Civic Intelligence

Caris Foundation

990T • Fiscal year 2024 • EIN 46-0510753

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

Organization Profile
750 W John Carpenter Frwy Ste 800Irving, TX 75039

(972) 947-2781

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $40,233,161Liabilities 2011: $0Net Assets 2011: $40,233,1612011Assets 2012: $42,127,212Liabilities 2012: $0Net Assets 2012: $42,127,2122012Assets 2013: $44,367,932Liabilities 2013: $1Net Assets 2013: $44,367,9322013Assets 2014: $40,671,359Liabilities 2014: $1042014Assets 2015: $39,333,220Liabilities 2015: $3,848Net Assets 2015: $39,329,3722015Assets 2017: $34,149,446Liabilities 2017: $11,685Net Assets 2017: $34,137,7612017Assets 2018: $31,108,742Liabilities 2018: $7,948Net Assets 2018: $31,100,7942018Assets 2019: $28,390,851Liabilities 2019: $10,400Net Assets 2019: $28,380,4512019Assets 2020: $25,232,349Liabilities 2020: $1,649Net Assets 2020: $25,230,7002020Assets 2021: $23,822,805Liabilities 2021: $105Net Assets 2021: $23,822,7002021Assets 2022: $21,524,863Liabilities 2022: $1,688Net Assets 2022: $21,523,1752022Assets 2023: $17,479,513Liabilities 2023: $417Net Assets 2023: $17,479,0962023Assets 2024: $16,825,731Liabilities 2024: $1,216Net Assets 2024: $16,824,5152024

Latest loaded filing

2024

Assets$16,825,731
Liabilities$1,216
Net Assets$16,824,515
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $2,656,1792011Expenses 2012: $2,318,1182012Revenue 2013: $1,487,018Expenses 2013: $3,677,860Net Income 2013: -$2,190,8422013Revenue 2014: $1,439,680Expenses 2014: $5,134,323Net Income 2014: -$3,694,6432014Revenue 2015: $2,215,104Expenses 2015: $3,130,132Net Income 2015: -$915,0282015Revenue 2017: $2,031,642Expenses 2017: $4,263,233Net Income 2017: -$2,231,5912017Revenue 2018: $1,725,320Expenses 2018: $4,731,018Net Income 2018: -$3,005,6982018Revenue 2019: $1,741,397Expenses 2019: $4,480,581Net Income 2019: -$2,739,1842019Revenue 2020: $1,752,540Expenses 2020: $4,933,876Net Income 2020: -$3,181,3362020Revenue 2021: $3,968,426Expenses 2021: $5,373,886Net Income 2021: -$1,405,4602021Revenue 2022: $3,658,404Expenses 2022: $5,968,516Net Income 2022: -$2,310,1122022Revenue 2023: $2,128,155Expenses 2023: $6,172,838Net Income 2023: -$4,044,6832023Revenue 2024: $5,592,424Expenses 2024: $6,247,164Net Income 2024: -$654,7402024

Latest loaded filing

2024

Revenue$5,592,424
Expenses$6,247,164
Net Income-$654,740
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Caris Foundation
EIN
46-0510753
Phone
9729472781
Address
750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039

Signing Officer

Name
Kathryn a Halbert
Title
Executive Director/president
Phone
9729472781
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Curtis Maxfield
Phone
2143939300
Raw XML Appendix81 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
IRS990T/BalanceDueAmt047
IRS990T/BooksInCareOfDetail/PersonNm0KATHRYN HALBERT
IRS990T/BooksInCareOfDetail/PhoneNum09729472782
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0750 W JOHN CARPENTER FRWY STE 800
IRS990T/BooksInCareOfDetail/USAddress/CityNm0IRVING
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd075039
IRS990T/BookValueAssetsEOYAmt016825731
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900003
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01226
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01226
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01226
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS INCOME FROM PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt01226
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01226
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt047
IRS990T/TaxLessCreditsAmt047
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt047
IRS990T/TotalTaxComputationAmt047
IRS990T/TotalUBTIAmt0226
IRS990T/TotalUBTIBeforeNOLSpecificAmt01226
IRS990T/TotalUBTIBeforeSection199AAmt01226
IRS990T/TotalUBTIComputedAmt01226
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN A HALBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09729472781
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0460510753
ReturnHeader/Filer/PhoneNum09729472781
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 W JOHN CARPENTER FRWY STE 800
ReturnHeader/Filer/USAddress/CityNm0IRVING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075039
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08343 DOUGLAS AVENUE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02143939300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS MAXFIELD
ReturnHeader/ReturnTs02025-11-12T16:39:55-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$5.59$6.25$0.65
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.13$6.17$4.04
2022Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$3.66$5.97$2.31
2021Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$3.97$5.37$1.41
2020Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$1.75$4.93$3.18
2019Detailed filing. Detailed filing data is available for this year.$28.4$0.01$28.4$1.74$4.48$2.74
2018Detailed filing. Detailed filing data is available for this year.$31.1$0.01$31.1$1.73$4.73$3.01
2017Detailed filing. Detailed filing data is available for this year.$34.1$0.01$34.1$2.03$4.26$2.23
2015Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$2.22$3.13$0.92
2014Summary only. Only limited summary data is available for this year.$40.7$0.00$1.44$5.13$3.69
2013Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$1.49$3.68$2.19
2012Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$2.32
2011Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$2.66