Civic Intelligence

Mathis Family Foundation

990PF • Fiscal year 2020 • EIN 83-1859970

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 16, 2021

Organization Profile
146 Elkins CircleFolsom, CA 95630-0000

(916) 467-6143

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.00x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$1

Down $155,697 (-100%) from 2019

Net Assets

Down

$0

Down $155,698 (-100%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin99th percentile

Revenue

Down

$1

Down $20,580 (-100%) from 2019

Expenses

Down

$0

Down $4,662 (-100%) from 2019

Net Income

Down

$1

Down $15,918 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$200K$150K$100K$50K$0Assets 2018: $79,985Liabilities 2018: $0Net Assets 2018: $79,9852018Assets 2019: $155,698Liabilities 2019: $0Net Assets 2019: $155,6982019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2023: $89,800Liabilities 2023: $0Net Assets 2023: $40,0002023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$1
Liabilities$1
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $132,500Expenses 2018: $52,515Net Income 2018: $79,9852018Revenue 2019: $20,581Expenses 2019: $4,662Net Income 2019: $15,9192019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $398Expenses 2021: $3,708Net Income 2021: -$3,3102021Revenue 2023: $40,000Expenses 2023: $2,734Net Income 2023: $37,2662023Revenue 2024: $16,051Expenses 2024: $5,436Net Income 2024: $10,6152024

Highlighted filing

2020

Revenue$1
Expenses$0
Net Income$1
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 16, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID W MATHISPresident-$0--
Filing and Contact Details

Filer

Filer Name
Mathis Family Fundation
EIN
83-1859970
In Care Of
% DAVID W MATHIS
Phone
9164676143
Address
146 ELKINS CIRCLE, Folsom, CA 95630-0000

Signing Officer

Name
David W Mathis
Title
Founder
Phone
9164676143
Signed
2021-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Avenue
Address
6020 RUTLAND DR, SUITE 12, CARMICHAEL, CA 95608
Preparer
Jolanta Jonczyk
Phone
9163444402
Raw XML Appendix180 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/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID W MATHIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164676143
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATHIS FAMILY FUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATH
ReturnHeader/Filer/EIN0831859970
ReturnHeader/Filer/InCareOfNm0% DAVID W MATHIS
ReturnHeader/Filer/PhoneNum09164676143
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-16T01:38:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MATHIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$1
Net assets
$0
Revenue
$1
Expenses
$0
Net income
$1
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$0.05$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.40$0.40$0.03$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.21$0.05$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.33$0.53$0.80