Civic Intelligence

Cal Retail Foundation

EIN 84-3721633 • 501(c)3 • Sacramento, CA

Pub. 78 Eligible990-N Coverage

Profile

To serve and educate retailers of retail crime theft prevention.

1121 L Street Suite 607Sacramento, CA 95814
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 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

96th percentile

284%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$22,025

Up $16,284 (+284%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$22,025

Up $16,284 (+284%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin88th percentile

Revenue

Down

$36,157

Down $110,259 (-75%) from 2022

Expenses

Down

$19,873

Down $121,062 (-86%) from 2022

Net Income

Up

$16,284

Up $10,803 (+197%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$30K$20K$10K$0Assets 2022: $5,741Liabilities 2022: $0Net Assets 2022: $5,7412022Assets 2023: $22,025Liabilities 2023: $0Net Assets 2023: $22,0252023

Highlighted filing

2023

Assets$22,025
Liabilities$0
Net Assets$22,025
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0Revenue 2022: $146,416Expenses 2022: $140,935Net Income 2022: $5,4812022Revenue 2023: $36,157Expenses 2023: $19,873Net Income 2023: $16,2842023

Highlighted filing

2023

Revenue$36,157
Expenses$19,873
Net Income$16,284
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,025
Liabilities
$0
Net assets
$22,025
Revenue
$36,157
Expenses
$19,873
Net income
$16,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.36$0.20$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.46$1.41$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 27, 2024
Return Version
2023v4.0
Gross Receipts
$36,157
Mission and Program Overview

Mission

To serve and educate retailers of retail crime theft prevention.

Program Services

DescriptionGrantsExpenses
CAL-ORCA ANNUAL CONFERENCE/SUMMIT: ANNUAL CONFERENCE TO DISCUSS RELATABLE SUBJECTS PERTAINING TO ORGANIZED CRIME.$0$14,996
RISEUP: A GRANT PROVIDED FOR TRAINING MATERIALS AND LICENSES FOR A NEW PROGRAM BEING DEVELOPED.$1,646$1,646
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL MICHELINCEO-$0--
SALLY ZUNIGACFO-$0--
RYAN ALLIANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Cal Retail Foundation
EIN
84-3721633
Phone
9164431975
Address
1121 L STREET SUITE 607, SACRAMENTO, CA 95814

Signing Officer

Name
Rachel Michelin
Title
CEO
Signed
2024-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^CONFERENCES;1995|WEBSITE;490|BANK CHARGES AND FEES;328|OFFICE EXPENSES;165|ADVERTISING;99^Total;3077^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^ACCOUNTS RECEIVABLE;3000^Total;3000^”

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0SALLY ZUNIGA
IRS990EZ/BooksInCareOfDetail/PhoneNum09164570227
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01121 L STREET SUITE 607
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05741
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019025
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027433
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt016284
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015150
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05741
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022025
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01646
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036157
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02000
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05741
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022025
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05741
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022025
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
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/PersonNm0RACHEL MICHELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY ZUNIGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RYAN ALLIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03077
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE AND EDUCATE RETAILERS OF RETAIL CRIME THEFT PREVENTION.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt06724
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CAL-ORCA ANNUAL CONFERENCE/SUMMIT: ANNUAL CONFERENCE TO DISCUSS RELATABLE SUBJECTS PERTAINING TO ORGANIZED CRIME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RISEUP: A GRANT PROVIDED FOR TRAINING MATERIALS AND LICENSES FOR A NEW PROGRAM BEING DEVELOPED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11646
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014996
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11646
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019873
IRS990EZ/TotalProgramServiceExpensesAmt016642
IRS990EZ/TotalRevenueAmt036157
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0102580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0130013
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt050560
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt064636
IRS990ScheduleA/SubstantialContributorsTotAmt065377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0102580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0130013
IRS990ScheduleA/TotalSupportAmt0130013
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^CONFERENCES;1995|WEBSITE;490|BANK CHARGES AND FEES;328|OFFICE EXPENSES;165|ADVERTISING;99^Total;3077^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^ACCOUNTS RECEIVABLE;3000^Total;3000^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL MICHELIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAL RETAIL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALR
ReturnHeader/Filer/EIN0843721633
ReturnHeader/Filer/PhoneNum09164431975
ReturnHeader/Filer/USAddress/AddressLine1Txt01121 L STREET SUITE 607
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262176601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EASY OFFICE DBA JITASA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01120 S RACKHAM WAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERIDIAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083642
ReturnHeader/PreparerPersonGrp/PhoneNum02082874777
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY CORK
ReturnHeader/ReturnTs02024-02-27T16:07:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MICHELIN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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