Civic Intelligence

Carmel Valley Angel Project Inc.

990EZ • Fiscal year 2018 • EIN 91-2158732

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 26, 2019

Organization ProfileN/A
PO Box 1305Carmel Valley, CA 93924

(831) 659-2752

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.4%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$58,819

Up $2,470 (+4.4%) from 2017

Net Assets

Up

$58,819

Up $2,470 (+4.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$28,579

Up $3,830 (+15%) from 2017

Expenses

Up

$26,109

Up $6,119 (+31%) from 2017

Net Income

Down

$2,470

Down $2,289 (-48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2018

Assets$58,819
Liabilities-
Net Assets$58,819
Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$28,579
Expenses$26,109
Net Income$2,470
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 26, 2019
Return Version
2018v3.1
Gross Receipts
$28,579
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Community Thanksgiving: Serve Thanksgiving Dinner to seniors, singles, and families in need.$18,566-
Angel Project Holiday Store: Assist families in need during the Holidays.--
Christmas gift packages distributed to needy seniors in residential care facility.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terrance PershallPresidentPT$0--
Sandra SchachterVP/SecretaryPT$0--
Doris SengerTreasurer-$0--
Marilyn RoseDirector-$0--
Linda DormodyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carmel Valley Angel Project
EIN
91-2158732
Phone
8316592752
Address
PO Box 1305, Carmel Valley, CA 93924

Signing Officer

Name
Doris Senger
Title
Treasurer
Signed
2019-07-26
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 $505”

Other Expenses.1012

“Insurance $2462”

Other Expenses.1

“Angel store purchases $14192”

Other Expenses.3

“Thanksgiving dinner $3471”

Other Expenses.4

“Rippling River Project $903”

Other Expenses.5

“Fiesta Booth $157”

Raw XML Appendix154 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Doris Senger
IRS990EZ/BooksInCareOfDetail/PhoneNum08316592752
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1305
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmel Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093924
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056349
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058819
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IRS990EZ/ContributionsGiftsGrantsEtcAmt028562
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02470
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056349
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058819
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt028579
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056349
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058819
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056349
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058819
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Terrance Pershall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sandra Schachter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Doris Senger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marilyn Rose
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Linda Dormody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021690
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist families in need, especially during the Holiday Season.
IRS990EZ/PrintingPublicationsPostageAmt04419
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Thanksgiving: Serve Thanksgiving Dinner to seniors, singles, and families in need.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Angel Project Holiday Store: Assist families in need during the Holidays.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Christmas gift packages distributed to needy seniors in residential care facility.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018566
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026109
IRS990EZ/TotalProgramServiceExpensesAmt018566
IRS990EZ/TotalRevenueAmt028579
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0120690
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0134
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99890
IRS990ScheduleA/PublicSupportPY170Pct00.99520
IRS990ScheduleA/PublicSupportTotal170Amt0120690
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024064
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0120690
IRS990ScheduleA/TotalSupportAmt0120824
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Angel store purchases $14192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Thanksgiving dinner $3471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rippling River Project $903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fiesta Booth $157
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Doris Senger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carmel Valley Angel Project
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0912158732
ReturnHeader/Filer/PhoneNum08316592752
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1305
ReturnHeader/Filer/USAddress/CityNm0Carmel Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093924
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770296692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Finn & Cohen CPAs APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 Pacific Street Suite 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313755166
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Kintz CPA
ReturnHeader/ReturnTs02019-07-26T16:00:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,819
Liabilities
-
Net assets
$58,819
Revenue
$28,579
Expenses
$26,109
Net income
$2,470
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