Civic Intelligence

Claret Center Inc

990 • Fiscal year 2020 • EIN 46-0645834

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

5536 South EverettChicago, IL 60637

(773) 643-6259

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.13x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.05x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

53rd percentile

8.0%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$68,381

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

80th percentile

41%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

2.2%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$266,684

Up $76,516 (+40%) from 2018

Net Assets

Up

$231,665

Up $73,290 (+46%) from 2018

Liabilities

Up

$35,019

Up $3,226 (+10%) from 2018

Revenue

Up

$678,206

Up $152,139 (+29%) from 2018

Expenses

Up

$624,084

Up $35,500 (+6.0%) from 2018

Net Income

Up

$54,122

Up $116,639 (+187%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $363,960Liabilities 2014: $48,657Net Assets 2014: $315,3032014Assets 2015: $324,987Liabilities 2015: $35,279Net Assets 2015: $289,7082015Assets 2018: $190,168Liabilities 2018: $31,793Net Assets 2018: $158,3752018Assets 2020: $266,684Liabilities 2020: $35,019Net Assets 2020: $231,6652020Assets 2022: $291,894Liabilities 2022: $33,457Net Assets 2022: $258,4372022Assets 2024: $289,714Liabilities 2024: $70,395Net Assets 2024: $219,3192024

Highlighted filing

2020

Assets$266,684
Liabilities$35,019
Net Assets$231,665

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $510,080Expenses 2014: $510,456Net Income 2014: -$3762014Revenue 2015: $550,895Expenses 2015: $569,484Net Income 2015: -$18,5892015Revenue 2018: $526,067Expenses 2018: $588,584Net Income 2018: -$62,5172018Revenue 2020: $678,206Expenses 2020: $624,084Net Income 2020: $54,1222020Revenue 2022: $697,095Expenses 2022: $703,759Net Income 2022: -$6,6642022Revenue 2024: $771,733Expenses 2024: $825,419Net Income 2024: -$53,6862024

Highlighted filing

2020

Revenue$678,206
Expenses$624,084
Net Income$54,122
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$678,206
Mission and Program Overview

Mission

Claret center's purpose is to provide resources to encourage, nurture, and engage the mystery of the human journey through psychotherapy, spiritual direction, complementary body therapies, and related educational experiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$111,624$116,975▲ $5,351
Cash and Non-Interest-Bearing Accounts$47,228$106,235▲ $59,007
Accounts Receivable$10,409$30,815▲ $20,406
Land, Buildings, and Equipment, Net$15,869$8,609▼ $7,260
Prepaid Expenses and Deferred Charges$4,051$4,050▼ $1
Total Assets$189,181$266,684▲ $77,503
Liabilities
Accounts Payable and Accrued Expenses$14,310$34,747▲ $20,437
Deferred Revenue$272$272→ $0
Total Liabilities$14,582$35,019▲ $20,437
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$174,599$231,665▲ $57,066
Total Net Assets Fund Balance$174,599$231,665▲ $57,066
Total Liabilities and Net Assets / Fund Balance$189,181$266,684▲ $77,503

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$6,897$42,620$49,517
Equipment$1,712$2,928$4,640
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Irma CruzOfficerPT$68,381$68,381

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$103,425
Program Service Revenue
$515,927
Investment Income
$2,505
Other Revenue
$56,349
All Other Contributions
$103,425
Change in Net Assets
$54,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$470,025
Salaries, Compensation, and Employee Benefits$154,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$273,679$4,000-$277,679
Current Officers, Directors, Trustees, and Key Employees-$69,408-$69,408
Other Salaries and Wages-$63,933-$63,933
Information Technology-$31,615-$31,615
All Other Expenses$9,613$10,081-$19,694
Other Expenses$20,733$15,180-$15,180
Other Employee Benefits-$10,717-$10,717
Payroll Taxes-$10,001-$10,001
Depreciation Depletion-$7,260-$7,260
Insurance$2,073$2,301-$4,374
Advertising-$3,496-$3,496
Office Expenses$1,116$2,148-$3,264
Travel$31--$31
Total Functional Expenses$377,316$246,768$0$624,084
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board members all receive a copy of the 990 prior to filing. The board of directors is chosen by the provincial council of the claretian missionaries - u.s.a., the managing member of the organization.

Form 990, Part VI, Section B, Line 12C

Board members are all required to sign a conflict of interest policy annually.

Form 990, Part VI, Section B, Line 15A

The board assembles a committee annually to review the compensation of the key officers.

Form 990, Part VI, Section C, Line 19

Upon request, the organization makes these documents available.

