Civic Intelligence

Carmel & Etti I Ish-Shalom Charitable Foundation

990PF • Fiscal year 2014 • EIN 77-0499643

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
1 El Capitan CourtAlameda, CA 94501

(510) 492-1585

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

3.6%

Faster asset growth than 57% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$164,000

Flat from 2014

Net Assets

$164,000

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin82nd percentile

Revenue

Flat

$20,277

Flat from 2014

Expenses

Flat

$14,612

Flat from 2014

Net Income

Flat

$5,665

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2010: $205,527Liabilities 2010: $0Net Assets 2010: $205,5272010Assets 2011: $203,309Liabilities 2011: $0Net Assets 2011: $203,3092011Assets 2012: $153,828Liabilities 2012: $12012Assets 2013: $158,335Liabilities 2013: $0Net Assets 2013: $158,3352013Assets 2014: $164,000Liabilities 2014: $0Net Assets 2014: $164,0002014Assets 2014: $164,000Liabilities 2014: $12014Assets 2015: $116,339Liabilities 2015: $0Net Assets 2015: $116,3392015Assets 2017: $97,235Liabilities 2017: $0Net Assets 2017: $97,2352017Assets 2018: $93,978Liabilities 2018: $0Net Assets 2018: $93,9782018Assets 2019: $90,538Liabilities 2019: $0Net Assets 2019: $90,5382019Assets 2020: $83,070Liabilities 2020: $0Net Assets 2020: $83,0702020Assets 2021: $73,493Liabilities 2021: $0Net Assets 2021: $73,4932021Assets 2022: $66,643Liabilities 2022: $0Net Assets 2022: $66,6432022Assets 2023: $63,324Liabilities 2023: $12023

Highlighted filing

2014

Assets$164,000
Liabilities$0
Net Assets$164,000
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$40K$20K$0-$20K-$40K-$60KExpenses 2010: $16,7472010Expenses 2011: $9,7932011Revenue 2012: -$33,872Expenses 2012: $15,609Net Income 2012: -$49,4812012Revenue 2013: $28,590Expenses 2013: $24,083Net Income 2013: $4,5072013Revenue 2014: $20,277Expenses 2014: $14,612Net Income 2014: $5,6652014Revenue 2014: $20,277Expenses 2014: $14,612Net Income 2014: $5,6652014Revenue 2015: -$36,431Expenses 2015: $11,230Net Income 2015: -$47,6612015Revenue 2017: $3,542Expenses 2017: $6,958Net Income 2017: -$3,4162017Revenue 2018: $6,956Expenses 2018: $10,217Net Income 2018: -$3,2612018Revenue 2019: $3,511Expenses 2019: $6,951Net Income 2019: -$3,4402019Revenue 2020: -$2,925Expenses 2020: $4,543Net Income 2020: -$7,4682020Revenue 2021: $6,760Expenses 2021: $16,337Net Income 2021: -$9,5772021Revenue 2022: $2,099Expenses 2022: $8,949Net Income 2022: -$6,8502022Revenue 2023: $6,142Expenses 2023: $9,461Net Income 2023: -$3,3192023

Highlighted filing

2014

Revenue$20,277
Expenses$14,612
Net Income$5,665
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carmel Ish-ShalomPresident-$0--
Yaron Ish-ShalomSecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Carmel Ish-Shalom Charitable Foundation
EIN
77-0499643
Phone
5104921585
Address
1 El Capitan Court, Alameda, CA 94501

Signing Officer

Name
Carmel Ish-Shalom
Title
President
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Koehler & Associates CPAs
Address
1541 The Alameda, San Jose, CA 95126-3435
Preparer
David R Koehler CPA
Phone
4082867400
Raw XML Appendix265 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01446
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01446
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/Amt1159
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foregn Taxes Withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt045
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1159
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carmel Ish-Shalom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carmel Ish-Shalom Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0770499643
ReturnHeader/Filer/PhoneNum05104921585
ReturnHeader/Filer/USAddress/AddressLine1Txt01 El Capitan Court
ReturnHeader/Filer/USAddress/CityNm0Alameda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koehler & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01541 The Alameda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951263435
ReturnHeader/PreparerPersonGrp/PhoneNum04082867400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David R Koehler CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-14T09:22:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Displayed year

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

Open filing
Assets
$164,000
Liabilities
$0
Net assets
$164,000
Revenue
$20,277
Expenses
$14,612
Net income
$5,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.63$0.00$0.06$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.02$0.09$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.07$0.16$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.03$0.05$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.04$0.07$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.07$0.10$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.36$0.11$0.48
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.20$0.15$0.06
2014Summary only. Only limited summary data is available for this year.$1.64$0.00$0.20$0.15$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.29$0.24$0.05
2012Summary only. Only limited summary data is available for this year.$1.54$0.00$0.34$0.16$0.49
2011Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.17