Civic Intelligence

Carezone Foundation Inc

990EZ • Fiscal year 2021 • EIN 47-2822075

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

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

4.28x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$106,654

Down $2,019 (-1.9%) from 2020

Net Assets

Down

-$349,757

Down $12,019 (-3.6%) from 2020

Liabilities

Up

$456,411

Up $10,000 (+2.2%) from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $50 (-100%) from 2020

Expenses

Up

$12,019

Up $1,249 (+12%) from 2020

Net Income

Down

-$12,019

Down $1,299 (-12%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$106,654
Liabilities$456,411
Net Assets-$349,757
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

2021

Revenue$0
Expenses$12,019
Net Income-$12,019
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$0
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
6156451915
Address
PO BOX 150, SAN MATEO, CA 94401

Signing Officer

Name
Jonathan Schwartz
Title
Director
Phone
6156451915
Signed
2022-05-12
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: 410. Description: service charges. Amount: 774. Total to form 990-ez, line 16: 1,184.”

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

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

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

“Description: due to related party. Beg. Of year amount: 446,411. End of year amount: 456,411.”

Raw XML Appendix152 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/PhoneNum06156451915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MATEO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04213
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02194
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12019
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04835
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0108673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106654
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-337738
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-349757
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-337738
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-349757
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/BOYAmt0104460
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0104460
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01184
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/BOYAmt0446411
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0456411
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012019
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0992
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0992
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0504
IRS990ScheduleA/Total509Grp/TotalAmt0992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0504
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BUSINESS LICENSES. AMOUNT: 410. DESCRIPTION: SERVICE CHARGES. AMOUNT: 774. TOTAL TO FORM 990-EZ, LINE 16: 1,184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE FROM RELATED PARTY. BEG. OF YEAR AMOUNT: 104,460. END OF YEAR AMOUNT: 104,460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO RELATED PARTY. BEG. OF YEAR AMOUNT: 446,411. END OF YEAR AMOUNT: 456,411.
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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06156451915
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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/ReturnTs02022-05-12T13:07:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,654
Liabilities
$456,411
Net assets
-$349,757
Revenue
$0
Expenses
$12,019
Net income
-$12,019
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