Civic Intelligence

The Michael Basso Memorial Foundation

990EZ • Fiscal year 2017 • EIN 68-0342850

Nov 01, 2016 to Oct 31, 2017 • Filed on Jan 23, 2018

PO Box 6112San Rafael, CA 94903

(415) 479-7095

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

93rd percentile

56%

Higher net margin than 93% 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

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

94th percentile

122%

Faster revenue growth than 94% of similar nonprofits.

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

Assets

Up

$271,301

Up $51,561 (+23%) from 2016

Net Assets

Up

$271,301

Up $51,561 (+23%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$64,942

Up $35,679 (+122%) from 2016

Expenses

Down

$28,333

Down $12,907 (-31%) from 2016

Net Income

Up

$36,609

Up $48,586 (+406%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $185,907Liabilities 2011: $02011Assets 2012: $203,452Net Assets 2012: $203,4522012Assets 2013: $212,257Net Assets 2013: $212,2572013Assets 2014: $235,187Liabilities 2014: $02014Assets 2015: $218,815Liabilities 2015: $02015Assets 2016: $219,740Net Assets 2016: $219,7402016Assets 2017: $271,301Net Assets 2017: $271,3012017Assets 2018: $257,836Net Assets 2018: $257,8362018Assets 2019: $278,242Net Assets 2019: $278,2422019Assets 2020: $267,102Net Assets 2020: $267,1022020Assets 2021: $319,947Net Assets 2021: $319,9472021Assets 2022: $281,013Net Assets 2022: $281,0132022Assets 2023: $282,843Liabilities 2023: $0Net Assets 2023: $282,8432023Assets 2024: $263,805Liabilities 2024: $0Net Assets 2024: $263,8052024

Highlighted filing

2017

Assets$271,301
Liabilities-
Net Assets$271,301

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $41,519Expenses 2011: $35,780Net Income 2011: $5,7392011Revenue 2012: $51,368Expenses 2012: $33,823Net Income 2012: $17,5452012Revenue 2013: $58,491Expenses 2013: $40,285Net Income 2013: $18,2062013Revenue 2014: $58,887Expenses 2014: $41,440Net Income 2014: $17,4472014Revenue 2015: $33,852Expenses 2015: $42,704Net Income 2015: -$8,8522015Revenue 2016: $29,263Expenses 2016: $41,240Net Income 2016: -$11,9772016Revenue 2017: $64,942Expenses 2017: $28,333Net Income 2017: $36,6092017Revenue 2018: $20,213Expenses 2018: $42,721Net Income 2018: -$22,5082018Revenue 2019: $4,412Expenses 2019: $16,561Net Income 2019: -$12,1492019Revenue 2020: $14,536Expenses 2020: $14,023Net Income 2020: $5132020Revenue 2021: $21,080Expenses 2021: $15,291Net Income 2021: $5,7892021Revenue 2022: $20,951Expenses 2022: $7,547Net Income 2022: $13,4042022Revenue 2023: $14,591Expenses 2023: $12,880Net Income 2023: $1,7112023Revenue 2024: $25,405Expenses 2024: $25,619Net Income 2024: -$2142024

Highlighted filing

2017

Revenue$64,942
Expenses$28,333
Net Income$36,609
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jan 23, 2018
Return Version
2016v3.0
Gross Receipts
$82,629
Mission and Program Overview

Mission

To provide scholarships, donations, and other support to charitable and other educational institutions

Program Services

DescriptionGrantsExpenses
PROVIDED TOTAL SCHOLARSHIPS OF $11,000, DONATIONS OF $4,600 AND OTHER SUPPORT OF $11,520 TO NEEDY FAMILIES AND ORGANIZATIONS.$27,120-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID WILLIAM BASSODirector-$0--
ROSEMARIE BASSODirector-$0--
GREGORY DAVID BASSODirector-$0--
LISA MARIE BASSODirector-$0--
DAVID VINCENT BASSODirector-$0--
KATHLEEN MURRAYDirector-$0--
FRANK BRADYDirector-$0--
PHILLIP FERRISDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bubba Classic Golf Tournament$19,098$19,098$17,687$1,411
Total Events$19,098$19,098$17,687$1,411
Filing and Contact Details

Filer

Filer Name
The Michael Basso Memorial Foundation
EIN
68-0342850
Phone
4154797095
Address
PO BOX 6112, SAN RAFAEL, CA 94903

Signing Officer

Name
David William Basso
Title
Director
Signed
2018-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Stephen J Pelleriti CPA
Address
945 Front Street, Novato, CA 94945
Preparer
Stephen J Pelleriti
Phone
4158925155
Supplemental Narrative

Additional Explanations

Other Expenses.1

HOLIDAY DONATIONS $11520

Other Expenses.2

SCHOLARSHIPS $11000

Other Expenses.3

GENERAL DONATIONS $4600

Other Expenses.4

OPERATING EXPENSES $1213

Other Assets.1

PUBLICLY TRADED SECURITIES - Beginning $207368 PUBLICLY TRADED SECURITIES - Ending $224236

Raw XML Appendix174 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/USAddress/CityNm0SAN RAFAEL
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt036609
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt082629
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0219740
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID WILLIAM BASSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSEMARIE BASSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREGORY DAVID BASSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA MARIE BASSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID VINCENT BASSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHLEEN MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FRANK BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PHILLIP FERRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0207368
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0224236
IRS990EZ/OtherChangesInNetAssetsAmt014952
IRS990EZ/OtherExpensesTotalAmt028333
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS, DONATIONS, AND OTHER SUPPORT TO CHARITABLE AND OTHER EDUCATIONAL INSTITUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TOTAL SCHOLARSHIPS OF $11,000, DONATIONS OF $4,600 AND OTHER SUPPORT OF $11,520 TO NEEDY FAMILIES AND ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027120
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017687
IRS990EZ/SpecialEventsNetIncomeLossAmt01411
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028333
IRS990EZ/TotalProgramServiceExpensesAmt027120
IRS990EZ/TotalRevenueAmt064942
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032392
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0197510
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08512
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07590
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07169
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040266
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83070
IRS990ScheduleA/PublicSupportPY170Pct00.80550
IRS990ScheduleA/PublicSupportTotal170Amt0197510
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032392
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040757
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197510
IRS990ScheduleA/TotalSupportAmt0237776
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017687
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BUBBA CLASSIC GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019098
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019098
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019098
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019098
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01411
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017687
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLIDAY DONATIONS $11520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS $11000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GENERAL DONATIONS $4600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATING EXPENSES $1213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLICLY TRADED SECURITIES - Beginning $207368 PUBLICLY TRADED SECURITIES - Ending $224236
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WILLIAM BASSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MICHAEL BASSO MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0680342850
ReturnHeader/Filer/PhoneNum04154797095
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6112
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen J Pelleriti CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0945 Front Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Novato
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04158925155
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J Pelleriti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-23T11:41:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.25$0.26$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.15$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.81$2.81$0.21$0.08$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$3.20$0.21$0.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$2.67$0.15$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.78$2.78$0.04$0.17$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$2.58$0.20$0.43$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.71$2.71$0.65$0.28$0.37
2016Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.29$0.41$0.12
2015Summary only. Only limited summary data is available for this year.$2.19$0.00$0.34$0.43$0.09
2014Summary only. Only limited summary data is available for this year.$2.35$0.00$0.59$0.41$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$2.12$0.58$0.40$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$2.03$0.51$0.34$0.18
2011Summary only. Only limited summary data is available for this year.$1.86$0.00$0.42$0.36$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits