Civic Intelligence

H T F Charitable Foundation

990 • Fiscal year 2023 • EIN 82-5131211

Jul 01, 2022 to Jun 30, 2023 • Filed on May 06, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-259%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

21st percentile

-4.9%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$3,612,678

Down $184,650 (-4.9%) from 2022

Net Assets

Down

$3,612,678

Down $184,650 (-4.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$67,684

Down $162,972 (-71%) from 2022

Expenses

Down

$243,181

Down $70,617 (-23%) from 2022

Net Income

Down

-$175,497

Down $92,355 (-111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2023

Assets$3,612,678
Liabilities$0
Net Assets$3,612,678
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$67,684
Expenses$243,181
Net Income-$175,497
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 6, 2024
Return Version
2022v5.0
Gross Receipts
$1,390,199
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$3,723,953$3,013,089▼ $710,864
Savings and Temporary Cash Investments$71,917$579,838▲ $507,921
Cash and Non-Interest-Bearing Accounts$1,458$19,751▲ $18,293
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,797,328$3,612,678▼ $184,650
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,797,328$3,612,678▼ $184,650
Total Net Assets Fund Balance$3,797,328$3,612,678▼ $184,650
Total Liabilities and Net Assets / Fund Balance$3,797,328$3,612,678▼ $184,650
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
$67,684
Other Revenue
$0
Change in Net Assets
$-175,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$205,798
Other Expenses$37,383
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$175,798--$175,798
Fees for Service Investment Mgmnt Fees-$33,899-$33,899
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$2,500-$2,500
Insurance-$503-$503
Office Expenses-$101-$101
Other Expenses-$25-$25
Total Functional Expenses$205,798$37,383$0$243,181
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Shea CenterSan Juan Capist, CA501c3SPECIAL NEEDS Riding$25,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, 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, Part VI, Section B, 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, Part VI, Section B, Line 15B

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

Form 990, Part VI, Section C, 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
Phone
9494227653
Address
10 Rincon, Irvine, CA 92620

Signing Officer

Name
Jeri Chinarian
Title
President
Signed
2024-05-06
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
Queen & Company Accountancy Corp
Address
16520 BAKE PARKWAY STE 110, IRVINE, CA 92618
Preparer
Lawrence W Queen
Phone
9492662955
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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/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt32475
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Rent Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Educational Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Healthcare
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Fuel and Other Necessities
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IRS990ScheduleI/RecipientTable/RecipientEIN0953351363
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt026284 Oso Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Juan Capist
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS SUBMITTED TO THE GOVERNING BODY FOR REVIEW BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS OF THE ORGANIZATION REVIEW ALL EXPENDITURES OF THE FOUNDATION TO ENSURE THAT THEY MEET THE GUIDELINES OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION PROCESS FOR TOP OFFICIAL CEO, EXECUTIVE DIRECTOR AND TOP MANAGEMENT COMPENSATION IS DECIDED AND AGREED UPON AS A WHOLE AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR OFFICERS OR KEY EMPLOYEES IS DECIDED AND AGREED UPON AS AWHOLE AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/TaxablePartyNotificationInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeri Chinarian
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HTF Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HTFC
ReturnHeader/Filer/EIN0825131211
ReturnHeader/Filer/PhoneNum09494227653
ReturnHeader/Filer/USAddress/AddressLine1Txt010 Rincon
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092620
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201507540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0QUEEN & COMPANY ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016520 BAKE PARKWAY STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09492662955
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawrence W Queen
ReturnHeader/ReturnTs02024-05-06T09:53:07-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeri
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chinarian
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,612,678
Liabilities
$0
Net assets
$3,612,678
Revenue
$67,684
Expenses
$243,181
Net income
-$175,497
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
2023Detailed filing. Detailed filing data is available for this year.$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
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