Civic Intelligence

The Charles Grant Charitable Foundation

990EZ • Fiscal year 2017 • EIN 46-1415618

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization ProfileN/A
6300 Shoal Creek BlvdAustin, TX 78757

(512) 431-4481

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

1st percentile

-1357%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$293,594

Down $42,837 (-13%) from 2016

Net Assets

Down

$293,594

Down $42,837 (-13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$3,159

Down $69,421 (-96%) from 2016

Expenses

Up

$46,011

Up $71 (+0.2%) from 2016

Net Income

Down

-$42,852

Down $69,492 (-261%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$400K$300K$200K$100K$0Assets 2014: $325,659Liabilities 2014: $0Net Assets 2014: $325,6592014Assets 2015: $309,791Liabilities 2015: $0Net Assets 2015: $309,7912015Assets 2016: $336,431Liabilities 2016: $0Net Assets 2016: $336,4312016Assets 2017: $293,594Net Assets 2017: $293,5942017Assets 2018: $253,561Net Assets 2018: $253,5612018Assets 2019: $255,304Net Assets 2019: $255,3042019Assets 2020: $256,180Net Assets 2020: $256,1802020Assets 2021: $256,811Net Assets 2021: $256,8112021

Highlighted filing

2017

Assets$293,594
Liabilities-
Net Assets$293,594
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $304,832Expenses 2014: $13,156Net Income 2014: $291,6762014Revenue 2015: $79,801Expenses 2015: $95,669Net Income 2015: -$15,8682015Revenue 2016: $72,580Expenses 2016: $45,940Net Income 2016: $26,6402016Revenue 2017: $3,159Expenses 2017: $46,011Net Income 2017: -$42,8522017Revenue 2018: $2,152Expenses 2018: $42,185Net Income 2018: -$40,0332018Revenue 2019: $1,874Expenses 2019: $131Net Income 2019: $1,7432019Revenue 2020: $1,033Expenses 2020: $157Net Income 2020: $8762020Revenue 2021: $817Expenses 2021: $186Net Income 2021: $6312021

Highlighted filing

2017

Revenue$3,159
Expenses$46,011
Net Income-$42,852
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Gross Receipts
$3,159
Mission and Program Overview

Mission

To solicit, collect and otherwise raise money for charitable purposes. These charitable purposes will consist mainly of organizations involved in cancer-related, humanitarian, cultural, nature conservancy or educational pursuits.

Raise funds for charitable causes related to cancer prevention & treatment

Program Services

DescriptionGrantsExpenses
DONATED $45,000 TO DELL CHILDRENS HOSPITAL FOR CANCER RESEARCH.$45,000$45,000
DONATED $5000 TO SUSTAINABLE FOOD CENTER OF AUSTIN.$5,000$5,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEZLI HARRELLPresident-$0--
LINDA BAYERSecretary-$0--
RON ENGLISHMember-$0--
MICHAEL LYNCHMember-$0--
KELSI MORROWFERNANDEZMember-$0--
Filing and Contact Details

Filer

Filer Name
The Charles Grant Charitable Foundation
EIN
46-1415618
Phone
5124314481
Address
6300 SHOAL CREEK BLVD, AUSTIN, TX 78757

Signing Officer

Name
Lezli Harrell
Title
President
Phone
5124314481
Signed
2018-05-07
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
103 RANCH RD 620 S, LAKEWAY, TX 78734
Preparer
Johnny Welborn
Phone
5122661040
Supplemental Narrative

Additional Explanations

Part I, Line 16, Other Expenses

“WEB SERVICES, $670”

Part II, Line 24, Other Assets

“96 educational books, $1276”

Raw XML Appendix142 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/PersonNm0LEZLI HARRELL
IRS990EZ/BooksInCareOfDetail/PhoneNum05124314481
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06300 SHOAL CREEK BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078757
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0335170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0292318
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03159
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-42852
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0336446
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0293594
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045000
IRS990EZ/GrossReceiptsAmt03159
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0336446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0293594
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0336446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0293594
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEZLI HARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA BAYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON ENGLISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL LYNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELSI MORROWFERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01276
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01276
IRS990EZ/OtherExpensesTotalAmt0685
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS FOR CHARITABLE CAUSES RELATED TO CANCER PREVENTION & TREATMENT
IRS990EZ/PrintingPublicationsPostageAmt0176
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED $45,000 TO DELL CHILDRENS HOSPITAL FOR CANCER RESEARCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATED $5000 TO SUSTAINABLE FOOD CENTER OF AUSTIN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046011
IRS990EZ/TotalProgramServiceExpensesAmt050000
IRS990EZ/TotalRevenueAmt03159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0304833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500057
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0500057
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0304833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039684
IRS990ScheduleA/Total509Grp/TotalAmt0500057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0304833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039684
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0500057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEB SERVICES, $670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt196 EDUCATIONAL BOOKS, $1276
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 16, OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II, LINE 24, OTHER ASSETS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LEZLI HARRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124314481
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES GRANT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0461415618
ReturnHeader/Filer/PhoneNum05124314481
ReturnHeader/Filer/USAddress/AddressLine1Txt06300 SHOAL CREEK BLVD
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078757
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B4432968E2E788C62D67E1DBCD81D7502666B23A
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId070241320181301619313
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.124.141.90
ReturnHeader/FilingSecurityInformation/IPDt02018-10-15
ReturnHeader/FilingSecurityInformation/IPTm019:15:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452024401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 RANCH RD 620 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078734
ReturnHeader/PreparerPersonGrp/PhoneNum05122661040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNNY WELBORN
ReturnHeader/ReturnTs02018-10-16T00:12:51Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,594
Liabilities
-
Net assets
$293,594
Revenue
$3,159
Expenses
$46,011
Net income
-$42,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.57$2.57$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.56$2.56$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.55$2.55$0.02$0.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.54$2.54$0.02$0.42$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.94$2.94$0.03$0.46$0.43
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.73$0.46$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.80$0.96$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$3.05$0.13$2.92