Civic Intelligence

Meritage Cares Foundation

EIN 46-5059067 • Scottsdale, AZ

Scottsdale, AZ
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-32%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

12th percentile

-12%

Faster asset growth than 12% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,095,638

Down $296,760 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,095,638

Down $296,760 (-12%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin13th percentile

Revenue

Down

$913,395

Down $2,588,617 (-74%) from 2023

Expenses

Down

$1,210,155

Down $288,248 (-19%) from 2023

Net Income

Down

-$296,760

Down $2,300,369 (-115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $414,821Liabilities 2014: $02014Assets 2015: $280,477Liabilities 2015: $0Net Assets 2015: $280,4772015Assets 2016: $308,694Liabilities 2016: $0Net Assets 2016: $308,6942016Assets 2017: $253,786Liabilities 2017: $02017Assets 2019: $401,657Liabilities 2019: $3,675Net Assets 2019: $397,9822019Assets 2020: $270,393Liabilities 2020: $0Net Assets 2020: $270,3932020Assets 2021: $276,493Liabilities 2021: $24,930Net Assets 2021: $251,5632021Assets 2022: $388,789Liabilities 2022: $0Net Assets 2022: $388,7892022Assets 2023: $2,392,398Liabilities 2023: $0Net Assets 2023: $2,392,3982023Assets 2024: $2,095,638Liabilities 2024: $0Net Assets 2024: $2,095,6382024

Highlighted filing

2024

Assets$2,095,638
Liabilities$0
Net Assets$2,095,638
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $505,672Expenses 2014: $90,851Net Income 2014: $414,8212014Revenue 2015: $65,368Expenses 2015: $199,712Net Income 2015: -$134,3442015Revenue 2016: $178,728Expenses 2016: $150,511Net Income 2016: $28,2172016Revenue 2017: $384,453Expenses 2017: $439,361Net Income 2017: -$54,9082017Revenue 2019: $204,464Expenses 2019: $225,754Net Income 2019: -$21,2902019Revenue 2020: $757,849Expenses 2020: $885,438Net Income 2020: -$127,5892020Revenue 2021: $999,453Expenses 2021: $1,018,283Net Income 2021: -$18,8302021Revenue 2022: $1,030,866Expenses 2022: $893,640Net Income 2022: $137,2262022Revenue 2023: $3,502,012Expenses 2023: $1,498,403Net Income 2023: $2,003,6092023Revenue 2024: $913,395Expenses 2024: $1,210,155Net Income 2024: -$296,7602024

Highlighted filing

2024

Revenue$913,395
Expenses$1,210,155
Net Income-$296,760
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,095,638
Liabilities
$0
Net assets
$2,095,638
Revenue
$913,395
Expenses
$1,210,155
Net income
-$296,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.91$1.21$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$3.50$1.50$2.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.03$0.89$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.02$0.25$1.00$1.02$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.76$0.89$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.20$0.23$0.02
2017Summary only. Only limited summary data is available for this year.$0.25$0.00$0.38$0.44$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.18$0.15$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.07$0.20$0.13
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.51$0.09$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIPPE LORDPresident-$0--
HILLA SFERRUZZATreasurer-$0--
RICHARD REESVP - Taxation-$0--
Filing and Contact Details

Filer

Filer Name
Meritage Cares Foundation
EIN
46-5059067
Phone
4805158000
Address
18655 NORTH CLARET DRIVE 400, SCOTTSDALE, AZ 85255

Signing Officer

Name
Richard Rees
Title
VP - Taxation
Phone
4805158000
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
Kristen M Bass
Phone
6022646835
Raw XML AppendixShowing 400 of 837 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02095638
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt202500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt227500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt242500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt262500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt462500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt505000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5350000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt551500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5622500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5922500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt601250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6115000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARIZONA STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BASCA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOUNTIFUL COMMUNITY FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOYS TOWN CENTRAL FLORIDA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BOYSVILLE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BUILDING CAREERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BUILDING TALENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CHILDREN'S NETWORK OF HILLSBOROUGH LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10DICKERSON CHILDREN'S ADVOCACY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11DISASTER COOKE COUNTY TX CO VOAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12EDUCATION FOUNDAITON OF MARTIN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13EMERGENCY ASSISTANCE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14FERGUSON CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15FRIENDS OF THE SOUTHWEST FAMILY ADVOCACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16GEORGETOWN COMMUNITY SERVICE CENTER DBA THE CARING PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17GRAND CANYON COUNCIL SCOUTING AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18HABITAT FOR HUMANITY OF GREENVILLE COUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19HEARTHSTONE BUILDER AWARD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20HELPING HAND MISSION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21HELPING HANDS FOR LITTLE HEARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22HOMEAID ATLANTA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23HOMEAID PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24HOPE HOUSE OF COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25HOPE IMPACTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26HORRY COUNTY COUNCIL ON AGING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27HUTTO RESOURCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28JESSIE REES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29JESUS HOUSE OF HOPE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30JOURNEY LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31LEAD UPSTATE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32MEALS ON WHEELS COLLIN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33MEALS ON WHEELS SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34MY SISTER'S HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35NATIONAL ARBOR DAY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36NAWIC EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37NO CHILD HUNGRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38NORTH CAROLINA A&T REAL ESTATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39ONE-N-TEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40PARK MAITLAND SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41PHOENIX CHILDREN'S HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42PLACE OF HOPE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43PRAIRIE VIEW A&M FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44PROJECT GRADUATION-IRONWOOD RIDGE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45READ AND FEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46REBUILDING TOGETHER VALLEY OF THE SUN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47REFLECTIONS OF TRINITY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48ROCKY MOUNTAIN FISHER HOUSE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt49RONALD MCDONALD HOUSE CHARITIES OF CAROLINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt50RONALD MCDONALD HOUSE CHARITIES OF TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt51SACRAMENTO FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt52SECOR CARES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt53SHE BUILT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt54SOCIETY OF WOMEN ENGINEERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt55SOJOURNER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt56TEXAS A&M FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt57THE ORANGE COUNTY SHERIFF FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt58UNIVERSITY OF ARIZONA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt59UNIVERSITY OF CENTRAL FLORIDA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt60WEST HOUSTON ASSISTANCE MINISTRIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt61WHIRLPOOL COLLECTIVE IMPACT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PUBLIC CHARITY

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