Civic Intelligence

Sgv Charitable Foundation

990EZ • Fiscal year 2021 • EIN 27-2315445

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

300 S Lemon Creek Dr BWalnut, CA 91789

(909) 595-5833

Siviq Scores

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

Liabilities / Assets

99th percentile

16.20x

Higher debt load relative to assets than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

17.87x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-273%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-4.7%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$42,050

Down $45,123 (-52%) from 2020

Net Assets

Down

-$639,312

Down $104,102 (-19%) from 2020

Liabilities

Up

$681,362

Up $58,979 (+9.5%) from 2020

Revenue

Down

$38,121

Down $1,873 (-4.7%) from 2020

Expenses

Up

$142,223

Up $41,775 (+42%) from 2020

Net Income

Down

-$104,102

Down $43,648 (-72%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500K-$1.0MAssets 2011: $9,976Liabilities 2011: $231,289Net Assets 2011: -$221,3132011Assets 2012: $16,340Liabilities 2012: $327,434Net Assets 2012: -$311,0942012Assets 2013: $13,757Liabilities 2013: $391,669Net Assets 2013: -$377,9122013Assets 2016: $25,062Liabilities 2016: $384,624Net Assets 2016: -$359,5622016Assets 2017: $11,135Liabilities 2017: $140,145Net Assets 2017: -$129,0102017Assets 2018: $22,027Liabilities 2018: $438,269Net Assets 2018: -$416,2422018Assets 2019: $39,769Liabilities 2019: $514,525Net Assets 2019: -$474,7562019Assets 2020: $87,173Liabilities 2020: $622,383Net Assets 2020: -$535,2102020Assets 2021: $42,050Liabilities 2021: $681,362Net Assets 2021: -$639,3122021Assets 2022: $31,391Liabilities 2022: $723,783Net Assets 2022: -$692,3922022Assets 2024: $37,427Liabilities 2024: $730,267Net Assets 2024: -$692,8402024

Highlighted filing

2021

Assets$42,050
Liabilities$681,362
Net Assets-$639,312

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $187,581Expenses 2011: $296,060Net Income 2011: -$108,4792011Expenses 2012: $305,6682012Revenue 2013: $53,726Expenses 2013: $120,544Net Income 2013: -$66,8182013Revenue 2016: $127,945Expenses 2016: $111,397Net Income 2016: $16,5482016Revenue 2017: $391,690Expenses 2017: $161,138Net Income 2017: $230,5522017Revenue 2018: -$112,289Expenses 2018: $195,567Net Income 2018: -$307,8562018Revenue 2019: $114,688Expenses 2019: $173,202Net Income 2019: -$58,5142019Revenue 2020: $39,994Expenses 2020: $100,448Net Income 2020: -$60,4542020Revenue 2021: $38,121Expenses 2021: $142,223Net Income 2021: -$104,1022021Revenue 2022: -$2,550Expenses 2022: $50,530Net Income 2022: -$53,0802022Revenue 2024: $73,218Expenses 2024: $66,433Net Income 2024: $6,7852024

Highlighted filing

2021

Revenue$38,121
Expenses$142,223
Net Income-$104,102
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$38,121
Mission and Program Overview

Mission

Provide support for boy scout, girl scout, school district and u.s. Veteran programs.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HAS FUNDED SUPPORT FOR SCHOOL DISTRICT ARTS AND MUSIC PROGRAMS AND COMMUNITY COLLEGE ENHANCEMENT PROGRAMS.-$140,598
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY CHOWTreasurerPT$0--
DAVID EDRICHPresident-$0--
KAREN PEDERSENSecretary-$0--
DON ARIIDirector-$0--
NEIL CAMMALLDirector-$0--
PAULA ARIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sgv Charitable Foundation
EIN
27-2315445
Address
300 S LEMON CREEK DR B, WALNUT, CA 91789

Signing Officer

Name
Gary Chow
Title
Treasurer
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Tinana & Chow Cpas
Address
300 LEMON CREEK DR STE B, WALNUT, CA 91789
Preparer
Gary Chow
Phone
9095955833
Supplemental Narrative

Additional Explanations

Other Expenses.1

DONATIONS $80792

Other Expenses.2

BSA PROGRAM COSTS $30291

Other Expenses.3

INTEREST $29383

Other Expenses.4

TAXES AND LICENSES $1625

Other Expenses.5

POSTAGE $132

Total Liabilities.1

INVESTMET LLC - Beginning $604405 INVESTMET LLC - Ending $668019

Total Liabilities.2

SCOUT VOUCHERS PAYABLE - Beginning $17978 SCOUT VOUCHERS PAYABLE - Ending $13343

Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GARY CHOW
IRS990EZ/BooksInCareOfDetail/PhoneNum09095955833
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 S LEMON CREEK DR UNIT B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091789
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087173
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042050
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036875
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-104102
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087173
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042050
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt038121
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01246
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-535210
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-639312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-535210
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-639312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY CHOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID EDRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN PEDERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DON ARII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NEIL CAMMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAULA ARII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0142223
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT FOR BOY SCOUT, GIRL SCOUT, SCHOOL DISTRICT AND U.S. VETERAN PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HAS FUNDED SUPPORT FOR SCHOOL DISTRICT ARTS AND MUSIC PROGRAMS AND COMMUNITY COLLEGE ENHANCEMENT PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0140598
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0622383
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0681362
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0142223
IRS990EZ/TotalProgramServiceExpensesAmt0140598
IRS990EZ/TotalRevenueAmt038121
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0113413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt078053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0391529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0659854
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0177
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0161
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02869
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99570
IRS990ScheduleA/PublicSupportPY170Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt0659854
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0113413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt078053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0391529
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0659854
IRS990ScheduleA/TotalSupportAmt0662723
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS $80792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BSA PROGRAM COSTS $30291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTEREST $29383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES AND LICENSES $1625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POSTAGE $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INVESTMET LLC - Beginning $604405 INVESTMET LLC - Ending $668019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCOUT VOUCHERS PAYABLE - Beginning $17978 SCOUT VOUCHERS PAYABLE - Ending $13343
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY CHOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SGV CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SGVC
ReturnHeader/Filer/EIN0272315445
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 S LEMON CREEK DR B
ReturnHeader/Filer/USAddress/CityNm0WALNUT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091789
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954382981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TINANA & CHOW CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 LEMON CREEK DR STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091789
ReturnHeader/PreparerPersonGrp/PhoneNum09095955833
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY CHOW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-10T12:35:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHOW
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings