Civic Intelligence

Caritas Foundation

990PF • Fiscal year 2018 • EIN 34-1788238

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
PO Box 5285Fairlawn, OH 44334-0285

(330) 665-9405

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$106,340

No earlier filing loaded for comparison.

Net Assets

$106,340

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin63rd percentile

Revenue

$42,870

No earlier filing loaded for comparison.

Expenses

$38,854

No earlier filing loaded for comparison.

Net Income

$4,016

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.

$150K$100K$50K$0Assets 2018: $106,340Liabilities 2018: $0Net Assets 2018: $106,3402018Assets 2019: $102,186Liabilities 2019: $0Net Assets 2019: $102,1862019Assets 2020: $125,904Liabilities 2020: $0Net Assets 2020: $125,9042020Assets 2021: $80,613Liabilities 2021: $0Net Assets 2021: $80,6132021Assets 2022: $50,580Liabilities 2022: $0Net Assets 2022: $50,5802022Assets 2023: $49,576Liabilities 2023: $0Net Assets 2023: $49,5762023Assets 2024: $25,052Liabilities 2024: $0Net Assets 2024: $25,0522024

Highlighted filing

2018

Assets$106,340
Liabilities$0
Net Assets$106,340
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KRevenue 2018: $42,870Expenses 2018: $38,854Net Income 2018: $4,0162018Revenue 2019: $42,231Expenses 2019: $46,385Net Income 2019: -$4,1542019Revenue 2020: $44,152Expenses 2020: $20,434Net Income 2020: $23,7182020Revenue 2021: -$14,982Expenses 2021: $30,309Net Income 2021: -$45,2912021Revenue 2022: $0Expenses 2022: $30,033Net Income 2022: -$30,0332022Revenue 2023: $33,520Expenses 2023: $34,524Net Income 2023: -$1,0042023Revenue 2024: $25,050Expenses 2024: $49,574Net Income 2024: -$24,5242024

Highlighted filing

2018

Revenue$42,870
Expenses$38,854
Net Income$4,016
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorothy L RappTrustee-$0--
Barbara DeleoneTrustee-$0--
Sharon L Nagy CPATrustee-$0--
Nancy R NorrisTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Caritas Foundation
EIN
34-1788238
Address
PO Box 5285, Fairlawn, OH 44334-0285

Signing Officer

Name
Sharon L Nagy CPA
Title
Trustee
Phone
3306659405
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Davis Nagy & Company LLC
Address
1270 S Cleveland Massillon Rd, Copley, OH 44321
Preparer
Sharon L Nagy CPA
Phone
3306659405
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3281 W Lane Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43800 Victory Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0North Canton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Kent
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Akron
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Cincinnati
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01895
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013303
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0140372
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013303
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036105
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0147935
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111830
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Dorothy L Rapp
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03364 Bancroft
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Fairlawn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044333
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt042000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investmentbank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO Box rental
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State registration fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt014
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon L Nagy CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03306659405
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caritas Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0341788238
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5285
ReturnHeader/Filer/USAddress/CityNm0Fairlawn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0443340285
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A608F18A586524FEEB6F63F2DC51136A8A6F211
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01A608F18A586524FEEB6F63F2DC51136A8A6F211
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03498782019134tfg23jj
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.66.29.194
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTm008:18:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463046333
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davis Nagy & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01270 S Cleveland Massillon Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Copley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044321
ReturnHeader/PreparerPersonGrp/PhoneNum03306659405
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon L Nagy CPA
ReturnHeader/ReturnTs02019-05-14T08:18:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,340
Liabilities
$0
Net assets
$106,340
Revenue
$42,870
Expenses
$38,854
Net income
$4,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.25$0.50$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.34$0.35$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00$0.30$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.15$0.30$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.44$0.20$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.42$0.46$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.43$0.39$0.04