Civic Intelligence

Moone Family Foundation

990PF • Fiscal year 2014 • EIN 94-3337859

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 29, 2013

Organization Profile
141 Canyon CourtSuite94558-1263

(415) 421-5757

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

3rd percentile

-537%

Higher net margin than 3% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$354,637

Down $75,641 (-18%) from 2013

Net Assets

Down

$354,637

Down $75,641 (-18%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

$16,769

No earlier filing loaded for comparison.

Expenses

Up

$106,780

Up $98,225 (+1148%) from 2013

Net Income

-$90,011

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$600K$400K$200K$0Assets 2010: $418,804Liabilities 2010: $0Net Assets 2010: $418,8042010Assets 2011: $419,697Liabilities 2011: $0Net Assets 2011: $419,6972011Assets 2012: $418,285Liabilities 2012: $0Net Assets 2012: $418,2852012Assets 2013: $430,278Liabilities 2013: $0Net Assets 2013: $430,2782013Assets 2014: $354,637Liabilities 2014: $0Net Assets 2014: $354,6372014Assets 2015: $358,591Liabilities 2015: $0Net Assets 2015: $358,5912015Assets 2016: $385,851Liabilities 2016: $0Net Assets 2016: $385,8512016Assets 2017: $392,969Liabilities 2017: $0Net Assets 2017: $392,9692017Assets 2018: $368,777Liabilities 2018: $0Net Assets 2018: $368,7772018Assets 2019: $344,084Liabilities 2019: $0Net Assets 2019: $344,0842019Assets 2020: $295,567Liabilities 2020: $0Net Assets 2020: $295,5672020Assets 2021: $411,690Liabilities 2021: $0Net Assets 2021: $411,6902021Assets 2022: $447,436Liabilities 2022: $0Net Assets 2022: $447,4362022Assets 2023: $464,536Liabilities 2023: $0Net Assets 2023: $464,5362023Assets 2024: $455,595Liabilities 2024: $0Net Assets 2024: $455,5952024Assets 2025: $417,855Liabilities 2025: $0Net Assets 2025: $417,8552025

Highlighted filing

2014

Assets$354,637
Liabilities$0
Net Assets$354,637
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $9,6022010Expenses 2011: $20,2622011Expenses 2012: $16,0202012Expenses 2013: $8,5552013Revenue 2014: $16,769Expenses 2014: $106,780Net Income 2014: -$90,0112014Revenue 2015: $16,745Expenses 2015: $12,747Net Income 2015: $3,9982015Revenue 2016: $60,775Expenses 2016: $33,506Net Income 2016: $27,2692016Revenue 2017: $49,242Expenses 2017: $42,126Net Income 2017: $7,1162017Revenue 2018: $31,405Expenses 2018: $55,595Net Income 2018: -$24,1902018Revenue 2019: $25,545Expenses 2019: $50,266Net Income 2019: -$24,7212019Revenue 2020: $12,835Expenses 2020: $61,386Net Income 2020: -$48,5512020Revenue 2021: $141,447Expenses 2021: $25,011Net Income 2021: $116,4362021Revenue 2022: $68,262Expenses 2022: $32,384Net Income 2022: $35,8782022Revenue 2023: $42,891Expenses 2023: $25,791Net Income 2023: $17,1002023Revenue 2024: $15,667Expenses 2024: $24,608Net Income 2024: -$8,9412024Revenue 2025: $48,761Expenses 2025: $37,928Net Income 2025: $10,8332025

Highlighted filing

2014

Revenue$16,769
Expenses$106,780
Net Income-$90,011
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 29, 2013
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E MICHAEL MOONEPresident-$0--
Filing and Contact Details

Filer

EIN
94-3337859
In Care Of
% WELLSPRING FINANCIAL ADVISOR
Phone
4154215757

Signing Officer

Name
Michael Moone
Title
President
Phone
2163670680
Signed
2013-10-29
Discuss with paid preparer
Yes

