Civic Intelligence

Carmel & Etti I Ish-Shalom Charitable Foundation

990PF • Fiscal year 2019 • EIN 77-0499643

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
6160 Alder StreetValley Springs, CA 95252

(408) 314-8460

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-98%

Higher net margin than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$90,538

Down $3,440 (-3.7%) from 2018

Net Assets

Down

$90,538

Down $3,440 (-3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$3,511

Down $3,445 (-50%) from 2018

Expenses

Down

$6,951

Down $3,266 (-32%) from 2018

Net Income

Down

-$3,440

Down $179 (-5.5%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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: $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

2019

Assets$90,538
Liabilities$0
Net Assets$90,538
Open 2019 Filing

Operations Trend

Revenue Growth10th 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 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

2019

Revenue$3,511
Expenses$6,951
Net Income-$3,440
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
4083148460
Address
6160 Alder Street, Valley Springs, CA 95252

Signing Officer

Name
Carmel Ish-Shalom
Title
President
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Koehler & Associates CPAs
Address
1541 The Alameda, San Jose, CA 95126
Preparer
David R Koehler CPA
Phone
4082867400
Raw XML Appendix328 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc434 SPDR FTSE Portfolio Intrmd EFT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc629 Vanguard Intl Bond Index ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc712 Ishares MSCI EAFE Value ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820 Ishares Trust 0-5 Year Hi YL CP ETF
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt095288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0100084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0103306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt099396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0109399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0120280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.416520
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05510
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05510
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05510
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01541 The Alameda
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Jose
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095126
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David R Koehler CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04082867400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04723
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012388
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0787
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04130
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05510
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0787
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019522
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018735
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Employee Welfare
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1License and fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01199
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01199
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01199
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt142
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt142
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax W/H
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt142
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carmel Ish-Shalom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carmel Ish-Shalom Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0770499643
ReturnHeader/Filer/PhoneNum04083148460
ReturnHeader/Filer/USAddress/AddressLine1Txt06160 Alder Street
ReturnHeader/Filer/USAddress/CityNm0Valley Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095252
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464393335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Koehler & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01541 The Alameda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04082867400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David R Koehler CPA
ReturnHeader/ReturnTs02020-11-16T13:12:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,538
Liabilities
$0
Net assets
$90,538
Revenue
$3,511
Expenses
$6,951
Net income
-$3,440
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
2019Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits