Foundation DI Sogna

990PF • Fiscal year 2023 • EIN 68-0464962

Dec 01, 2022 to Nov 30, 2023 • Filed on Feb 28, 2024

Organization Profile

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.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

98%

Higher net margin than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

24%

Faster asset growth than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

-9.0%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

$449,157

Up $88,226 (+24%) from 2022

Net Assets

$449,157

Up $88,226 (+24%) from 2022

Liabilities

Down

Down $1 (-100%) from 2022

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin97th percentile

Revenue

Down

$89,786

Down $8,922 (-9.0%) from 2022

Expenses

Down

$1,560

Down $20,861 (-93%) from 2022

Net Income

$88,226

Up $11,939 (+16%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

Highlighted filing

2023

Assets$449,157

Liabilities$0

Net Assets$449,157

Open 2023 Filing

Operations Trend

Revenue Growth34th percentile

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

Highlighted filing

2023

Revenue$89,786

Expenses$1,560

Net Income$88,226

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2022 to Nov 30, 2023
Signed: Feb 28, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Gary A Mattevi	President	-	$0	-	-
Sharla G Mattevi	Secretary	-	$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: 2024-02-28
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 Appendix253 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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DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	0	166
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	0	7.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	0	581
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	Office Equipment
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt	0	20843
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	68864
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	79
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	89786
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	20922
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	68864
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	79
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	89786
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	1394
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	1560
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	89786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	9279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	22305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	2217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	35063
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	176 J M Smucker Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	534 TJX COS INC NEW
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2023-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2023-03-29
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	449157
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	25263
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	25263
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	25263
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1248
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1248
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	1159
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	578
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	412
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	449157
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	120501
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	530224
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	538298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Gary A Mattevi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Sharla G Mattevi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO Box 2216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	PO Box 2216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Avila Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Avila Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	934242216
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Avila Beach
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	934242216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Gary A Mattevi
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8054715510
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Gary A Mattevi
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Sharla G Mattevi
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	2220
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	5113
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	20150
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	747
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	412
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	1159
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Department of Justice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	60
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Gary A Mattevi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Foundation Di Sogna
ReturnHeader/Filer/BusinessNameControlTxt	0	FOUN
ReturnHeader/Filer/EIN	0	680464962
ReturnHeader/Filer/PhoneNum	0	8054715510
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 2216
ReturnHeader/Filer/USAddress/CityNm	0	Avila Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93424
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	811461562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HILLTOP CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2230 KINGSTON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GRAND JUNCTION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	81507
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7203693660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Alex R Mattevi
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2024-02-28T20:24:19-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Gary A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Mattevi
ReturnHeader/TaxPeriodBeginDt	0	2022-12-01
ReturnHeader/TaxPeriodEndDt	0	2023-11-30
ReturnHeader/TaxYr	0	2022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $449,157
Liabilities: $0
Net assets: $449,157
Revenue: $89,786
Expenses: $1,560
Net income: $88,226

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2023Detailed filing. Detailed filing data is available for this year.	$4.49	$0.00	$4.49	$0.90	$0.02	$0.88
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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