Civic Intelligence

Travis Monk Foundation

990EZ • Fiscal year 2021 • EIN 47-3210692

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

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

(805) 709-1746

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

3rd percentile

-403%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-5.5%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-83%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$89,242

Down $5,183 (-5.5%) from 2020

Net Assets

Down

$89,242

Down $5,183 (-5.5%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$1,287

Down $6,413 (-83%) from 2020

Expenses

Up

$6,470

Up $3,470 (+116%) from 2020

Net Income

Down

-$5,183

Down $9,883 (-210%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$89,242
Liabilities-
Net Assets$89,242
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$1,287
Expenses$6,470
Net Income-$5,183
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Gross Receipts
$1,287
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.$6,000-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert MeleroPresident-$0--
Nathan AginTreasurer-$0--
Holly Lynn McGintyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Travis Monk Foundation
EIN
47-3210692
Phone
8057091746
Address
889 N OAK PARK BLVD, PISMO BEACH, CA 93449

Signing Officer

Name
Nathan Agin
Title
Treasurer
Signed
2022-11-08
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
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: College Students | Donee's Address: 889 N. OAK PARK BLVD Arroyo Grande CA 93420 | Cash Amount Given: $6000”

Raw XML Appendix144 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/PoliticalCampaignActyInd0false
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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/GrantsAndAllocationsAmt06000
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06470
IRS990EZ/TotalRevenueAmt01287
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08987
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt094004
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035275
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035275
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: College Students | Donee's Address: 889 N. OAK PARK BLVD Arroyo Grande CA 93420 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/Filer/EIN0473210692
ReturnHeader/Filer/PhoneNum08057091746
ReturnHeader/Filer/USAddress/AddressLine1Txt0889 N OAK PARK BLVD
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ReturnHeader/PreparerPersonGrp/PhoneNum08055457798
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cay W Pooley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-08T13:19:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nathan
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,242
Liabilities
-
Net assets
$89,242
Revenue
$1,287
Expenses
$6,470
Net income
-$5,183
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