Civic Intelligence

H T F Charitable Foundation

990 • Fiscal year 2020 • EIN 82-5131211

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 08, 2021

Organization ProfileN/A
10 RinconIrvine, CA 92620

(949) 422-7653

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.22x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-178%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

19th percentile

-3.5%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$3,893,002

Down $140,001 (-3.5%) from 2019

Net Assets

Down

$3,872,982

Down $160,021 (-4.0%) from 2019

Liabilities

Up

$20,020

Up $20,020 from 2019

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$90,129

Down $4,199,175 (-98%) from 2019

Expenses

Down

$250,150

Down $6,151 (-2.4%) from 2019

Net Income

Down

-$160,021

Down $4,193,024 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $4,033,003Liabilities 2019: $0Net Assets 2019: $4,033,0032019Assets 2020: $3,893,002Liabilities 2020: $20,020Net Assets 2020: $3,872,9822020Assets 2021: $3,888,028Liabilities 2021: $0Net Assets 2021: $3,888,0282021Assets 2022: $3,797,328Liabilities 2022: $0Net Assets 2022: $3,797,3282022Assets 2023: $3,612,678Liabilities 2023: $0Net Assets 2023: $3,612,6782023Assets 2024: $3,462,815Liabilities 2024: $0Net Assets 2024: $3,462,8152024Assets 2025: $3,459,187Liabilities 2025: $0Net Assets 2025: $3,459,1872025

Highlighted filing

2020

Assets$3,893,002
Liabilities$20,020
Net Assets$3,872,982
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $4,289,304Expenses 2019: $256,301Net Income 2019: $4,033,0032019Revenue 2020: $90,129Expenses 2020: $250,150Net Income 2020: -$160,0212020Revenue 2021: $219,213Expenses 2021: $204,167Net Income 2021: $15,0462021Revenue 2022: $230,656Expenses 2022: $313,798Net Income 2022: -$83,1422022Revenue 2023: $67,684Expenses 2023: $243,181Net Income 2023: -$175,4972023Revenue 2024: $94,131Expenses 2024: $235,906Net Income 2024: -$141,7752024Revenue 2025: $139,489Expenses 2025: $161,390Net Income 2025: -$21,9012025

Highlighted filing

2020

Revenue$90,129
Expenses$250,150
Net Income-$160,021
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 8, 2021
Return Version
2019v5.0
Gross Receipts
$338,999
Mission and Program Overview

Mission

The foundation's purpose is to provide low income and elderly persons with financial assistance for housing, overall health services, to provide scholarships for students with special needs and professional mental health providers to enhance their skills in the mental health field, to support organizations that provide services to the overall well-being of individuals and educational institutions for charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,883,093$3,873,416▼ $9,677
Savings and Temporary Cash Investments$149,910$19,586▼ $130,324
Total Assets$4,033,003$3,893,002▼ $140,001
Liabilities
Other Liabilities-$20,020-
Total Liabilities$0$20,020▲ $20,020
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,033,003$3,872,982▼ $160,021
Total Net Assets Fund Balance$4,033,003$3,872,982▼ $160,021
Total Liabilities and Net Assets / Fund Balance$4,033,003$3,893,002▼ $140,001
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Jeri ChinarianPresident
Matthew D ThomasSecretary
Chris MerrittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$90,129
Other Revenue
$0
Change in Net Assets
$-160,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,720
Other Expenses$45,430
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$152,720--$152,720
Grants to Domestic Orgs$52,000--$52,000
Fees for Service Investment Mgmnt Fees-$42,485-$42,485
Insurance-$1,723-$1,723
Office Expenses-$1,169-$1,169
Other Expenses-$53-$53
Total Functional Expenses$204,720$45,430$0$250,150
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Shea CenterSan Juan Capistrano, CA501c3Special Needs Riding$20,000
Quiet Storm FoundationsLas Vegas, NV501c3Mental Health Svcs$10,000
San Diego State UniversitySan Diego, CA501c3Mental Health Svcs$10,000
Southern Utah UniversityCedar City, UT501c3Mental Health Svcs$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cash Overdraft$20,020
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“Form 990 was submitted to the governing body for review before submission.”

