Civic Intelligence

Margaret E Mooney Foundation

990PF • Fiscal year 2023 • EIN 86-0647807

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$50,955

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

43rd percentile

3.3%

Faster asset growth than 43% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-33%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$32,089,037

Up $1,030,974 (+3.3%) from 2022

Net Assets

Up

$32,089,037

Up $1,030,974 (+3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin83rd percentile

Revenue

Down

$3,140,325

Down $1,580,271 (-33%) from 2022

Expenses

Down

$2,109,351

Down $327,397 (-13%) from 2022

Net Income

Down

$1,030,974

Down $1,252,874 (-55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$32,089,037
Liabilities$0
Net Assets$32,089,037
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$3,140,325
Expenses$2,109,351
Net Income$1,030,974
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA LOHSEVice PresidentPT$50,955-$50,955
LINDA LOHSEPresidentPT$50,467-$50,467
ROBERT LOHSESecr. Treas.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CAPITAL FUND - LAND DONATIONPCTUCSON, AZ, US$565,136
Paid Grant-COMMUNITY CAPITAL FUNDSPCTUCSON, AZ, US$250,000
Paid Grant-CAMP COOPER PROGRAMPCTUCSON, AZ, US$225,000
Paid Grant-COMMUNITY - TEATRO CARMEN RESTORATIONPCTUCSON, AZ, US$200,000
Paid Grant-CRADLE TO CAREER (C2C PARTNERSHIPPCTUCSON, AZ, US$150,000
Paid Grant-CAPITAL CAMPAIGNPCTUCSON, AZ, US$125,000
Paid Grant-COMMUNITY THEATER - UNRESTRICTEDPCTUCSON, AZ, US$52,500
Paid Grant-MUSIC - UNRESTRICTED GIFT AND SPONSORSHIP OF 'BARBER OF SEVILLE'PCPHOENIX, AZ, US$51,500
Paid Grant-TAGLIT PROGRAMPCTUCSON, AZ, US$25,000
Paid Grant-CAPITAL RENOVATIONSPCTUCSON, AZ, US$10,000
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
2024-05-14
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 1,038 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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Filings

Displayed year

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

Open filing
Assets
$32,089,037
Liabilities
$0
Net assets
$32,089,037
Revenue
$3,140,325
Expenses
$2,109,351
Net income
$1,030,974
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