Civic Intelligence

H T F Charitable Foundation

990 • Fiscal year 2021 • EIN 82-5131211

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

39th percentile

6.9%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

26th percentile

-0.1%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

143%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$3,888,028

Down $4,974 (-0.1%) from 2020

Net Assets

Up

$3,888,028

Up $15,046 (+0.4%) from 2020

Liabilities

Down

$0

Down $20,020 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin39th percentile

Revenue

Up

$219,213

Up $129,084 (+143%) from 2020

Expenses

Down

$204,167

Down $45,983 (-18%) from 2020

Net Income

Up

$15,046

Up $175,067 (+109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2021

Assets$3,888,028
Liabilities$0
Net Assets$3,888,028
Open 2021 Filing

Operations Trend

Revenue Growth91st 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

2021

Revenue$219,213
Expenses$204,167
Net Income$15,046
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$1,973,295
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$3,873,416$3,755,837▼ $117,579
Savings and Temporary Cash Investments$19,586$132,171▲ $112,585
Total Assets$3,893,002$3,888,028▼ $4,974
Other Assets Total-$20-
Liabilities
Other Liabilities$20,020--
Total Liabilities$20,020$0▼ $20,020
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,872,982$3,888,028▲ $15,046
Total Net Assets Fund Balance$3,872,982$3,888,028▲ $15,046
Total Liabilities and Net Assets / Fund Balance$3,893,002$3,888,028▼ $4,974
Compensation and Service Providers
Top Officer Pay39th 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
$219,213
Other Revenue
$0
Change in Net Assets
$15,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,838
Other Expenses$47,329
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$136,838--$136,838
Fees for Service Investment Mgmnt Fees-$42,068-$42,068
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Legal-$2,002-$2,002
Insurance-$1,757-$1,757
Office Expenses-$1,389-$1,389
Other Expenses-$113-$113
Total Functional Expenses$156,838$47,329$0$204,167
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Utah UniversityCedar City, UT501c3Mental Health Svcs$10,000
The Shea CenterSan Juan Capistrano, CA501c3Special Needs Riding$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
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
2022-05-11
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
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
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020020
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt020020
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03888028
IRS990/TotalProgramServiceExpensesAmt0156838
IRS990/TotalRevenueGrp/ExclusionAmt060386
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0158827
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219213
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03893002
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03888028
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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/SignatureDt02022-05-11
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/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN A CAMERON CPA
ReturnHeader/ReturnTs02022-05-12T16:41:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHINARIAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,888,028
Liabilities
$0
Net assets
$3,888,028
Revenue
$219,213
Expenses
$204,167
Net income
$15,046
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
2021Detailed filing. Detailed filing data is available for this year.$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
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