Civic Intelligence

Carmel Valley Angel Project

EIN 91-2158732 • 501(c)3 • Carmel Valley, CA

Profile

To assist families in need, especially during the Holiday Season.

PO Box 1305Carmel Valley, CA 93924

n/A

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

83rd percentile

39%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

76%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$215,214

Up $60,730 (+39%) from 2023

Liabilities

$1,274

No earlier filing loaded for comparison.

Net Assets

Up

$213,940

Up $59,456 (+38%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin92nd percentile

Revenue

Up

$98,141

Up $42,431 (+76%) from 2023

Expenses

Up

$38,685

Up $6,156 (+19%) from 2023

Net Income

Up

$59,456

Up $36,275 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$300K$200K$100K$0Assets 2011: $66,258Liabilities 2011: $02011Assets 2014: $56,240Liabilities 2014: $02014Assets 2015: $47,054Liabilities 2015: $02015Assets 2017: $56,349Net Assets 2017: $56,3492017Assets 2018: $58,819Net Assets 2018: $58,8192018Assets 2019: $64,740Net Assets 2019: $64,7402019Assets 2020: $86,141Net Assets 2020: $86,1412020Assets 2021: $122,349Net Assets 2021: $122,3492021Assets 2022: $131,303Net Assets 2022: $131,3032022Assets 2023: $154,484Net Assets 2023: $154,4842023Assets 2024: $215,214Liabilities 2024: $1,274Net Assets 2024: $213,9402024

Highlighted filing

2024

Assets$215,214
Liabilities$1,274
Net Assets$213,940
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2011: $36,935Expenses 2011: $24,834Net Income 2011: $12,1012011Revenue 2014: $24,092Expenses 2014: $16,196Net Income 2014: $7,8962014Revenue 2015: $21,675Expenses 2015: $30,861Net Income 2015: -$9,1862015Revenue 2017: $24,749Expenses 2017: $19,990Net Income 2017: $4,7592017Revenue 2018: $28,579Expenses 2018: $26,109Net Income 2018: $2,4702018Revenue 2019: $24,367Expenses 2019: $18,446Net Income 2019: $5,9212019Revenue 2020: $54,725Expenses 2020: $33,324Net Income 2020: $21,4012020Revenue 2021: $59,716Expenses 2021: $23,508Net Income 2021: $36,2082021Revenue 2022: $41,653Expenses 2022: $27,448Net Income 2022: $14,2052022Revenue 2023: $55,710Expenses 2023: $32,529Net Income 2023: $23,1812023Revenue 2024: $98,141Expenses 2024: $38,685Net Income 2024: $59,4562024

Highlighted filing

2024

Revenue$98,141
Expenses$38,685
Net Income$59,456
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,214
Liabilities
$1,274
Net assets
$213,940
Revenue
$98,141
Expenses
$38,685
Net income
$59,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.14$0.98$0.39$0.59
2023Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.56$0.33$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.42$0.27$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.60$0.24$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.55$0.33$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.24$0.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.29$0.26$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.25$0.20$0.05
2015Summary only. Only limited summary data is available for this year.$0.47$0.00$0.22$0.31$0.09
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.24$0.16$0.08
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.37$0.25$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$98,141
Mission and Program Overview

Mission

To assist families in need, especially during the Holiday Season.

Program Services

DescriptionGrantsExpenses
Angel Project Holiday Store: Assist families in need during the Holidays.-$16,883
Community Thanksgiving - Serve Thanksgiving Dinner to seniors, singles, and families in need. Rippling River - Grocery store gift cards and other aid for disabled residents of assisted living retirement facility.-$4,953
Rippling River: Gift cards, food items, and supplies for needy seniors in residential care facility.-$4,166
Friends of Cachagua Childrens Center - "Little School" project-$3,000
Tatum's Garden Foundation - Children's inclusive playground--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa TracyPresident-$0--
Beatrice BernardTreasurer-$0--
Michael ThatcherVice President-$0--
Elaine TaylorSecretary-$0--
Luana ConleyPublicity-$0--
Filing and Contact Details

Filer

Filer Name
Carmel Valley Angel Project Inc
EIN
91-2158732
Phone
4088062196
Address
PO Box 1305, Carmel Valley, CA 93924

Signing Officer

Name
Beatrice Bernard
Title
Treasurer
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Finn & Cohen CPAs APC
Address
425 Pacific Street Suite 302, Monterey, CA 93940
Preparer
Mark Kintz CPA
Phone
8313755166
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1275”

Other Expenses.1012

“Insurance $1302”

Other Expenses.1

“Angel Store Purchases $16883”

Other Expenses.2

“Thanksgiving Dinner $4953”

Other Expenses.4

“Rippling River Programs $3166”

Other Expenses.5

“In-Kind Donations Disposition $220”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1274”

Raw XML Appendix172 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Teresa Tracy
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Thatcher
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt027799
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IRS990EZ/PrimaryExemptPurposeTxt0To assist families in need, especially during the Holiday Season.
IRS990EZ/PrintingPublicationsPostageAmt03456
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Tatum's Garden Foundation - Children's inclusive playground
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092018
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Angel Store Purchases $16883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Thanksgiving Dinner $4953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rippling River Programs $3166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5In-Kind Donations Disposition $220
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Beatrice Bernard
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
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ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0912158732
ReturnHeader/Filer/PhoneNum04088062196
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ReturnHeader/Filer/USAddress/CityNm0Carmel Valley
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ReturnHeader/PreparerPersonGrp/PhoneNum08313755166
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Kintz CPA
ReturnHeader/ReturnTs02025-05-06T14:19:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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