Civic Intelligence

Carmel High School Foundation

990 • Fiscal year 2018 • EIN 56-2463215

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 11, 2019

Organization ProfileWWW.CARMELHIGHSCHOOLFOUNDATION.ORG
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

53rd percentile

0.04x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.26x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

29th percentile

-4.2%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-6.7%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$808,685

Down $35,072 (-4.2%) from 2017

Net Assets

Down

$775,385

Down $44,172 (-5.4%) from 2017

Liabilities

Up

$33,300

Up $9,100 (+38%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin88th percentile

Revenue

Down

$127,820

Down $9,219 (-6.7%) from 2017

Expenses

Up

$79,374

Up $23,849 (+43%) from 2017

Net Income

Down

$48,446

Down $33,068 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2018

Assets$808,685
Liabilities$33,300
Net Assets$775,385
Open 2018 Filing

Operations Trend

Revenue Growth28th 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

2018

Revenue$127,820
Expenses$79,374
Net Income$48,446
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 11, 2019
Return Version
2018v3.1
Gross Receipts
$233,940
Mission and Program Overview

Mission

See statement

To provide scholarships & awards to deserving graduating students of carmel high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$722,553$771,100▲ $48,547
Cash and Non-Interest-Bearing Accounts$121,204$37,585▼ $83,619
Total Assets$843,757$808,685▼ $35,072
Liabilities
Accounts Payable and Accrued Expenses$24,200$33,300▲ $9,100
Total Liabilities$24,200$33,300▲ $9,100
Net Assets / Fund Balance
Unrestricted Net Assets$819,557$775,385▼ $44,172
Total Net Assets Fund Balance$819,557$775,385▼ $44,172
Total Liabilities and Net Assets / Fund Balance$843,757$808,685▼ $35,072
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Ronald StoneyPresident
Carola BartonDirector
Dale DepalatisDirector
Jean StiversDirector
Kate GallowayDirector
Marvin BiasottiDirector
Patricia HuntDirector
Sharon TuckerDirector
Victoria BunchDirector
Lisa BarnettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,660
Program Service Revenue
$0
Investment Income
$35,160
Other Revenue
$0
All Other Contributions
$92,660
Change in Net Assets
$48,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,982
Other Expenses$32,392
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$46,982--$46,982
Fees for Services Other$18,538--$18,538
Fees for Service Investment Mgmnt Fees$5,747--$5,747
Information Technology$5,277--$5,277
Insurance$900--$900
Fees for Services Accounting$670--$670
Office Expenses$424--$424
Other Expenses$371--$371
Total Functional Expenses$79,374$0$0$79,374
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the return is given to the treasurer of the organization. After the treasurer's review, any changes are made to the return before filing the return.”

Form 990, Page 6, Part VI, Line 19

“The governing documents and financial information is available upon request.”

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
Lisa Barnett
Title
Treasurer
Phone
8319159831
Signed
2019-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Barnett
Formed
2003
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Winkleblack Cpas
Address
26335 CARMEL RANCHO BLVD STE 9, CARMEL, CA 93923-8743
Preparer
Tracy Winkleblack
Phone
8312939330
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The goal of the organization is to enhance the valuable characteristics gained through students' educational experience at chs, including acquistition of knowledge, development of critical thinking, enthusiasm for discovery and learning, and exercise of a powerful imagination.”

Form 990, Part IX, Line 11G

“Development director 18,538 0 0”

