Civic Intelligence

The Calgrey Charitable Foundation

990PF • Fiscal year 2020 • EIN 90-0129380

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

22859 Coffill RdTwain Harte, CA 95383

(209) 586-2772

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-954%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.1%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$268,642

Down $20,409 (-7.1%) from 2019

Net Assets

Down

$268,642

Down $20,409 (-7.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$2,139

Down $5,171 (-71%) from 2019

Expenses

Up

$22,548

Up $7,037 (+45%) from 2019

Net Income

Down

-$20,409

Down $12,208 (-149%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$268,642
Liabilities$0
Net Assets$268,642

Operations Trend

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

2020

Revenue$2,139
Expenses$22,548
Net Income-$20,409
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Calgrey Charitable Foundation
EIN
90-0129380
Address
22859 Coffill Rd, Twain Harte, CA 95383

Signing Officer

Name
Charles McKelvey
Title
President
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Benton Roberson CPAs LLP
Address
13919 Mono Way, Sonora, CA 95370
Preparer
Clay Maddox
Phone
2095865236
Raw XML Appendix329 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2E Clay Maddox
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7Forest Rd 151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt880 N Forest Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9414 Zapada Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101823 Five Points Rd SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO Box 107 2023 E Sims Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO Box 3167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131000 Greenly Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1440 N Forest rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Benicia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Berrien Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Pasadena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Orlando
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Abiquiu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Sonora
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9St Maries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Albuquerque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Port Townsend
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Parker
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Sonora
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Sonora
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9ID
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd787510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd895370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd983861
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1087105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1198368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1280134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1395370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1495370
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022548
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt077240
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022548
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013834
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012400
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022548
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022548
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086908
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064360
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles McKelvey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Calgrey Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CALG
ReturnHeader/Filer/EIN0900129380
ReturnHeader/Filer/USAddress/AddressLine1Txt022859 Coffill Rd
ReturnHeader/Filer/USAddress/CityNm0Twain Harte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095383
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460557196
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Benton Roberson CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013919 Mono Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sonora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095370
ReturnHeader/PreparerPersonGrp/PhoneNum02095865236
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clay Maddox
ReturnHeader/ReturnTs02021-05-17T15:05:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Charles
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McKelvey
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

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