Civic Intelligence

The H & a Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-4010343

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 12, 2017

Organization Profile
4 Park PlazaIrvine, CA 92614

(949) 885-1152

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$273,704

Up $41,535 (+18%) from 2015

Net Assets

Up

$273,704

Up $41,535 (+18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Down

$44,756

Down $9,548 (-18%) from 2015

Expenses

Down

$3,221

Down $377 (-10%) from 2015

Net Income

Down

$41,535

Down $9,171 (-18%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$800K$600K$400K$200K$0Assets 2011: $67,622Liabilities 2011: $02011Assets 2012: $125,757Liabilities 2012: $02012Assets 2013: $150,021Liabilities 2013: $02013Assets 2014: $181,463Liabilities 2014: $0Net Assets 2014: $181,4632014Assets 2015: $232,169Liabilities 2015: $0Net Assets 2015: $232,1692015Assets 2016: $273,704Liabilities 2016: $0Net Assets 2016: $273,7042016Assets 2017: $332,312Liabilities 2017: $0Net Assets 2017: $332,3122017Assets 2018: $365,151Liabilities 2018: $0Net Assets 2018: $365,1512018Assets 2019: $367,757Liabilities 2019: $0Net Assets 2019: $367,7572019Assets 2020: $402,159Liabilities 2020: $0Net Assets 2020: $402,1592020Assets 2021: $456,515Liabilities 2021: $0Net Assets 2021: $456,5152021Assets 2022: $491,825Liabilities 2022: $0Net Assets 2022: $491,8252022Assets 2023: $546,724Liabilities 2023: $0Net Assets 2023: $546,7242023Assets 2024: $619,257Liabilities 2024: $0Net Assets 2024: $619,2572024

Highlighted filing

2016

Assets$273,704
Liabilities$0
Net Assets$273,704
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0Revenue 2011: $26,424Expenses 2011: $16,090Net Income 2011: $10,3342011Revenue 2012: $85,771Expenses 2012: $27,636Net Income 2012: $58,1352012Revenue 2013: $50,747Expenses 2013: $26,483Net Income 2013: $24,2642013Revenue 2014: $67,745Expenses 2014: $36,303Net Income 2014: $31,4422014Revenue 2015: $54,304Expenses 2015: $3,598Net Income 2015: $50,7062015Revenue 2016: $44,756Expenses 2016: $3,221Net Income 2016: $41,5352016Revenue 2017: $64,203Expenses 2017: $5,595Net Income 2017: $58,6082017Revenue 2018: $33,304Expenses 2018: $465Net Income 2018: $32,8392018Revenue 2019: $5,130Expenses 2019: $2,524Net Income 2019: $2,6062019Revenue 2020: $56,083Expenses 2020: $21,681Net Income 2020: $34,4022020Revenue 2021: $54,451Expenses 2021: $95Net Income 2021: $54,3562021Revenue 2022: $56,194Expenses 2022: $20,884Net Income 2022: $35,3102022Revenue 2023: $78,524Expenses 2023: $23,625Net Income 2023: $54,8992023Revenue 2024: $93,477Expenses 2024: $20,944Net Income 2024: $72,5332024

Highlighted filing

2016

Revenue$44,756
Expenses$3,221
Net Income$41,535
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ankil LaluCEO-$0--
Hemali PatelSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The H & a Charitable Foundation
EIN
20-4010343
Phone
9498851152
Address
4 Park Plaza, Irvine, CA 92614

Signing Officer

Name
Hemali Patel
Title
Secretary
Signed
2017-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Lee Sperling Hisamuneac
Address
550 NORTH BRAND BLVD STE 525, GLENDALE, CA 91203
Preparer
Frank M Saito CPA
Phone
8185076645
Raw XML Appendix278 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt01100
AccountingFeesSchedule/AccountingFeesDetail/Amt01100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0275
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0825
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01324
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01324
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt043432
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt041535
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0499
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt02082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02082
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt03221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt044756
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt03221
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02396
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03221
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt041535
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0273704
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0232169
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0273704
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011618
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011618
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011618
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011628
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010
IRS990PF/DistributableAmountGrp/TotalTaxAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt010
IRS990PF/FMVAssetsEOYAmt0273704
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0232169
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0273704
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0273704
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0232169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0273704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0273704
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0232169
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0273704
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0232169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0273704
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0232169
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0273704
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0236096
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0236096
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03541
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011628
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0232555
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0236096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ankil Lalu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Hemali Patel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04 Park Plaza Suite 530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14 Park Plaza Suite 530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Irvine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Irvine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192614
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt051391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt051396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt035478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt025858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt027011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt015600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.220985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.21764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.19038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.42958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.25358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0232555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0203714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0163009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0135821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt062878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt061518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.104924
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02396
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02396
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02396
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0348
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INCOME GENERATED BY THE INTEREST IS THE SOLE MEANS TO ACCOMPLISH THE FOUNDATION'S GOAL FOR CHARITY.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04 Park Plaza Suite 530
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Irvine
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092614
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Hemali Patel
IRS990PF/StatementsRegardingActyGrp/PhoneNum09498851152
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt02396
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012524
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09222
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03302
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02396
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076708
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085930
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Valisan Investments Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1La Paz Shopping Center LP
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2HA San Diego LP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04 Park Plaza Suite 530
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt14 Park Plaza Suite 530
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt24 Park Plaza Suite 530
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0IRVINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1IRVINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2IRVINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092614
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192614
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd292614
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0154
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11719
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt231
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3178
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CORPORATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LOGO DESIGN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Merchant fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NATIONAL CORPORATE RESEARCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0154
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11719
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt231
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt231
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3178
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt025
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt114
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt114
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hemali Patel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE H & A CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0H&AC
ReturnHeader/Filer/EIN0204010343
ReturnHeader/Filer/PhoneNum09498851152
ReturnHeader/Filer/USAddress/AddressLine1Txt04 Park Plaza
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEE SPERLING HISAMUNEAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 NORTH BRAND BLVD STE 525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091203
ReturnHeader/PreparerPersonGrp/PhoneNum08185076645
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank M Saito CPA
ReturnHeader/ReturnTs02017-06-12T14:58:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,704
Liabilities
$0
Net assets
$273,704
Revenue
$44,756
Expenses
$3,221
Net income
$41,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.93$0.21$0.73
2023Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.79$0.24$0.55
2022Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.56$0.21$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.54$0.00$0.54
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.56$0.22$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.05$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.33$0.00$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.64$0.06$0.59
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.45$0.03$0.42
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.54$0.04$0.51
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.68$0.36$0.31
2013Summary only. Only limited summary data is available for this year.$1.50$0.00$0.51$0.26$0.24
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$0.86$0.28$0.58
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.26$0.16$0.10