Civic Intelligence

Kdi Kares

990EZ • Fiscal year 2018 • EIN 26-0506880

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

PO Box 14150Palm Desert, CA 92255

(760) 345-9933

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.6%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$103,900

Up $7,738 (+8.0%) from 2015

Net Assets

Up

$103,900

Up $7,738 (+8.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$11,580

Up $11,278 (+3734%) from 2015

Expenses

Up

$7,050

Up $3,550 (+101%) from 2015

Net Income

Up

$4,530

Up $7,728 (+242%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $105,070Net Assets 2010: $105,0702010Assets 2011: $103,968Net Assets 2011: $103,9682011Assets 2012: $101,743Net Assets 2012: $101,7432012Assets 2014: $99,360Net Assets 2014: $99,3602014Assets 2015: $96,162Net Assets 2015: $96,1622015Assets 2018: $103,900Net Assets 2018: $103,9002018Assets 2021: $59,354Net Assets 2021: $59,3542021Assets 2022: $36,829Net Assets 2022: $36,8292022Assets 2024: $43,239Net Assets 2024: $43,2392024

Highlighted filing

2018

Assets$103,900
Liabilities-
Net Assets$103,900

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2010: $1,124Expenses 2010: $6,755Net Income 2010: -$5,6312010Revenue 2011: $627Expenses 2011: $1,729Net Income 2011: -$1,1022011Revenue 2012: $1,176Expenses 2012: $3,401Net Income 2012: -$2,2252012Revenue 2014: $1,740Expenses 2014: $3,200Net Income 2014: -$1,4602014Revenue 2015: $302Expenses 2015: $3,500Net Income 2015: -$3,1982015Revenue 2018: $11,580Expenses 2018: $7,050Net Income 2018: $4,5302018Revenue 2021: $11,800Expenses 2021: $20,000Net Income 2021: -$8,2002021Expenses 2022: $22,5252022Revenue 2024: $24,085Expenses 2024: $17,525Net Income 2024: $6,5602024

Highlighted filing

2018

Revenue$11,580
Expenses$7,050
Net Income$4,530
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$11,580
Mission and Program Overview

Mission

To provide public benefit for individuals, organizations, and families in need. Three programs have been established to accomplish the exempt purposes 1) outreach program; 2) benevolent program; and 3) scholarship program. The organization mission statement is: "kdi kares is dedicated to helping others put the heart back into caring for our community, striving to offer hope to those who have lost theirs, reaching out to those in need,showing compassion to everyone and treating others with the utmost respect."

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP "FIRST IN MY FAMILY" SCHOLARSHIP FUND IS FOR HIGH SCHOOL SENIORS WHO ARE THE FIRST OF THEIR SIBLINGS, PARENTS AND GRANDPARENTS TO ENROLL IN A FULL-TIME UNDERGRADUATE COURSE OF STUDY AT A VOCATIONAL/TECHNICAL SCHOOL OR A TWO OR FOUR YEAR COLLEGE OR UNIVERSITY. THE ORGANIZATION AWARDED 3 SCHOLARSHIPS IN THE AMOUNT OF 1000 AND 2500.$7,000$7,000
OUTREACH FUND -TO RAISE FUNDS FOR SUPPORTING THE GROWTH AND DEVELOPMENT OF OTHER NON-PROFIT ORGANIZATIONS WITHIN THE SURROUNDING COMUNUTIES AND ENHANCING COMMUNITY AWARENESS OF THE NEEDS OF THESE ORGANIZATIONS. THE ORGANIZATION PROVIDED SUPPORT TO THE COACHELLA VALLEY RESCUE MISSION BY PROVIDING FOOD AND CLOTHING AS WELL AS CASH DONATIONS TO THE SALVATION ARMY.--
BENEVOLENT FUND: TO RAISE FUNDS FOR THE PURPOSE OF PROVIDING ASSISTANCE TO INDIVIDUALS WHO FIND THEMSELVES IN DIFFICULTIES AS A RESULT OF LIFE ALTERING EVENTS SUCH AS A SUDDEN ILLNESS,AN ACCIDENT, A DEATH IN THE FAMILY OR NATURAL DISASTER. THE ORGANIZATION MET THIS PURPOSE BY ASSISTING 3 INDIVIDUALS AFTER THE DEATH OF A FAMILY MEMBER AND SUBSEQUENT TO DISASTER EVENTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNIE C KLEINChairman-$0--
PAUL KLEINDirector-$0--
DANA NICHOLSDirector-$0--
DEBBIE ERDMANDirector-$0--
CHERI G DAVID CPA CVADirector-$0--
Filing and Contact Details

Filer

Filer Name
Kdi Kares
EIN
26-0506880
Phone
7603459933
Address
PO BOX 14150, PALM DESERT, CA 92255

Signing Officer

Name
Annie C Klein
Title
Chairman
Phone
7603459933
Signed
2019-11-04

Preparer

Firm
Clarkson David CPA Pc
Address
16565 POUNCEY TRACT RD, ROCKVILLE, VA 23146
Preparer
Cheri G David CPA Cva
Phone
8047494500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 7,000 relationship: none

Form 990-ez, Part I, Line 16

Expenses bank fees 50 total 50

Form 990-ez, Part II, Line 24

Other loans receivable 60,490 60,490 total 60,490 60,490

Form 990-ez, Part III

To provide public benefit for individuals, organizations, and families in need. Three programs have been established to accomplish the exempt purposes 1) outreach program; 2) benevolent program; and 3) scholarship program. The organization mission statement is: "kdi kares is dedicated to helping others put the heart back into caring for our community, striving to offer hope to those who have lost theirs, reaching out to those in need,showing compassion to everyone and treating others with the utmost respect."

Form 990-ez, Part III, Line 28

Outreach fund -to raise funds for supporting the growth and development of other non-profit organizations within the surrounding comunuties and enhancing community awareness of the needs of these organizations. The organization provided support to the coachella valley rescue mission by providing food and clothing as well as cash donations to the salvation army.

Form 990-ez, Part III, Line 29

Benevolent fund: to raise funds for the purpose of providing assistance to individuals who find themselves in difficulties as a result of life altering events such as a sudden illness,an accident, a death in the family or natural disaster. The organization met this purpose by assisting 3 individuals after the death of a family member and subsequent to disaster events.

Form 990-ez, Part III, Line 30

Scholarship "first in my family" scholarship fund is for high school seniors who are the first of their siblings, parents and grandparents to enroll in a full-time undergraduate course of study at a vocational/technical school or a two or four year college or university. The organization awarded 3 scholarships in the amount of 1000 and 2500.

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUTREACH FUND -TO RAISE FUNDS FOR SUPPORTING THE GROWTH AND DEVELOPMENT OF OTHER NON-PROFIT ORGANIZATIONS WITHIN THE SURROUNDING COMUNUTIES AND ENHANCING COMMUNITY AWARENESS OF THE NEEDS OF THESE ORGANIZATIONS. THE ORGANIZATION PROVIDED SUPPORT TO THE COACHELLA VALLEY RESCUE MISSION BY PROVIDING FOOD AND CLOTHING AS WELL AS CASH DONATIONS TO THE SALVATION ARMY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BENEVOLENT FUND: TO RAISE FUNDS FOR THE PURPOSE OF PROVIDING ASSISTANCE TO INDIVIDUALS WHO FIND THEMSELVES IN DIFFICULTIES AS A RESULT OF LIFE ALTERING EVENTS SUCH AS A SUDDEN ILLNESS,AN ACCIDENT, A DEATH IN THE FAMILY OR NATURAL DISASTER. THE ORGANIZATION MET THIS PURPOSE BY ASSISTING 3 INDIVIDUALS AFTER THE DEATH OF A FAMILY MEMBER AND SUBSEQUENT TO DISASTER EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIP "FIRST IN MY FAMILY" SCHOLARSHIP FUND IS FOR HIGH SCHOOL SENIORS WHO ARE THE FIRST OF THEIR SIBLINGS, PARENTS AND GRANDPARENTS TO ENROLL IN A FULL-TIME UNDERGRADUATE COURSE OF STUDY AT A VOCATIONAL/TECHNICAL SCHOOL OR A TWO OR FOUR YEAR COLLEGE OR UNIVERSITY. THE ORGANIZATION AWARDED 3 SCHOLARSHIPS IN THE AMOUNT OF 1000 AND 2500.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 7,000 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 50 TOTAL 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER LOANS RECEIVABLE 60,490 60,490 TOTAL 60,490 60,490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE PUBLIC BENEFIT FOR INDIVIDUALS, ORGANIZATIONS, AND FAMILIES IN NEED. THREE PROGRAMS HAVE BEEN ESTABLISHED TO ACCOMPLISH THE EXEMPT PURPOSES 1) OUTREACH PROGRAM; 2) BENEVOLENT PROGRAM; AND 3) SCHOLARSHIP PROGRAM. THE ORGANIZATION MISSION STATEMENT IS: "KDI KARES IS DEDICATED TO HELPING OTHERS PUT THE HEART BACK INTO CARING FOR OUR COMMUNITY, STRIVING TO OFFER HOPE TO THOSE WHO HAVE LOST THEIRS, REACHING OUT TO THOSE IN NEED,SHOWING COMPASSION TO EVERYONE AND TREATING OTHERS WITH THE UTMOST RESPECT."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTREACH FUND -TO RAISE FUNDS FOR SUPPORTING THE GROWTH AND DEVELOPMENT OF OTHER NON-PROFIT ORGANIZATIONS WITHIN THE SURROUNDING COMUNUTIES AND ENHANCING COMMUNITY AWARENESS OF THE NEEDS OF THESE ORGANIZATIONS. THE ORGANIZATION PROVIDED SUPPORT TO THE COACHELLA VALLEY RESCUE MISSION BY PROVIDING FOOD AND CLOTHING AS WELL AS CASH DONATIONS TO THE SALVATION ARMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BENEVOLENT FUND: TO RAISE FUNDS FOR THE PURPOSE OF PROVIDING ASSISTANCE TO INDIVIDUALS WHO FIND THEMSELVES IN DIFFICULTIES AS A RESULT OF LIFE ALTERING EVENTS SUCH AS A SUDDEN ILLNESS,AN ACCIDENT, A DEATH IN THE FAMILY OR NATURAL DISASTER. THE ORGANIZATION MET THIS PURPOSE BY ASSISTING 3 INDIVIDUALS AFTER THE DEATH OF A FAMILY MEMBER AND SUBSEQUENT TO DISASTER EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLARSHIP "FIRST IN MY FAMILY" SCHOLARSHIP FUND IS FOR HIGH SCHOOL SENIORS WHO ARE THE FIRST OF THEIR SIBLINGS, PARENTS AND GRANDPARENTS TO ENROLL IN A FULL-TIME UNDERGRADUATE COURSE OF STUDY AT A VOCATIONAL/TECHNICAL SCHOOL OR A TWO OR FOUR YEAR COLLEGE OR UNIVERSITY. THE ORGANIZATION AWARDED 3 SCHOLARSHIPS IN THE AMOUNT OF 1000 AND 2500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE C KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07603459933
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KDI KARES
ReturnHeader/Filer/BusinessNameControlTxt0KDIK
ReturnHeader/Filer/EIN0260506880
ReturnHeader/Filer/PhoneNum07603459933
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-09
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ReturnHeader/FilingSecurityInformation/IPTm014:09:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208934673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARKSON DAVID CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016565 POUNCEY TRACT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023146
ReturnHeader/PreparerPersonGrp/PhoneNum08047494500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERI G DAVID CPA CVA
ReturnHeader/ReturnTs02019-11-09T14:09:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits