Civic Intelligence

Charity Case Foundation Inc

EIN 27-2170443 • 501(c)3 • St Helena, CA

Profile

The charity case foundation is devoted to voulunteering and raisng funds through the sale of small-production, specially crafted wines to support local non-profit organizations that provide services to children in need and their families.

1050 Adams StSt Helena, CA 94517

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$5,873

Flat from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Flat

$5,873

Flat from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$660

Down $17,800 (-96%) from 2014

Expenses

Down

$660

Down $20,133 (-97%) from 2014

Net Income

Up

$0

Up $2,333 (+100%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0K$4.0K$2.0K$0Assets 2014: $5,873Net Assets 2014: $5,8732014Assets 2015: $5,873Net Assets 2015: $5,8732015

Highlighted filing

2015

Assets$5,873
Liabilities-
Net Assets$5,873
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$30K$20K$10K$0-$10KRevenue 2014: $18,460Expenses 2014: $20,793Net Income 2014: -$2,3332014Revenue 2015: $660Expenses 2015: $660Net Income 2015: $02015

Highlighted filing

2015

Revenue$660
Expenses$660
Net Income$0
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,873
Liabilities
-
Net assets
$5,873
Revenue
$660
Expenses
$660
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$5.87$5.87$0.66$0.66$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.87$5.87$18.5$20.8$2.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.0
Gross Receipts
$660
Mission and Program Overview

Mission

The charity case foundation is devoted to voulunteering and raisng funds through the sale of small-production, specially crafted wines to support local non-profit organizations that provide services to children in need and their families.

Program Services

DescriptionGrantsExpenses
THE FOLLOWING WERE ACCOMPLISHED IN 2015:IN 2015 THE ORGANIZATION WAS INACTIVE. THE ORGANIZATION TERMINATED 3/31/16. MONEY ON HAND AT TERMINATION WAS DISBURSED $5,076 TO OTHER NAPA VALLEY, CA NONPROFITS, $660 TO PROFESSIONAL FEES AND $390 MISCELLANEOUS OPERATING EXPENSES.$10-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA A WOODBRIDGEPresidentPT$0--
SHEILA MURPHY DAUGHERTYVice President-$0--
HELEN D MAWSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charity Case Foundation Inc
EIN
27-2170443
Phone
7073261215
Address
1050 ADAMS ST, ST HELENA, CA 94517

Signing Officer

Name
Patricia a Woodbridge
Title
President
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Scott Magliari & company CPA
Address
1700 Soscol Ave Suite 27, Napa, CA 94559
Preparer
J Scott Magliari
Phone
7072541330
Supplemental Narrative

Additional Explanations

Other Expenses.1

“CA TAX $10”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARGARET GARCIA
IRS990EZ/BooksInCareOfDetail/PhoneNum07073261215
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 ADAMS
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAINT HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05873
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05873
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0660
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05873
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05873
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0660
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05873
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05873
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05873
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05873
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA A WOODBRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHEILA MURPHY DAUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HELEN D MAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CHARITY CASE FOUNDATION IS DEVOTED TO VOULUNTEERING AND RAISNG FUNDS THROUGH THE SALE OF SMALL-PRODUCTION, SPECIALLY CRAFTED WINES TO SUPPORT LOCAL NON-PROFIT ORGANIZATIONS THAT PROVIDE SERVICES TO CHILDREN IN NEED AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOLLOWING WERE ACCOMPLISHED IN 2015:IN 2015 THE ORGANIZATION WAS INACTIVE. THE ORGANIZATION TERMINATED 3/31/16. MONEY ON HAND AT TERMINATION WAS DISBURSED $5,076 TO OTHER NAPA VALLEY, CA NONPROFITS, $660 TO PROFESSIONAL FEES AND $390 MISCELLANEOUS OPERATING EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0660
IRS990EZ/TotalProgramServiceExpensesAmt010
IRS990EZ/TotalRevenueAmt0660
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064841
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt064841
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02200
IRS990ScheduleA/Total509Grp/TotalAmt064841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02218
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CA TAX $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA A WOODBRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITY CASE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0272170443
ReturnHeader/Filer/PhoneNum07073261215
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 ADAMS ST
ReturnHeader/Filer/USAddress/CityNm0ST HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Scott Magliari & company CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 Soscol Ave Suite 27
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Napa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094559
ReturnHeader/PreparerPersonGrp/PhoneNum07072541330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J SCOTT MAGLIARI
ReturnHeader/ReturnTs02016-08-11T15:39:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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