$33,621$3,683$29,938
Total Events$33,621$33,621$15,918$17,703
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
2019-11-11
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 Appendix146 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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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03000
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Annual Golf Tournament to Raise Funds for Foundation
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/Filer/BusinessNameControlTxt0TRAV
ReturnHeader/Filer/EIN0473210692
ReturnHeader/Filer/PhoneNum08058010903
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ReturnHeader/Filer/USAddress/CityNm0PISMO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093449
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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/ReturnTs02019-11-11T16:22:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,984
Liabilities
-
Net assets
$80,984
Revenue
$17,703
Expenses
$3,000
Net income
$14,703
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