Civic Intelligence

Dalal Charitable Trust

990PF • Fiscal year 2023 • EIN 20-7251197

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 12, 2024

1800 Trousdale Dr Ste 501Burlingame, CA 94010

(617) 633-1244

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-611%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-9.6%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$399,248

Flat from 2023

Net Assets

$399,248

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$7,325

Flat from 2023

Expenses

Flat

$52,085

Flat from 2023

Net Income

Flat

-$44,760

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $98,139Liabilities 2010: $0Net Assets 2010: $98,1392010Assets 2011: $76,665Liabilities 2011: $0Net Assets 2011: $76,6652011Assets 2012: $78,464Liabilities 2012: $12012Assets 2013: $141,371Liabilities 2013: $0Net Assets 2013: $141,3712013Assets 2014: $133,760Liabilities 2014: $0Net Assets 2014: $133,7602014Assets 2015: $171,147Liabilities 2015: $0Net Assets 2015: $171,1472015Assets 2016: $243,678Liabilities 2016: $0Net Assets 2016: $243,6782016Assets 2017: $288,176Liabilities 2017: $0Net Assets 2017: $288,1762017Assets 2018: $253,622Liabilities 2018: $0Net Assets 2018: $253,6222018Assets 2019: $296,406Liabilities 2019: $0Net Assets 2019: $296,4062019Assets 2020: $322,032Liabilities 2020: $0Net Assets 2020: $322,0322020Assets 2021: $168,027Liabilities 2021: $0Net Assets 2021: $168,0272021Assets 2022: $351,158Liabilities 2022: $0Net Assets 2022: $351,1582022Assets 2023: $399,248Liabilities 2023: $0Net Assets 2023: $399,2482023Assets 2023: $399,248Liabilities 2023: $12023

Highlighted filing

2023

Assets$399,248
Liabilities$0
Net Assets$399,248

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $20,0202010Expenses 2011: $18,8602011Revenue 2012: $12,380Expenses 2012: $16,973Net Income 2012: -$4,5932012Revenue 2013: $89,964Expenses 2013: $18,629Net Income 2013: $71,3352013Revenue 2014: $14,031Expenses 2014: $13,611Net Income 2014: $4202014Revenue 2015: $122,898Expenses 2015: $57,477Net Income 2015: $65,4212015Revenue 2016: $95,032Expenses 2016: $24,723Net Income 2016: $70,3092016Revenue 2017: $24,237Expenses 2017: $19,197Net Income 2017: $5,0402017Revenue 2018: $6,561Expenses 2018: $28,083Net Income 2018: -$21,5222018Revenue 2019: $12,142Expenses 2019: $30,455Net Income 2019: -$18,3132019Revenue 2020: $11,051Expenses 2020: $31,399Net Income 2020: -$20,3482020Revenue 2021: $252,849Expenses 2021: $73,329Net Income 2021: $179,5202021Revenue 2022: $8,099Expenses 2022: $27,786Net Income 2022: -$19,6872022Revenue 2023: $7,325Expenses 2023: $52,085Net Income 2023: -$44,7602023Revenue 2023: $7,325Expenses 2023: $52,085Net Income 2023: -$44,7602023

Highlighted filing

2023

Revenue$7,325
Expenses$52,085
Net Income-$44,760
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 12, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AKSHAY DALALTrustee-$0--
SHOBHANA DALALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dalal Charitable Trust
EIN
20-7251197
Address
1800 TROUSDALE DR STE 501, BURLINGAME, CA 94010

Signing Officer

Name
Ahshay Dalal
Title
Trustee
Signed
2024-04-12
Discuss with paid preparer
No

Preparer

Firm
SFO Financial
Address
830 Stewart Dr Ste 120, Sunnyvale, CA 94085
Preparer
Haren Joshi
Phone
6503514422
Raw XML Appendix306 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SFO FINANCIAL
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt095565
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt059989
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0351158
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0351158
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0393160
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04784
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0168287
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05897
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0220089
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019363
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0387263
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0393160
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AKSHAY DALAL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt050585
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt050585
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0AKSHAY DALAL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01800 TROUSDALE DR 501
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06176331244
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0AMERICAN INDIA FOUNDATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR AKSHAY DALAL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DR SHOBHANA DALAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VARIOUS SOCIAL AND CULTERAL ACTIVITIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9VEDANT STUDIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd118353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1002453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1121741
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050585
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/AppliedToCurrentYearAmt019363
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014498
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063313
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014498
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050585
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031222
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063313
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032091
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0180013
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNREALIZED GAIN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0270173
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITALGAINDISTRIBUTUION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON DIV DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03712
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1232
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AHSHAY DALAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DALA
ReturnHeader/Filer/EIN0207251197
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 TROUSDALE DR STE 501
ReturnHeader/Filer/USAddress/CityNm0BURLINGAME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300019750
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SFO Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0830 Stewart Dr Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sunnyvale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094085
ReturnHeader/PreparerPersonGrp/PhoneNum06503514422
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Haren Joshi
ReturnHeader/ReturnTs02024-04-13T17:57:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AHSHAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DALAL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.07$0.52$0.45
2023Summary only. Only limited summary data is available for this year.$3.99$0.00$0.07$0.52$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.08$0.28$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$2.53$0.73$1.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.11$0.31$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.12$0.30$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.07$0.28$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.24$0.19$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.95$0.25$0.70
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.23$0.57$0.65
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.14$0.14$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.90$0.19$0.71
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$0.12$0.17$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.19
2010Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.20