Civic Intelligence

Gita K Shah Foundation

990PF • Fiscal year 2015 • EIN 52-1864700

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 01, 2016

Organization Profile
14124 Riverbirch CtLaurel, MD 20707

(301) 604-4076

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-217%

Higher net margin than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$255,465

Down $1,390 (-0.5%) from 2014

Net Assets

Down

$255,465

Down $528 (-0.2%) from 2014

Liabilities

Down

$0

Down $862 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$3,452

Down $115,067 (-97%) from 2014

Expenses

Down

$10,930

Down $6,914 (-39%) from 2014

Net Income

Down

-$7,478

Down $108,153 (-107%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$1.0M$500K$0Assets 2010: $127,551Liabilities 2010: $25Net Assets 2010: $127,5262010Assets 2011: $127,592Liabilities 2011: $0Net Assets 2011: $127,5922011Assets 2012: $128,435Liabilities 2012: $0Net Assets 2012: $128,4352012Assets 2013: $155,318Liabilities 2013: $0Net Assets 2013: $155,3182013Assets 2014: $256,855Liabilities 2014: $862Net Assets 2014: $255,9932014Assets 2015: $255,465Liabilities 2015: $0Net Assets 2015: $255,4652015Assets 2016: $319,419Liabilities 2016: $0Net Assets 2016: $319,4192016Assets 2017: $322,516Liabilities 2017: $0Net Assets 2017: $322,5162017Assets 2018: $302,916Liabilities 2018: $0Net Assets 2018: $302,9162018Assets 2019: $298,956Liabilities 2019: $0Net Assets 2019: $298,9562019Assets 2020: $479,016Liabilities 2020: $0Net Assets 2020: $479,0162020Assets 2021: $870,287Liabilities 2021: $0Net Assets 2021: $870,2872021Assets 2022: $988,324Liabilities 2022: $0Net Assets 2022: $988,3242022Assets 2023: $986,023Liabilities 2023: $0Net Assets 2023: $986,0232023Assets 2024: $989,669Liabilities 2024: $0Net Assets 2024: $989,6692024

Highlighted filing

2015

Assets$255,465
Liabilities$0
Net Assets$255,465
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $10,6762010Expenses 2011: $5,0002011Expenses 2012: $5,0822012Revenue 2013: $33,466Expenses 2013: $6,583Net Income 2013: $26,8832013Revenue 2014: $118,519Expenses 2014: $17,844Net Income 2014: $100,6752014Revenue 2015: $3,452Expenses 2015: $10,930Net Income 2015: -$7,4782015Revenue 2016: $129,207Expenses 2016: $4,937Net Income 2016: $124,2702016Revenue 2017: $3,083Expenses 2017: $15,410Net Income 2017: -$12,3272017Revenue 2018: $9,255Expenses 2018: $29,299Net Income 2018: -$20,0442018Revenue 2019: $13,641Expenses 2019: $17,601Net Income 2019: -$3,9602019Revenue 2020: $209,061Expenses 2020: $24,579Net Income 2020: $184,4822020Revenue 2021: $411,395Expenses 2021: $15,181Net Income 2021: $396,2142021Revenue 2022: $150,119Expenses 2022: $31,994Net Income 2022: $118,1252022Revenue 2023: $43,408Expenses 2023: $45,527Net Income 2023: -$2,1192023Revenue 2024: $45,154Expenses 2024: $41,508Net Income 2024: $3,6462024

Highlighted filing

2015

Revenue$3,452
Expenses$10,930
Net Income-$7,478
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gita K ShahTrustee-$0--
Kamlesh C ShahTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gita K Shah Foundation
EIN
52-1864700
Phone
3016044076
Address
14124 Riverbirch Ct, Laurel, MD 20707

Signing Officer

Name
Gita K Shah
Title
President & CEO
Phone
3016044076
Signed
2016-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
3400 College Blvd, Leawood, KS 66211
Preparer
Elizabeth Kouri CPA
Phone
9133382727
Raw XML Appendix339 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0135688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0178062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate Stock
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03417
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-280
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0300
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03452
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03452
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09915
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09915
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03417
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03417
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7478
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-280
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010930
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0475
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0380 SH SPRINT CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-280
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7478
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07115
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0255465
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0255828
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0255465
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015159
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015159
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015159
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015224
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt065
IRS990PF/DistributableAmountGrp/TotalTaxAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0223
IRS990PF/FMVAssetsEOYAmt0297839
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0171733
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0119619
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0119619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt084622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0135688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0178062
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0223
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0158
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0158
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0750
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0255828
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0255465
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0256578
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0255465
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0297839
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0256578
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0255465
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0255828
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0255465
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0309116
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0152033
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0157083
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04637
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0304479
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0309116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gita K Shah
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kamlesh C Shah
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014124 Riverbirch Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114124 Riverbirch Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Laurel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1laurel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.082834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.032308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.089236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0304479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0203020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0181620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0157298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0135116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0117273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.277172
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09915
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09915
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09915
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Gita K Shah
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt014124 Riverbirch Court
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Laurel
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020707
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03016044076
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PROVIDED UPON REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GITA K SHAH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03016044076
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt014124 RIVERBIRCH COURT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAUREL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd020707
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICATIONS ACCEPTED IF THEY MEET THE PURPOSE OF THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gita K Shah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09714
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support for a Homeless person.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Jain Society of Metropolitan Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DC KITCHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Stephanie Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01021 Briggs Chaney Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1NO KNOWN ADDRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2425 2ND ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Silver Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020914
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220001
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09915
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/AppliedToCurrentYearAmt09915
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0564
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0564
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09915
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0564
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04680
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0223
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0158
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0158
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FREE TRADE PROMO
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0300
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0300
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07115
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OF STOCK DONATED TO CHARITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0750
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCOUNTING FEES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt065
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GITA K SHAH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03016044076
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gita K Shah Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GITA
ReturnHeader/Filer/EIN0521864700
ReturnHeader/Filer/PhoneNum03016044076
ReturnHeader/Filer/USAddress/AddressLine1Txt014124 Riverbirch Ct
ReturnHeader/Filer/USAddress/CityNm0Laurel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020707
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Creative Planning Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 College Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leawood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth Kouri CPA
ReturnHeader/ReturnTs02016-07-08T11:59:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$255,465
Liabilities
$0
Net assets
$255,465
Revenue
$3,452
Expenses
$10,930
Net income
-$7,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.45$0.42$0.04
2023Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.43$0.46$0.02
2022Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$1.50$0.32$1.18
2021Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$4.11$0.15$3.96
2020Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$2.09$0.25$1.84
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.14$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.09$0.29$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.03$0.15$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$1.29$0.05$1.24
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.03$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.01$2.56$1.19$0.18$1.01
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.33$0.07$0.27
2012Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.11