Civic Intelligence

Caritas Foundation

990PF • Fiscal year 2019 • EIN 34-1788238

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

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

27th percentile

-9.8%

Higher net margin than 27% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-1.5%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$102,186

Down $4,154 (-3.9%) from 2018

Net Assets

Down

$102,186

Down $4,154 (-3.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin27th percentile

Revenue

Down

$42,231

Down $639 (-1.5%) from 2018

Expenses

Up

$46,385

Up $7,531 (+19%) from 2018

Net Income

Down

-$4,154

Down $8,170 (-203%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2019

Assets$102,186
Liabilities$0
Net Assets$102,186
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

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

2019

Revenue$42,231
Expenses$46,385
Net Income-$4,154
Open 2019 Filing
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
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorothy L RappTrustee-$0--
Barbara DeleoneTrustee-$0--
Sharon L Nagy CPATrustee-$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
3308642506
Signed
2020-11-14
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
Raw XML Appendix343 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Bowling Green State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02020 East Maple Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 5190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2East Buchtel Ave Simmons Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3281 W Lane Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4319 Administration Building
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/CityNm4Bowling Green
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1442420001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2443256208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd343210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd443403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046000
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/AppliedToCurrentYearAmt01759
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013303
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013303
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0171310
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044241
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019206
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044241
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0184613
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0140372
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/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon L Nagy CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03308642506
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-14
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/AtSubmissionCreationDeviceId051C586CABF3C3CF6BF04B9356C7D2070267849AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId051C586CABF3C3CF6BF04B9356C7D2070267849AA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03498782020319sgmyhfz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.66.29.194
ReturnHeader/FilingSecurityInformation/IPDt02020-11-14
ReturnHeader/FilingSecurityInformation/IPTm012:43:16
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/PreparationDt02020-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon L Nagy CPA
ReturnHeader/ReturnTs02020-11-14T12:41:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,186
Liabilities
$0
Net assets
$102,186
Revenue
$42,231
Expenses
$46,385
Net income
-$4,154
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