Civic Intelligence

Caring Choices Inc.

990 • Fiscal year 2022 • EIN 68-0337307

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 15, 2023

1398 Ridgewood DriveChico, CA 95973

(530) 864-0297

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.02x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-143%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,136,617

Down $231,764 (-17%) from 2021

Net Assets

Down

$1,134,105

Down $171,779 (-13%) from 2021

Liabilities

Down

$2,512

Down $59,985 (-96%) from 2021

Revenue

Down

$119,993

Down $817,127 (-87%) from 2021

Expenses

Down

$291,772

Down $1,072,954 (-79%) from 2021

Net Income

Up

-$171,779

Up $255,827 (+60%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $190,454Liabilities 2010: $76,392Net Assets 2010: $114,0622010Assets 2011: $159,701Liabilities 2011: $50,311Net Assets 2011: $109,3902011Assets 2012: $148,607Liabilities 2012: $54,335Net Assets 2012: $94,2722012Assets 2013: $139,738Liabilities 2013: $41,417Net Assets 2013: $98,3212013Assets 2014: $110,037Liabilities 2014: $37,378Net Assets 2014: $72,6592014Assets 2015: $145,105Liabilities 2015: $93,304Net Assets 2015: $51,8012015Assets 2016: $151,759Liabilities 2016: $111,987Net Assets 2016: $39,7722016Assets 2017: $253,703Liabilities 2017: $152,269Net Assets 2017: $101,4342017Assets 2018: $1,651,703Liabilities 2018: $258,730Net Assets 2018: $1,392,9732018Assets 2019: $2,085,320Liabilities 2019: $413,690Net Assets 2019: $1,671,6302019Assets 2020: $1,796,968Liabilities 2020: $63,478Net Assets 2020: $1,733,4902020Assets 2021: $1,368,381Liabilities 2021: $62,497Net Assets 2021: $1,305,8842021Assets 2022: $1,136,617Liabilities 2022: $2,512Net Assets 2022: $1,134,1052022Assets 2023: $642,083Liabilities 2023: $2,606Net Assets 2023: $639,4772023Assets 2024: $643,001Liabilities 2024: $413Net Assets 2024: $642,5882024

Highlighted filing

2022

Assets$1,136,617
Liabilities$2,512
Net Assets$1,134,105

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $282,0222010Expenses 2011: $727,3752011Expenses 2012: $691,8432012Revenue 2013: $749,577Expenses 2013: $745,528Net Income 2013: $4,0492013Revenue 2014: $661,676Expenses 2014: $687,338Net Income 2014: -$25,6622014Revenue 2015: $648,792Expenses 2015: $669,650Net Income 2015: -$20,8582015Revenue 2016: $703,468Expenses 2016: $715,497Net Income 2016: -$12,0292016Revenue 2017: $922,971Expenses 2017: $861,309Net Income 2017: $61,6622017Revenue 2018: $2,423,912Expenses 2018: $1,132,373Net Income 2018: $1,291,5392018Revenue 2019: $1,367,562Expenses 2019: $1,088,905Net Income 2019: $278,6572019Revenue 2020: $1,446,533Expenses 2020: $1,384,673Net Income 2020: $61,8602020Revenue 2021: $937,120Expenses 2021: $1,364,726Net Income 2021: -$427,6062021Revenue 2022: $119,993Expenses 2022: $291,772Net Income 2022: -$171,7792022Revenue 2023: $17,292Expenses 2023: $511,920Net Income 2023: -$494,6282023Revenue 2024: $29,387Expenses 2024: $26,276Net Income 2024: $3,1112024

Highlighted filing

2022

Revenue$119,993
Expenses$291,772
Net Income-$171,779
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 15, 2023
Return Version
2022v5.0
Gross Receipts
$126,506
Mission and Program Overview

Mission

Caring choices provides innovative, low or no cost health and wellness services to seniors, disabled adults, families affected by cancer, and persons living with hiv/aids.

Caring Choices provides innovative, low or no cost health and wellness services to seniors, disabled adults, families affected by cancer, and persons living with HIV/AIDS. Caring Choices also assists individuals who have been affected by disasters or homelessness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$993,383$876,524▼ $116,859
Accounts Receivable$310,067$0▼ $310,067
Cash and Non-Interest-Bearing Accounts$51,930$257,593▲ $205,663
Land, Buildings, and Equipment, Net$10,501$0▼ $10,501
Prepaid Expenses and Deferred Charges-$2,500-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,368,381$1,136,617▼ $231,764
Other Assets Total$2,500$0▼ $2,500
Liabilities
Accounts Payable and Accrued Expenses$63,833$2,512▼ $61,321
Other Liabilities$-1,336--
Total Liabilities$62,497$2,512▼ $59,985
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,219,684$876,524▼ $343,160
Net Assets Without Donor Restrictions$86,200$257,581▲ $171,381
Total Net Assets Fund Balance$1,305,884$1,134,105▼ $171,779
Total Liabilities and Net Assets / Fund Balance$1,368,381$1,136,617▼ $231,764
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara HannaPresident
Georgie BellinBoard Member
Terry KirkhamBoard Member
Tom NicholasBoard Member
Cynthia KiserSecretary
Thomas E BoydTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$109,903
Program Service Revenue
$0
Investment Income
$3,601
Other Revenue
$6,489
All Other Contributions
$10,683
Change in Net Assets
$-171,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,088
Salaries, Compensation, and Employee Benefits$90,824
Grants and Similar Amounts Paid$38,860
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,545$71,988-$84,533
Occupancy$69,324--$69,324
Fees for Services Other$48,607$5,213-$53,820
Grants to Domestic Individuals$36,288--$36,288
Fees for Services Legal-$14,915-$14,915
Fees for Services Accounting-$10,030-$10,030
Payroll Taxes$1,214$7,798-$9,012
Insurance-$5,256-$5,256
Grants to Domestic Orgs$2,572--$2,572
Travel$2,569--$2,569
Information Technology$2,449--$2,449
Depreciation Depletion$1,416--$1,416
Other Expenses$222$338-$222
Office Expenses$151--$151
All Other Expenses-$144-$144
Other Employee Benefits-$-2,721-$-2,721
Total Functional Expenses$178,811$112,961$0$291,772
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Barbara HannaPayroll Svc ExpNo$48,938
-Barbara HannaSale of assetsNo$13,224
-Barbara HannaRent/Facility expNo$5,656

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The governing body is provided with a copy of the 990 to review before it is filed.

Form 990, Part VI, Section C, Line 19

Caring Choices, Inc. make their governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Caring Choices Inc
EIN
68-0337307
Phone
5308640297
Address
1398 Ridgewood Drive, Chico, CA 95973

Signing Officer

Name
Barbara Hanna
Title
President
Signed
2023-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Hanna
Formed
1993
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
17

Preparer

Firm
Merrell Irwin & Associates
Address
3120 Cohasset Rd Suite 8, Chico, CA 95973
Preparer
Amanda Irwin CPA
Phone
5308938761
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04355
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0228830
IRS990/PYProgramServiceRevenueAmt0227646
IRS990/PYRevenuesLessExpensesAmt0-427606
IRS990/PYSalariesCompEmpBnftPaidAmt0858349
IRS990/PYTotalExpensesAmt01364726
IRS990/PYTotalRevenueAmt0937120
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-171779
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0993383
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0876524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0109903
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01217345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01165253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02221324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05418943
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05160
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018800
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0238
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01698
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0732
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01808
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04476
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99570
IRS990ScheduleA/PublicSupportPY170Pct00.99680
IRS990ScheduleA/PublicSupportTotal170Amt05418943
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0109903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0705118
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01217345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01165253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02221324
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05418943
IRS990ScheduleA/TotalSupportAmt05442219
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036288
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Emergency financial assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt035
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0Home Health Care Mgmt
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1Home Health Care Mgmt
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2Home Health Care Mgmt
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Barbara Hanna
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Barbara Hanna
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2Barbara Hanna
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt048938
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt15656
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt213224
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Payroll Svc Exp
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Rent/Facility exp
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2Sale of assets
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Caring Choices, Inc. contracts with Home Health Care Management, Inc. for program and administrative services, for payroll, and for rent/facility costs.Barbara Hanna, President of Caring Choices, Inc. is the majority owner of Home Health Care Management, Inc.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The governing body is provided with a copy of the 990 to review before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Caring Choices, Inc. make their governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01136617
IRS990/TotalAssetsGrp/BOYAmt01368381
IRS990/TotalAssetsGrp/EOYAmt01136617
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0109903
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0112961
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0178811
IRS990/TotalFunctionalExpensesGrp/TotalAmt0291772
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt062497
IRS990/TotalLiabilitiesEOYAmt02512
IRS990/TotalLiabilitiesGrp/BOYAmt062497
IRS990/TotalLiabilitiesGrp/EOYAmt02512
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01305884
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01134105
IRS990/TotalProgramServiceExpensesAmt0178811
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06489
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03601
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119993
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01368381
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01136617
IRS990/TravelGrp/ProgramServicesAmt02569
IRS990/TravelGrp/TotalAmt02569
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01398 Ridgewood Drive
IRS990/USAddress/CityNm0Chico
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095973
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.caring-choices.org
IRS990/WhistleblowerPolicyInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.03$0.03$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.02$0.51$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.13$0.12$0.29$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.06$1.31$0.94$1.36$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.06$1.73$1.45$1.38$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.41$1.67$1.37$1.09$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.26$1.39$2.42$1.13$1.29
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.15$0.10$0.92$0.86$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.11$0.04$0.70$0.72$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.09$0.05$0.65$0.67$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.04$0.07$0.66$0.69$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.04$0.10$0.75$0.75$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.05$0.09$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.05$0.11$0.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.08$0.11$0.28