Civic Intelligence

Foundation DI Sogna

990PF • Fiscal year 2022 • EIN 68-0464962

Dec 01, 2021 to Nov 30, 2022 • Filed on Jun 23, 2023

PO Box 2216Avila Beach, CA 93424

(805) 471-5510

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

81st percentile

30%

Faster asset growth than 81% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1499%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$360,931

Up $84,310 (+30%) from 2021

Net Assets

Up

$360,931

Up $84,310 (+30%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue

Up

$98,708

Up $92,533 (+1499%) from 2021

Expenses

Up

$22,421

Up $2,170 (+11%) from 2021

Net Income

Up

$76,287

Up $90,363 (+642%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $425,977Liabilities 2011: $0Net Assets 2011: $425,9772011Assets 2012: $407,208Liabilities 2012: $0Net Assets 2012: $407,2082012Assets 2013: $393,563Liabilities 2013: $1Net Assets 2013: $393,5632013Assets 2014: $487,638Liabilities 2014: $1Net Assets 2014: $487,6382014Assets 2015: $402,904Liabilities 2015: $1Net Assets 2015: $402,9042015Assets 2016: $374,126Liabilities 2016: $0Net Assets 2016: $374,1262016Assets 2017: $375,295Liabilities 2017: $0Net Assets 2017: $375,2952017Assets 2018: $358,697Liabilities 2018: $0Net Assets 2018: $358,6972018Assets 2019: $339,680Liabilities 2019: $1Net Assets 2019: $339,6802019Assets 2020: $335,593Liabilities 2020: $1Net Assets 2020: $335,5932020Assets 2021: $276,621Liabilities 2021: $1Net Assets 2021: $276,6212021Assets 2022: $360,931Liabilities 2022: $1Net Assets 2022: $360,9312022Assets 2023: $449,157Liabilities 2023: $0Net Assets 2023: $449,1572023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$360,931
Liabilities$1
Net Assets$360,931

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $18,2302011Expenses 2012: $18,7752012Revenue 2013: $2,380Expenses 2013: $16,025Net Income 2013: -$13,6452013Revenue 2014: $2,708Expenses 2014: $25,504Net Income 2014: -$22,7962014Revenue 2015: -$62,392Expenses 2015: $22,315Net Income 2015: -$84,7072015Revenue 2016: $3,453Expenses 2016: $32,236Net Income 2016: -$28,7832016Revenue 2017: $4,641Expenses 2017: $3,472Net Income 2017: $1,1692017Revenue 2018: $6,184Expenses 2018: $22,782Net Income 2018: -$16,5982018Revenue 2019: $8,920Expenses 2019: $27,937Net Income 2019: -$19,0172019Revenue 2020: $5,600Expenses 2020: $9,687Net Income 2020: -$4,0872020Revenue 2021: $6,175Expenses 2021: $20,251Net Income 2021: -$14,0762021Revenue 2022: $98,708Expenses 2022: $22,421Net Income 2022: $76,2872022Revenue 2023: $89,786Expenses 2023: $1,560Net Income 2023: $88,2262023Revenue 2024: $146,784Expenses 2024: $595,941Net Income 2024: -$449,1572024

Highlighted filing

2022

Revenue$98,708
Expenses$22,421
Net Income$76,287
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Jun 23, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary A MatteviPresident-$0--
Sharla G MatteviSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Foundation Di Sogna
EIN
68-0464962
Phone
8054715510
Address
PO Box 2216, Avila Beach, CA 93424

Signing Officer

Name
Gary A Mattevi
Title
Foundation Manager
Signed
2023-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Hilltop Cpas LLC
Address
2230 KINGSTON RD, GRAND JUNCTION, CO 81507
Preparer
Alex R Mattevi
Phone
7203693660
Raw XML Appendix276 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support goals and mission of the Santa Clara University foundation.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support the mission of assisting wounded, ill & injured service members, veterans & their families.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support the charity's mission to improve the lives of people with cancer and their families through advocacy, research, and patient support, to ensure everyone has an opportunity to prevent, detect, treat, and survive cancer.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To support the charity's goal to improve hospice and grief knowledge, access, and care.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0American Cancer Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Santa Clara University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Semper Fi America's Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Hospice Foundation of America
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 2216
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,605 Shs of Southern Company Inc.
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0581
LandEtcSchedule2/LandEtcGrp/BookValueAmt0578
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01159
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0578
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Department of Justice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Secretary of State CA
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV to cost adjustment
TaxesSchedule/TaxesDetail/Amt086
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary A Mattevi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Foundation Di Sogna
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0680464962
ReturnHeader/Filer/PhoneNum08054715510
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2216
ReturnHeader/Filer/USAddress/CityNm0Avila Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093424
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811461562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILLTOP CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02230 KINGSTON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND JUNCTION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081507
ReturnHeader/PreparerPersonGrp/PhoneNum07203693660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alex R Mattevi
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-06-23T07:24:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gary A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mattevi
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.47$5.96$4.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.90$0.02$0.88
2022Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.99$0.22$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.06$0.20$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.06$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.09$0.28$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.06$0.23$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.05$0.03$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.03$0.32$0.29
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.62$0.22$0.85
2014Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.03$0.26$0.23
2013Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.02$0.16$0.14
2012Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.19
2011Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.18