Civic Intelligence

The Sanjay Mathur & Preeti Mathur Charitable Foundation

990PF • Fiscal year 2020 • EIN 47-4417991

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 26, 2021

170 Leafy PassIrvine, CA 92602

(949) 370-2771

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

97th percentile

412%

Faster asset growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

166%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$17,201

Up $13,841 (+412%) from 2019

Net Assets

Up

$17,201

Up $13,841 (+412%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Up

$20,002

Up $12,495 (+166%) from 2019

Expenses

Up

$6,161

Up $311 (+5.3%) from 2019

Net Income

Up

$13,841

Up $12,184 (+735%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $3,951Liabilities 2015: $1Net Assets 2015: $3,9512015Assets 2016: $2,891Liabilities 2016: $0Net Assets 2016: $2,8912016Assets 2017: $2,802Liabilities 2017: $0Net Assets 2017: $2,8022017Assets 2018: $1,703Liabilities 2018: $0Net Assets 2018: $1,7032018Assets 2019: $3,360Liabilities 2019: $1Net Assets 2019: $3,3602019Assets 2020: $17,201Liabilities 2020: $1Net Assets 2020: $17,2012020Assets 2021: $29,029Liabilities 2021: $1Net Assets 2021: $29,0292021Assets 2022: $41,371Liabilities 2022: $1Net Assets 2022: $41,3712022Assets 2023: $32,055Liabilities 2023: $1Net Assets 2023: $32,0552023Assets 2024: $55,566Liabilities 2024: $0Net Assets 2024: $55,5662024

Highlighted filing

2020

Assets$17,201
Liabilities$1
Net Assets$17,201

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $25,000Expenses 2015: $21,049Net Income 2015: $3,9512015Revenue 2016: $65,500Expenses 2016: $66,560Net Income 2016: -$1,0602016Revenue 2017: $5,003Expenses 2017: $5,092Net Income 2017: -$892017Revenue 2018: $10,013Expenses 2018: $11,112Net Income 2018: -$1,0992018Revenue 2019: $7,507Expenses 2019: $5,850Net Income 2019: $1,6572019Revenue 2020: $20,002Expenses 2020: $6,161Net Income 2020: $13,8412020Revenue 2021: $25,000Expenses 2021: $13,172Net Income 2021: $11,8282021Revenue 2022: $25,156Expenses 2022: $12,814Net Income 2022: $12,3422022Revenue 2023: $32,552Expenses 2023: $41,868Net Income 2023: -$9,3162023Revenue 2024: $26,728Expenses 2024: $3,217Net Income 2024: $23,5112024

Highlighted filing

2020

Revenue$20,002
Expenses$6,161
Net Income$13,841
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 26, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANJAY MATHURPresident & CEO-$0--
PREETI MATHURVice President-$0--
AMRIT MATHURCFO-$0--
RITU MATHUR DOSHISecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Sanjay Mathur & Preeti Mathur
EIN
47-4417991
Phone
9493702771
Address
170 LEAFY PASS, IRVINE, CA 92602

Signing Officer

Name
Sanjay Mathur
Title
President & CEO
Signed
2021-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Alan K Rubin CPA a Prof Corp
Address
12400 WILSHIRE BLVD 245, LOS ANGELES, CA 90025
Preparer
Alan K Rubin CPA
Phone
4242930403
Raw XML Appendix224 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0170 LEAFY PASS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IRVINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092602
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PREETI MATHUR
IRS990PF/StatementsRegardingActyGrp/PhoneNum07142990588
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01000
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010000
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096112
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANJAY MATHUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SANJAY MATHUR & PREETI MATHUR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0474417991
ReturnHeader/Filer/PhoneNum09493702771
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ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954400911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN K RUBIN CPA A PROF CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012400 WILSHIRE BLVD 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum04242930403
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN K RUBIN CPA
ReturnHeader/ReturnTs02021-03-26T15:46:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANJAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MATHUR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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