Filing and Contact Details

Filer

Filer Name
Claret Center Inc
EIN
46-0645834
Phone
7736436259
Address
5536 SOUTH EVERETT, CHICAGO, IL 60637

Signing Officer

Name
Irma Cruz
Title
Executive Director
Phone
7736436259
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Irma Cruz
Formed
2012
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Sassetti LLC
Address
6611 NORTH AVENUE, OAK PARK, IL 60302
Preparer
Jessica Freiburg
Phone
7083861433
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Therapy consultants: program service expenses 249,092. Management and general expenses 0. Fundraising expenses 0. Total expenses 249,092. Spiritual direction consultants: program service expenses 24,587. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,587. Human resource fee: program service expenses 0. Management and general expenses 1,500. Fundraising expenses 0. Total expenses 1,500. Professional fees: program service expenses 0. Management and general expenses 2,500. Fundraising expenses 0. Total expenses 2,500.

Form 990-1 Line 43

In prior years, claret center was a program within the oversight of the claretian missionaries - u.s.a. Province. Effective july 1, 2012, as part of the province's reconfiguration, claret center, inc. Was incorporated. It continues to fall under the affiliation of the roman catholic church and is included under the group exemption. The organization will file a 990 due to the fact that several programs are offered to the general public and not considered religious ministry.

Part V Line 2A

The organization has two full time and one part time employee that are paid through a related common paymaster - claretian missionaries service corporation and reimbursed by the organization. Therefore, claret center does not have a w-3 in their name that reports these salaries.

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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0619352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0660693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0524142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0506988
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0534296
IRS990ScheduleA/Total509Grp/TotalAmt02845471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0678644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0663587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0526067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0510227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0537792
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02916317
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01712
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02928
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04640
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06897
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt042620
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt049517
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08609
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEMBERS ALL RECEIVE A COPY OF THE 990 PRIOR TO FILING. THE BOARD OF DIRECTORS IS CHOSEN BY THE PROVINCIAL COUNCIL OF THE CLARETIAN MISSIONARIES - U.S.A., THE MANAGING MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE ALL REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD ASSEMBLES A COMMITTEE ANNUALLY TO REVIEW THE COMPENSATION OF THE KEY OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERAPY CONSULTANTS: PROGRAM SERVICE EXPENSES 249,092. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 249,092. SPIRITUAL DIRECTION CONSULTANTS: PROGRAM SERVICE EXPENSES 24,587. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,587. HUMAN RESOURCE FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IN PRIOR YEARS, CLARET CENTER WAS A PROGRAM WITHIN THE OVERSIGHT OF THE CLARETIAN MISSIONARIES - U.S.A. PROVINCE. EFFECTIVE JULY 1, 2012, AS PART OF THE PROVINCE'S RECONFIGURATION, CLARET CENTER, INC. WAS INCORPORATED. IT CONTINUES TO FALL UNDER THE AFFILIATION OF THE ROMAN CATHOLIC CHURCH AND IS INCLUDED UNDER THE GROUP EXEMPTION. THE ORGANIZATION WILL FILE A 990 DUE TO THE FACT THAT SEVERAL PROGRAMS ARE OFFERED TO THE GENERAL PUBLIC AND NOT CONSIDERED RELIGIOUS MINISTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS TWO FULL TIME AND ONE PART TIME EMPLOYEE THAT ARE PAID THROUGH A RELATED COMMON PAYMASTER - CLARETIAN MISSIONARIES SERVICE CORPORATION AND REIMBURSED BY THE ORGANIZATION. THEREFORE, CLARET CENTER DOES NOT HAVE A W-3 IN THEIR NAME THAT REPORTS THESE SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-1 LINE 43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART V LINE 2A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CLARETIAN MISSIONARIES - USA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CLARETIAN MISSIONARIES SERVICE CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0453134561
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1453967233
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS CONGREGATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RELIGIOUS CONGREGATION ENTITY TO PROVIDE PAYROLL/BENEFITS TO LAY EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0205 W MONROE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1205 W MONROE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060606
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160606
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0100000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt179825
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0GRANT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1REIMBURSEMENT FOR PAYROLL COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CLARETIAN MISSIONARIES - USA PROVINCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CLARETIAN MISSIONARIES SERVICE CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0189181
IRS990/TotalAssetsEOYAmt0266684
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IRS990/TotalAssetsGrp/EOYAmt0266684
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0103425
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0246768
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0377316
IRS990/TotalFunctionalExpensesGrp/TotalAmt0624084
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014582
IRS990/TotalLiabilitiesEOYAmt035019
IRS990/TotalLiabilitiesGrp/BOYAmt014582
IRS990/TotalLiabilitiesGrp/EOYAmt035019
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0174599
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0231665
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0377316
IRS990/TotalProgramServiceRevenueAmt0515927

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