Civic Intelligence

David J and Lisa a Kassis Family Charitable Trust

EIN 94-6719138

6209 Kenneth Avenue95608
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$205,117

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$205,117

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$46

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $205,117Liabilities 2010: $0Net Assets 2010: $205,1172010

Highlighted filing

2010

Assets$205,117
Liabilities$0
Net Assets$205,117

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60$40$20$0Expenses 2010: $462010

Highlighted filing

2010

Revenue-
Expenses$46
Net Income-

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2010Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Aug 15, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa A KassisTrustee-$0--
David J KassisTrustee-$0--
Filing and Contact Details

Filer

EIN
94-6719138
Raw XML Appendix219 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome036
AccountingFeesSchedule/AccountingFees/Amount036
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm036
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss036
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-46
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm046
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss046
IRS990PF/BalanceSheets/CashBOY02556
IRS990PF/BalanceSheets/CashEOY02510
IRS990PF/BalanceSheets/CashEOYFMV02510
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0202607
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0202607
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV054031
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY0250000
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY0250000
IRS990PF/BalanceSheets/RetainedEarningsBOY0-44837
IRS990PF/BalanceSheets/RetainedEarningsEOY0-44883
IRS990PF/BalanceSheets/TotalAssetsBOY0205163
IRS990PF/BalanceSheets/TotalAssetsEOY0205117
IRS990PF/BalanceSheets/TotalAssetsEOYFMV056541
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0205163
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0205117
IRS990PF/BalanceSheets/TotalNetAssetsBOY0205163
IRS990PF/BalanceSheets/TotalNetAssetsEOY0205117
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-46
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0205117
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0205163
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0205117
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02787
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02787
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02787
IRS990PF/DistributableAmount/MinimumInvestmentReturn02787
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0154
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0154
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0154
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0154
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY056541
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets056587
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02556
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities054031
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0849
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02787
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets055738
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets056587
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Lisa A Kassis
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1David J Kassis
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103900 Berrendo Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine116209 Kenneth Avenue
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Sacramento
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Carmichael
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095864
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode195608
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct010315
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets010315
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.18507
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.01016
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.02177
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.14000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.59273
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.16068
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets055738
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1041850
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2041850
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30199568
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40274325
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50308653
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10425
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20911
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3027940
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40162601
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5049593
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.92533
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10David J Kassis
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09168041200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106209 Kenneth Avenue
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Carmichael
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095608
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10Direct charitable contributions to other sec 501(c)(3) organizations (see schedule attached)
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02787
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10425
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20912
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3017983
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40148933
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5038194
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02787
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02787
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5035407
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0168253
IRS990PF/UndistributedIncome/ExcessFromYear10425
IRS990PF/UndistributedIncome/ExcessFromYear20912
IRS990PF/UndistributedIncome/ExcessFromYear3017983
IRS990PF/UndistributedIncome/ExcessFromYear40148933
IRS990PF/UndistributedIncome/TotalCorpus0203660
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0206447
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
TaxesSchedule/Taxes/AdjustedNetIncome010
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Category0Fed and CA taxes
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0946719138
ReturnHeader/Filer/Name/BusinessNameLine10David J and Lisa A Kassis Family
ReturnHeader/Filer/Name/BusinessNameLine20Charitable Trust
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone09168041200
ReturnHeader/Filer/USAddress/AddressLine106209 Kenneth Avenue
ReturnHeader/Filer/USAddress/City0Carmichael
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095608
ReturnHeader/Officer/DateSigned02011-08-15
ReturnHeader/Officer/Name0David J Kassis
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10David O McReynolds CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine109700 Business Park Dr 304
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Sacramento
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0958271718
ReturnHeader/Preparer/Name0David O McReynolds
ReturnHeader/Preparer/Phone09163611301
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-08-15T16:37:59-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.