Civic Intelligence

The Charitalbe Foundation of The

EIN 45-2019257 • 501(c)3 • San Antonio, FL

Profile

To provide funds to local charities

P O Box 813San Antonio, FL 33576
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

95th percentile

175%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$2,526

Up $2,193 (+659%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Up

$2,526

Up $2,193 (+659%) from 2012

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Up

$8,500

Up $2,305 (+37%) from 2012

Expenses

Up

$6,575

Up $488 (+8.0%) from 2012

Net Income

Up

$1,925

Up $1,817 (+1682%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0K$2.0K$1.0K$0Assets 2011: $225Liabilities 2011: $100Net Assets 2011: $1252011Assets 2012: $333Liabilities 2012: $0Net Assets 2012: $3332012Assets 2014: $2,526Liabilities 2014: $0Net Assets 2014: $2,5262014

Highlighted filing

2014

Assets$2,526
Liabilities$0
Net Assets$2,526
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0Revenue 2011: $5,339Expenses 2011: $5,214Net Income 2011: $1252011Revenue 2012: $6,195Expenses 2012: $6,087Net Income 2012: $1082012Revenue 2014: $8,500Expenses 2014: $6,575Net Income 2014: $1,9252014

Highlighted filing

2014

Revenue$8,500
Expenses$6,575
Net Income$1,925
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$2,526
Liabilities
$0
Net assets
$2,526
Revenue
$8,500
Expenses
$6,575
Net income
$1,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$2,526$0$2,526$8,500$6,575$1,925
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$333$0$333$6,195$6,087$108
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$225$100$125$5,339$5,214$125
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 6, 2015
Return Version
2014v5.0
Gross Receipts
$8,500
Mission and Program Overview

Mission

To provide funds to local charities

Program Services

DescriptionGrantsExpenses
TRANSFER IN FROM AMERICANS OF ITALIAN HERITAGE CLUB AS AGREED--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Herbert FrancoPresident-$0--
Joseph TrioloDirector-$0--
Robert MatasichTreasurer-$0--
Laura FrancoBookkeeper-$0--
Filing and Contact Details

Filer

Filer Name
The Charitalbe Foundation of the
EIN
45-2019257
Address
P O Box 813, San Antonio, FL 33576

Signing Officer

Name
Herbert Franco
Title
President
Phone
8133617201
Signed
2015-04-06
Discuss with paid preparer
No

Preparer

Firm
Triple C Bureau Inc
Address
P O BOX 341, Land O Lakes, FL 34639
Preparer
Peter J Philpot EA
Phone
8138436902
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity VARIOUS LOCAL NON PROFIT GROUPS Street MAIN ST City, State, Zip San Antonio, FL 33576Relationship NA Amount 6,400Relationship NA Relationship NA”

Raw XML Appendix138 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/PersonNm0Robert Matasich
IRS990EZ/BooksInCareOfDetail/PhoneNum08133617201
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 813
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033576
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0601
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02526
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01925
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0601
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02526
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06400
IRS990EZ/GrossReceiptsAmt08500
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0601
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02526
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0601
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02526
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0Herbert Franco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joseph Triolo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Matasich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Franco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Bookkeeper
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDS TO LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRANSFER IN FROM AMERICANS OF ITALIAN HERITAGE CLUB AS AGREED
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06575
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017575
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt04520
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04520
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt022095
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/Total509Grp/TotalAmt022095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022095
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity VARIOUS LOCAL NON PROFIT GROUPS Street MAIN ST City, State, Zip San Antonio, FL 33576Relationship NA Amount 6,400Relationship NA Relationship NA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Herbert Franco
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08133617201
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charitalbe Foundation of the
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0452019257
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 813
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033576
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205604305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRIPLE C BUREAU INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 341
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Land O Lakes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034639
ReturnHeader/PreparerPersonGrp/PhoneNum08138436902
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter J Philpot EA
ReturnHeader/ReturnTs02015-08-07T07:00:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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