Form 990, Page 6, Part VI, Line 12C

“The officers of the organization review all expenditures of the foundation to ensure that they meet the guidelines of the foundation.”

Form 990, Page 6, Part VI, Line 15A

“Compensation process for top official ceo, executive director and top management compensation is decided and agreed upon as a whole at board meetings.”

Form 990, Page 6, Part VI, Line 15B

“Compensation for officers or key employees is decided and agreed upon as a whole at board meetings.”

Form 990, Page 6, Part VI, Line 19

“All governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Htf Charitable Foundation
EIN
82-5131211
Address
10 RINCON, IRVINE, CA 92620

Signing Officer

Name
Jeri Chinarian
Title
President
Phone
9494227653
Signed
2021-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Chinarian
Formed
2018
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
C&l Value Advisors LLC
Address
4805 W LAUREL ST STE 100, TAMPA, FL 33607-4540
Preparer
Kevin a Cameron CPA
Phone
8132867373
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation's purpose is to provide low income and elderly persons with financial assistance for housing, overall health services, to provide scholarships for students with special needs and professional mental health providers to enhance their skills in the mental health field, to support organizations that provide services to the overall well-being of individuals and educational institutions for charitable purposes.”

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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOUTHERN UTAH UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE SHEA CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3QUIET STORM FOUNDATIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S PURPOSE IS TO PROVIDE LOW INCOME AND ELDERLY PERSONS WITH FINANCIAL ASSISTANCE FOR HOUSING, OVERALL HEALTH SERVICES, TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH SPECIAL NEEDS AND PROFESSIONAL MENTAL HEALTH PROVIDERS TO ENHANCE THEIR SKILLS IN THE MENTAL HEALTH FIELD, TO SUPPORT ORGANIZATIONS THAT PROVIDE SERVICES TO THE OVERALL WELL-BEING OF INDIVIDUALS AND EDUCATIONAL INSTITUTIONS FOR CHARITABLE PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS SUBMITTED TO THE GOVERNING BODY FOR REVIEW BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICERS OF THE ORGANIZATION REVIEW ALL EXPENDITURES OF THE FOUNDATION TO ENSURE THAT THEY MEET THE GUIDELINES OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR TOP OFFICIAL CEO, EXECUTIVE DIRECTOR AND TOP MANAGEMENT COMPENSATION IS DECIDED AND AGREED UPON AS A WHOLE AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR OFFICERS OR KEY EMPLOYEES IS DECIDED AND AGREED UPON AS A WHOLE AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04033003
IRS990/TotalAssetsEOYAmt03893002
IRS990/TotalAssetsGrp/BOYAmt04033003
IRS990/TotalAssetsGrp/EOYAmt03893002
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045430
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204720
IRS990/TotalFunctionalExpensesGrp/TotalAmt0250150
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt020020
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt020020
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04033003
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03872982
IRS990/TotalProgramServiceExpensesAmt0204720
IRS990/TotalRevenueGrp/ExclusionAmt090129
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090129
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04033003
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03893002
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 RINCON
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092620
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERI CHINARIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09494227653
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HTF CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HTFC
ReturnHeader/Filer/EIN0825131211
ReturnHeader/Filer/USAddress/AddressLine1Txt010 RINCON
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092620
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593621814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C&L VALUE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04805 W LAUREL ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0336074540
ReturnHeader/PreparerPersonGrp/PhoneNum08132867373
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN A CAMERON CPA
ReturnHeader/ReturnTs02021-07-09T13:29:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,893,002
Liabilities
$20,020
Net assets
$3,872,982
Revenue
$90,129
Expenses
$250,150
Net income
-$160,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.14$0.16$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.09$0.24$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.07$0.24$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.23$0.31$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$0.22$0.20$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.02$3.87$0.09$0.25$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$4.29$0.26$4.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits