Civic Intelligence

Carmel Valley Angel Project Inc.

990EZ • Fiscal year 2020 • EIN 91-2158732

Jan 01, 2020 to Dec 31, 2020 • Filed on May 26, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

33%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

125%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$86,141

Up $21,401 (+33%) from 2019

Net Assets

Up

$86,141

Up $21,401 (+33%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$54,725

Up $30,358 (+125%) from 2019

Expenses

Up

$33,324

Up $14,878 (+81%) from 2019

Net Income

Up

$21,401

Up $15,480 (+261%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2020

Assets$86,141
Liabilities-
Net Assets$86,141
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$54,725
Expenses$33,324
Net Income$21,401
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 26, 2021
Return Version
2020v4.0
Gross Receipts
$54,725
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.$23,957-
Angel Project Holiday Store: Assist families in need during the Holidays.--
Rippling River: Gift cards, food items, and supplies for needy seniors in residential care facility.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine WilliamsPresident-$0--
Sandra SchachterSecretary-$0--
Beatrice BernardTreasurer-$0--
Wendy CrockettDirector-$0--
Doris SengerDirector-$0--
Patricia Porter TaylorDirector-$0--
Tina JacksonDirector-$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
Beatrice Bernard
Title
Treasurer
Signed
2021-05-26
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.1001

“Advertising and Promotion $4044”

Other Expenses.1002

“Office Expenses $499”

Other Expenses.1012

“Insurance $1872”

Other Expenses.1

“Angel store purchases $12507”

Other Expenses.2

“Thanksgiving dinner $5354”

Other Expenses.3

“Rippling River Project $2052”

Other Expenses.4

“Bank/Credit card charges $833”

Other Expenses.5

“Volunteer appreciation party $163”

Other Assets.1010

“Inventories - Beginning $0 Inventories - Ending $1633”

Raw XML Appendix176 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/BooksInCareOfDetail/USAddress/CityNm0Carmel Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093924
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christine Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sandra Schachter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Beatrice Bernard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Wendy Crockett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Doris Senger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Patricia Porter Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tina Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01633
IRS990EZ/OtherExpensesTotalAmt027324
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist families in need, especially during the Holiday Season.
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/DescriptionProgramSrvcAccomTxt2Rippling River: Gift cards, food items, and supplies for needy seniors in residential care facility.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023957
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033324
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IRS990EZ/TotalRevenueAmt054725
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150399
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03377
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0323
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03750
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97570
IRS990ScheduleA/PublicSupportPY170Pct00.99650
IRS990ScheduleA/PublicSupportTotal170Amt0150399
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021212
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0150399
IRS990ScheduleA/TotalSupportAmt0154149
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $4044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Angel store purchases $12507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Thanksgiving dinner $5354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rippling River Project $2052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank/Credit card charges $833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Volunteer appreciation party $163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inventories - Beginning $0 Inventories - Ending $1633
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beatrice Bernard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-26
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/ReturnTs02021-05-26T16:13:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beatrice
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bernard
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,141
Liabilities
-
Net assets
$86,141
Revenue
$54,725
Expenses
$33,324
Net income
$21,401
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