Civic Intelligence

Carmel Valley Angel Project Inc.

990EZ • Fiscal year 2022 • EIN 91-2158732

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

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

(408) 806-2196

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$131,303

Up $8,954 (+7.3%) from 2021

Net Assets

Up

$131,303

Up $8,954 (+7.3%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$41,653

Down $18,063 (-30%) from 2021

Expenses

Up

$27,448

Up $3,940 (+17%) from 2021

Net Income

Down

$14,205

Down $22,003 (-61%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2022

Assets$131,303
Liabilities-
Net Assets$131,303
Open 2022 Filing

Operations Trend

Revenue Growth18th 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

2022

Revenue$41,653
Expenses$27,448
Net Income$14,205
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Gross Receipts
$41,653
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. Rippling River - Grocery store gift cards and other aid for disabled residents of assisted living retirement facility.$3,530$17,596
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine WilliamsPresident-$0--
Beatrice BernardTreasurer-$0--
Patricia Porter TaylorVice President-$0--
Tina JacksonSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Beatrice Bernard
Title
Treasurer
Signed
2023-05-12
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 $4251”

Other Expenses.1002

“Office Expenses $404”

Other Expenses.1012

“Insurance $1161”

Other Expenses.1

“Angel store purchases $12432”

Other Expenses.2

“Thanksgiving dinner $3481”

Other Expenses.3

“Thanksgiving tableware $1633”

Other Expenses.4

“Bank/Credit card charges $506”

Other Expenses.5

“Hospitality $50”

Other Assets.1010

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

Raw XML Appendix174 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
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120716
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014205
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christine Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Beatrice Bernard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Patricia Porter Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tina Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01633
IRS990EZ/OtherChangesInNetAssetsAmt0-5251
IRS990EZ/OtherExpensesTotalAmt023918
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. Rippling River - Grocery store gift cards and other aid for disabled residents of assisted living retirement facility.
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/GrantsAndAllocationsAmt03530
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017596
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027448
IRS990EZ/TotalProgramServiceExpensesAmt017596
IRS990EZ/TotalRevenueAmt041653
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0203619
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03377
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05921
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97170
IRS990ScheduleA/PublicSupportPY170Pct00.97250
IRS990ScheduleA/PublicSupportTotal170Amt0203619
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029062
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0203619
IRS990ScheduleA/TotalSupportAmt0209540
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $4251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Angel store purchases $12432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Thanksgiving dinner $3481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Thanksgiving tableware $1633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank/Credit card charges $506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inventories - Beginning $1633 Inventories - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beatrice Bernard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carmel Valley Angel Project
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0912158732
ReturnHeader/Filer/PhoneNum04088062196
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1305
ReturnHeader/Filer/USAddress/CityNm0Carmel Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093924
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-05-12T16:27:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beatrice
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bernard
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,303
Liabilities
-
Net assets
$131,303
Revenue
$41,653
Expenses
$27,448
Net income
$14,205
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