Civic Intelligence

Careity Foundation

990 • Fiscal year 2021 • EIN 06-1704800

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 24, 2022

Organization ProfileWWW.CAREITY.ORG
PO Box 126038Fort Worth, TX 76126

(817) 882-4100

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

88th percentile

57%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

101%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,308,296

Up $841,168 (+57%) from 2020

Net Assets

Up

$2,308,296

Up $841,168 (+57%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Up

$1,614,148

Up $812,172 (+101%) from 2020

Expenses

Up

$754,582

Up $195,409 (+35%) from 2020

Net Income

Up

$859,566

Up $616,763 (+254%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $233,349Liabilities 2010: $0Net Assets 2010: $233,3492010Assets 2011: $330,124Liabilities 2011: $0Net Assets 2011: $330,1242011Assets 2012: $445,850Liabilities 2012: $0Net Assets 2012: $445,8502012Assets 2013: $587,866Liabilities 2013: $0Net Assets 2013: $587,8662013Assets 2014: $622,984Liabilities 2014: $0Net Assets 2014: $622,9842014Assets 2015: $689,886Liabilities 2015: $0Net Assets 2015: $689,8862015Assets 2016: $653,211Liabilities 2016: $0Net Assets 2016: $653,2112016Assets 2017: $702,187Liabilities 2017: $0Net Assets 2017: $702,1872017Assets 2018: $927,852Liabilities 2018: $0Net Assets 2018: $927,8522018Assets 2019: $1,224,325Liabilities 2019: $0Net Assets 2019: $1,224,3252019Assets 2020: $1,467,128Liabilities 2020: $0Net Assets 2020: $1,467,1282020Assets 2021: $2,308,296Liabilities 2021: $0Net Assets 2021: $2,308,2962021Assets 2022: $2,731,462Liabilities 2022: $0Net Assets 2022: $2,731,4622022Assets 2023: $3,534,425Liabilities 2023: $23,974Net Assets 2023: $3,510,4512023Assets 2024: $3,309,487Liabilities 2024: $4,802Net Assets 2024: $3,304,6852024

Highlighted filing

2021

Assets$2,308,296
Liabilities$0
Net Assets$2,308,296
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $544,0262010Revenue 2011: $671,580Expenses 2011: $574,805Net Income 2011: $96,7752011Revenue 2012: $875,206Expenses 2012: $756,387Net Income 2012: $118,8192012Revenue 2013: $841,010Expenses 2013: $698,994Net Income 2013: $142,0162013Revenue 2014: $715,295Expenses 2014: $680,177Net Income 2014: $35,1182014Revenue 2015: $817,010Expenses 2015: $750,108Net Income 2015: $66,9022015Revenue 2016: $867,306Expenses 2016: $903,981Net Income 2016: -$36,6752016Revenue 2017: $880,264Expenses 2017: $846,288Net Income 2017: $33,9762017Revenue 2018: $1,001,440Expenses 2018: $775,775Net Income 2018: $225,6652018Revenue 2019: $941,775Expenses 2019: $645,302Net Income 2019: $296,4732019Revenue 2020: $801,976Expenses 2020: $559,173Net Income 2020: $242,8032020Revenue 2021: $1,614,148Expenses 2021: $754,582Net Income 2021: $859,5662021Revenue 2022: $1,144,286Expenses 2022: $721,120Net Income 2022: $423,1662022Revenue 2023: $1,151,305Expenses 2023: $670,400Net Income 2023: $480,9052023Revenue 2024: $953,953Expenses 2024: $697,569Net Income 2024: $256,3842024

Highlighted filing

2021

Revenue$1,614,148
Expenses$754,582
Net Income$859,566
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 24, 2022
Return Version
2021v4.2
Gross Receipts
$1,810,861
Mission and Program Overview

Mission

Careity foundation exists to provide personal, holistic, on-site care and counseling for economically challenged cancer patients in the tarrant, parker and johnson county areas. Far more than a fundraising organization, careity foundation distinguishes itself by its hands-on approach to overseeing programs that are personal to its founders, beverly branch and lyn walsh, whose mothers were each diagnosed with cancer 19 years ago.

