Civic Intelligence

Samuel and Minnie Feldman Charitable Foundation Inc

990PF • Fiscal year 2017 • EIN 52-1157486

May 01, 2016 to Apr 30, 2017 • Filed on Mar 12, 2018

2645 Comistas DriveWalnut Creek, CA 94598-4328

(925) 938-6788

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.2%

Higher net margin than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

2.9%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$358,135

Down $19,819 (-5.2%) from 2016

Net Assets

Down

$358,135

Down $19,819 (-5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$22,722

Up $643 (+2.9%) from 2016

Expenses

Up

$21,767

Up $9,773 (+81%) from 2016

Net Income

Down

$955

Down $9,130 (-91%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $348,885Liabilities 2010: $0Net Assets 2010: $348,8852010Assets 2011: $354,232Liabilities 2011: $0Net Assets 2011: $354,2322011Assets 2012: $335,509Liabilities 2012: $0Net Assets 2012: $335,5092012Assets 2013: $340,798Liabilities 2013: $12013Assets 2014: $356,046Liabilities 2014: $0Net Assets 2014: $356,0462014Assets 2015: $367,869Liabilities 2015: $0Net Assets 2015: $367,8692015Assets 2016: $377,954Liabilities 2016: $0Net Assets 2016: $377,9542016Assets 2017: $358,135Liabilities 2017: $0Net Assets 2017: $358,1352017Assets 2018: $312,733Liabilities 2018: $0Net Assets 2018: $312,7332018Assets 2019: $323,106Liabilities 2019: $0Net Assets 2019: $323,1062019Assets 2020: $323,823Liabilities 2020: $0Net Assets 2020: $323,8232020Assets 2021: $310,540Liabilities 2021: $0Net Assets 2021: $310,5402021Assets 2022: $330,553Liabilities 2022: $0Net Assets 2022: $330,5532022Assets 2023: $315,959Liabilities 2023: $0Net Assets 2023: $315,9592023Assets 2024: $319,694Liabilities 2024: $0Net Assets 2024: $319,6942024Assets 2025: $343,313Liabilities 2025: $0Net Assets 2025: $343,3132025

Highlighted filing

2017

Assets$358,135
Liabilities$0
Net Assets$358,135

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $21,2712010Expenses 2011: $14,2452011Expenses 2012: $60,1852012Revenue 2013: $7,152Expenses 2013: $1,863Net Income 2013: $5,2892013Revenue 2014: $23,832Expenses 2014: $8,584Net Income 2014: $15,2482014Revenue 2015: $18,425Expenses 2015: $6,602Net Income 2015: $11,8232015Revenue 2016: $22,079Expenses 2016: $11,994Net Income 2016: $10,0852016Revenue 2017: $22,722Expenses 2017: $21,767Net Income 2017: $9552017Revenue 2018: -$21,225Expenses 2018: $24,177Net Income 2018: -$45,4022018Revenue 2019: $36,633Expenses 2019: $26,260Net Income 2019: $10,3732019Revenue 2020: $25,507Expenses 2020: $24,790Net Income 2020: $7172020Revenue 2021: $15,372Expenses 2021: $28,655Net Income 2021: -$13,2832021Revenue 2022: $46,372Expenses 2022: $26,359Net Income 2022: $20,0132022Revenue 2023: $19,556Expenses 2023: $34,150Net Income 2023: -$14,5942023Revenue 2024: $31,601Expenses 2024: $27,866Net Income 2024: $3,7352024Revenue 2025: $54,275Expenses 2025: $30,656Net Income 2025: $23,6192025

Highlighted filing

2017

Revenue$22,722
Expenses$21,767
Net Income$955
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Mar 12, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA EINDirector/Pres/Secr/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Samuel and Minnie Feldman Charitable
EIN
52-1157486
Phone
9259386788
Address
2645 COMISTAS DRIVE, WALNUT CREEK, CA 94598-4328

Signing Officer

Name
Pamela F EIN
Title
Director
Phone
9259386788
Signed
2018-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Lapointe & Hausman Cpas LLC
Address
3204 TOWER OAKS BLVD STE 170, ROCKVILLE, MD 20852-4211
Preparer
Stephen C Lapointe
Phone
3017701230
Raw XML Appendix365 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0B'NAI SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BREAST CANCER RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH PARTISAN EDUCATIONAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PROJECT HEALTH SHELTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4REUTLINGER COMMUNITY FOR JEWISH LIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ROTOCARE BAY AREA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE PAINTED TURTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt018401 BURTFIELD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt160 EAST 56TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22107 VAN NESS AVENUE SUITE 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3111 MICHIGAN AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44000 CAMINO TASSAJARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 18430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61300 4TH STREET SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OLNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DANVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd518430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020150
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0401
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019749
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021477
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019749
OtherDecreasesSchedule/OtherDecreasesDetail/Amt020774
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PAMELA EIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02645 COMISTAS DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WALNUT CREEK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0945984328
TaxesSchedule/TaxesDetail/Amt0442
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA F EIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09259386788
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL AND MINNIE FELDMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FELD
ReturnHeader/Filer/EIN0521157486
ReturnHeader/Filer/PhoneNum09259386788
ReturnHeader/Filer/USAddress/AddressLine1Txt02645 COMISTAS DRIVE
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945984328
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId069667E347185FBA717FCF9E11D3A373C312E48D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId069667E347185FBA717FCF9E11D3A373C312E48D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.17.205.17
ReturnHeader/FilingSecurityInformation/IPDt02018-03-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:03:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823596569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAPOINTE & HAUSMAN CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03204 TOWER OAKS BLVD STE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208524211
ReturnHeader/PreparerPersonGrp/PhoneNum03017701230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C LAPOINTE
ReturnHeader/ReturnTs02018-03-12T16:03:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.54$0.31$0.24
2024Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.32$0.28$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.20$0.34$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.46$0.26$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.15$0.29$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.26$0.25$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.37$0.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.21$0.24$0.45
2017Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.23$0.22$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.22$0.12$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.18$0.07$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.24$0.09$0.15
2013Summary only. Only limited summary data is available for this year.$3.41$0.00$0.07$0.02$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.60
2011Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.14
2010Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.21