Civic Intelligence

Carissa and Harry Foundation

990EZ • Fiscal year 2015 • EIN 47-2304502

Oct 01, 2014 to Sep 30, 2015 • Filed on May 13, 2016

Organization ProfileN/A
5388 Arrow HwyMontclair, CA 91763

(909) 399-9688

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$87,700

No earlier filing loaded for comparison.

Net Assets

$87,700

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

$120,059

No earlier filing loaded for comparison.

Expenses

$32,359

No earlier filing loaded for comparison.

Net Income

$87,700

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2015: $87,700Liabilities 2015: $0Net Assets 2015: $87,7002015Assets 2016: $130,481Liabilities 2016: $0Net Assets 2016: $130,4812016Assets 2017: $113,605Liabilities 2017: $0Net Assets 2017: $113,6052017Assets 2018: $96,726Liabilities 2018: $0Net Assets 2018: $96,7262018Assets 2019: $83,513Liabilities 2019: $0Net Assets 2019: $83,5132019Assets 2020: $83,764Liabilities 2020: $0Net Assets 2020: $83,7642020Assets 2021: $77,481Liabilities 2021: $0Net Assets 2021: $77,4812021Assets 2022: $73,680Liabilities 2022: $0Net Assets 2022: $73,6802022Assets 2023: $66,225Liabilities 2023: $0Net Assets 2023: $66,2252023Assets 2024: $87,827Net Assets 2024: $87,8272024Assets 2025: $80,584Net Assets 2025: $80,5842025

Highlighted filing

2015

Assets$87,700
Liabilities$0
Net Assets$87,700
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2015: $120,059Expenses 2015: $32,359Net Income 2015: $87,7002015Revenue 2016: $80,856Expenses 2016: $38,075Net Income 2016: $42,7812016Revenue 2017: $184Expenses 2017: $17,060Net Income 2017: -$16,8762017Revenue 2018: $156Expenses 2018: $17,035Net Income 2018: -$16,8792018Revenue 2019: $4,143Expenses 2019: $17,356Net Income 2019: -$13,2132019Revenue 2020: $4,101Expenses 2020: $3,850Net Income 2020: $2512020Revenue 2021: $46Expenses 2021: $6,329Net Income 2021: -$6,2832021Revenue 2022: $2,005Expenses 2022: $5,806Net Income 2022: -$3,8012022Revenue 2023: $2,504Expenses 2023: $9,960Net Income 2023: -$7,4562023Revenue 2024: $84,107Expenses 2024: $62,505Net Income 2024: $21,6022024Revenue 2025: $3,507Expenses 2025: $10,750Net Income 2025: -$7,2432025

Highlighted filing

2015

Revenue$120,059
Expenses$32,359
Net Income$87,700
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$120,059
Mission and Program Overview

Mission

Inspire community giving for medical research, educational advancement and environmental wellness.

The organization will provide scholarship grant to qualified high school seniors who would like to attain higher education. The scholarship granted will be used to cover tuition and related costs.

Program Services

DescriptionGrantsExpenses
Inspire community giving for medical research, educational advancement and environmental wellness.$5,859-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMMY IPCEO-$0--
LORRAINE WONGSecretary-$0--
RONALD IKEJIRICFO-$0--
Filing and Contact Details

Filer

Filer Name
Carissa and Harry Foundation
EIN
47-2304502
Address
5388 ARROW HWY, MONTCLAIR, CA 91763

Signing Officer

Name
Sammy Ip
Title
CEO
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Leung Accountancy Corporation
Address
75 North Vinedo Avenue, Pasadena, CA 91107
Preparer
KT Leung CPA
Phone
6263969680
Supplemental Narrative

Additional Explanations

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

“| Donee's Name: CCHC | Donee's Address: 715 E.MISSION RD SAN GABRIEL , CA 91776 | Cash Amount Given: $20000”

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

“| Donee's Name: FLINTRIDGE | Donee's Address: 4543 CROWN AVENUE LA CANADA FLINTRIDGE, CA 91011 | Cash Amount Given: $6500”

Other Expenses.1

“BANK CHARGES $12”

Raw XML Appendix140 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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IRS990EZ/BooksInCareOfDetail/PersonNm0SAMMY IP
IRS990EZ/BooksInCareOfDetail/PhoneNum09093999688
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTCLAIR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091763
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt087700
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05847
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087700
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026500
IRS990EZ/GrossReceiptsAmt0120059
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt059
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087700
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMMY IP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORRAINE WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RONALD IKEJIRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization will provide scholarship grant to qualified high school seniors who would like to attain higher education. The scholarship granted will be used to cover tuition and related costs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Inspire community giving for medical research, educational advancement and environmental wellness.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05859
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032359
IRS990EZ/TotalProgramServiceExpensesAmt05859
IRS990EZ/TotalRevenueAmt0120059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt060000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt060000
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0120000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0120000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt059
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt060000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt060000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt060000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0120000
IRS990ScheduleA/Total509Grp/TotalAmt0120000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0120059
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0120059
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CCHC | Donee's Address: 715 E.MISSION RD SAN GABRIEL , CA 91776 | Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: FLINTRIDGE | Donee's Address: 4543 CROWN AVENUE LA CANADA FLINTRIDGE, CA 91011 | Cash Amount Given: $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMMY IP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARISSA AND HARRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0472304502
ReturnHeader/Filer/USAddress/AddressLine1Txt05388 ARROW HWY
ReturnHeader/Filer/USAddress/CityNm0MONTCLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEUNG ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 North Vinedo Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091107
ReturnHeader/PreparerPersonGrp/PhoneNum06263969680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KT Leung CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-13T01:06:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,700
Liabilities
$0
Net assets
$87,700
Revenue
$120,059
Expenses
$32,359
Net income
$87,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.04$0.11$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.84$0.63$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.03$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.00$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.17$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.17$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.00$0.17$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.81$0.38$0.43
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.20$0.32$0.88