Civic Intelligence

Chalice Oak Foundation

EIN 30-0554066 • 501(c)3 • Lakewood, CA

Profile

It is our mission to offer the infrastructure, tools, training and resources required to promote effective nonprofit management, leadership development, grass-roots organizing, and compassionate relations to those who embrace the spirit of our vision.

4067 Hardwick StreetLakewood, CA 90712

www.chaliceoak.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-85%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$115,727

Up $9,237 (+8.7%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$115,727

Up $9,237 (+8.7%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$21,764

Down $123,274 (-85%) from 2015

Expenses

Down

$12,527

Down $165,177 (-93%) from 2015

Net Income

Up

$9,237

Up $41,903 (+128%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $44,640Liabilities 2013: $0Net Assets 2013: $44,6402013Assets 2014: $139,156Liabilities 2014: $0Net Assets 2014: $139,1562014Assets 2015: $106,490Net Assets 2015: $106,4902015Assets 2016: $115,727Net Assets 2016: $115,7272016

Highlighted filing

2016

Assets$115,727
Liabilities-
Net Assets$115,727
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $453,282Expenses 2013: $411,412Net Income 2013: $41,8702013Revenue 2014: $250,837Expenses 2014: $156,321Net Income 2014: $94,5162014Revenue 2015: $145,038Expenses 2015: $177,704Net Income 2015: -$32,6662015Revenue 2016: $21,764Expenses 2016: $12,527Net Income 2016: $9,2372016

Highlighted filing

2016

Revenue$21,764
Expenses$12,527
Net Income$9,237
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$115,727
Liabilities
-
Net assets
$115,727
Revenue
$21,764
Expenses
$12,527
Net income
$9,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.22$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.45$1.78$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.51$1.56$0.95
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$4.53$4.11$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$21,764
Mission and Program Overview

Mission

Infrastructure, tools & resources

It is our mission to offer the infrastructure, tools, training and resources required to promote effective nonprofit management,leadership development,grass roots organizing and compassionate relations to those who embrace the spirit of our vision.

Program Services

DescriptionGrantsExpenses
TO BUILD FOR CAPACITY FOR COMMUNITY SUSTAINABILITY IN THE SOUTHEAST. WE COLLABORATE TO ACCELERATE THE ADOPTION OF SUSTAINABLE BEST PRACTICES IN AMERICAN SOUTHEASTERN COMMUNITIES. WE DO THIS BY PEER TO PEER INFORMATION SHARING, COLLABORATING TO CREATE SOLUTIONS THEN IMPLEMENTING THOSE REGIONALLY INNOVATED SOLUTIONS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE OSBORNESecretary-$0--
DIANE EASTERWOODDirector-$0--
JENNFIER HOCUTTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Chalice Oak Foundation
EIN
30-0554066
Address
4067 HARDWICK STREET, LAKEWOOD, CA 90712

Signing Officer

Name
Dale Osborne
Title
Trustee
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Taxes and More LLC
Address
3815 S Jones Blvd 4, LAS VEGAS, NV 89103
Preparer
Raymond Cooper Ea
Phone
7026464646
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2277”

Other Expenses.1002

“Office Expenses $386”

Other Expenses.1005

“Travel $393”

Other Expenses.1

“EXECUTIVE DIRECTOR $4788”

Other Expenses.2

“Administrator expenses $3713”

Other Expenses.3

“ACCOUNTING $840”

Other Expenses.4

“BANK CHARGES $130”

Raw XML Appendix126 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/PersonNm0KRISTA WEBER
IRS990EZ/BooksInCareOfDetail/PhoneNum05154202437
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04067 HARDWICK ST 331
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090712
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106490
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021764
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09237
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106490
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115727
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt021764
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106490
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0115727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0106490
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0115727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE EASTERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNFIER HOCUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012527
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IT IS OUR MISSION TO OFFER THE INFRASTRUCTURE, TOOLS, TRAINING AND RESOURCES REQUIRED TO PROMOTE EFFECTIVE NONPROFIT MANAGEMENT,LEADERSHIP DEVELOPMENT,GRASS ROOTS ORGANIZING AND COMPASSIONATE RELATIONS TO THOSE WHO EMBRACE THE SPIRIT OF OUR VISION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO BUILD FOR CAPACITY FOR COMMUNITY SUSTAINABILITY IN THE SOUTHEAST. WE COLLABORATE TO ACCELERATE THE ADOPTION OF SUSTAINABLE BEST PRACTICES IN AMERICAN SOUTHEASTERN COMMUNITIES. WE DO THIS BY PEER TO PEER INFORMATION SHARING, COLLABORATING TO CREATE SOLUTIONS THEN IMPLEMENTING THOSE REGIONALLY INNOVATED SOLUTIONS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012527
IRS990EZ/TotalRevenueAmt021764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHALICEOAK.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021765
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt021765
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021765
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021765
IRS990ScheduleA/TotalSupportAmt021765
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR $4788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATOR EXPENSES $3713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTING $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $130
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHALICE OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAL
ReturnHeader/Filer/EIN0300554066
ReturnHeader/Filer/USAddress/AddressLine1Txt04067 HARDWICK STREET
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090712
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAXES AND MORE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03815 S Jones Blvd 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089103
ReturnHeader/PreparerPersonGrp/PhoneNum07026464646
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND COOPER EA
ReturnHeader/ReturnTs02017-11-09T15:57:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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