Civic Intelligence

Chari-T-2000 Inc.

990EZ • Fiscal year 2020 • EIN 38-3788023

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 20, 2021

2535 Lone Star DriveDallas, TX 75212

(214) 467-9787

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-18%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

907%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$77,907

Down $12,671 (-14%) from 2019

Net Assets

Down

$77,907

Down $12,671 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$22,878

Up $20,605 (+907%) from 2019

Expenses

Up

$26,923

Up $807 (+3.1%) from 2019

Net Income

Up

-$4,045

Up $19,798 (+83%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $53,730Liabilities 2011: $02011Assets 2012: $80,026Liabilities 2012: $02012Assets 2013: $117,425Liabilities 2013: $02013Assets 2014: $128,927Liabilities 2014: $02014Assets 2015: $148,256Liabilities 2015: $0Net Assets 2015: $148,2562015Assets 2016: $93,090Liabilities 2016: $0Net Assets 2016: $93,0902016Assets 2017: $116,633Liabilities 2017: $02017Assets 2018: $107,347Liabilities 2018: $02018Assets 2019: $90,578Liabilities 2019: $0Net Assets 2019: $90,5782019Assets 2020: $77,907Liabilities 2020: $0Net Assets 2020: $77,9072020Assets 2021: $102,163Liabilities 2021: $0Net Assets 2021: $102,1632021Assets 2022: $138,785Liabilities 2022: $1,466Net Assets 2022: $137,3192022Assets 2023: $211,826Liabilities 2023: $9,021Net Assets 2023: $202,8052023Assets 2024: $288,814Liabilities 2024: $5,274Net Assets 2024: $283,5402024

Highlighted filing

2020

Assets$77,907
Liabilities$0
Net Assets$77,907

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $64,658Expenses 2011: $38,361Net Income 2011: $26,2972011Revenue 2012: $59,013Expenses 2012: $5,454Net Income 2012: $53,5592012Revenue 2013: $65,146Expenses 2013: $42,628Net Income 2013: $22,5182013Revenue 2014: $83,338Expenses 2014: $71,836Net Income 2014: $11,5022014Revenue 2015: $191,633Expenses 2015: $197,706Net Income 2015: -$6,0732015Revenue 2016: $258,613Expenses 2016: $313,779Net Income 2016: -$55,1662016Revenue 2017: $108,423Expenses 2017: $89,276Net Income 2017: $19,1472017Revenue 2018: $166,923Expenses 2018: $171,638Net Income 2018: -$4,7152018Revenue 2019: $2,273Expenses 2019: $26,116Net Income 2019: -$23,8432019Revenue 2020: $22,878Expenses 2020: $26,923Net Income 2020: -$4,0452020Revenue 2021: $45,381Expenses 2021: $22,323Net Income 2021: $23,0582021Revenue 2022: $83,714Expenses 2022: $34,747Net Income 2022: $48,9672022Revenue 2023: $101,530Expenses 2023: $42,766Net Income 2023: $58,7642023Revenue 2024: $139,510Expenses 2024: $59,813Net Income 2024: $79,6972024

Highlighted filing

2020

Revenue$22,878
Expenses$26,923
Net Income-$4,045
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 20, 2021
Return Version
2020v4.1
Gross Receipts
$34,438
Mission and Program Overview

Mission

Receiving rehabilitative services, obtaining necessary services or equipment is difficult. There are often insurance limitations that make funding challenging. Chari-t2000 was created to bridge that financial gap and improve lives.

Program Services

DescriptionGrantsExpenses
THERE WERE 2 INDIVIDUALS BELOW THE AGE OF 21 WHO WERE PROVIDED WITH HANDICAP ACCESSIBLE VANS AND/OR OTHER EQUIPMENT BY THE ORGANIZATION.$9,659$16,470
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SIMPSONPresidentPT$0--
COURTNEY MULLANEYVice PresidentPT$0--
MELISSA COOPRIDERSecretaryPT$0--
GREG LENZENTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Chari-t2000 Inc
EIN
38-3788023
Phone
2144679787
Address
2535 LONE STAR DRIVE, DALLAS, TX 75212

Signing Officer

Name
Greg Lenzen
Title
Treasurer
Phone
2144679787
Signed
2021-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Daniels & Erickson Pc
Address
5323 SPRING VALLEY RD STE 250, DALLAS, TX 75254
Preparer
Jonathan F Erickson
Phone
2147508985
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: edward jones - dividend. Amount: 1,629. Description: edward jones - capital gain distribution. Amount: 214 description: non-dividend distributions. Amount: 33. Total included on form 990-ez, line 4: 1,876.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: payments for handicap accessible van/equipment. Grantee name: total of donation which was less than $5,000 each. Grantee relationship: none. Amount given: 9,659. Total included on form 990-ez, line 10: 9,659.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: credit card processing. Amount: 1,445. Description: foreign taxes paid - edward jones. Amount: 15. Description: investment fees - edward jones. Amount: 729. Description: miscellaneous expenses. Amount: 50. Description: taxes & licenses. Amount: 600. Total to form 990-ez, line 16: 2,839.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain (investment account at edward jones). Amount: 4,643. Description: prior period adjustment. Amount: -13,269. Total to form 990-ez, line 20: -8,626.

Form 990-ez, Part II, Line 24 - Other Assets

Description: edward jones - investment. Beg. Of year amount: 60,379. End of year amount: 67,586.

Form 990-ez, Part II, Line 27

Prior year expenses included erroneous amounts that were detected this year. In order to reflect the proper balance at year-end, net assets has been adjusted by 13,269.

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREG LENZEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02144679787
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075212
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt019568
IRS990EZ/CostOrOtherBasisExpenseSaleAmt011560
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt01434
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IRS990EZ/GrossReceiptsAmt034438
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077907
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY MULLANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA COOPRIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG LENZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt060379
IRS990EZ/OtherAssetsTotalDetail/EOYAmt067586
IRS990EZ/OtherChangesInNetAssetsAmt0-8626
IRS990EZ/OtherExpensesTotalAmt02839
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0RECEIVING REHABILITATIVE SERVICES, OBTAINING NECESSARY SERVICES OR EQUIPMENT IS DIFFICULT. THERE ARE OFTEN INSURANCE LIMITATIONS THAT MAKE FUNDING CHALLENGING. CHARI-T2000 WAS CREATED TO BRIDGE THAT FINANCIAL GAP AND IMPROVE LIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THERE WERE 2 INDIVIDUALS BELOW THE AGE OF 21 WHO WERE PROVIDED WITH HANDICAP ACCESSIBLE VANS AND/OR OTHER EQUIPMENT BY THE ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016470
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt012994
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt022878
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CHARI-T2000.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0165005
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0258613
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0165005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0258613
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0550390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: EDWARD JONES - DIVIDEND. AMOUNT: 1,629. DESCRIPTION: EDWARD JONES - CAPITAL GAIN DISTRIBUTION. AMOUNT: 214 DESCRIPTION: NON-DIVIDEND DISTRIBUTIONS. AMOUNT: 33. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PAYMENTS FOR HANDICAP ACCESSIBLE VAN/EQUIPMENT. GRANTEE NAME: TOTAL OF DONATION WHICH WAS LESS THAN $5,000 EACH. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 9,659. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,659.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD PROCESSING. AMOUNT: 1,445. DESCRIPTION: FOREIGN TAXES PAID - EDWARD JONES. AMOUNT: 15. DESCRIPTION: INVESTMENT FEES - EDWARD JONES. AMOUNT: 729. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 50. DESCRIPTION: TAXES & LICENSES. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 2,839.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN (INVESTMENT ACCOUNT AT EDWARD JONES). AMOUNT: 4,643. DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -13,269. TOTAL TO FORM 990-EZ, LINE 20: -8,626.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: EDWARD JONES - INVESTMENT. BEG. OF YEAR AMOUNT: 60,379. END OF YEAR AMOUNT: 67,586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR YEAR EXPENSES INCLUDED ERRONEOUS AMOUNTS THAT WERE DETECTED THIS YEAR. IN ORDER TO REFLECT THE PROPER BALANCE AT YEAR-END, NET ASSETS HAS BEEN ADJUSTED BY 13,269.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 27
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG LENZEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02144679787
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARI-T2000 INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0383788023
ReturnHeader/Filer/PhoneNum02144679787
ReturnHeader/Filer/USAddress/AddressLine1Txt02535 LONE STAR DRIVE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752916499
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELS & ERICKSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05323 SPRING VALLEY RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075254
ReturnHeader/PreparerPersonGrp/PhoneNum02147508985
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN F ERICKSON
ReturnHeader/ReturnTs02021-05-06T12:00:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LENZEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.05$2.84$1.40$0.60$0.80
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.09$2.03$1.02$0.43$0.59
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.37$0.84$0.35$0.49
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.45$0.22$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.23$0.27$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.02$0.26$0.24
2018Summary only. Only limited summary data is available for this year.$1.07$0.00$1.67$1.72$0.05
2017Summary only. Only limited summary data is available for this year.$1.17$0.00$1.08$0.89$0.19
2016Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$2.59$3.14$0.55
2015Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$1.92$1.98$0.06
2014Summary only. Only limited summary data is available for this year.$1.29$0.00$0.83$0.72$0.12
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$0.65$0.43$0.23
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.59$0.05$0.54
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.65$0.38$0.26