Saving lives with early detection and collaborating with medical professionals for affordable patient services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,467,128$2,308,296▲ $841,168
Investments in Publicly Traded Securities$724,289$1,520,534▲ $796,245
Cash and Non-Interest-Bearing Accounts$556,270$532,087▼ $24,183
Savings and Temporary Cash Investments$186,314$255,420▲ $69,106
Accounts Receivable$255$255→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,467,128$2,308,296▲ $841,168
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,467,128$2,308,296▲ $841,168
Total Liabilities and Net Assets / Fund Balance$1,467,128$2,308,296▲ $841,168
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Beverly BranchPresident
Lyn WalshCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,534,517
Program Service Revenue
$0
Investment Income
$79,631
Other Revenue
$0
All Other Contributions
$1,156,322
Change in Net Assets
$859,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$754,542
Total Fundraising Expense$12,169
Grants and Similar Amounts Paid$40
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$68,999--$68,999
Fees for Service Investment Mgmnt Fees-$15,694-$15,694
Office Expenses$14,251$147$294$14,692
Information Technology$10,568$109$218$10,895
Fees for Services Accounting-$3,399-$3,399
Advertising$3,172$33$65$3,270
Insurance-$1,396-$1,396
Other Expenses$736$248$11,085$736
All Other Expenses$575$6$12$593
Grants to Domestic Orgs$40--$40
Total Functional Expenses$721,381$21,032$12,169$754,582
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,889
Fundraising Gross Income$44,889
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celebrity Cutting$423,084$44,889$44,889$0
Total Events$423,084$44,889$44,889$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-LYN WALSH AND BEVERLY BRANCH ARE OFFICERS AND >35% OWNERS OF DROMEO, INC.Annual Management for Direct Patient Care, Patient Services and Expense Reimbursement. Patient Navigation and Determining the Eligibility for Special Medicaid Services. Determining the Eligibility for Free Services Including Mammograms, Diagnostic Services, and Biopsies. Navigating Diagnosed Patients to the Proper Physician Specialist for Their Particular Type of Cancer Diagnosis. Assist Patients in Acquiring Emergency Insurance When Early Enrollment Options Are Not Available.No$68,999
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The following relationships exist in and among officers requiring disclosure: both beverly branch and lyn walsh are officers of and have at least a 10% ownership in dromeo, inc.”

Form 990, Part VI, Section A, Line 3

“Lyn walsh and beverly branch are owners and officers of dromeo, inc. In addition to other business purposes not related to the careity foundation, they utilize this corporation to organize and run fundraising events for the organization, manage the organization, and oversee its program services.”

Form 990, Part VI, Section B, Line 11B

“The organization provides a copy of its 990 to its board members to review for accuracy and completeness of disclosure before filing.”

Form 990, Part VI, Section B, Line 12C

“The organization requires officers to disclose any possible conflicts when reviewing prospective grants to organizations and contracts for services to the organization.”

Form 990, Part VI, Section B, Line 15A

“Careity foundation reviews expenses incurred by officers as well as comparisons to other organizations for comparability data when determining the reasonableness of compensation for managerial functions.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 1023 application for exemption and annual form 990 available upon request either written or verbal.”

Form 990, Part VI, Section C, Line 19

“The organization makes its organizational documents and conflict of interest policy available upon request either written or verbal.”

Filing and Contact Details

Filer

Filer Name
Careity Foundation
EIN
06-1704800
Phone
8178824100
Address
PO BOX 126038, FORT WORTH, TX 76126

Signing Officer

Name
Beverly Branch
Title
President
Phone
8178824100
Signed
2022-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly Branch
Formed
2003
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Weaver and Tidwell Llp
Address
2821 W 7TH STREET SUITE 700, FORT WORTH, TX 76107
Preparer
Justin W Reeves
Phone
9724901970
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior period adjustment -18,398.”

Raw XML Appendix371 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
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IRS990/Desc0INDIVIDUALIZED PROGRAMS AND SERVICESFOR THE CANCER PATIENTCANCER PATIENTS AND THEIR FAMILIES CONFRONT A MYRIAD OF NEEDS, FROM MEDICAL CARE TO PSYCHOLOGICAL, SPIRITUAL AND EMOTIONAL ISSUES. EACH PATIENT FACES A UNIQUE SET OF NEEDS. CAREITY FOUNDATION HELPS TO IDENTIFY SPECIFIC NEEDS AND PROVIDE INDIVIDUALIZED CARE THROUGH SUPPORTIVE CLINICAL SERVICES. IMPACTFUL PROGRAMS AND BENEFICIAL SERVICESPROVIDED BY CAREITY FOUNDATIONNUTRITIONAL COUNSELING AND SUPPLEMENTSA TRAINED DIETICIAN AND PERSONALIZED NUTRITION PLAN ASSIST EACH CANCER PATIENT WITH THE WEIGHT AND NUTRITION ISSUES THAT ARE OFTEN CAUSED BY CHEMOTHERAPY, HORMONAL THERAPY AND RADIATION THERAPY.COMMUNITY AWARENESS PROGRAMS AND OUTREACH.OPENED THE CAREITY BREAST CARE CENTER CIRCLE OF CARE TREATMENT WITH THE GOAL OF HAVING A COMPLETE TREATMENT PLAN WITHIN 72 HOURS RATHER THAN MULTIPLE MEETINGS OVER WEEKS WITH DIFFERENT SPECIALISTS. CLINICAL TRIALS:WHEN POSSIBLE, CANCER PATIENTS ARE GIVEN ACCESS TO CLINICAL TRIALS.PSYCHOTHERAPY COUNSELING: DEALING WITH THE EMOTIONAL ISSUES RELATED TO CANCER DIAGNOSIS, ANXIETY, GRIEF, STRESS, ANGER AND FEAR.PAIN MANAGEMENTPAIN, ANXIETY AND DRUG SENSITIVITIES CAN COMPLICATE OR INTENSIFY THE RIGOR OF CANCER TREATMENT. ACUPUNCTURE AND ONCOLOGY MASSAGE, NATURAL TREATMENTS FOR PAIN AND ANXIETY, EASE THE PATIENT'S JOURNEY THROUGH TREATMENT.TRAINING AND EDUCATIONA CANCER DIAGNOSIS THRUSTS CAREGIVERS AND PATIENTS INTO A COMPLICATED AND EXPENSIVE WORLD OF MEDICAL PROTOCOLS, DIAGNOSTIC TESTS, AND MORE. RESOURCES AND SUPPORT PROVIDE URGENT INFORMATION AND CARING GUIDANCE.CANCERGUIDE NAVIGATIONDEVELOPED BY THE CENTER FOR MIND-BODY MEDICINE IN WASHINGTON, D.C., THE CANCERGUIDE PROGRAM PROVIDES RELIABLE INFORMATION ON COMPLEMENTARY AND ALTERNATIVE (CAM) THERAPIES. A CANCERGUIDE EXPLAINS OPTIONS AND PROVIDES INFORMATION ABOUT THERAPIES AND TREATMENTS, DURING AND AFTER CANCER TREATMENT.CHAPLAIN SERVICESAVAILABLE FOR COUNSELING AND COMFORT FOR ALL OF OUR PATIENTS.ALL PROGRAMS AND SERVICES ARE PROVIDED BY LICENSED AND/OR ACCREDITED PROFESSIONALS. IN ALMOST ALL CASES, SERVICES ARE NOT COVERED BY INSURANCE, OR ARE COST-PROHIBITIVE. CAREITY FOUNDATION BELIEVES THAT THESE SERVICES ARE ESSENTIAL TO EFFECTIVE CARE FOR ALL CANCER PATIENTS.DIRECT PATIENT SERVICES1. OVER 7,900 CANCER PATIENT VISITS2. 800 GAS CARDS @ $25 EACH3. OVER 900 MAMMOGRAMS, DIAGNOSTICS, BIOPSIES, AND SURGICAL4. 1,500 PATIENTS HELPED WITH DIETARY AND NUTRITIONAL SERVICES5. 2,500 PATIENT SERVICES FOR PSYCHOTHERAPY, SOCIAL WORKER AND CHAPLAIN
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IRS990/MissionDesc0THE DIAGNOSIS IS JUST THE BEGINNING OF A VERY LONG JOURNEY FOR MANY CANCER PATIENTS. OUR GOAL IS TO SAVE LIVES AND STAY INVOLVED, HELPING AND SUPPORTING PATIENTS THROUGH THEIR JOURNEY, GIVING FAMILIES HOPE AND KEEPING THEM FOCUSED ON HEALING.
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IRS990/ProgSrvcAccomActy2Grp/Desc03-D MAMMOGRAMS, DIAGNOSTIC PROCEDURES INCLUDING ULTRASOUNDS, BIOPSIES, SURGERIES, FOOD AND GAS CARDS. EARLY DETECTION BEING CRITICAL FOR THE SUCCESSFUL TREATMENT OF CANCER PATIENTS, THIS PROGRAM IS A CORNERSTONE FOR THE SUCCESS OF THE FOUNDATION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CAREITY FOUNDERS HAVE FORMED A NETWORK OF SERVICE PROVIDERS IN 5 COUNTIES. THIS COLLABORATION OF MEDICAL PROFESSIONALS HAS ENABLED CAREITY TO NEGOTIATE PAYMENTS FOR PATIENT NEEDS TO MANY FACILITIES AND MANY TIMES TO ELIMINATE DEBT FOR PATIENTS WHO OTHERWISE WOULD NOT BE ELIGIBLE FOR LIFE SAVING PROCEDURES.
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IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0859566
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01467128
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02308296
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0186314
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0255420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01534517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0785566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0923631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0965078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0867976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05076768
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt055488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023306
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010331
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06460
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0112329
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82510
IRS990ScheduleA/PublicSupportPY170Pct00.79800
IRS990ScheduleA/PublicSupportTotal170Amt04281698
IRS990ScheduleA/SubstantialContributorsTotAmt0795070
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01534517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0785566
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0923631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0965078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0867976
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05076768
IRS990ScheduleA/TotalSupportAmt05189097
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0378195
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0378195
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044889
