Civic Intelligence

Shams Foundation

990PF • Fiscal year 2019 • EIN 95-4774764

Jan 01, 2019 to Dec 31, 2019 • Filed on May 01, 2020

176 Queens Garden DrThousand Oaks, CA 91361

(805) 446-2700

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

86%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$276,797

Up $45,347 (+20%) from 2018

Net Assets

Up

$276,797

Up $45,347 (+20%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$70,736

Up $32,652 (+86%) from 2018

Expenses

Down

$25,389

Down $6,882 (-21%) from 2018

Net Income

Up

$45,347

Up $39,534 (+680%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $113,853Liabilities 2011: $0Net Assets 2011: $113,8532011Assets 2012: $107,314Liabilities 2012: $02012Assets 2013: $86,542Liabilities 2013: $0Net Assets 2013: $86,5422013Assets 2014: $306,756Liabilities 2014: $0Net Assets 2014: $306,7562014Assets 2015: $247,465Liabilities 2015: $0Net Assets 2015: $247,4652015Assets 2016: $241,384Liabilities 2016: $0Net Assets 2016: $241,3842016Assets 2017: $225,637Liabilities 2017: $0Net Assets 2017: $225,6372017Assets 2018: $231,450Liabilities 2018: $0Net Assets 2018: $231,4502018Assets 2019: $276,797Liabilities 2019: $0Net Assets 2019: $276,7972019Assets 2020: $285,165Liabilities 2020: $0Net Assets 2020: $285,1652020Assets 2021: $360,048Liabilities 2021: $2,015Net Assets 2021: $358,0332021Assets 2022: $336,120Liabilities 2022: $2,015Net Assets 2022: $334,1052022Assets 2023: $337,281Liabilities 2023: $2,015Net Assets 2023: $335,2662023Assets 2024: $422,305Liabilities 2024: $2,015Net Assets 2024: $420,2902024

Highlighted filing

2019

Assets$276,797
Liabilities$0
Net Assets$276,797

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $14,5202011Revenue 2012: $25,046Expenses 2012: $31,585Net Income 2012: -$6,5392012Revenue 2013: $30,108Expenses 2013: $50,880Net Income 2013: -$20,7722013Revenue 2014: $270,006Expenses 2014: $49,792Net Income 2014: $220,2142014Revenue 2015: -$19,229Expenses 2015: $40,062Net Income 2015: -$59,2912015Revenue 2016: $53,774Expenses 2016: $47,356Net Income 2016: $6,4182016Revenue 2017: $22,115Expenses 2017: $37,862Net Income 2017: -$15,7472017Revenue 2018: $38,084Expenses 2018: $32,271Net Income 2018: $5,8132018Revenue 2019: $70,736Expenses 2019: $25,389Net Income 2019: $45,3472019Revenue 2020: $51,877Expenses 2020: $43,509Net Income 2020: $8,3682020Revenue 2021: $136,056Expenses 2021: $62,857Net Income 2021: $73,1992021Revenue 2022: $62,295Expenses 2022: $86,222Net Income 2022: -$23,9272022Revenue 2023: $109,668Expenses 2023: $88,699Net Income 2023: $20,9692023Revenue 2024: $135,462Expenses 2024: $62,629Net Income 2024: $72,8332024

Highlighted filing

2019

Revenue$70,736
Expenses$25,389
Net Income$45,347
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 1, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AHMAD SHAMSPresident-$0--
VICTORIA SHAMSCFO-$0--
Filing and Contact Details

Filer

Filer Name
Shams Foundation
EIN
95-4774764
Phone
8054462700
Address
176 QUEENS GARDEN DR, THOUSAND OAKS, CA 91361

Signing Officer

Name
Ahmad Shams
Title
President
Signed
2020-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Blankstein & Co Acctcy Corp
Address
5850 Canoga Ave Suite 220, Woodland Hills, CA 91367
Preparer
David S Blankstein
Phone
8183482000
Raw XML Appendix348 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0345790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS INVESTMENT ACCOUNT #21369
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AHMAD SHAMS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08054462700
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE STATEMENT 9 FOR LIST OF ACTIVITIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE DONATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INTL SOCIETY FOR CHILDREN WITH CANC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CONEJO VALLEY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2WESTMINSTER FREE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3NATIONAL IRANIAN AMERICAN COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4WESTLAKE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5FOOD SHARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6PAR SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1345
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25560 NAPOLEON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31411 K STREET NW SUITE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4100 N LAKEVIEW CANYON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54156 SOUTHBANK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt621 W 525 NORTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHATSWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1THOUSAND OAKS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WESTLAKE VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OXNARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LOMBARD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491362
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660148
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AHMAD VICTORIA SHAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0176 QUEENS GARDEN DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0THOUSAND OAKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091361
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01654
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisor fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0827
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt05
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt112
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AHMAD SHAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0954774764
ReturnHeader/Filer/PhoneNum08054462700
ReturnHeader/Filer/USAddress/AddressLine1Txt0176 QUEENS GARDEN DR
ReturnHeader/Filer/USAddress/CityNm0THOUSAND OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091361
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953992058
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blankstein & Co Acctcy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05850 Canoga Ave Suite 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08183482000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David S Blankstein
ReturnHeader/ReturnTs02020-11-12T16:01:08-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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.$4.22$0.02$4.20$1.35$0.63$0.73
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.02$3.35$1.10$0.89$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.36$0.02$3.34$0.62$0.86$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.02$3.58$1.36$0.63$0.73
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.52$0.44$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.71$0.25$0.45
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.38$0.32$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.22$0.38$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.54$0.47$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.19$0.40$0.59
2014Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$2.70$0.50$2.20
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.30$0.51$0.21
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.25$0.32$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.15