Civic Intelligence

The Charis Project

990EZ • Fiscal year 2017 • EIN 80-0570774

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

306-N West El Norte Pkwy 314Escondido, CA 92026

(760) 746-7915

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$6,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-73%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$8,760

Down $24,115 (-73%) from 2016

Net Assets

Down

$8,760

Down $24,115 (-73%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$157,167

Down $24,894 (-14%) from 2016

Expenses

Down

$181,282

Down $15,842 (-8.0%) from 2016

Net Income

Down

-$24,115

Down $9,052 (-60%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $28,495Liabilities 2012: $0Net Assets 2012: $28,4952012Assets 2015: $47,938Liabilities 2015: $02015Assets 2016: $32,875Net Assets 2016: $32,8752016Assets 2017: $8,760Net Assets 2017: $8,7602017Assets 2018: $9,910Net Assets 2018: $9,9102018Assets 2019: $11,268Net Assets 2019: $11,2682019Assets 2020: $22,150Liabilities 2020: $0Net Assets 2020: $22,1502020Assets 2021: $38,549Liabilities 2021: $0Net Assets 2021: $38,5492021Assets 2022: $44,836Liabilities 2022: $0Net Assets 2022: $44,8362022Assets 2023: $95,385Liabilities 2023: $0Net Assets 2023: $95,3852023Assets 2024: $79,125Liabilities 2024: $0Net Assets 2024: $79,1252024

Highlighted filing

2017

Assets$8,760
Liabilities-
Net Assets$8,760

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $55,873Expenses 2012: $36,517Net Income 2012: $19,3562012Revenue 2015: $105,230Expenses 2015: $90,486Net Income 2015: $14,7442015Revenue 2016: $182,061Expenses 2016: $197,124Net Income 2016: -$15,0632016Revenue 2017: $157,167Expenses 2017: $181,282Net Income 2017: -$24,1152017Revenue 2018: $133,104Expenses 2018: $131,954Net Income 2018: $1,1502018Revenue 2019: $158,971Expenses 2019: $157,613Net Income 2019: $1,3582019Revenue 2020: $205,820Expenses 2020: $194,938Net Income 2020: $10,8822020Revenue 2021: $254,196Expenses 2021: $237,797Net Income 2021: $16,3992021Revenue 2022: $271,093Expenses 2022: $264,806Net Income 2022: $6,2872022Revenue 2023: $308,401Expenses 2023: $257,852Net Income 2023: $50,5492023Revenue 2024: $263,271Expenses 2024: $279,531Net Income 2024: -$16,2602024

Highlighted filing

2017

Revenue$157,167
Expenses$181,282
Net Income-$24,115
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$171,891
Mission and Program Overview

Mission

The Charis Project's mission is to implement targeted interventions that support migrant families in crisis through holistic family empowerment programs designed to heal families, strengthen families, and keep families together.

Providing support for vulnerable families in poverty.

Program Services

DescriptionGrantsExpenses
Family Engagement -Weekly home and nutrition packages to migrant families in severe crisis and poverty. Support at times of crisis help families stay together.$36,973-
Shade Tree Foundation Management -Cooperates with the Thai social department to bring aid to families in need, prevent human trafficking and support women and children in need.$31,929-
Ban Saeng Sawaan Dormitory -A safe place for children to stay, learn life skills, and go to school while their families are in transition. The goal is always reunification with families.$19,339-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron BlueCEOFT$6,000-$6,000
Carrien BlueSecretaryFT$6,000-$6,000
Emmet BlueCFO-$0--
Doug WallDirector-$0--
Therese WallDirector-$0--
William SutjiadiDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Charis Project
EIN
80-0570774
Phone
7607467915
Address
306-N West El Norte Pkwy 314, Escondido, CA 92026

Signing Officer

Name
Carrien Blue
Title
Secretary
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025-4865
Preparer
Phillip Howerzyl CPA CGMA
Phone
7607412659
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $658

Other Expenses.1005

Travel $4060

Other Expenses.1007

Conferences, Conventions, and Meetings $1525

Other Expenses.1009

Depreciation $1269

Other Expenses.1

Family engagement $36973

Other Expenses.2

Foundation management $31929

Other Expenses.3

Special projects $31685

Other Expenses.4

Dormitory expenses $19339

Other Expenses.5

Family education $9302

Other Expenses.6

Farm expenses $8980

Other Expenses.7

Fundraising $5390

Other Expenses.8

Bank Fees $2623

Other Expenses.9

Addiction recovery $1883

Other Expenses.10

Family enterprise $1823

Other Expenses.11

IDF expenses $1258

Other Expenses.12

Children/community exp $1184

Other Expenses.13

Charitable contributions $650

Other Expenses.14

Office Expense $370

Other Assets.1002

Furniture and Fixtures - Beginning $1764 Furniture and Fixtures - Ending $0

Other Assets.1003

Machinery and Equipment - Beginning $10199 Machinery and Equipment - Ending $0

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $4060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $1269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Family engagement $36973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Foundation management $31929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Special projects $31685
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Family education $9302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Farm expenses $8980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fundraising $5390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Fees $2623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Addiction recovery $1883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Family enterprise $1823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14IDF expenses $1258
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carrien Blue
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charis Project
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0800570774
ReturnHeader/Filer/PhoneNum07607467915
ReturnHeader/Filer/USAddress/AddressLine1Txt0306-N West El Norte Pkwy 314
ReturnHeader/Filer/USAddress/CityNm0Escondido
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952770263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VanderSpek Howerzyl CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 West Fifth Ave Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Escondido
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920254865
ReturnHeader/PreparerPersonGrp/PhoneNum07607412659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip Howerzyl CPA CGMA
ReturnHeader/ReturnTs02018-11-15T10:11:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings