Civic Intelligence

Margaret E Mooney Foundation

990PF • Fiscal year 2019 • EIN 86-0647807

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 25, 2020

Organization Profile
2440 E BroadwayTucson, AZ 85719

(520) 791-3939

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$45,327

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

62nd percentile

7.8%

Faster asset growth than 62% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$26,197,588

Up $1,896,461 (+7.8%) from 2018

Net Assets

Up

$26,197,588

Up $1,896,461 (+7.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

Up

$4,195,475

Up $507,073 (+14%) from 2018

Expenses

Up

$2,299,014

Up $531,382 (+30%) from 2018

Net Income

Down

$1,896,461

Down $24,309 (-1.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $9,286,319Liabilities 2011: $0Net Assets 2011: $9,286,3192011Assets 2012: $11,827,212Liabilities 2012: $0Net Assets 2012: $11,827,2122012Assets 2013: $16,295,568Liabilities 2013: $0Net Assets 2013: $16,295,5682013Assets 2014: $17,914,565Liabilities 2014: $0Net Assets 2014: $17,914,5652014Assets 2015: $19,975,444Liabilities 2015: $0Net Assets 2015: $19,975,4442015Assets 2016: $21,228,336Liabilities 2016: $0Net Assets 2016: $21,228,3362016Assets 2017: $22,380,357Liabilities 2017: $0Net Assets 2017: $22,380,3572017Assets 2018: $24,301,127Liabilities 2018: $0Net Assets 2018: $24,301,1272018Assets 2019: $26,197,588Liabilities 2019: $0Net Assets 2019: $26,197,5882019Assets 2020: $27,241,281Liabilities 2020: $0Net Assets 2020: $27,241,2812020Assets 2021: $28,774,215Liabilities 2021: $0Net Assets 2021: $28,774,2152021Assets 2022: $31,058,063Liabilities 2022: $0Net Assets 2022: $31,058,0632022Assets 2023: $32,089,037Liabilities 2023: $0Net Assets 2023: $32,089,0372023Assets 2024: $33,059,492Liabilities 2024: $0Net Assets 2024: $33,059,4922024

Highlighted filing

2019

Assets$26,197,588
Liabilities$0
Net Assets$26,197,588
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $1,439,0462011Expenses 2012: $2,223,3422012Revenue 2013: $6,089,834Expenses 2013: $1,621,478Net Income 2013: $4,468,3562013Revenue 2014: $2,695,159Expenses 2014: $1,076,162Net Income 2014: $1,618,9972014Revenue 2015: $3,050,973Expenses 2015: $990,094Net Income 2015: $2,060,8792015Revenue 2016: $2,174,687Expenses 2016: $921,795Net Income 2016: $1,252,8922016Revenue 2017: $2,151,597Expenses 2017: $999,576Net Income 2017: $1,152,0212017Revenue 2018: $3,688,402Expenses 2018: $1,767,632Net Income 2018: $1,920,7702018Revenue 2019: $4,195,475Expenses 2019: $2,299,014Net Income 2019: $1,896,4612019Revenue 2020: $3,264,240Expenses 2020: $2,220,547Net Income 2020: $1,043,6932020Revenue 2021: $3,745,599Expenses 2021: $2,212,665Net Income 2021: $1,532,9342021Revenue 2022: $4,720,596Expenses 2022: $2,436,748Net Income 2022: $2,283,8482022Revenue 2023: $3,140,325Expenses 2023: $2,109,351Net Income 2023: $1,030,9742023Revenue 2024: $2,943,296Expenses 2024: $1,972,841Net Income 2024: $970,4552024

Highlighted filing

2019

Revenue$4,195,475
Expenses$2,299,014
Net Income$1,896,461
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 25, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA LOHSEPresidentPT$45,327-$45,327
PATRICIA LOHSEVice PresidentPT$35,354-$35,354
JENNIFER LOHSESecretaryPT$35,354-$35,354
ROBERT LOHSETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Margaret E Mooney Foundation
EIN
86-0647807
Phone
5207913939
Address
2440 E BROADWAY, TUCSON, AZ 85719

Signing Officer

Name
Patricia Lohse
Title
Vice President
Signed
2020-06-25
Discuss with paid preparer
Yes

Preparer

Firm
DRC Ltd
Address
6761 E Tanque Verde Road, Tucson, AZ 85715
Preparer
Duke Corley CPA
Phone
5207210400
Raw XML AppendixShowing 400 of 1,043 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7375 DOW INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92700 FIRST TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10500 KONTOOR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123000 MFS MULTIMARKET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIAMOND VENTURES OPPORTUNITY FUND I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LOS ARBOLES COMMUNITY #2 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2133 OZ GOLD
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2LOS ARBOLES #2 K-1 LINE 1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3OIL AND GAS ROYALTIES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03001536
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-118
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04180901
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt020739
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04201640
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01230
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt078188
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0116035
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01863050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01863050
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0746
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01491
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01437156
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01437156
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01896461
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt029315
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt029315
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01507532
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt05976
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014248
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014248
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05976
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-301354
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04201467
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt029315
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031678
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042318
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03016110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03016110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05564
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05564
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0233260
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0259265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01976907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0295362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02299014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04496829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04195475
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0113857
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0295362
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0435964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt096450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt158895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt297855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3152890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4229102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5108957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt698421

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,197,588
Liabilities
$0
Net assets
$26,197,588
Revenue
$4,195,475
Expenses
$2,299,014
Net income
$1,896,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$2.94$1.97$0.97
2023Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$3.14$2.11$1.03
2022Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$4.72$2.44$2.28
2021Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$3.75$2.21$1.53
2020Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$3.26$2.22$1.04
2019Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$4.20$2.30$1.90
2018Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$3.69$1.77$1.92
2017Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$2.15$1.00$1.15
2016Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$2.17$0.92$1.25
2015Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$3.05$0.99$2.06
2014Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$2.70$1.08$1.62
2013Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$6.09$1.62$4.47
2012Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$2.22
2011Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$1.44