Civic Intelligence

Margaret E Mooney Foundation

990PF • Fiscal year 2021 • EIN 86-0647807

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

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

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

77th percentile

41%

Higher net margin than 77% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

23rd percentile

$46,040

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

39th percentile

5.6%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

15%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$28,774,215

Up $1,532,934 (+5.6%) from 2020

Net Assets

Up

$28,774,215

Up $1,532,934 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin77th percentile

Revenue

Up

$3,745,599

Up $481,359 (+15%) from 2020

Expenses

Down

$2,212,665

Down $7,882 (-0.4%) from 2020

Net Income

Up

$1,532,934

Up $489,241 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2021

Assets$28,774,215
Liabilities$0
Net Assets$28,774,215
Open 2021 Filing

Operations Trend

Revenue Growth52nd 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

2021

Revenue$3,745,599
Expenses$2,212,665
Net Income$1,532,934
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA LOHSEPresidentPT$46,040-$46,040
PATRICIA LOHSEVice PresidentPT$43,025-$43,025
JENNIFER LOHSESecretaryPT$43,025-$43,025
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
2022-05-13
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 959 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/StockNm161000 AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171250 CALAMOS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1850 OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19OWL ROCK CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2017190 AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2118051 B&G FOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2210629 EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23602 VALARIS
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1241497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03679
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0200
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03662319
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt05280
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt05867
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02340686
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02340686
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03581
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt030
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0191740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01962526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0234394
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Filings

Displayed year

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

Open filing
Assets
$28,774,215
Liabilities
$0
Net assets
$28,774,215
Revenue
$3,745,599
Expenses
$2,212,665
Net income
$1,532,934
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