Civic Intelligence

Carmel High School Foundation

990EZ • Fiscal year 2014 • EIN 56-2463215

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization ProfileN/A
PO Box 223288Carmel, CA 93922

(831) 915-9831

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

0.45x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

9.1%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$451,954

Up $103,833 (+30%) from 2011

Net Assets

$422,954

No earlier filing loaded for comparison.

Liabilities

Up

$29,000

Up $15,550 (+116%) from 2011

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin14th percentile

Revenue

Up

$63,938

Up $35,613 (+126%) from 2011

Expenses

Up

$78,374

Up $62,079 (+381%) from 2011

Net Income

Down

-$14,436

Down $26,466 (-220%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $348,121Liabilities 2011: $13,4502011Assets 2014: $451,954Liabilities 2014: $29,000Net Assets 2014: $422,9542014Assets 2015: $552,557Liabilities 2015: $26,800Net Assets 2015: $525,7572015Assets 2016: $673,766Liabilities 2016: $21,200Net Assets 2016: $652,5662016Assets 2017: $843,757Liabilities 2017: $24,200Net Assets 2017: $819,5572017Assets 2018: $808,685Liabilities 2018: $33,300Net Assets 2018: $775,3852018Assets 2019: $1,091,676Liabilities 2019: $27,448Net Assets 2019: $1,064,2282019Assets 2020: $1,188,432Liabilities 2020: $33,097Net Assets 2020: $1,155,3352020Assets 2021: $1,298,792Liabilities 2021: $34,196Net Assets 2021: $1,264,5962021Assets 2022: $1,207,233Liabilities 2022: $43,745Net Assets 2022: $1,163,4882022Assets 2023: $1,390,355Liabilities 2023: $49,066Net Assets 2023: $1,341,2892023Assets 2024: $1,526,072Liabilities 2024: $48,264Net Assets 2024: $1,477,8082024

Highlighted filing

2014

Assets$451,954
Liabilities$29,000
Net Assets$422,954
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $28,325Expenses 2011: $16,295Net Income 2011: $12,0302011Revenue 2014: $63,938Expenses 2014: $78,374Net Income 2014: -$14,4362014Revenue 2015: $153,987Expenses 2015: $34,831Net Income 2015: $119,1562015Revenue 2016: $131,393Expenses 2016: $44,076Net Income 2016: $87,3172016Revenue 2017: $137,039Expenses 2017: $55,525Net Income 2017: $81,5142017Revenue 2018: $127,820Expenses 2018: $79,374Net Income 2018: $48,4462018Revenue 2019: $259,838Expenses 2019: $95,727Net Income 2019: $164,1112019Revenue 2020: $93,571Expenses 2020: $85,542Net Income 2020: $8,0292020Revenue 2021: $59,645Expenses 2021: $77,706Net Income 2021: -$18,0612021Revenue 2022: $210,540Expenses 2022: $122,552Net Income 2022: $87,9882022Revenue 2023: $123,410Expenses 2023: $94,409Net Income 2023: $29,0012023Revenue 2024: $146,960Expenses 2024: $110,025Net Income 2024: $36,9352024

Highlighted filing

2014

Revenue$63,938
Expenses$78,374
Net Income-$14,436
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$69,621
Mission and Program Overview

Mission

See statement

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS PAYABLE FOR 2014$29,000$29,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD STONEYPresident-$0--
DIANE HANGERSecretary-$0--
JEANNIE ABBOTTTreasurer-$0--
PATRICIA HUNTDirector-$0--
DALE DEPALATISDirector-$0--
LARI HARRIS NEWBURYDirector-$0--
SHARON LAW TUCKERDirector-$0--
KAREN VDOVKINDirector-$0--
PAMELA WILCOXDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carmel High School Foundation
EIN
56-2463215
Phone
8319159831
Address
PO Box 223288, Carmel, CA 93922

Signing Officer

Name
Jeannie Abbott
Title
Treasurer
Phone
8319159831
Signed
2015-05-15

Preparer

Firm
Savage & Lucido CPA'S LLP
Address
100 Clock Tower Pl Ste 230, Carmel, CA 93923
Preparer
Tracy Lucido CPA
Phone
8312506706
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarships grants scholarship receipients students 29000.”

Form 990EZ, Part I, Line 16

“Bank & credit card charges 129. Insurance 950. Investment fees 2959. Office expenses 21. Postage & mailing 92. Professional fees 1963. Tax & license 760. Website 6300.”

Form 990EZ, Part I, Line 20

“Change in market value -413.”

Raw XML Appendix163 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/USAddress/CityNm0Hillsborough
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0462353
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14436
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036200
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt011226
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt069621
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD STONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE HANGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNIE ABBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DALE DEPALATIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LARI HARRIS NEWBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHARON LAW TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAREN VDOVKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAMELA WILCOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-413
IRS990EZ/OtherExpensesTotalAmt013174
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See statement
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS PAYABLE FOR 2014
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05683
IRS990EZ/SpecialEventsNetIncomeLossAmt05543
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt024550
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt029000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078374
IRS990EZ/TotalProgramServiceExpensesAmt029000
IRS990EZ/TotalRevenueAmt063938
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0140969
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08909
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011061
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt069889
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66850
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.63000
IRS990ScheduleA/PublicSupportTotal170Amt0140969
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024672
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019416
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0140969
IRS990ScheduleA/TotalSupportAmt0210858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS GRANTS SCHOLARSHIP RECEIPIENTS STUDENTS 29000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK & CREDIT CARD CHARGES 129. INSURANCE 950. INVESTMENT FEES 2959. OFFICE EXPENSES 21. POSTAGE & MAILING 92. PROFESSIONAL FEES 1963. TAX & LICENSE 760. WEBSITE 6300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN MARKET VALUE -413.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNIE ABBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08319159831
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL HIGH SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0562463215
ReturnHeader/Filer/PhoneNum08319159831
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 223288
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Savage & Lucido CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Clock Tower Pl Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312506706
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY LUCIDO CPA
ReturnHeader/ReturnTs02015-08-11T15:41:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451,954
Liabilities
$29,000
Net assets
$422,954
Revenue
$63,938
Expenses
$78,374
Net income
-$14,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.05$1.48$0.15$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.05$1.34$0.12$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.04$1.16$0.21$0.12$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.03$1.26$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$0.09$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.26$0.10$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.78$0.13$0.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$0.14$0.06$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.13$0.04$0.09
2015Summary only. Only limited summary data is available for this year.$0.55$0.03$0.53$0.15$0.03$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.03$0.42$0.06$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$0.35$0.01$0.03$0.02$0.01