Civic Intelligence

Shailesh and Kalpa Mehta Charitible Foundation

990PF • Fiscal year 2018 • EIN 94-3322790

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 19, 2019

401 El Cerrito AveHillsborough, CA 94010

(650) 344-2055

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-294%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-24%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,010,003

Down $269,169 (-21%) from 2017

Net Assets

Down

$1,010,003

Down $269,169 (-21%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$67,174

Down $20,696 (-24%) from 2017

Expenses

Up

$264,951

Up $245,743 (+1279%) from 2017

Net Income

Down

-$197,777

Down $266,439 (-388%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $984,920Liabilities 2011: $02011Assets 2012: $978,382Liabilities 2012: $02012Assets 2013: $999,853Liabilities 2013: $02013Assets 2014: $1,165,312Liabilities 2014: $0Net Assets 2014: $1,165,3122014Assets 2015: $1,178,454Liabilities 2015: $0Net Assets 2015: $1,178,4542015Assets 2016: $1,241,669Liabilities 2016: $0Net Assets 2016: $1,241,6692016Assets 2017: $1,279,172Liabilities 2017: $0Net Assets 2017: $1,279,1722017Assets 2018: $1,010,003Liabilities 2018: $0Net Assets 2018: $1,010,0032018Assets 2019: $1,050,325Liabilities 2019: $0Net Assets 2019: $1,050,3252019Assets 2020: $1,071,883Liabilities 2020: $0Net Assets 2020: $1,071,8832020Assets 2021: $757,619Liabilities 2021: $0Net Assets 2021: $757,6192021Assets 2022: $549,994Liabilities 2022: $0Net Assets 2022: $549,9942022Assets 2023: $535,582Liabilities 2023: $0Net Assets 2023: $535,5822023Assets 2024: $794,564Liabilities 2024: $3,945Net Assets 2024: $790,6192024

Highlighted filing

2018

Assets$1,010,003
Liabilities$0
Net Assets$1,010,003

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $400,003Expenses 2011: $22,008Net Income 2011: $377,9952011Revenue 2012: $962Expenses 2012: $7,500Net Income 2012: -$6,5382012Revenue 2013: $26,779Expenses 2013: $5,308Net Income 2013: $21,4712013Revenue 2014: $173,547Expenses 2014: $8,088Net Income 2014: $165,4592014Revenue 2015: $29,836Expenses 2015: $16,694Net Income 2015: $13,1422015Revenue 2016: $83,941Expenses 2016: $47,415Net Income 2016: $36,5262016Revenue 2017: $87,870Expenses 2017: $19,208Net Income 2017: $68,6622017Revenue 2018: $67,174Expenses 2018: $264,951Net Income 2018: -$197,7772018Revenue 2019: $40,817Expenses 2019: $257,311Net Income 2019: -$216,4942019Revenue 2020: $52,027Expenses 2020: $10,550Net Income 2020: $41,4772020Revenue 2021: $234,251Expenses 2021: $543,633Net Income 2021: -$309,3822021Revenue 2022: $40,879Expenses 2022: $33,215Net Income 2022: $7,6642022Revenue 2023: -$11,840Expenses 2023: $20,220Net Income 2023: -$32,0602023Revenue 2024: $450,757Expenses 2024: $269,222Net Income 2024: $181,5352024

Highlighted filing

2018

Revenue$67,174
Expenses$264,951
Net Income-$197,777
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 19, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KALPA MEHTAExec. Direct-$0--
SHAILESH MEHTAVP, CFO, Sec-$0--
SHEETAL MEHTA FISHERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantIITB HERITAGE FOUNDATIONGENERALEXEMPTCUPERTINO, CA, US$250,000
Paid GrantFOUNDATION FOR EXCELLENCEGENERALEXEMPTSANTA CLARA, CA, US$1,000
Paid GrantWWLFGENERALEXEMPTLAWRENCEVILE, GA, US$25
Paid GrantPENNISULA HUMANE SOCIETYGENERALEXEMPTSAN MATEO, CA, US$20
Filing and Contact Details

Filer

Filer Name
Shailesh & Kalpa Mehta Charitable
EIN
94-3322790
Phone
6503442055
Address
401 EL CERRITO AVE, HILLSBOROUGH, CA 94010

Signing Officer

Name
Shailesh Mehta
Title
Trustees
Phone
6503442055
Signed
2019-03-19

Preparer

Firm
Eisneramper Llp
Address
ONE CALIFORNIA STREET 1700, SAN FRANCISCO, CA 94111
Preparer
Gregory L Pospichel
Phone
4159746000
Raw XML Appendix364 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/TitleTxt0EXEC. DIRECT
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094010
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503442055
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PENNISULA HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WWLF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FOUNDATION FOR EXCELLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3IITB HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 AIRPORT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12105 NEWPOINT PLACE SUITE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21850 WARBURTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt321710 STEVEN CREEK BLVD SUITE 115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN MATEO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAWRENCEVILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA CLARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CUPERTINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0251045
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt061504
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt050494
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0139047
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0139047
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0251045
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0139047
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0139047
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt050494
OtherDecreasesSchedule/OtherDecreasesDetail/Amt071392
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC. EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONTRACT LABOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SEC OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ENVIVIA L.P
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0341
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2186
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt320
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt45658
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0341
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45658
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt11621
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11621
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAILESH MEHTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum06503442055
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAILESH & KALPA MEHTA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAI
ReturnHeader/Filer/EIN0943322790
ReturnHeader/Filer/PhoneNum06503442055
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 EL CERRITO AVE
ReturnHeader/Filer/USAddress/CityNm0HILLSBOROUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094010
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD9DA3572A82D08E37A63A5B4D5E1A4A4C77963F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.185.250.81
ReturnHeader/FilingSecurityInformation/IPDt02019-03-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:55:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131639826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNERAMPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE CALIFORNIA STREET 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04159746000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY L POSPICHEL
ReturnHeader/ReturnTs02019-03-21T10:26:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.45$0.27$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.01$0.02$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.23$0.54$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.01$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.26$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.26$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.09$0.02$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.17$0.01$0.17
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.03$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.40$0.02$0.38