Civic Intelligence

The Charles Grant Charitable Foundation

990EZ • Fiscal year 2019 • EIN 46-1415618

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

47th percentile

0.7%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$255,304

Up $1,743 (+0.7%) from 2018

Net Assets

Up

$255,304

Up $1,743 (+0.7%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$1,874

Down $278 (-13%) from 2018

Expenses

Down

$131

Down $42,054 (-100%) from 2018

Net Income

Up

$1,743

Up $41,776 (+104%) 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: $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

2019

Assets$255,304
Liabilities-
Net Assets$255,304

Operations Trend

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

2019

Revenue$1,874
Expenses$131
Net Income$1,743
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.1
Gross Receipts
$1,874
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
NETWORKED WITH OTHER NON-PROFIT ORGANIZATIONS TO FIND BENEFICIAL PROJECTS-$131
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEZLI HARRELLPresident-$0--
LINDA BAYERSecretary-$0--
RON ENGLISHDirector-$0--
MICHAEL LYNCHDirector-$0--
DIRECTORMember-$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
2020-07-10
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 II, Line 24, Other Assets

96 educational books, $1276

Raw XML Appendix132 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/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/BOYAmt0252285
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0254028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01874
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01743
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0253561
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0255304
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01874
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0253561
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0255304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0253561
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0255304
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEZLI HARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA BAYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON ENGLISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL LYNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01276
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01276
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS FOR CHARITABLE CAUSES RELATED TO CANCER PREVENTION & TREATMENT
IRS990EZ/PrintingPublicationsPostageAmt0131
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NETWORKED WITH OTHER NON-PROFIT ORGANIZATIONS TO FIND BENEFICIAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0131
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131
IRS990EZ/TotalProgramServiceExpensesAmt0131
IRS990EZ/TotalRevenueAmt01874
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0159566
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0159566
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01874
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079801
IRS990ScheduleA/Total509Grp/TotalAmt0159566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079801
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0159566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt096 EDUCATIONAL BOOKS, $1276
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 24, OTHER ASSETS
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LEZLI HARRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124314481
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-10
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/AtSubmissionCreationDeviceId0E9A2B557F6911CB45DD3B53BE31F3A168774B169
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E9A2B557F6911CB45DD3B53BE31F3A168774B169
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.177.107.148
ReturnHeader/FilingSecurityInformation/IPDt02020-07-14
ReturnHeader/FilingSecurityInformation/IPTm012:30:07
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/PreparationDt02020-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNNY WELBORN
ReturnHeader/ReturnTs02020-07-10T15:08:11Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings