Civic Intelligence

Carmel Valley Kiwanis Foundation Inc.

990EZ • Fiscal year 2014 • EIN 26-0425146

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 10, 2015

21 Jet LaneCarmel Valley, CA 93924

(831) 625-8740

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$57,132

Down $9,623 (-14%) from 2013

Net Assets

Down

$57,132

Down $9,623 (-14%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$106,546

Up $12,340 (+13%) from 2013

Expenses

Up

$118,240

Up $37,054 (+46%) from 2013

Net Income

Down

-$11,694

Down $24,714 (-190%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $66,755Net Assets 2013: $66,7552013Assets 2014: $57,132Net Assets 2014: $57,1322014Assets 2015: $67,121Liabilities 2015: $1,500Net Assets 2015: $65,6212015Assets 2021: $212,656Liabilities 2021: $21,356Net Assets 2021: $191,3002021Assets 2022: $231,939Liabilities 2022: $0Net Assets 2022: $231,9392022Assets 2023: $253,203Liabilities 2023: $6,752Net Assets 2023: $246,4512023Assets 2024: $304,981Liabilities 2024: $4,150Net Assets 2024: $300,8312024

Highlighted filing

2014

Assets$57,132
Liabilities-
Net Assets$57,132

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $94,206Expenses 2013: $81,186Net Income 2013: $13,0202013Revenue 2014: $106,546Expenses 2014: $118,240Net Income 2014: -$11,6942014Revenue 2015: $114,250Expenses 2015: $95,111Net Income 2015: $19,1392015Revenue 2021: $103,824Expenses 2021: $59,979Net Income 2021: $43,8452021Revenue 2022: $124,996Expenses 2022: $84,357Net Income 2022: $40,6392022Revenue 2023: $140,866Expenses 2023: $102,588Net Income 2023: $38,2782023Revenue 2024: $143,476Expenses 2024: $96,509Net Income 2024: $46,9672024

Highlighted filing

2014

Revenue$106,546
Expenses$118,240
Net Income-$11,694
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 10, 2015
Return Version
2014v5.0
Gross Receipts
$106,546
Mission and Program Overview

Mission

Fundraising & services for local community

To raise funds to provide college scholarships and to support other nonprofit organizations

Program Services

DescriptionGrantsExpenses
PROVIDING COLLEGE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS RESIDING IN CARMEL VALLEY;PROVIDING SUPPORT TO NUMEROUS NONPROFITS ORGANIZATIONS AND COMMUNITY ORGANIZATIONS ON THE MONTEREY PENINSULA. SERVICES PERFORMED 100% BY VOLUNTEERS.$17,750-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike ThatcherBoard-$0--
STEVE DAVALOSSecretary-$0--
FRANK QUILTYTreasurer-$0--
JEFF MARKOWBoard-$0--
MIKE SEDGEWICKBoard-$0--
LARRY BARBERBoard-$0--
JOE MAGGIOREBoard-$0--
RAY FOSTERPresident-$0--
ALAN CROCKETTBoard-$0--
Filing and Contact Details

Filer

Filer Name
Carmel Valley Kiwanis Foundation Inc
EIN
26-0425146
Address
21 JET LANE, CARMEL VALLEY, CA 93924

Signing Officer

Name
Frank Quilty
Title
Treasurer
Signed
2015-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Slade Quilty & AssocCPAsLLP
Address
PO Box 222539, Carmel, CA 93922
Preparer
Frank Quilty CPA
Phone
8316258740
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: General Support | Donee's Name: Carmel Valley Resident High School Senio | Donee's Address: Various Carmel Valley, CA 93924 | Relationship of Donee: None | Cash Amount Given: $17750

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: General Support | Donee's Name: Various Non Profits and Community Orgs | Donee's Address: Various Various, CA 93924 | Relationship of Donee: None | Cash Amount Given: $27430

Other Expenses.1

FIESTA EXPENSES $56026

Other Expenses.2

BAR & BBQ $8836

Other Expenses.3

Sales Tax included in Revenue $3572

Other Expenses.4

Supplies $1108

Other Expenses.5

Bank Charges $354

Other Expenses.6

Telephone $223

Other Expenses.7

Trailer $117

Other Expenses.8

Dues $90

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3986

Other Assets.1010

Inventories - Beginning $2063 Inventories - Ending $2063

Raw XML Appendix183 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: General Support | Donee's Name: Carmel Valley Resident High School Senio | Donee's Address: Various Carmel Valley, CA 93924 | Relationship of Donee: None | Cash Amount Given: $17750
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAR & BBQ $8836
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $1108
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Telephone $223
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK QUILTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL VALLEY KIWANIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0260425146
ReturnHeader/Filer/USAddress/AddressLine1Txt021 JET LANE
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ReturnHeader/Filer/USAddress/ZIPCd093924
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 222539
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093922
ReturnHeader/PreparerPersonGrp/PhoneNum08316258740
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank Quilty CPA
ReturnHeader/ReturnTs02015-06-11T11:59:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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