Civic Intelligence

Charles and Smith Health and Wellness

EIN 83-3519796 • 501(c)3 • Antioch, CA

Profile

To Provide Social Services assitance to under-served people.

2105 Spruce WayAntioch, CA 94509

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 2020

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

49th percentile

1.1%

Higher net margin than 49% of similar nonprofits.

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

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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$545

Up $545 from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$545

Up $545 from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin49th percentile

Revenue

Up

$47,458

Up $47,458 from 2019

Expenses

$46,913

No earlier filing loaded for comparison.

Net Income

$545

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600$400$200$0Assets 2019: $0Net Assets 2019: $02019Assets 2020: $545Liabilities 2020: $0Net Assets 2020: $5452020

Highlighted filing

2020

Assets$545
Liabilities$0
Net Assets$545
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2019: $02019Revenue 2020: $47,458Expenses 2020: $46,913Net Income 2020: $5452020

Highlighted filing

2020

Revenue$47,458
Expenses$46,913
Net Income$545
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545
Liabilities
$0
Net assets
$545
Revenue
$47,458
Expenses
$46,913
Net income
$545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$47.5$46.9$0.55
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 20, 2021
Return Version
2020v4.0
Gross Receipts
$47,458
Mission and Program Overview

Mission

To Provide Social Services assitance to under-served people.

Program Services

DescriptionGrantsExpenses
To Provide Social Services assitance to under-served people.$46,913-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles MurphyPresident & CEO-$0--
Kathy BanksVice President-$0--
Brenda CatoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charles and Smith Health and Wellness
EIN
83-3519796
Phone
4086675541
Address
2105 Spruce Way, Antioch, CA 94509

Signing Officer

Name
Charles Murphy
Title
President & CEO
Phone
4086675541
Signed
2021-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Alvin Moores Tax Service
Address
3728 Wall Avenue, Richmond, CA 94804
Preparer
Alvin E Moore
Phone
7077209707
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $290”

Other Expenses.1002

“Office Expenses $1077”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1500”

Other Expenses.1012

“Insurance $930”

Other Expenses.1

“Loan Repayment $7500”

Other Expenses.2

“Food Give Away $3571”

Other Expenses.3

“Utilities $3311”

Other Expenses.4

“School Supplies Give Awzy $2533”

Other Expenses.5

“Barbecue Dinner $1757”

Other Expenses.6

“Vehicle Expenses Gas $829”

Other Expenses.7

“Alarm System $690”

Other Expenses.8

“Inventory PIck Up & Hauling $519”

Other Expenses.10

“Other Type Membership $317”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Charles Murphy
IRS990EZ/BooksInCareOfDetail/PhoneNum04086675541
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02105 Spruce Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Antioch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094509
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0545
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0545
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0764
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0545
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt040458
IRS990EZ/GrossReceiptsAmt047458
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0545
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0545
IRS990EZ/OccupancyRentUtltsAndMaintAmt020950
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charles Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathy Banks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brenda Cato
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024824
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Provide Social Services assitance to under-served people.
IRS990EZ/PrintingPublicationsPostageAmt0375
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To Provide Social Services assitance to under-served people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046913
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046913
IRS990EZ/TotalProgramServiceExpensesAmt046913
IRS990EZ/TotalRevenueAmt047458
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt07000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/Total509Grp/TotalAmt07000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Loan Repayment $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Food Give Away $3571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Utilities $3311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Supplies Give Awzy $2533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Barbecue Dinner $1757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Vehicle Expenses Gas $829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Alarm System $690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Inventory PIck Up & Hauling $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Type Membership $317
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Murphy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04086675541
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles and Smith Health and Wellness
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0833519796
ReturnHeader/Filer/PhoneNum04086675541
ReturnHeader/Filer/USAddress/AddressLine1Txt02105 Spruce Way
ReturnHeader/Filer/USAddress/CityNm0Antioch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALVIN MOORES TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03728 Wall Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094804
ReturnHeader/PreparerPersonGrp/PhoneNum07077209707
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alvin E Moore
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-20T12:46:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Charles
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Murphy
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.