Preparer

Preparer
Richard C Conner
Phone
2163670680
Raw XML Appendix370 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt021092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt036610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0S&P MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR SER TR S&P DIVID ETF (SDY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt029493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt127034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt245038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt333454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt450702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt513534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt622547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt725000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt840188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LOOMIS SAYLES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PIMCO TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PIMCO ALL ASSET INST CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TWEEDY BROWN GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD 500 INDEX FD INVESTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD SMALL CAP STOCK INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DODGE & COX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7TEMPLETON GLOBAL BOND ADVISOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FPA CRESCENT INSTL (FPACX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt039484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt245998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt344803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt484207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt540285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt628769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt724742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt852977
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013169
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03566
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REFUND OF BANK SERVICE FEES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016769
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016769
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03566
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100365
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100365
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013169
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013169
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-90011
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03566
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03566
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06045
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0100365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06167
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0106780
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016769
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06167
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03566
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-90011
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014370
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0354637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0430278
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0354637
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027197
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027197
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027197
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027303
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0106
IRS990PF/DistributableAmountGrp/TotalTaxAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt0510181
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt046114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt099405
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0337376
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0286990
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0389243
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt01783
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt04272
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt04272
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0430278
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0354637
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt045005
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017261
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017261
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0430278
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0354637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0510181
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0430278
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0354637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0430278
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0354637
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0554379
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039297
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0515082
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08316
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027303
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0546063
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0554379
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0E MICHAEL MOONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10141 CANYON COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0NAPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode094558
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.025736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.00464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.019996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.029647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.007673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0546063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0504356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0462589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0474577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0432008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0386238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0100365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.128682
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0100259
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0100365
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0106
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0100365
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine105885 LANDERBROOK DRIVE SUITE 205
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MAYFIELD HEIGHTS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode044124
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10WELLSPRING FINANCIAL ADVISORS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02163670680
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0E MICHAEL MOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt160084
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt719885
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10VIN0 VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12QUEEN OF THE VALLEY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13R4 ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14WOUNDED WARRIOR HOMES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16COACHELLA VALLEY RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17DESERT COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine104059 OLD SONOMA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11200 SEAPORT BOULEVAD MAIL ZONE Z3B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121000 TRANCAS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13PO BOX 836
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14827 PLUMOSA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1647470 VAN BUREN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1775-105 MERLE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3VIENNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4VISTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6INDIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode094559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode294558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode322183
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode492081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode6922022564
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode792211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100365
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027197
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024904
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048264
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048264
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt031762
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100365
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048264
IRS990PF/UndistributedIncomeGrp/Taxable1Amt031762
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048264
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt031762
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024904
OtherDecreasesSchedule/OtherDecreasesDetail/Amount00
OtherDecreasesSchedule/OtherDecreasesDetail/Description0QUID PRO QUO ON CHARITABLE GIFTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UNITED STATES TREASURY
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1238
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND OF BANK FEES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt030
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030
OtherIncreasesSchedule/OtherIncreasesDetail/Amount09698
OtherIncreasesSchedule/OtherIncreasesDetail/Amount14272
OtherIncreasesSchedule/OtherIncreasesDetail/Amount2400
OtherIncreasesSchedule/OtherIncreasesDetail/Description0CHARITABLE GIFT OF STOCK FMV - COST
OtherIncreasesSchedule/OtherIncreasesDetail/Description1RECEIVABLE FROM MIKE MOONE
OtherIncreasesSchedule/OtherIncreasesDetail/Description2MISC ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLSPRING FINANCIAL ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2WIRE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt215
TaxesSchedule/TaxesDetail/Amt0122
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0122
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MOONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02163670680
ReturnHeader/BusinessOfficerGrp/SignatureDt02013-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10MOONE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MOON
ReturnHeader/Filer/EIN0943337859
ReturnHeader/Filer/InCareOfNm0% WELLSPRING FINANCIAL ADVISOR
ReturnHeader/Filer/PhoneNum04154215757
ReturnHeader/Filer/USAddress/AddressLine10141 CANYON COURT
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0NAPA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0945581263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CONNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1026016 DETROIT RD SUITE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WESTLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044145
ReturnHeader/PreparerPersonGrp/PhoneNum02163670680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD C CONNER
ReturnHeader/ReturnTs02015-02-12T13:36:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,637
Liabilities
$0
Net assets
$354,637
Revenue
$16,769
Expenses
$106,780
Net income
-$90,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.49$0.38$0.11
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.16$0.25$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.43$0.26$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.68$0.32$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$1.41$0.25$1.16
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.13$0.61$0.49
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.26$0.50$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.31$0.56$0.24
2017Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.49$0.42$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.61$0.34$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.17$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.17$1.07$0.90
2013Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.09
2012Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.16
2011Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.20
2010Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.10