Civic Intelligence

Caris Foundation International

990PF • Fiscal year 2019 • EIN 26-1488005

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 14, 2020

750 W John Carpenter Frwy Ste 800Irving, TX 75039

(972) 947-2781

Siviq Scores

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

Liabilities / Assets

66th percentile

0.35x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

24th percentile

0.04x

Higher debt load relative to revenue than 24% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

33rd percentile

-0.3%

Higher net margin than 33% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

93rd percentile

39%

Faster asset growth than 93% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

5.2%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,875,150

Up $811,980 (+39%) from 2018

Net Assets

Down

$1,870,483

Down $92,580 (-4.7%) from 2018

Liabilities

Up

$1,004,667

Up $904,560 (+904%) from 2018

Revenue

Up

$27,883,645

Up $1,386,414 (+5.2%) from 2018

Expenses

Up

$27,976,225

Up $3,130,660 (+13%) from 2018

Net Income

Down

-$92,580

Down $1,744,246 (-106%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $221,118Liabilities 2011: $0Net Assets 2011: $221,1182011Assets 2012: $347,793Liabilities 2012: $0Net Assets 2012: $347,7932012Assets 2013: $291,810Liabilities 2013: $2,891Net Assets 2013: $288,9192013Assets 2014: $611,518Liabilities 2014: $27,350Net Assets 2014: $584,1682014Assets 2015: $623,321Liabilities 2015: $32,914Net Assets 2015: $590,4072015Assets 2016: $340,975Liabilities 2016: $48,438Net Assets 2016: $292,5372016Assets 2017: $341,856Liabilities 2017: $56,634Net Assets 2017: $285,2222017Assets 2018: $2,063,170Liabilities 2018: $100,107Net Assets 2018: $1,963,0632018Assets 2019: $2,875,150Liabilities 2019: $1,004,667Net Assets 2019: $1,870,4832019Assets 2020: $2,703,660Liabilities 2020: $845,374Net Assets 2020: $1,858,2862020Assets 2021: $3,266,033Liabilities 2021: $1,291,114Net Assets 2021: $1,974,9192021Assets 2022: $711,014Liabilities 2022: $303,731Net Assets 2022: $407,2832022Assets 2023: $864,506Liabilities 2023: $425,541Net Assets 2023: $438,9652023Assets 2024: $641,398Liabilities 2024: $116,696Net Assets 2024: $524,7022024

Highlighted filing

2019

Assets$2,875,150
Liabilities$1,004,667
Net Assets$1,870,483

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $1,249,8422011Expenses 2012: $1,260,9252012Revenue 2013: $1,241,911Expenses 2013: $1,301,140Net Income 2013: -$59,2292013Revenue 2014: $3,520,613Expenses 2014: $3,225,364Net Income 2014: $295,2492014Revenue 2015: $4,240,281Expenses 2015: $4,234,042Net Income 2015: $6,2392015Revenue 2016: $5,802,565Expenses 2016: $5,942,525Net Income 2016: -$139,9602016Revenue 2017: $5,928,873Expenses 2017: $5,965,196Net Income 2017: -$36,3232017Revenue 2018: $26,497,231Expenses 2018: $24,845,565Net Income 2018: $1,651,6662018Revenue 2019: $27,883,645Expenses 2019: $27,976,225Net Income 2019: -$92,5802019Revenue 2020: $31,996,901Expenses 2020: $32,009,098Net Income 2020: -$12,1972020Revenue 2021: $33,910,538Expenses 2021: $33,793,905Net Income 2021: $116,6332021Revenue 2022: $17,899,748Expenses 2022: $19,467,384Net Income 2022: -$1,567,6362022Revenue 2023: $7,742,153Expenses 2023: $7,710,471Net Income 2023: $31,6822023Revenue 2024: $4,865,182Expenses 2024: $4,779,445Net Income 2024: $85,7372024

Highlighted filing

2019

Revenue$27,883,645
Expenses$27,976,225
Net Income-$92,580
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 14, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER HARMONDirector/Secretary & TreasPT$0--
KATHRYN ANN HALBERTDirector/PresidentPT$0--
MICHAEL HALBERTDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Caris Foundation International
EIN
26-1488005
Phone
9729472781
Address
750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039

Signing Officer

Name
Christopher Harmon
Title
Officer
Phone
9729472781
Signed
2020-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Curtis Maxfield
Phone
2143939300
Raw XML AppendixShowing 400 of 2,727 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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DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt750
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt760
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt770
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt780
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt790
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt800
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt810
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt820
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt830
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt840
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt850
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt860
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt870
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt880
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt890
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt900
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt910
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt920
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt930
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt940
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt950
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt960
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt970
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt980
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt990
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1000
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1010
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1020
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1030
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1040
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1050
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1060
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1070
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1080
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1090
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1100
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1110
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1120
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1130
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1140
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1150
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1160
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1170
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1180
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1190
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1200
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1210
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1220
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1230
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1240
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1250
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1260
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1270
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1280
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1290
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1300
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1310
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1320
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1330
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1340
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1350
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1360
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1370
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1380
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1390
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1400
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1410
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1420
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1430
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1440
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1450
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1460
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1470
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1480
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1490
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1500
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1510
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1520
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1530
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1540
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1550
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1560
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1570
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1580
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1590
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1600
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1610
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1620
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1630
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1640
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1650
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1660
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1670
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1680
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1690
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1700
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1710
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1720
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1730
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1740
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1750
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1760
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1770
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1780
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1790
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1800
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1810
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1820
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1830
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt22200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt23200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt24200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt25200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt26200DB

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.12$0.52$4.87$4.78$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.43$0.44$7.74$7.71$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.30$0.41$17.9$19.5$1.57
2021Detailed filing. Detailed filing data is available for this year.$3.27$1.29$1.97$33.9$33.8$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.85$1.86$32.0$32.0$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.88$1.00$1.87$27.9$28.0$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.10$1.96$26.5$24.8$1.65
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.06$0.29$5.93$5.97$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.05$0.29$5.80$5.94$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.03$0.59$4.24$4.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.03$0.58$3.52$3.23$0.30
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.24$1.30$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.26
2011Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.25