Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
1.05x
Liabilities / Revenue
100th percentile
Higher debt load relative to revenue than 100% of similar nonprofits.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
99th percentile
Faster asset growth than 99% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Balance Sheet
Assets
Up$96,409
Up $93,369 (+3071%) from 2015
Net Assets
Down-$4,742
Down $7,782 (-256%) from 2015
Liabilities
Up$101,151
Up $101,151 from 2015
Revenue And Expenses
Revenue
Down$2,391
Down $709 (-23%) from 2015
Expenses
Up$12,567
Up $12,507 (+20845%) from 2015
Net Income
Down-$10,176
Down $13,216 (-435%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Nov 8, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $3,542
Mission and Program Overview
Mission
Our mission is to help those in need afford increasingly expensive medicines.
Our missision is to help those in need afford increasingly expensive medicines. We provide afforable medications to individuals and families.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| NONE | $0 | $0 |
| NONE | $0 | $0 |
| NONE | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JONATHAN SCHWARTZ | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Carezone Foundation Inc
- EIN
- 47-2822075
- Phone
- 8884077785
- Address
- 3175 17TH STREET, SAN FRANCISCO, CA 94110
Signing Officer
- Name
- Jonathan Schwartz
- Title
- Director
- Phone
- 8884077785
- Signed
- 2017-11-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Altum Partners Llp
- Address
- 181 METRO DR SUITE 410, SAN JOSE, CA 95110
- Preparer
- Stacy J Hoffman
- Phone
- 4087036036
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 7 - Sales of Inventory
“Income: gross receipts: 1,354. Returns and allowances: 0. Less cost of goods sold: 1,151. Gross profit: 203. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 0. Other costs: 1,151. Inventory at end of year: 0. Cost of goods sold: 1,151.”
Form 990-ez, Part I, Line 7B - Other Costs
“Description: pharmacutical drug purchases. Amount: 1,151.”
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 9,739.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: business licenses. Amount: 560. Description: bank fees. Amount: 42. Total to form 990-ez, line 16: 602.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: book/tax depreciation adjustment. Amount: 2,394.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 1,354. Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 11,505.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: due to related party. Beg. Of year amount: 0. End of year amount: 101,151.”
Form 990-ez
“The 2015 tax return indicated that the tapxpayer was reporting on a cash basis. The box was inadvertently checked in the proir year. The taxpayer uses the accrual method of accounting.”
Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CARE ZONE INC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8884077785 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3175 17TH STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN FRANCISCO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94110 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 3040 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 83550 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2188 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 1151 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -10176 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2226 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 3040 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 96409 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 203 |
| IRS990EZ/GrossReceiptsAmt | 0 | 3542 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 1354 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 3040 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -4742 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 3040 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -4742 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 9739 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JONATHAN SCHWARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 12859 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2394 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 602 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | OUR MISSISION IS TO HELP THOSE IN NEED AFFORD INCREASINGLY EXPENSIVE MEDICINES. WE PROVIDE AFFORABLE MEDICATIONS TO INDIVIDUALS AND FAMILIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | NONE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | NONE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | NONE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 101151 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 12567 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 2391 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 2188 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3100 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 5288 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 5288 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 2188 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3100 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 5288 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 2188 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 3100 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 5288 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | INCOME: GROSS RECEIPTS: 1,354. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,151. GROSS PROFIT: 203. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 1,151. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,151. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: PHARMACUTICAL DRUG PURCHASES. AMOUNT: 1,151. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DEPRECIATION. AMOUNT: 9,739. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: BUSINESS LICENSES. AMOUNT: 560. DESCRIPTION: BANK FEES. AMOUNT: 42. TOTAL TO FORM 990-EZ, LINE 16: 602. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: BOOK/TAX DEPRECIATION ADJUSTMENT. AMOUNT: 2,394. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,354. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,505. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DESCRIPTION: DUE TO RELATED PARTY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 101,151. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE 2015 TAX RETURN INDICATED THAT THE TAPXPAYER WAS REPORTING ON A CASH BASIS. THE BOX WAS INADVERTENTLY CHECKED IN THE PROIR YEAR. THE TAXPAYER USES THE ACCRUAL METHOD OF ACCOUNTING. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 7B - OTHER COSTS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990-EZ |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JONATHAN SCHWARTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8884077785 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CAREZONE FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CARE |
| ReturnHeader/Filer/EIN | 0 | 472822075 |
| ReturnHeader/Filer/PhoneNum | 0 | 8884077785 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3175 17TH STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN FRANCISCO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94110 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B9DCD8B560C0C207E067EEF5F68D0170EA0E68D7 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 5594B7E0F9455ADEAFD8A9297C5B3076A5FCFAE8 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 50.232.85.2 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-11-08 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:03:51 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 274060122 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ALTUM PARTNERS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 181 METRO DR SUITE 410 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN JOSE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95110 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4087036036 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STACY J HOFFMAN |
| ReturnHeader/ReturnTs | 0 | 2017-11-08T18:10:08-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $96,409
- Liabilities
- $101,151
- Net assets
- -$4,742
- Revenue
- $2,391
- Expenses
- $12,567
- Net income
- -$10,176