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CELEBRITY CUTTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0423084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0423084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044889
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044889
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044889
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0DROMEO INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0LYN WALSH AND BEVERLY BRANCH ARE OFFICERS AND >35% OWNERS OF DROMEO, INC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt068999
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ANNUAL MANAGEMENT FOR DIRECT PATIENT CARE, PATIENT SERVICES AND EXPENSE REIMBURSEMENT. PATIENT NAVIGATION AND DETERMINING THE ELIGIBILITY FOR SPECIAL MEDICAID SERVICES. DETERMINING THE ELIGIBILITY FOR FREE SERVICES INCLUDING MAMMOGRAMS, DIAGNOSTIC SERVICES, AND BIOPSIES. NAVIGATING DIAGNOSED PATIENTS TO THE PROPER PHYSICIAN SPECIALIST FOR THEIR PARTICULAR TYPE OF CANCER DIAGNOSIS. ASSIST PATIENTS IN ACQUIRING EMERGENCY INSURANCE WHEN EARLY ENROLLMENT OPTIONS ARE NOT AVAILABLE.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING RELATIONSHIPS EXIST IN AND AMONG OFFICERS REQUIRING DISCLOSURE: BOTH BEVERLY BRANCH AND LYN WALSH ARE OFFICERS OF AND HAVE AT LEAST A 10% OWNERSHIP IN DROMEO, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LYN WALSH AND BEVERLY BRANCH ARE OWNERS AND OFFICERS OF DROMEO, INC. IN ADDITION TO OTHER BUSINESS PURPOSES NOT RELATED TO THE CAREITY FOUNDATION, THEY UTILIZE THIS CORPORATION TO ORGANIZE AND RUN FUNDRAISING EVENTS FOR THE ORGANIZATION, MANAGE THE ORGANIZATION, AND OVERSEE ITS PROGRAM SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES A COPY OF ITS 990 TO ITS BOARD MEMBERS TO REVIEW FOR ACCURACY AND COMPLETENESS OF DISCLOSURE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES OFFICERS TO DISCLOSE ANY POSSIBLE CONFLICTS WHEN REVIEWING PROSPECTIVE GRANTS TO ORGANIZATIONS AND CONTRACTS FOR SERVICES TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CAREITY FOUNDATION REVIEWS EXPENSES INCURRED BY OFFICERS AS WELL AS COMPARISONS TO OTHER ORGANIZATIONS FOR COMPARABILITY DATA WHEN DETERMINING THE REASONABLENESS OF COMPENSATION FOR MANAGERIAL FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS FORM 1023 APPLICATION FOR EXEMPTION AND ANNUAL FORM 990 AVAILABLE UPON REQUEST EITHER WRITTEN OR VERBAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS ORGANIZATIONAL DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST EITHER WRITTEN OR VERBAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRIOR PERIOD ADJUSTMENT -18,398.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01467128
IRS990/TotalAssetsEOYAmt02308296
IRS990/TotalAssetsGrp/BOYAmt01467128
IRS990/TotalAssetsGrp/EOYAmt02308296
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01534517
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012169
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021032
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0721381
IRS990/TotalFunctionalExpensesGrp/TotalAmt0754582
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01467128
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02308296
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0721381
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt079631
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01614148
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01467128
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02308296
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 126038
IRS990/USAddress/CityNm0FORT WORTH
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076126
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.CAREITY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY BRANCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08178824100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAREITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARE
ReturnHeader/Filer/EIN0061704800
ReturnHeader/Filer/PhoneNum08178824100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 126038
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02821 W 7TH STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum09724901970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN W REEVES
ReturnHeader/ReturnTs02022-09-02T16:57:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BEVERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRANCH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,308,296
Liabilities
$0
Net assets
$2,308,296
Revenue
$1,614,148
Expenses
$754,582
Net income
$859,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.00$3.30$0.95$0.70$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.02$3.51$1.15$0.67$0.48
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.14$0.72$0.42
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.61$0.75$0.86
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.80$0.56$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.94$0.65$0.30
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.00$0.78$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.88$0.85$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.87$0.90$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.82$0.75$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.72$0.68$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.84$0.70$0.14
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.88$0.76$0.12
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$0.67$0.57$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.54