Civic Intelligence

Karmatree Foundation

EIN 82-1436791 • 501(c)3 • Irvine, CA

Profile

To conduct holistic and spiritual education.

18011 Mitchell South Suite BIrvine, CA 92614

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

46th percentile

-4.7%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$27,675

Down $1,365 (-4.7%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $71,900 (-100%) from 2020

Expenses

Down

$1,363

Down $29,926 (-96%) from 2020

Net Income

Down

-$1,363

Down $41,974 (-103%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$20K$0-$20KAssets 2017: $32,586Liabilities 2017: $0Net Assets 2017: $32,5862017Assets 2018: $21,019Liabilities 2018: $0Net Assets 2018: $21,0192018Assets 2019: $8,431Liabilities 2019: $20,000Net Assets 2019: -$11,5692019Assets 2020: $29,040Net Assets 2020: $29,0402020Assets 2021: $27,675Liabilities 2021: $02021

Highlighted filing

2021

Assets$27,675
Liabilities$0
Net Assets-
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2017: $268,300Expenses 2017: $235,714Net Income 2017: $32,5862017Revenue 2018: $0Expenses 2018: $11,567Net Income 2018: -$11,5672018Revenue 2019: $87,825Expenses 2019: $120,413Net Income 2019: -$32,5882019Revenue 2020: $71,900Expenses 2020: $31,289Net Income 2020: $40,6112020Revenue 2021: $0Expenses 2021: $1,363Net Income 2021: -$1,3632021

Highlighted filing

2021

Revenue$0
Expenses$1,363
Net Income-$1,363
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$27,675
Liabilities
$0
Net assets
-
Revenue
$0
Expenses
$1,363
Net income
-$1,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$0.28$0.00$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.72$0.31$0.41
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.20$0.12$0.88$1.20$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.12$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$2.68$2.36$0.33
Latest Detailed Filing

The latest 2021 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$71,900
Mission and Program Overview

Mission

To conduct holistic and spiritual education

To conduct holistic and spiritual education.

Program Services

DescriptionGrantsExpenses
IN 2020 THE ORGANIZATION CONDUCTED HOLISTIC AND SPIRITUAL EDUCATION.-$21,578
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OFER AMRAMSecretary/Cf-$0--
BOAZ SHONFELDCEO-$0--
Filing and Contact Details

Filer

Filer Name
Karmatree Foundation
EIN
82-1436791
Phone
9492503129
Address
18011 MITCHELL SOUTH SUITE B, IRVINE, CA 92614

Signing Officer

Name
Boaz Shonfeld
Title
CEO
Phone
9492503129
Signed
2021-11-15

Preparer

Firm
Jacob Lichter
Address
1 HILLCREST CENTER, SPRING VALLEY, NY 10977
Preparer
Jacob Lichter
Phone
8452909701
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses accounting/bookkeeping 1,030 bank charges 40 donations 21,578 managment 5,975 marketing 845 meeting 1,589 travel 232 total 31,289”

Form 990-ez, Part II, Line 26

“Loans from officers 20,000 0”

Raw XML Appendix111 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0OFER AMRAM
CompensationExplanation/CompensationExplanationGrp/PersonNm1BOAZ SHONFELD
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0OFER AMRAM
IRS990EZ/BooksInCareOfDetail/PhoneNum09492503129
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018011 MITCHELL SOUTH SUITE B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08429
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029040
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt071900
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt040611
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08429
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029040
IRS990EZ/GrossReceiptsAmt071900
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-11571
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029040
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-11571
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OFER AMRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOAZ SHONFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY/CF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031289
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CONDUCT HOLISTIC AND SPIRITUAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2020 THE ORGANIZATION CONDUCTED HOLISTIC AND SPIRITUAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021578
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031289
IRS990EZ/TotalProgramServiceExpensesAmt021578
IRS990EZ/TotalRevenueAmt071900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0151773
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07952
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0151773
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt079873
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0151773
IRS990ScheduleA/TotalSupportAmt0151773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOUNTING/BOOKKEEPING 1,030 BANK CHARGES 40 DONATIONS 21,578 MANAGMENT 5,975 MARKETING 845 MEETING 1,589 TRAVEL 232 TOTAL 31,289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOANS FROM OFFICERS 20,000 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BOAZ SHONFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09492503129
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KARMATREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KARM
ReturnHeader/Filer/EIN0821436791
ReturnHeader/Filer/PhoneNum09492503129
ReturnHeader/Filer/USAddress/AddressLine1Txt018011 MITCHELL SOUTH SUITE B
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341993540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOB LICHTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 HILLCREST CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRING VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010977
ReturnHeader/PreparerPersonGrp/PhoneNum08452909701
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB LICHTER
ReturnHeader/ReturnTs02021-11-16T12:18:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BOAZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHONFELD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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