Civic Intelligence

The Charis Project

990EZ • Fiscal year 2018 • EIN 80-0570774

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 25, 2019

Organization Profilethecharisproject.org
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$6,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,910

Up $1,150 (+13%) from 2017

Net Assets

Up

$9,910

Up $1,150 (+13%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$133,104

Down $24,063 (-15%) from 2017

Expenses

Down

$131,954

Down $49,328 (-27%) from 2017

Net Income

Up

$1,150

Up $25,265 (+105%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2018

Assets$9,910
Liabilities-
Net Assets$9,910
Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

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

2018

Revenue$133,104
Expenses$131,954
Net Income$1,150
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$133,104
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.

Program Services

DescriptionGrantsExpenses
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.$124,809-
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron BlueCEOFT$6,000-$6,000
Carrien BlueSecretaryFT$6,000-$6,000
Doug WallDirector-$0--
Therese WallDirector-$0--
William SutjiadiDirector-$0--
Stephen SpiekerCFO-$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
2019-11-25
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

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Shade Tree Thailand | Donee's Address: 31/25 Soi Ruamreang | Cash Amount Given: $106020”

Other Expenses.1005

“Travel $4122”

Other Expenses.1

“Disaster Relief $2769”

Other Expenses.2

“Fundraising $1200”

Other Expenses.3

“Dues & Subscriptons $913”

Other Expenses.4

“Merchant fees $900”

Other Expenses.5

“Supplies $737”

Other Expenses.6

“Bank Fees $676”

Other Expenses.7

“Charitable contributions $650”

Other Expenses.8

“Business expenses $50”

Other Expenses.9

“Website $17”

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Escondido
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt06000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Aaron Blue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carrien Blue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Doug Wall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Therese Wall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Sutjiadi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Stephen Spieker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012034
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To implement targeted interventions that support migrant families in crisis through holistic family empowerment programs designed to heal families, strengthen families and keep families together.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0124809
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131954
IRS990EZ/TotalProgramServiceExpensesAmt0124809
IRS990EZ/TotalRevenueAmt0133104
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0thecharisproject.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0133104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0171891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0182061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0592286
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0592286
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0171891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0182061
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IRS990ScheduleA/Total509Grp/TotalAmt0592286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0171891
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0182061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105230
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0592286
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Shade Tree Thailand | Donee's Address: 31/25 Soi Ruamreang | Cash Amount Given: $106020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $4122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Disaster Relief $2769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fundraising $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & Subscriptons $913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Merchant fees $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Fees $676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Charitable contributions $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Business expenses $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website $17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carrien Blue
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-25
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/ReturnTs02019-11-25T13:17:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,910
Liabilities
-
Net assets
$9,910
Revenue
$133,104
Expenses
$131,954
Net income
$1,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$2.63$2.80$0.16
2023Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$3.08$2.58$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$2.71$2.65$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$2.54$2.38$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$2.06$1.95$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.59$1.58$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.33$1.32$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$1.57$1.81$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.82$1.97$0.15
2015Summary only. Only limited summary data is available for this year.$0.48$0.00$1.05$0.90$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.56$0.37$0.19