Civic Intelligence

The Calgrey Charitable Foundation

990PF • Fiscal year 2011 • EIN 90-0129380

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 08, 2012

Organization Profile
22859 Coffill Rd95383
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

93rd percentile

118%

Faster asset growth than 93% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$117,607

Up $63,650 (+118%) from 2010

Net Assets

Up

$117,607

Up $63,650 (+118%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$0

Down $250 (-100%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $53,957Liabilities 2010: $0Net Assets 2010: $53,9572010Assets 2011: $117,607Liabilities 2011: $0Net Assets 2011: $117,6072011Assets 2012: $164,248Liabilities 2012: $0Net Assets 2012: $164,2482012Assets 2013: $207,276Liabilities 2013: $0Net Assets 2013: $207,2762013Assets 2014: $213,011Liabilities 2014: $0Net Assets 2014: $213,0112014Assets 2015: $256,769Liabilities 2015: $0Net Assets 2015: $256,7692015Assets 2016: $259,469Liabilities 2016: $0Net Assets 2016: $259,4692016Assets 2017: $299,778Liabilities 2017: $0Net Assets 2017: $299,7782017Assets 2018: $297,252Liabilities 2018: $0Net Assets 2018: $297,2522018Assets 2019: $289,051Liabilities 2019: $0Net Assets 2019: $289,0512019Assets 2020: $268,642Liabilities 2020: $0Net Assets 2020: $268,6422020Assets 2021: $313,643Liabilities 2021: $0Net Assets 2021: $313,6432021Assets 2022: $262,820Liabilities 2022: $0Net Assets 2022: $262,8202022Assets 2023: $261,996Liabilities 2023: $0Net Assets 2023: $261,9962023Assets 2024: $246,378Liabilities 2024: $0Net Assets 2024: $246,3782024

Highlighted filing

2011

Assets$117,607
Liabilities$0
Net Assets$117,607
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2010: $2502010Expenses 2011: $02011Expenses 2012: $3,3592012Revenue 2013: $51,710Expenses 2013: $8,682Net Income 2013: $43,0282013Revenue 2014: $13,553Expenses 2014: $7,818Net Income 2014: $5,7352014Revenue 2015: $53,426Expenses 2015: $9,668Net Income 2015: $43,7582015Revenue 2016: $15,100Expenses 2016: $12,400Net Income 2016: $2,7002016Revenue 2017: $53,256Expenses 2017: $12,947Net Income 2017: $40,3092017Revenue 2018: $11,308Expenses 2018: $13,834Net Income 2018: -$2,5262018Revenue 2019: $7,310Expenses 2019: $15,511Net Income 2019: -$8,2012019Revenue 2020: $2,139Expenses 2020: $22,548Net Income 2020: -$20,4092020Revenue 2021: $63,126Expenses 2021: $24,340Net Income 2021: $38,7862021Revenue 2022: -$25,779Expenses 2022: $25,044Net Income 2022: -$50,8232022Revenue 2023: $6,790Expenses 2023: $28,433Net Income 2023: -$21,6432023Revenue 2024: $7,149Expenses 2024: $36,920Net Income 2024: -$29,7712024

Highlighted filing

2011

Revenue-
Expenses$0
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E Clay MaddoxTreasurer-$0--
Gloria McKelveySecretary-$0--
Charles McKelveyPresident-$0--
Filing and Contact Details

Filer

EIN
90-0129380
Raw XML Appendix175 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
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome03650
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA03650
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome03650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses063650
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03650
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03650
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03650
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj073
IRS990PF/DistributableAmount/DistributableAmountBeforeDed073
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue073
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0E Clay Maddox
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Gloria McKelvey
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Charles McKelvey
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO Box 845
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1122859 Coffill Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1222629 Coffill Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Sonora
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Twain Harte
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Twain Harte
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095370
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode195383
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode295383
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Charles McKelvey
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02095862772
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1022859 Coffill Rd
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Twain Harte
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095383
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0900129380
ReturnHeader/Filer/Name/BusinessNameLine10The Calgrey Charitable Foundation
ReturnHeader/Filer/NameControl0CALG
ReturnHeader/Filer/USAddress/AddressLine1022859 Coffill Rd
ReturnHeader/Filer/USAddress/City0Twain Harte
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095383
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-08
ReturnHeader/Officer/Name0Charles McKelvey
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10E Clay Maddox CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 845
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Sonora
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095370
ReturnHeader/Preparer/Name0E CLAY MADDOX CPA
ReturnHeader/Preparer/Phone02095321441
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-08T08:13:34-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,607
Liabilities
$0
Net assets
$117,607
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.07$0.37$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.07$0.28$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.26$0.25$0.51
2021Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.63$0.24$0.39
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.02$0.23$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.07$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.53$0.13$0.40
2016Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.15$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.53$0.10$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.14$0.08$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.52$0.09$0.43
2012Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • <$500k nonprofits