Civic Intelligence

Carezone Foundation Inc

990EZ • Fiscal year 2020 • EIN 47-2822075

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A
PO Box 150San Mateo, CA 94401

(615) 645-1915

Siviq Scores

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

Liabilities / Assets

98th percentile

4.11x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

100th percentile

8928.22x

Higher debt load relative to revenue than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-21440%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$108,673

Down $74,720 (-41%) from 2019

Net Assets

Down

-$337,738

Down $10,720 (-3.3%) from 2019

Liabilities

Down

$446,411

Down $64,000 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$50

Up $7,536 (+101%) from 2019

Expenses

Down

$10,770

Down $18,499 (-63%) from 2019

Net Income

Up

-$10,720

Up $26,035 (+71%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2020

Assets$108,673
Liabilities$446,411
Net Assets-$337,738
Open 2020 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

2020

Revenue$50
Expenses$10,770
Net Income-$10,720
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$50
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 Pay76th 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
6156451915
Address
PO BOX 150, SAN MATEO, CA 94401

Signing Officer

Name
Jonathan Schwartz
Title
Director
Phone
6156451915
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Altum Partners Llp
Address
181 METRO DR SUITE 290, SAN JOSE, CA 95110
Preparer
Stacy J Hoffman
Phone
4087036036
Supplemental Narrative

Additional Explanations

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

“Description: business licenses. Amount: 240.”

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

“Description: due from related party. Beg. Of year amount: 159,460. End of year amount: 104,460.”

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

“Description: due to related party. Beg. Of year amount: 510,411. End of year amount: 446,411.”

Raw XML Appendix155 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARE ZONE INC
IRS990EZ/BooksInCareOfDetail/PhoneNum06156451915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MATEO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023933
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04213
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt050
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10720
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04530
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0183393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108673
IRS990EZ/GrossReceiptsAmt050
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-327018
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-337738
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-327018
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-337738
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/BOYAmt0159460
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0104460
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0240
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/SalariesOtherCompEmplBnftAmt06000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0510411
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0446411
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010770
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt050
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03180
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03180
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02188
IRS990ScheduleA/Total509Grp/TotalAmt03180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02188
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BUSINESS LICENSES. AMOUNT: 240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE FROM RELATED PARTY. BEG. OF YEAR AMOUNT: 159,460. END OF YEAR AMOUNT: 104,460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO RELATED PARTY. BEG. OF YEAR AMOUNT: 510,411. END OF YEAR AMOUNT: 446,411.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06156451915
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAREZONE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARE
ReturnHeader/Filer/EIN0472822075
ReturnHeader/Filer/PhoneNum06156451915
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 150
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371796670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALTUM PARTNERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0181 METRO DR SUITE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095110
ReturnHeader/PreparerPersonGrp/PhoneNum04087036036
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY J HOFFMAN
ReturnHeader/ReturnTs02021-11-12T10:21:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,673
Liabilities
$446,411
Net assets
-$337,738
Revenue
$50
Expenses
$10,770
Net income
-$10,720
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