Civic Intelligence

The Norton Foundation

990T • Fiscal year 2020 • EIN 86-0836442

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
4835 East Cactus Road Suite 115Scottsdale, AZ 85254

(602) 954-8812

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $2,313,355Liabilities 2011: $02011Assets 2012: $3,235,720Liabilities 2012: $3,9442012Assets 2013: $3,224,400Liabilities 2013: $2,8972013Assets 2014: $3,673,363Liabilities 2014: $2,8972014Assets 2015: $3,525,757Liabilities 2015: $02015Assets 2019: $14,162,058Liabilities 2019: $2,1742019Assets 2020: $14,210,607Liabilities 2020: $0Net Assets 2020: $14,210,6072020Assets 2021: $21,716,789Liabilities 2021: $39,702Net Assets 2021: $21,677,0872021Assets 2022: $22,018,721Liabilities 2022: $0Net Assets 2022: $22,018,7212022Assets 2023: $30,190,944Liabilities 2023: $12023Assets 2024: $43,912,054Liabilities 2024: $53,206Net Assets 2024: $43,858,8482024

Latest loaded filing

2024

Assets$43,912,054
Liabilities$53,206
Net Assets$43,858,848
Open 2024 Filing

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $115,564Expenses 2011: $154,149Net Income 2011: -$38,5852011Revenue 2012: $1,110,853Expenses 2012: $189,531Net Income 2012: $921,3222012Revenue 2013: $436,286Expenses 2013: $454,284Net Income 2013: -$17,9982013Revenue 2014: $712,130Expenses 2014: $269,442Net Income 2014: $442,6882014Revenue 2015: $291,588Expenses 2015: $436,297Net Income 2015: -$144,7092015Revenue 2019: $2,212,447Expenses 2019: $1,362,469Net Income 2019: $849,9782019Revenue 2020: $1,139,276Expenses 2020: $1,633,835Net Income 2020: -$494,5592020Revenue 2021: $3,081,613Expenses 2021: $1,464,037Net Income 2021: $1,617,5762021Revenue 2022: $1,893,104Expenses 2022: $1,550,876Net Income 2022: $342,2282022Revenue 2023: $9,939,533Expenses 2023: $1,562,607Net Income 2023: $8,376,9262023Revenue 2024: $15,617,329Expenses 2024: $1,701,622Net Income 2024: $13,915,7072024

Latest loaded filing

2024

Revenue$15,617,329
Expenses$1,701,622
Net Income$13,915,707
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.0
Filing and Contact Details

Filer

Filer Name
The Norton Foundation
EIN
86-0836442
Phone
6029548812
Address
4835 EAST CACTUS ROAD SUITE 115, SCOTTSDALE, AZ 85254

Signing Officer

Name
Roger Stevenson
Title
Treasurer
Phone
6029548812
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Secore & Niedzialek PC
Address
2800 N Central Ave Suite 200, Phoenix, AZ 85004
Preparer
Earl J Secore
Phone
6022799090
Raw XML Appendix119 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.

Path#Value
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IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt021283
IRS1120ScheduleD/NetCapitalGainAmt0101341
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0101341
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt021283
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt00
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0101341
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0101341
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt00
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt00
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt021283
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt021283
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0101341
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0101341
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TSW II, LP - PASS THROUGH
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0101341
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0101341
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt021283
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt021283
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TSW II, LP - PASS THROUGH
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt021283
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt021283
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0ROGER L STEVENSON
IRS990T/BooksInCareOfDetail/PhoneNum06029548812
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04835 EAST CACTUS ROAD STE 115
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd085254
IRS990T/BookValueAssetsEOYAmt014210607
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ExtsnRequestIncomeTaxPaidAmt015365
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt03
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt011792
IRS990T/OverpaymentSection/OverpaymentAmt011792
IRS990T/PriorYearOverpaymentCreditAmt034498
IRS990TScheduleA/CapitalGainNetIncomeAmt0122624
IRS990TScheduleA/PrincipalBusinessActivityCd0531110
IRS990TScheduleA/PrincipalBusinessActivityCd1531110
IRS990TScheduleA/PrincipalBusinessActivityCd2523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceTotalNum03
IRS990TScheduleA/SequenceTotalNum13
IRS990TScheduleA/SequenceTotalNum23
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01067
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt158599
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt11067
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2181223
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt11067
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2181223
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP RENTAL & INVESTMENT ACTIVITY
IRS990TScheduleA/TradeOrBusinessDesc1GROUND HOG HEAVEN LLC - K-1
IRS990TScheduleA/TradeOrBusinessDesc2TSW II, LP K-1
IRS990TScheduleA/UBIBeforeNOLDedAmt01067
IRS990TScheduleA/UBIBeforeNOLDedAmt1181223
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01067
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1181223
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt038071
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt038071
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt049863
IRS990T/TotalTaxAmt038071
IRS990T/TotalTaxComputationAmt038071
IRS990T/TotalUBTIAmt0181290
IRS990T/TotalUBTIBeforeNOLSpecificAmt0182290
IRS990T/TotalUBTIBeforeSection199AAmt0182290
IRS990T/TotalUBTIComputedAmt0182290
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06029548812
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NORTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0860836442
ReturnHeader/Filer/PhoneNum06029548812
ReturnHeader/Filer/USAddress/AddressLine1Txt04835 EAST CACTUS ROAD SUITE 115
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085254
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860558117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Secore & Niedzialek PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02800 N Central Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum06022799090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Earl J Secore
ReturnHeader/ReturnTs02021-11-15T06:20:13-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEVENSON
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$0.05$43.9$15.6$1.70$13.9
2023Summary only. Only limited summary data is available for this year.$30.2$0.00$9.94$1.56$8.38
2022Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.89$1.55$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.7$0.04$21.7$3.08$1.46$1.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$1.14$1.63$0.49
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$14.2$0.00$2.21$1.36$0.85
2015Summary only. Only limited summary data is available for this year.$3.53$0.00$0.29$0.44$0.14
2014Summary only. Only limited summary data is available for this year.$3.67$0.00$0.71$0.27$0.44
2013Summary only. Only limited summary data is available for this year.$3.22$0.00$0.44$0.45$0.02
2012Summary only. Only limited summary data is available for this year.$3.24$0.00$1.11$0.19$0.92
2011Summary only. Only limited summary data is available for this year.$2.31$0.00$0.12$0.15$0.04