Civic Intelligence

Chari T 2000 Inc

990EZ • Fiscal year 2022 • EIN 38-3788023

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 23, 2023

1431 Greenway Drive 500Irving, TX 75038

(214) 467-9787

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

84%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$138,785

Up $36,622 (+36%) from 2021

Net Assets

Up

$137,319

Up $35,156 (+34%) from 2021

Liabilities

Up

$1,466

Up $1,466 from 2021

Revenue

Up

$83,714

Up $38,333 (+84%) from 2021

Expenses

Up

$34,747

Up $12,424 (+56%) from 2021

Net Income

Up

$48,967

Up $25,909 (+112%) from 2021

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

2022

Assets$138,785
Liabilities$1,466
Net Assets$137,319

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

2022

Revenue$83,714
Expenses$34,747
Net Income$48,967
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 23, 2023
Return Version
2022v5.0
Gross Receipts
$94,181
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
THE ORGANIZATION PROVIDED WHEELCHAIRS, HELMETS, WAGONS, AND OTHER THERAPY EQUIPMENT TO PEDIATRIC PATIENTS.$31,254$2,658
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SIMPSONPresident-$0--
COURTNEY MULLANEYVice President-$0--
MELISSA COOPRIDERSecretary-$0--
GREG LENZENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Chari-t2000 Inc
EIN
38-3788023
Phone
2144679787
Address
1431 GREENWAY DRIVE 500, IRVING, TX 75038

Signing Officer

Name
Greg Lenzen
Title
Treasurer
Phone
2144679787
Signed
2023-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Daniels & Erickson Pc
Address
5323 SPRING VALLEY ROAD SUITE 250, DALLAS, TX 75254
Preparer
Marci Douthit
Phone
2147508985
Supplemental Narrative

Additional Explanations

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

Description: edward jones - dividend. Amount: 1,616. Description: edward jones - capital gain distribution. Amount: 396 description: non-dividend distributions. Amount: 24. Total included on form 990-ez, line 4: 2,036.

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: 31,254. Total included on form 990-ez, line 10: 31,254.

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

Description: foreign taxes paid . Amount: 25. Description: investment fees - edward jones. Amount: 808. Description: office supplies & software. Amount: 185. Total to form 990-ez, line 16: 1,018.

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

Description: unrealized loss (investment account at edward jones). Amount: -13,811.

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

Description: edward jones - investment. Beg. Of year amount: 73,146. End of year amount: 61,594.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: chari-t2000 inc - ld card. Beg. Of year amount: 0. End of year amount: 1,466.

Raw XML Appendix169 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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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
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt0-13811
IRS990EZ/OtherExpensesTotalAmt01018
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/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED WHEELCHAIRS, HELMETS, WAGONS, AND OTHER THERAPY EQUIPMENT TO PEDIATRIC PATIENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: EDWARD JONES - DIVIDEND. AMOUNT: 1,616. DESCRIPTION: EDWARD JONES - CAPITAL GAIN DISTRIBUTION. AMOUNT: 396 DESCRIPTION: NON-DIVIDEND DISTRIBUTIONS. AMOUNT: 24. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,036.
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: 31,254. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 31,254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FOREIGN TAXES PAID . AMOUNT: 25. DESCRIPTION: INVESTMENT FEES - EDWARD JONES. AMOUNT: 808. DESCRIPTION: OFFICE SUPPLIES & SOFTWARE. AMOUNT: 185. TOTAL TO FORM 990-EZ, LINE 16: 1,018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS (INVESTMENT ACCOUNT AT EDWARD JONES). AMOUNT: -13,811.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: EDWARD JONES - INVESTMENT. BEG. OF YEAR AMOUNT: 73,146. END OF YEAR AMOUNT: 61,594.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CHARI-T2000 INC - LD CARD. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,466.
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 26 - OTHER LIABILITIES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0GREG LENZEN
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ReturnHeader/BusinessOfficerGrp/PhoneNum02144679787
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARI-T2000 INC
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ReturnHeader/Filer/EIN0383788023
ReturnHeader/Filer/PhoneNum02144679787
ReturnHeader/Filer/USAddress/AddressLine1Txt01431 GREENWAY DRIVE 500
ReturnHeader/Filer/USAddress/CityNm0IRVING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752916499
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELS & ERICKSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05323 SPRING VALLEY ROAD SUITE 250
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum02147508985
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCI DOUTHIT
ReturnHeader/ReturnTs02023-06-26T12:29:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LENZEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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