Civic Intelligence

Capecchio Foundation

990PF • Fiscal year 2023 • EIN 82-2688398

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 13, 2024

Organization Profile
11292 N Alpine RoadStockton, CA 95212

(209) 948-0792

Siviq Scores

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

Liabilities / Assets

38th percentile

0.03x

Higher debt load relative to assets than 38% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.04x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

98th percentile

247%

Faster asset growth than 98% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

9793%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$21,853,272

Up $15,546,834 (+247%) from 2022

Net Assets

Up

$21,212,040

Up $15,573,664 (+276%) from 2022

Liabilities

Down

$641,232

Down $26,830 (-4.0%) from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$15,922,873

Up $15,761,930 (+9793%) from 2022

Expenses

Up

$349,209

Up $42,927 (+14%) from 2022

Net Income

Up

$15,573,664

Up $15,719,003 (+10815%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$30M$20M$10M$0Assets 2019: $147,014Liabilities 2019: $02019Assets 2020: $124,590Liabilities 2020: $0Net Assets 2020: $124,5902020Assets 2021: $5,783,715Liabilities 2021: $0Net Assets 2021: $5,783,7152021Assets 2022: $6,306,438Liabilities 2022: $668,062Net Assets 2022: $5,638,3762022Assets 2023: $21,853,272Liabilities 2023: $641,232Net Assets 2023: $21,212,0402023Assets 2024: $21,549,439Liabilities 2024: $629,921Net Assets 2024: $20,919,5182024

Highlighted filing

2023

Assets$21,853,272
Liabilities$641,232
Net Assets$21,212,040
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2019: $150,000Expenses 2019: $22,244Net Income 2019: $127,7562019Revenue 2020: $0Expenses 2020: $22,424Net Income 2020: -$22,4242020Revenue 2021: $5,685,000Expenses 2021: $25,875Net Income 2021: $5,659,1252021Revenue 2022: $160,943Expenses 2022: $306,282Net Income 2022: -$145,3392022Revenue 2023: $15,922,873Expenses 2023: $349,209Net Income 2023: $15,573,6642023Revenue 2024: $608,443Expenses 2024: $1,169,702Net Income 2024: -$561,2592024

Highlighted filing

2023

Revenue$15,922,873
Expenses$349,209
Net Income$15,573,664
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald G LenzSecretary-$0--
Thomas CortopassiDirector-$0--
Brady WhitlowChairman-$0--
Filing and Contact Details

Filer

Filer Name
Capecchio Foundation
EIN
82-2688398
Phone
2099480792
Address
11292 N Alpine Road, Stockton, CA 95212

Signing Officer

Name
Donald G Lenz
Title
Secretary
Signed
2024-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Croce Sanguinetti & Vander Veen Inc
Address
3520 Brookside Rd Ste 141, Stockton, CA 95219
Preparer
Pauline Sanguinetti
Phone
2099381010
Raw XML Appendix371 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/PropertyDesc3Metal Corrugated Boxes
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Field #2 - Drip Hose Irrigation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Field 5 - 75 HP Pump and Casing
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donald G Lenz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas Cortopassi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Brady Whitlow
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chairman
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Donald G Lenz
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt069575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0163360
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt069575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017720
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017238
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105988
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034414
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0166289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0131875
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DACJAC Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Cortopassi Family Foundation
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011292 North Alpine Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt111292 North Alpine Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Stockton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Stockton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095212
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd195212
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt026830
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115836600
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt026830
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Real Estate
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0475727
LandEtcSchedule2/LandEtcGrp/BookValueAmt02179282
LandEtcSchedule2/LandEtcGrp/BookValueAmt11047800
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02655009
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11047800
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt02179282
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11047800
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt027286
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt027286
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06997
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Net Intangible Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Real Estate Subject to Life Estate
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06283
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06283
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13000000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Field Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt038028
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt195
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2802
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0714
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt138028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt295
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3802
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt059320
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0668062
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Use obligation of life estate
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0641232
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02202
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other professional fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02202
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Cortopassi Family Foundation
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt011292 North Alpine Road
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Stockton
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095212
TaxesSchedule/TaxesDetail/Amt021325
TaxesSchedule/TaxesDetail/CategoryTxt0Property Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt021325
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donald G Lenz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Capecchio Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0822688398
ReturnHeader/Filer/PhoneNum02099480792
ReturnHeader/Filer/USAddress/AddressLine1Txt011292 N Alpine Road
ReturnHeader/Filer/USAddress/CityNm0Stockton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462854746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Croce Sanguinetti & Vander Veen Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03520 Brookside Rd Ste 141
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099381010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pauline Sanguinetti
ReturnHeader/ReturnTs02024-06-13T14:17:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Donald G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lenz
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,853,272
Liabilities
$641,232
Net assets
$21,212,040
Revenue
$15,922,873
Expenses
$349,209
Net income
$15,573,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.5$0.63$20.9$0.61$1.17$0.56
2023Detailed filing. Detailed filing data is available for this year.$21.9$0.64$21.2$15.9$0.35$15.6
2022Detailed filing. Detailed filing data is available for this year.$6.31$0.67$5.64$0.16$0.31$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.00$5.78$5.69$0.03$5.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.00$0.02$0.02
2019Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.02$0.13