Civic Intelligence

H T F Charitable Foundation

990 • Fiscal year 2019 • EIN 82-5131211

Jul 01, 2018 to Jun 30, 2019 • 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

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

94%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

$4,033,003

No earlier filing loaded for comparison.

Net Assets

$4,033,003

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

$4,289,304

No earlier filing loaded for comparison.

Expenses

$256,301

No earlier filing loaded for comparison.

Net Income

$4,033,003

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$4,033,003
Liabilities$0
Net Assets$4,033,003
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$4,289,304
Expenses$256,301
Net Income$4,033,003
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 8, 2021
Return Version
2018v3.2
Gross Receipts
$4,539,156
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-
Savings and Temporary Cash Investments-$149,910-
Total Assets$0$4,033,003▲ $4,033,003
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets-$4,033,003-
Total Net Assets Fund Balance$0$4,033,003▲ $4,033,003
Total Liabilities and Net Assets / Fund Balance$0$4,033,003▲ $4,033,003
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Jeri ChinarianPresident
Matthew D ThomasSecretary
Chris MerrittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,220,891
Program Service Revenue
$0
Investment Income
$68,413
Other Revenue
$0
All Other Contributions
$4,220,891
Change in Net Assets
$4,033,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$211,036
Other Expenses$45,265
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$180,036--$180,036
Grants to Domestic Orgs$31,000--$31,000
Fees for Service Investment Mgmnt Fees-$25,339-$25,339
Fees for Services Other$18,000--$18,000
Insurance-$1,794-$1,794
Office Expenses-$132-$132
Total Functional Expenses$229,036$27,265$0$256,301
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Shea CenterSan Juan Capistrano, CA501c3Special Needs Riding$18,000
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
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 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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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0336074540
ReturnHeader/PreparerPersonGrp/PhoneNum08132867373
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN A CAMERON CPA
ReturnHeader/ReturnTs02021-07-09T13:32:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,033,003
Liabilities
$0
Net assets
$4,033,003
Revenue
$4,289,304
Expenses
$256,301
Net income
$4,033,003
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.02$3.87$0.09$0.25$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$4.29$0.26$4.03