Raw XML Appendix348 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024200
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt033300
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS & AWARDS TO DESERVING GRADUATING STUDENTS OF CARMEL HIGH SCHOOL.
IRS990/AllOtherContributionsAmt092660
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LISA BARNETT
IRS990/BooksInCareOfDetail/PhoneNum08319159831
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 223288
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093922
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0121204
IRS990/CashNonInterestBearingGrp/EOYAmt037585
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt092660
IRS990/CYGrantsAndSimilarPaidAmt046982
IRS990/CYInvestmentIncomeAmt035160
IRS990/CYOtherExpensesAmt032392
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt048446
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt079374
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0127820
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION RAISES ITS MONEY THROUGH THE GENEROUS SUPPORT OF THE COMMUNITY AND WORKS TO BUILD STRONG, SUSTAINABLE RELATIONSHIPS WITH DONORS AND PROGRAM SPONSORS TO MAINTAIN THE VIABILITY OF THE HIGH SCHOOL EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS IT SERVES. THE FOUNDATION ORGANIZES VARIOUS EVENTS WHICH ALLOWS DONORS AN OPPORTUNITY TO CONTRIBUTE FUNDS TO THE ORGANIZTION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt079374
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0670
IRS990/FeesForServicesAccountingGrp/TotalAmt0670
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt018538
IRS990/FeesForServicesOtherGrp/TotalAmt018538
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt05747
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05747
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0VICTORIA BUNCH
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICIA HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm2JEAN STIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm3SHARON TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm4KATE GALLOWAY
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROLA BARTON
IRS990/Form990PartVIISectionAGrp/PersonNm6DALE DEPALATIS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARVIN BIASOTTI
IRS990/Form990PartVIISectionAGrp/PersonNm8RONALD STONEY
IRS990/Form990PartVIISectionAGrp/PersonNm9LISA BARNETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt09137
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt046982
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt046982
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt046982
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0115257
IRS990/GrossReceiptsAmt0233940
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt05277
IRS990/InformationTechnologyGrp/TotalAmt05277
IRS990/InsuranceGrp/ProgramServicesAmt0900
IRS990/InsuranceGrp/TotalAmt0900
IRS990/InvestmentIncomeGrp/ExclusionAmt026023
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026023
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0106120
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE GOAL OF THE ORGANIZATION IS TO ENHANCE THE VALUABLE CHARACTERISTICS GAINED THROUGH STUDENTS' EDUCATIONAL EXPERIENCE AT CHS, INCLUDING ACQUISTITION OF KNOWLEDGE, DEVELOPMENT OF CRITICAL THINKING, ENTHUSIASM FOR DISCOVERY AND LEARNING, AND EXERCISE OF A POWERFUL IMAGINATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0819557
IRS990/NetAssetsOrFundBalancesEOYAmt0775385
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt09137
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09137
IRS990/NetUnrlzdGainsLossesInvstAmt0-92618
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0424
IRS990/OfficeExpensesGrp/TotalAmt0424
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BUSINESS REGISTRATION FEE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt0465
IRS990/OtherExpensesGrp/ProgramServicesAmt1371
IRS990/OtherExpensesGrp/TotalAmt0465
IRS990/OtherExpensesGrp/TotalAmt1371
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LISA BARNETT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0124319
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt026200
IRS990/PYInvestmentIncomeAmt012594
IRS990/PYOtherExpensesAmt029325
IRS990/PYOtherRevenueAmt0126
IRS990/PYRevenuesLessExpensesAmt081514
IRS990/PYTotalExpensesAmt055525
IRS990/PYTotalRevenueAmt0137039
IRS990/ReconcilationRevenueExpnssAmt048446
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0722553
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0771100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0124319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0113261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0140311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0510425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014759
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018521
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt089998
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85010
IRS990ScheduleA/PublicSupportPY170Pct00.85260
IRS990ScheduleA/PublicSupportTotal170Amt0510425
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092660
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0124319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0113261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0140311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039874
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0510425
IRS990ScheduleA/TotalSupportAmt0600423
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt046982
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AWARDED
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH VALUE
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOAL OF THE ORGANIZATION IS TO ENHANCE THE VALUABLE CHARACTERISTICS GAINED THROUGH STUDENTS' EDUCATIONAL EXPERIENCE AT CHS, INCLUDING ACQUISTITION OF KNOWLEDGE, DEVELOPMENT OF CRITICAL THINKING, ENTHUSIASM FOR DISCOVERY AND LEARNING, AND EXERCISE OF A POWERFUL IMAGINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS GIVEN TO THE TREASURER OF THE ORGANIZATION. AFTER THE TREASURER'S REVIEW, ANY CHANGES ARE MADE TO THE RETURN BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEVELOPMENT DIRECTOR 18,538 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0843757
IRS990/TotalAssetsEOYAmt0808685
IRS990/TotalAssetsGrp/BOYAmt0843757
IRS990/TotalAssetsGrp/EOYAmt0808685
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt092660
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079374
IRS990/TotalFunctionalExpensesGrp/TotalAmt079374
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024200
IRS990/TotalLiabilitiesEOYAmt033300
IRS990/TotalLiabilitiesGrp/BOYAmt024200
IRS990/TotalLiabilitiesGrp/EOYAmt033300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0819557
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0775385
IRS990/TotalProgramServiceExpensesAmt079374
IRS990/TotalRevenueGrp/ExclusionAmt026023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09137
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127820
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0843757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0808685
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0819557
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0775385
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 223288
IRS990/USAddress/CityNm0CARMEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093922
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.CARMELHIGHSCHOOLFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BARNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08319159831
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0909AEA9F02E681013205272B07F16741675ADE37
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0909AEA9F02E681013205272B07F16741675ADE37
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.79.46.153
ReturnHeader/FilingSecurityInformation/IPDt02019-09-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:12:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821571737
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINKLEBLACK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026335 CARMEL RANCHO BLVD STE 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939238743
ReturnHeader/PreparerPersonGrp/PhoneNum08312939330
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY WINKLEBLACK
ReturnHeader/ReturnTs02019-09-19T15:12:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$808,685
Liabilities
$33,300
Net assets
$775,385
Revenue
$127,820
Expenses
$79,374
Net income
$48,446
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