Civic Intelligence

Charity Case Foundation Inc

990EZ • Fiscal year 2014 • EIN 27-2170443

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 02, 2015

Organization ProfileN/A
1050 Adams StSt Helena, CA 94517

(707) 326-1215

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$5,873

No earlier filing loaded for comparison.

Net Assets

$5,873

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

$18,460

No earlier filing loaded for comparison.

Expenses

$20,793

No earlier filing loaded for comparison.

Net Income

-$2,333

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2014

Assets$5,873
Liabilities-
Net Assets$5,873
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$18,460
Expenses$20,793
Net Income-$2,333
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 2, 2015
Return Version
2014v5.0
Gross Receipts
$18,460
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 2013:2013 ACTIVITIES WERE PRIMARILY VOLUNTEER ASSISTANCE. THERE WAS NO SIGNIFICANT FINANCIAL ACTIVITY IN 2013.$5,793$15,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA A WOODBRIDGEPresidentPT$0--
SHEILA MURPHY DAUGHERTYVice PresidentPT$0--
HELEN D MAWSONSecretaryPT$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
2015-03-02
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

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: WOLFE CENTER | Donee's Address: 2310 FIRST ST NAPA, CA 94559 | Relationship of Donee: NONE | Cash Amount Given: $10000”

Other Expenses.1

“WINE STORAGE $5000”

Other Expenses.2

“COMMUNICATIONS $88”

Other Expenses.4

“Other tax and licenses $20”

Raw XML Appendix151 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/BOYAmt08206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05873
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018455
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2333
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08206
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05873
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt018460
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08206
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05873
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08206
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05873
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/OtherExpensesTotalAmt05108
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/PrintingPublicationsPostageAmt035
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOLLOWING WERE ACCOMPLISHED IN 2013:2013 ACTIVITIES WERE PRIMARILY VOLUNTEER ASSISTANCE. THERE WAS NO SIGNIFICANT FINANCIAL ACTIVITY IN 2013.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05793
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020793
IRS990EZ/TotalProgramServiceExpensesAmt05793
IRS990EZ/TotalRevenueAmt018460
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt053200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0117381
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0117381
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053200
IRS990ScheduleA/Total509Grp/TotalAmt0117381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053220
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: WOLFE CENTER | Donee's Address: 2310 FIRST ST NAPA, CA 94559 | Relationship of Donee: NONE | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WINE STORAGE $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNICATIONS $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER TAX AND LICENSES $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA A WOODBRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-02
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/ReturnTs02015-03-02T13:07:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,873
Liabilities
-
Net assets
$5,873
Revenue
$18,460
Expenses
$20,793
Net income
-$2,333
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