Civic Intelligence

Sam Moon Foundation

990PF • Fiscal year 2021 • EIN 75-3247432

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
6007 Legacy DrivePlano, TX 75024

(972) 421-2703

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

92%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

4.7%

Faster asset growth than 52% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-44%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$499,112

Up $22,544 (+4.7%) from 2020

Net Assets

Up

$498,252

Up $21,684 (+4.6%) from 2020

Liabilities

Up

$860

Up $860 from 2020

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin96th percentile

Revenue

Down

$61,969

Down $48,749 (-44%) from 2020

Expenses

Down

$4,812

Down $81,734 (-94%) from 2020

Net Income

Up

$57,157

Up $32,985 (+136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.0M$500K$0Assets 2010: $641,123Liabilities 2010: $0Net Assets 2010: $641,1232010Assets 2011: $652,841Liabilities 2011: $0Net Assets 2011: $652,8412011Assets 2012: $654,762Liabilities 2012: $0Net Assets 2012: $654,7622012Assets 2013: $764,014Liabilities 2013: $0Net Assets 2013: $764,0142013Assets 2014: $921,138Liabilities 2014: $0Net Assets 2014: $921,1382014Assets 2015: $805,888Liabilities 2015: $0Net Assets 2015: $805,8882015Assets 2016: $622,904Liabilities 2016: $0Net Assets 2016: $622,9042016Assets 2017: $558,427Liabilities 2017: $0Net Assets 2017: $558,4272017Assets 2018: $430,657Liabilities 2018: $0Net Assets 2018: $430,6572018Assets 2019: $436,127Liabilities 2019: $0Net Assets 2019: $436,1272019Assets 2020: $476,568Liabilities 2020: $0Net Assets 2020: $476,5682020Assets 2021: $499,112Liabilities 2021: $860Net Assets 2021: $498,2522021Assets 2022: $480,819Liabilities 2022: $912Net Assets 2022: $479,9072022Assets 2023: $460,595Liabilities 2023: $321Net Assets 2023: $460,2742023Assets 2024: $453,272Liabilities 2024: $321Net Assets 2024: $452,9512024

Highlighted filing

2021

Assets$499,112
Liabilities$860
Net Assets$498,252
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$400K$200K$0-$200KExpenses 2010: $45,8592010Expenses 2011: $54,7952011Expenses 2012: $44,7642012Revenue 2013: $164,360Expenses 2013: $55,108Net Income 2013: $109,2522013Revenue 2014: $318,672Expenses 2014: $160,474Net Income 2014: $158,1982014Revenue 2015: -$49,434Expenses 2015: $59,676Net Income 2015: -$109,1102015Revenue 2016: -$21,880Expenses 2016: $161,299Net Income 2016: -$183,1792016Revenue 2017: $15,077Expenses 2017: $103,757Net Income 2017: -$88,6802017Revenue 2018: -$951Expenses 2018: $103,953Net Income 2018: -$104,9042018Revenue 2019: $50,806Expenses 2019: $62,087Net Income 2019: -$11,2812019Revenue 2020: $110,718Expenses 2020: $86,546Net Income 2020: $24,1722020Revenue 2021: $61,969Expenses 2021: $4,812Net Income 2021: $57,1572021Revenue 2022: $3,747Expenses 2022: $22,202Net Income 2022: -$18,4552022Revenue 2023: $23,099Expenses 2023: $42,822Net Income 2023: -$19,7232023Revenue 2024: $15,984Expenses 2024: $55,158Net Income 2024: -$39,1742024

Highlighted filing

2021

Revenue$61,969
Expenses$4,812
Net Income$57,157
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MOONPresident-$0--
SAM MOONOfficer & Committee Member-$0--
DANIEL MOONOfficer & Committee Member-$0--
Filing and Contact Details

Filer

Filer Name
Sam Moon Foundation
EIN
75-3247432
Phone
9724212703
Address
6007 LEGACY DRIVE, PLANO, TX 75024

Signing Officer

Name
Daniel Moon
Title
Officer
Phone
9724212703
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Pricekubecka Pllc
Address
16775 ADDISON ROAD SUITE 500, ADDISON, TX 75001
Preparer
Jason a George CPA
Phone
9728880950
Raw XML Appendix305 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/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0109831
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023315
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt086516
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0215692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt052768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025891
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt067475
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0302208
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0325523
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0348767
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENTS - HILLTOP SECURITIES INC.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt035473
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0505
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HILLTOP SECURITIES INC.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0505
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0505
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0860
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0286
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0286
TaxesSchedule/TaxesDetail/Amt02806
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL MOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09724212703
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM MOON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMM
ReturnHeader/Filer/EIN0753247432
ReturnHeader/Filer/PhoneNum09724212703
ReturnHeader/Filer/USAddress/AddressLine1Txt06007 LEGACY DRIVE
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752783674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEKUBECKA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016775 ADDISON ROAD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ADDISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075001
ReturnHeader/PreparerPersonGrp/PhoneNum09728880950
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON A GEORGE CPA
ReturnHeader/ReturnTs02022-11-15T15:43:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$499,112
Liabilities
$860
Net assets
$498,252
Revenue
$61,969
Expenses
$4,812
Net income
$57,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.16$0.55$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.60$0.23$0.43$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.81$0.01$4.80$0.04$0.22$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.01$4.98$0.62$0.05$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.00$4.77$1.11$0.87$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.51$0.62$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$0.01$1.04$1.05
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.15$1.04$0.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.23$0.00$6.23$0.22$1.61$1.83
2015Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.49$0.60$1.09
2014Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$3.19$1.60$1.58
2013Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$1.64$0.55$1.09
2012Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.45
2011Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.55
2010Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.46