Civic Intelligence

Shailesh and Kalpa Mehta Charitible Foundation

990PF • Fiscal year 2022 • EIN 94-3322790

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 17, 2023

Organization Profile
222 Camino AL LagoAtherton, CA 94027

(650) 485-2351

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

6th percentile

-27%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-83%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$549,994

Down $207,625 (-27%) from 2021

Net Assets

Down

$549,994

Down $207,625 (-27%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin69th percentile

Revenue

Down

$40,879

Down $193,372 (-83%) from 2021

Expenses

Down

$33,215

Down $510,418 (-94%) from 2021

Net Income

Up

$7,664

Up $317,046 (+102%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2022

Assets$549,994
Liabilities$0
Net Assets$549,994
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

2022

Revenue$40,879
Expenses$33,215
Net Income$7,664
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

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

Filer

Filer Name
Shailesh & Kalpa Mehta Charitable
EIN
94-3322790
Phone
6504852351
Address
222 CAMINO AL LAGO, ATHERTON, CA 94027

Signing Officer

Name
Shailesh Mehta
Title
Trustees
Phone
6504852351
Signed
2023-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
ONE CALIFORNIA STREET 1700, SAN FRANCISCO, CA 94111
Preparer
Daniel Krauss
Phone
4159746000
Raw XML Appendix322 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, CFO, SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1730 N HOPE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2366 SUMMER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GOLETA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOMERVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2021443132
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016500
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/AppliedToCurrentYearAmt016500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0491211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0198511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt093939
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014911
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0768750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0491211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0198511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt079028
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0768750
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0783661
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0215289
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CONTRACT LABOUR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt176
TaxesSchedule/TaxesDetail/Amt06064
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAILESH MEHTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum06504852351
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAILESH & KALPA MEHTA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAI
ReturnHeader/Filer/EIN0943322790
ReturnHeader/Filer/PhoneNum06504852351
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 CAMINO AL LAGO
ReturnHeader/Filer/USAddress/CityNm0ATHERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
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/PreparationDt02023-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL KRAUSS
ReturnHeader/ReturnTs02023-07-25T10:06:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAILESH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEHTA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$549,994
Liabilities
$0
Net assets
$549,994
Revenue
$40,879
Expenses
$33,215
Net income
$7,664
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