Civic Intelligence

Caloz

EIN 83-4511509 • 501(c)6 • Concord, CA

Profile

Support efforts to promote economic and community development in low-income communities across the state of california through the qualified opportunity zone (qoz) incentive established by the united states congress in the 2017 tax cuts and jobs act.

2072 LA Orinda PlConcord, CA 94518-3019

www.caloz.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

Score unavailable

No value available

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

Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-100%

Faster asset growth than 7% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $16,173 (-100%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $16,173 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$16,173

Down $40,443 (-71%) from 2021

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$150K$100K$50K$0-$50K-$100KAssets 2019: $69,634Liabilities 2019: $0Net Assets 2019: $69,6342019Assets 2020: $66,823Liabilities 2020: $120,000Net Assets 2020: -$53,1772020Assets 2021: $16,173Net Assets 2021: $16,1732021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2019: $315,678Expenses 2019: $246,044Net Income 2019: $69,6342019Revenue 2020: $166,026Expenses 2020: $288,837Net Income 2020: -$122,8112020Revenue 2021: $125,966Expenses 2021: $56,616Net Income 2021: $69,3502021Expenses 2022: $16,1732022

Highlighted filing

2022

Revenue-
Expenses$16,173
Net Income-
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$16,173
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.16$1.26$0.57$0.69
2020Detailed filing. Detailed filing data is available for this year.$0.67$1.20$0.53$1.66$2.89$1.23
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$3.16$2.46$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 14, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

Support efforts to promote economic and community development in low-income communities across the state of california through the qualified opportunity zone (qoz) incentive established by the united states congress in the 2017 tax cuts and jobs act.

Promote econ develop using qualified oz

Program Services

DescriptionGrantsExpenses
PROVIDED MEMBERS EDUCATIONAL RESOURCES INTENDED TOENHANCE KNOWLEGE OF QUALIFIED OPPORTUNITY ZONE-RELATEDACTIVITIES IN CA USING NEWSLETTERS,WEBCASTS, CONFERENCE CALLS, ETC.-$16,173
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KUNAL K MERCHANTPresident-$0--
DAVID SMITHVice-President And Secretary-$0--
MONISHA M MERCHANTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Caloz
EIN
83-4511509
Address
2072 LA ORINDA PL, CONCORD, CA 94518-3019

Signing Officer

Name
Kunal K Merchant
Title
President
Phone
9172794355
Signed
2023-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Ontime Tax Services
Address
7550 W YALE AVE STE A222, DENVER, CO 80227-3792
Preparer
Kirit P Merchant
Phone
3039225522
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountfees and charges 66office and admin expenses 1,269”

Raw XML Appendix114 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/PersonNm0KUNAL K MERCHANT
IRS990EZ/BooksInCareOfDetail/PhoneNum09172794355
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02072 LA ORINDA PL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945183019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016173
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16173
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014838
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016173
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016173
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016173
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KUNAL K MERCHANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONISHA M MERCHANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT AND SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01335
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE ECON DEVELOP USING QUALIFIED OZ
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEMBERS EDUCATIONAL RESOURCES INTENDED TOENHANCE KNOWLEGE OF QUALIFIED OPPORTUNITY ZONE-RELATEDACTIVITIES IN CA USING NEWSLETTERS,WEBCASTS, CONFERENCE CALLS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016173
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016173
IRS990EZ/TotalProgramServiceExpensesAmt016173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CALOZ.ORG
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0BANK ACCOUNT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-11-08
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH BASIS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0CITIBANK NA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01100 NEWPORT CENTER DR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0NEWPORT BEACH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd092660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFEES AND CHARGES 66OFFICE AND ADMIN EXPENSES 1,269
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KUNAL K MERCHANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09172794355
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALOZ
ReturnHeader/Filer/BusinessNameControlTxt0CALO
ReturnHeader/Filer/EIN0834511509
ReturnHeader/Filer/USAddress/AddressLine1Txt02072 LA ORINDA PL
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945183019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841157559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ONTIME TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07550 W YALE AVE STE A222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802273792
ReturnHeader/PreparerPersonGrp/PhoneNum03039225522
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRIT P MERCHANT
ReturnHeader/ReturnTs02023-05-14T11:12:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KUNAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERCHANT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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