Civic Intelligence

Marianne Talley Foundation Inc.

990EZ • Fiscal year 2012 • EIN 77-0349300

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 25, 2013

Organization ProfileN/A
PO Box 36093421
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$173,586

No earlier filing loaded for comparison.

Net Assets

$173,586

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin63rd percentile

Revenue

$28,924

No earlier filing loaded for comparison.

Expenses

$26,368

No earlier filing loaded for comparison.

Net Income

$2,556

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2012: $173,586Liabilities 2012: $0Net Assets 2012: $173,5862012Assets 2013: $211,504Liabilities 2013: $0Net Assets 2013: $211,5042013Assets 2014: $224,760Liabilities 2014: $0Net Assets 2014: $224,7602014Assets 2015: $232,898Liabilities 2015: $0Net Assets 2015: $232,8982015Assets 2016: $256,471Liabilities 2016: $0Net Assets 2016: $256,4712016Assets 2017: $307,122Liabilities 2017: $0Net Assets 2017: $307,1222017Assets 2018: $279,962Liabilities 2018: $0Net Assets 2018: $279,9622018Assets 2019: $327,857Liabilities 2019: $0Net Assets 2019: $327,8572019Assets 2020: $397,757Liabilities 2020: $0Net Assets 2020: $397,7572020Assets 2021: $440,076Liabilities 2021: $0Net Assets 2021: $440,0762021Assets 2022: $373,687Liabilities 2022: $0Net Assets 2022: $373,6872022Assets 2023: $404,574Liabilities 2023: $0Net Assets 2023: $404,5742023Assets 2024: $482,555Liabilities 2024: $0Net Assets 2024: $482,5552024

Highlighted filing

2012

Assets$173,586
Liabilities$0
Net Assets$173,586
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2012: $28,924Expenses 2012: $26,368Net Income 2012: $2,5562012Revenue 2013: $40,238Expenses 2013: $21,726Net Income 2013: $18,5122013Revenue 2014: $35,088Expenses 2014: $21,718Net Income 2014: $13,3702014Revenue 2015: $24,298Expenses 2015: $22,470Net Income 2015: $1,8282015Revenue 2016: $39,261Expenses 2016: $20,711Net Income 2016: $18,5502016Revenue 2017: $39,442Expenses 2017: $25,647Net Income 2017: $13,7952017Revenue 2018: $36,964Expenses 2018: $22,851Net Income 2018: $14,1132018Revenue 2019: $30,701Expenses 2019: $21,389Net Income 2019: $9,3122019Revenue 2020: $105,915Expenses 2020: $21,065Net Income 2020: $84,8502020Revenue 2021: $40,843Expenses 2021: $23,527Net Income 2021: $17,3162021Revenue 2022: $15,818Expenses 2022: $28,559Net Income 2022: -$12,7412022Revenue 2023: $39,886Expenses 2023: $30,019Net Income 2023: $9,8672023Revenue 2024: $52,039Expenses 2024: $30,609Net Income 2024: $21,4302024

Highlighted filing

2012

Revenue$28,924
Expenses$26,368
Net Income$2,556
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 25, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

To provide educational/athletic grants

Filing and Contact Details

Filer

EIN
77-0349300
Raw XML Appendix176 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/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY04628
IRS990EZ/CashSavingsAndInvestments/EOY03401
IRS990EZ/ContributionsGiftsGrantsEtc011670
IRS990EZ/CostOtherBasisAndSalesExpenses028011
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear02556
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IRS990EZ/FundraisingGrossIncome020420
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IRS990EZ/GrantsAndSimilarAmountsPaid025250
IRS990EZ/GrossAmountFromSaleOfAssets027001
IRS990EZ/GrossReceipts064868
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IRS990EZ/InvestmentIncome05777
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IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
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IRS990EZ/NetAssetsOrFundBalancesBOY0157114
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IRS990EZ/NetAssetsOrFundBalancesEOY0173586
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0BRIAN TALLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ROSEMARY TALLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ROSEMARY TALLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0152486
IRS990EZ/OtherAssetsTotal/EOY0170185
IRS990EZ/OtherChangesInNetAssets013916
IRS990EZ/OtherExpensesTotal01118
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE EDUCATIONAL/ATHLETIC GRANTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ARROYO GRANDE HIGH SCHOOL - PAYMENTS ARE MADE DIRECTLY TO THE HIGH SCHOOL FOR DISBURSEMENT TO RECIPIENTS OF GRANTS AND SCHOLARSHIPS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses07933
IRS990EZ/SpecialEventsNetIncomeLoss012487
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103000 BRANCH MILL RD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0ARROYO GRANDE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode093420
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10ROSEMARY TALLEY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08054892508
IRS990EZ/TotalAssets/BOY0157114
IRS990EZ/TotalAssets/EOY0173586
IRS990EZ/TotalExpenses026368
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue028924
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear011670
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year06905
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years07282
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years06365
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years06940
IRS990ScheduleA/GiftsGrantsContribReceived170/Total039162
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear05777
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year04349
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years03490
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years03631
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IRS990ScheduleA/GrossInvestmentIncome170/Total021788
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc080892
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.64250
IRS990ScheduleA/PublicSupportPertcentPriorYear00.71440
IRS990ScheduleA/PublicSupportTotal170039162
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear011670
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year06905
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years07282
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years06365
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years06940
IRS990ScheduleA/Total170/Total039162
IRS990ScheduleA/TotalSupport060950
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IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1011150
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent209270
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IRS990ScheduleG/EventsInformation/GrossRevenueEvent1011150
IRS990ScheduleG/EventsInformation/GrossRevenueEvent209270
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents020420
IRS990ScheduleG/EventsInformation/NameOfEvent10CIOPPINO
IRS990ScheduleG/EventsInformation/NameOfEvent20RUN
IRS990ScheduleG/EventsInformation/NetIncomeSummary012487
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent102778
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent205155
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents07933
IRS990ScheduleO/GeneralExplanation/Explanation0MSSB #223-022466-DIVIDENDS 2,847.. BANK OF AMERICA #08342-03502 3.. WELLS FARGO ADVISORS8039-8741 2,798.. MSSB #223-022466-INTEREST 1.. MSSB #223-022466-CAPITAL GAIN DIST. 101.. MSSB #223-022466-NONDIVIDEND DIST 27.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,777.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: EDUCATIONAL/ATHLETIC GRANTS. GRANTEE NAME: AGHS SCHOLARSHIP FUND. GRANTEE ADDRESS: 495 VALLEY ROAD ARROYO GRANDE, CA 93420. DATE OF GIFT: 02/28/12. AMOUNT GIVEN: 3,250.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: EDUCATIONAL/ATHLETIC GRANTS. GRANTEE NAME: AGHS SCHOLARSHIP FUND. GRANTEE ADDRESS: 495 VALLEY ROAD ARROYO GRANDE, CA 93420. DATE OF GIFT: 06/12/12. AMOUNT GIVEN: 22,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 25,250.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: REGISTRY OF CHARITABLE TRUSTS. AMOUNT: 25. DESCRIPTION: BROKER FEES/CHARGES. AMOUNT: 981. DESCRIPTION: BANK CHARGES. AMOUNT: 112. TOTAL TO FORM 990-EZ, LINE 16: 1,118.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: UNREALIZED GAIN ON SECURITIES. AMOUNT: 13,916.
IRS990ScheduleO/GeneralExplanation/Explanation5DESCRIPTION: SECURITIES. BEG. OF YEAR AMOUNT: 152,486. END OF YEAR AMOUNT: 170,185.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0770349300
ReturnHeader/Filer/Name/BusinessNameLine10MARIANNE TALLEY FOUNDATION INC
ReturnHeader/Filer/NameControl0MARI
ReturnHeader/Filer/Phone08054892508
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 360
ReturnHeader/Filer/USAddress/City0ARROYO GRANDE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093421
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-25
ReturnHeader/Officer/Name0ROSEMARY TALLEY
ReturnHeader/Officer/Phone08054892508
ReturnHeader/Officer/Title0SECRETARY
ReturnHeader/PreparerFirm/EIN0952771270
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LAPP FATCH MYERS & GALLAGHER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102401 PROFESSIONAL PARKWAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SANTA MARIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode093455
ReturnHeader/Preparer/Name0RONALD D MYERS CPA
ReturnHeader/Preparer/Phone08059340015
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-28T18:36:04-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$173,586
Liabilities
$0
Net assets
$173,586
Revenue
$28,924
Expenses
$26,368
Net income
$2,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.52$0.31$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.40$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.16$0.29$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.41$0.24$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$1.06$0.21$0.85
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.31$0.21$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.37$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.39$0.26$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.39$0.21$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.24$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.35$0.22$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.40$0.22$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$0.29$0.26$0.03