Civic Intelligence

Carezone Foundation Inc

990EZ • Fiscal year 2019 • EIN 47-2822075

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization ProfileN/A
121 Capp Street Suite 200San Francisco, CA 94110

(888) 407-7785

Siviq Scores

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

Liabilities / Assets

98th percentile

2.78x

Higher debt load relative to assets than 98% of similar nonprofits.

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

100th percentile

491%

Higher net margin than 100% 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.

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

Asset Growth

39th percentile

-2.6%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$183,393

Down $4,900 (-2.6%) from 2018

Net Assets

Down

-$327,018

Down $28,900 (-9.7%) from 2018

Liabilities

Up

$510,411

Up $24,000 (+4.9%) from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,486

Down $7,869 (-2055%) from 2018

Expenses

Down

$29,269

Down $45,317 (-61%) from 2018

Net Income

Up

-$36,755

Up $37,448 (+50%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0-$500KAssets 2015: $3,040Liabilities 2015: $0Net Assets 2015: $3,0402015Assets 2016: $96,409Liabilities 2016: $101,151Net Assets 2016: -$4,7422016Assets 2017: $201,867Liabilities 2017: $426,411Net Assets 2017: -$224,5442017Assets 2018: $188,293Liabilities 2018: $486,411Net Assets 2018: -$298,1182018Assets 2019: $183,393Liabilities 2019: $510,411Net Assets 2019: -$327,0182019Assets 2020: $108,673Liabilities 2020: $446,411Net Assets 2020: -$337,7382020Assets 2021: $106,654Liabilities 2021: $456,411Net Assets 2021: -$349,7572021Assets 2022: $106,869Liabilities 2022: $463,511Net Assets 2022: -$356,6422022Assets 2023: $72,054Liabilities 2023: $277,896Net Assets 2023: -$205,8422023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2019

Assets$183,393
Liabilities$510,411
Net Assets-$327,018
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2015: $3,100Expenses 2015: $60Net Income 2015: $3,0402015Revenue 2016: $2,391Expenses 2016: $12,567Net Income 2016: -$10,1762016Revenue 2017: $32,851Expenses 2017: $241,776Net Income 2017: -$208,9252017Revenue 2018: $383Expenses 2018: $74,586Net Income 2018: -$74,2032018Revenue 2019: -$7,486Expenses 2019: $29,269Net Income 2019: -$36,7552019Revenue 2020: $50Expenses 2020: $10,770Net Income 2020: -$10,7202020Revenue 2021: $0Expenses 2021: $12,019Net Income 2021: -$12,0192021Revenue 2022: $0Expenses 2022: $6,885Net Income 2022: -$6,8852022Revenue 2023: $157,555Expenses 2023: $6,755Net Income 2023: $150,8002023Revenue 2024: $210,037Expenses 2024: $4,195Net Income 2024: $205,8422024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2019

Revenue-$7,486
Expenses$29,269
Net Income-$36,755
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$55
Mission and Program Overview

Mission

Our mission is to help those in need afford increasingly expensive medicines.

Program Services

DescriptionGrantsExpenses
NONE$0$0
NONE$0$0
NONE$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN SCHWARTZDirector-$0--
WALTER SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carezone Foundation Inc
EIN
47-2822075
Phone
8884077785
Address
121 CAPP STREET SUITE 200, SAN FRANCISCO, CA 94110

Signing Officer

Name
Jonathan Schwartz
Title
Director
Phone
8884077785
Signed
2020-11-11
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 14

“Description: depreciation. Amount: 314.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: business licenses. Amount: 260.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: tax depreciation. Amount: 314. Description: tax fixed asset disposal loss. Amount: 7,541. Total to form 990-ez, line 20: 7,855.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from related party. Beg. Of year amount: 84,460. End of year amount: 159,460.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to related party. Beg. Of year amount: 486,411. End of year amount: 510,411.”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARE ZONE INC
IRS990EZ/BooksInCareOfDetail/PhoneNum08884077785
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0121 CAPP STREET SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103833
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023933
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt055
IRS990EZ/CostOrOtherBasisExpenseSaleAmt07541
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-36755
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016695
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0188293
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0183393
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-7541
IRS990EZ/GrossReceiptsAmt055
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-298118
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-327018
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-298118
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-327018
IRS990EZ/OccupancyRentUtltsAndMaintAmt0314
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WALTER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt084460
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0159460
IRS990EZ/OtherChangesInNetAssetsAmt07855
IRS990EZ/OtherExpensesTotalAmt0260
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO HELP THOSE IN NEED AFFORD INCREASINGLY EXPENSIVE MEDICINES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0486411
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0510411
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029269
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0-7486
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt06230
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02188
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03100
IRS990ScheduleA/Total509Grp/TotalAmt06230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02188
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BUSINESS LICENSES. AMOUNT: 260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TAX DEPRECIATION. AMOUNT: 314. DESCRIPTION: TAX FIXED ASSET DISPOSAL LOSS. AMOUNT: 7,541. TOTAL TO FORM 990-EZ, LINE 20: 7,855.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE FROM RELATED PARTY. BEG. OF YEAR AMOUNT: 84,460. END OF YEAR AMOUNT: 159,460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE TO RELATED PARTY. BEG. OF YEAR AMOUNT: 486,411. END OF YEAR AMOUNT: 510,411.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08884077785
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAREZONE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARE
ReturnHeader/Filer/EIN0472822075
ReturnHeader/Filer/PhoneNum08884077785
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 CAPP STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08A3A308012BF73FE92C787C82FEDD876BD0B614B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08A3A308012BF73FE92C787C82FEDD876BD0B614B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.232.85.2
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:39:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371796670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALTUM PARTNERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0181 METRO DR SUITE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095110
ReturnHeader/PreparerPersonGrp/PhoneNum04087036036
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY J HOFFMAN
ReturnHeader/ReturnTs02020-11-11T15:44:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,393
Liabilities
$510,411
Net assets
-$327,018
Revenue
-$7,486
Expenses
$29,269
Net income
-$36,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.10$0.04$2.06
2023Detailed filing. Detailed filing data is available for this year.$0.72$2.78$2.06$1.58$0.07$1.51
2022Detailed filing. Detailed filing data is available for this year.$1.07$4.64$3.57$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.07$4.56$3.50$0.00$0.12$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.09$4.46$3.38$0.00$0.11$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.83$5.10$3.27$0.07$0.29$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.88$4.86$2.98$0.00$0.75$0.74
2017Detailed filing. Detailed filing data is available for this year.$2.02$4.26$2.25$0.33$2.42$2.09
2016Detailed filing. Detailed filing data is available for this year.$0.96$1.01$0.05$0.02$0.13$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03$0.00$0.03