Civic Intelligence

Moiso Family Foundation

990PF • Fiscal year 2024 • EIN 95-2576203

Nov 01, 2023 to Oct 31, 2024 • Filed on Oct 13, 2025

Organization Profile
28811 Ortega HighwaySan Juan Capistrano, CA 92675

(949) 240-3363

Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.14x

Higher debt load relative to revenue than 67% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-34%

Higher net margin than 13% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

17th percentile

-6.2%

Faster asset growth than 17% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-2.4%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$3,740,072

Down $247,908 (-6.2%) from 2023

Net Assets

Down

$3,585,072

Down $167,951 (-4.5%) from 2023

Liabilities

Down

$155,000

Down $79,957 (-34%) from 2023

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin13th percentile

Revenue

Down

$1,088,328

Down $27,072 (-2.4%) from 2023

Expenses

Up

$1,453,434

Up $73,463 (+5.3%) from 2023

Net Income

Down

-$365,106

Down $100,535 (-38%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $90,340Liabilities 2011: $02011Assets 2012: $89,395Liabilities 2012: $02012Assets 2013: $89,077Liabilities 2013: $0Net Assets 2013: $89,0772013Assets 2014: $767,756Liabilities 2014: $0Net Assets 2014: $767,7562014Assets 2015: $803,303Liabilities 2015: $0Net Assets 2015: $803,3032015Assets 2016: $830,835Liabilities 2016: $0Net Assets 2016: $830,8352016Assets 2019: $2,089,457Liabilities 2019: $0Net Assets 2019: $2,089,4572019Assets 2020: $3,765,172Liabilities 2020: $125,000Net Assets 2020: $3,640,1722020Assets 2021: $4,545,092Liabilities 2021: $75,000Net Assets 2021: $4,470,0922021Assets 2022: $4,067,594Liabilities 2022: $50,000Net Assets 2022: $4,017,5942022Assets 2023: $3,987,980Liabilities 2023: $234,957Net Assets 2023: $3,753,0232023Assets 2024: $3,740,072Liabilities 2024: $155,000Net Assets 2024: $3,585,0722024

Highlighted filing

2024

Assets$3,740,072
Liabilities$155,000
Net Assets$3,585,072
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $248Expenses 2011: $116,160Net Income 2011: -$115,9122011Revenue 2012: $260Expenses 2012: $1,205Net Income 2012: -$9452012Expenses 2013: $6702013Revenue 2014: $681,170Expenses 2014: $2,491Net Income 2014: $678,6792014Revenue 2015: $37,277Expenses 2015: $1,730Net Income 2015: $35,5472015Revenue 2016: $32,290Expenses 2016: $4,758Net Income 2016: $27,5322016Revenue 2019: $2,001,584Expenses 2019: $499,732Net Income 2019: $1,501,8522019Revenue 2020: $2,026,556Expenses 2020: $272,743Net Income 2020: $1,753,8132020Revenue 2021: $1,024,229Expenses 2021: $194,309Net Income 2021: $829,9202021Revenue 2022: $135,253Expenses 2022: $612,751Net Income 2022: -$477,4982022Revenue 2023: $1,115,400Expenses 2023: $1,379,971Net Income 2023: -$264,5712023Revenue 2024: $1,088,328Expenses 2024: $1,453,434Net Income 2024: -$365,1062024

Highlighted filing

2024

Revenue$1,088,328
Expenses$1,453,434
Net Income-$365,106
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Oct 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATRINA MOISO LAMKINPresident & Director-$0--
SONGIA COXTreasurer & Secretary-$0--
ANTHONY R MOISODirector-$0--
JEREMY T LASTERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINSTITUE FOR FOLLICULAR LYMPHOMA INNOVATIONCHARITABLE CONTRIBUTIONPRIVATE GRANTMAKINGDIAMOND BAR, CA, US$1,000,000
Paid GrantSHERIFF'S ADVISORY COUNCILCHARITABLE CONTRIBUTIONLAW ENFORCEMENT AGENSANTA ANTA, CA, US$100,000
Paid GrantHEART OF JESUS RETREAT CENTERCHARITABLE CONTRIBUTIONRELIGIOUS ORGANIZATISANTA ANTA, CA, US$75,000
Paid GrantMISSION SAN JUAN CAPISTRANO FOUNDATIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYSAN JUAN CAPISTRANO, CA, US$50,000
Paid GrantST CATHERINE'S ACADEMYCHARITABLE CONTRIBUTIONEDUCATIONAL INSTITUTANAHEIM, CA, US$50,000
Paid GrantSANTA MARGARITA CATHOLIC HIGH SCHOOLCHARITABLE CONTRIBUTIONEDUCATIONAL INSTITUTRANCHO SANTA MARGARITA, CA, US$35,000
Paid GrantSTANFORD UNIVERSITY BUCKCARDINAL CLUBCHARITABLE CONTRIBUTIONEDUCATIONAL INSTITUTSTANFORD, CA, US$30,000
Paid GrantCOW CAMP CARIDADESCHARITABLE CONTRIBUTIONPUBLIC CHARITYSAN JUAN CAPISTRANO, CA, US$25,000
Paid GrantSOCIETY OF SISTERS DEVOTED TO THE SACRED HEARTCHARITABLE CONTRIBUTIONEDUCATIONAL INSTITUTNORTHRIDGE, CA, US$25,000
Paid GrantCALIFORNIA HOMEBUILDING FOUNDATIONCHARITABLE CONTRIBUTIONSCHOLARSHIPSSACRAMENTO, CA, US$15,000
Paid GrantMISSION BASCILICA SCHOOLCHARITABLE CONTRIBUTIONEDUCATIONAL INSTITUTSAN JUAN CAPISTRANO, CA, US$10,000
Paid GrantBOYS & GIRLS CLUB OF CAPISTRANO VALLEYCHARITABLE CONTRIBUTIONBOYS & GIRLS CLUBSSAN JUAN CAPISTRANO, CA, US$10,000
Filing and Contact Details

Filer

Filer Name
Moiso Family Foundation
EIN
95-2576203
Phone
9492403363
Address
28811 ORTEGA HIGHWAY, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Katrina Moiso Lamkin
Title
President
Phone
9492403363
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Rose Snyder & Jacobs Llp
Address
15821 VENTURA BLVD STE 490, ENCINO, CA 91436
Preparer
Craig M Frye
Phone
8184610600
Raw XML AppendixShowing 400 of 612 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14.0 SOLVENTUM CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27.0 UNITED PARCEL SERVICE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc325000.0 UNITED STS TREAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425000.0 MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc525000.0 UNITED STATES OF AMER TREAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc652.0 KIMBERLY CLARK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7269.0 NORTHERN TRUST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc80.5 SOLVENTUM CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925000.0 APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025000.0 INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125000.0 COSTCO WHOLESALE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1232.0 SOLVENTUM COR COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1325000.0 WALMART INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1485.0 UNITED PARCEL SERVICE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1525000.0 UNITED STATES OF AMER TREAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-3450
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-365106
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0101265
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0298420
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03686337
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03753023
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03585072
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0168629
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0168629
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0168629
IRS990PF/DistributableAmountGrp/IncomeTaxAmt012171
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0181713
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0913
IRS990PF/DistributableAmountGrp/TotalTaxAmt013084
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03713
IRS990PF/FMVAssetsEOYAmt03740072
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03775291
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03703888
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03703888
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0234957
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0155000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03753023
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03585072
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0212689
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036184
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036184
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03987980
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03740072
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03740072
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0234957
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0155000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03987980
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03740072
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03753023
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03585072
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03689601
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072238
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03391157
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055344
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0226206
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0181713
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03634257
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03689601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATRINA MOISO LAMKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SONGIA COX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANTHONY R MOISO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEREMY T LASTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN JUAN CAPISTRANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN JUAN CAPISTRANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN JUAN CAPISTRANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0926930009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1926930009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2926930009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3926930009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01427540
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01427540
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RANCHO MISSION VIEJO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 9
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN JUAN CAPISTRANO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0926930009
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09492403363
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt530000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HEART OF JESUS RETREAT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MISSION SAN JUAN CAPISTRANO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SANTA MARGARITA CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COW CAMP CARIDADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SOCIETY OF SISTERS DEVOTED TO THE SACRED HEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5STANFORD UNIVERSITY BUCKCARDINAL CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ST CATHERINE'S ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MISSION BASCILICA SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CALIFORNIA HOMEBUILDING FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9INSTITUE FOR FOLLICULAR LYMPHOMA INNOVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SHERIFF'S ADVISORY COUNCIL

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,740,072
Liabilities
$155,000
Net assets
$3,585,072
Revenue
$1,088,328
Expenses
$1,453,434
Net income
-$365,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.16$3.59$1.09$1.45$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.23$3.75$1.12$1.38$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.05$4.02$0.14$0.61$0.48
2021Detailed filing. Detailed filing data is available for this year.$4.55$0.08$4.47$1.02$0.19$0.83
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.13$3.64$2.03$0.27$1.75
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$2.00$0.50$1.50
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.00$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.68$0.00$0.68
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.12$0.12