Civic Intelligence

Robert and Ilisa Gheewalla Charitable Foundation

EIN 82-3867117 • Edison, NJ

Pub. 78 EligibleNTEE T20
Leotax 379 Thornall St Fl9 9Edison, NJ 08837
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

81%

Higher net margin than 86% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

74th percentile

6.5%

Faster asset growth than 74% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-51%

Faster revenue growth than 25% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$474,775

Up $28,825 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$474,775

Up $28,825 (+6.5%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin86th percentile

Revenue

Down

$197,288

Down $205,385 (-51%) from 2023

Expenses

Up

$37,000

Up $12,941 (+54%) from 2023

Net Income

Down

$160,288

Down $218,326 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,137,674Liabilities 2019: $0Net Assets 2019: $1,137,6742019Assets 2020: $628,965Liabilities 2020: $0Net Assets 2020: $628,9652020Assets 2021: $403,948Liabilities 2021: $0Net Assets 2021: $403,9482021Assets 2022: $382,792Liabilities 2022: $0Net Assets 2022: $382,7922022Assets 2023: $445,950Liabilities 2023: $0Net Assets 2023: $445,9502023Assets 2024: $474,775Liabilities 2024: $0Net Assets 2024: $474,7752024

Highlighted filing

2024

Assets$474,775
Liabilities$0
Net Assets$474,775
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $727,085Expenses 2019: $109,983Net Income 2019: $617,1022019Revenue 2020: $116,789Expenses 2020: $518,977Net Income 2020: -$402,1882020Revenue 2021: $663Expenses 2021: $263,974Net Income 2021: -$263,3112021Revenue 2022: $5,844Expenses 2022: $27,000Net Income 2022: -$21,1562022Revenue 2023: $402,673Expenses 2023: $24,059Net Income 2023: $378,6142023Revenue 2024: $197,288Expenses 2024: $37,000Net Income 2024: $160,2882024

Highlighted filing

2024

Revenue$197,288
Expenses$37,000
Net Income$160,288
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,775
Liabilities
$0
Net assets
$474,775
Revenue
$197,288
Expenses
$37,000
Net income
$160,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.20$0.04$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.40$0.02$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.00$0.26$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.12$0.52$0.40
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.73$0.11$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R GHEEWALLATrustee-$0--
ILISA C GHEEWALLATrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Robert and Ilisa Gheewalla
EIN
82-3867117
Phone
7329032600
Address
LEOTAX 379 THORNALL ST FL9 9, EDISON, NJ 08837

Signing Officer

Name
Robert R Gheewalla
Title
Trustee
Phone
7329032600
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Leo Tax and Consulting LLC
Address
379 THORNALL STREET FL 9 STE 9, EDISON, NJ 08837
Preparer
Eric Katz
Phone
7329032600
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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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0639
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036361
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051787
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036361
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT AND ILISA GHEEWALLA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O LEO WEALTH 379 THORNALL ST FL 9
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0EDISON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008837
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0162390
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt049843
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt122647
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt289900
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0100 SHARES OF GOLDMAN SACHS GROUP INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1100 SHARES OF APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2100 SHARES OF TEEKAY CORPORATION
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-09-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-09-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-09-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0131463
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST FOR STOCK DONATED TO FOUNDATION
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT R GHEEWALLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07329032600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT AND ILISA GHEEWALLA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0823867117
ReturnHeader/Filer/PhoneNum07329032600
ReturnHeader/Filer/USAddress/AddressLine1Txt0LEOTAX 379 THORNALL ST FL9 9
ReturnHeader/Filer/USAddress/CityNm0EDISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008837
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352534101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEO TAX AND CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0379 THORNALL STREET FL 9 STE 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008837
ReturnHeader/PreparerPersonGrp/PhoneNum07329032600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC KATZ
ReturnHeader/ReturnTs02025-11-17T09:50:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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