Civic Intelligence

H T F Charitable Foundation

990 • Fiscal year 2024 • EIN 82-5131211

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 27, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-151%

Higher net margin than 2% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-4.1%

Faster asset growth than 24% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$3,462,815

Down $149,863 (-4.1%) from 2023

Net Assets

Down

$3,462,815

Down $149,863 (-4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin2nd percentile

Revenue

Up

$94,131

Up $26,447 (+39%) from 2023

Expenses

Down

$235,906

Down $7,275 (-3.0%) from 2023

Net Income

Up

-$141,775

Up $33,722 (+19%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2024

Assets$3,462,815
Liabilities$0
Net Assets$3,462,815
Open 2024 Filing

Operations Trend

Revenue Growth79th 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

2024

Revenue$94,131
Expenses$235,906
Net Income-$141,775
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 27, 2025
Return Version
2023v6.0
Gross Receipts
$598,890
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$3,013,089$3,442,120▲ $429,031
Savings and Temporary Cash Investments$579,838$10,426▼ $569,412
Cash and Non-Interest-Bearing Accounts$19,751$10,269▼ $9,482
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$3,612,678$3,462,815▼ $149,863
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,612,678$3,462,815▼ $149,863
Total Net Assets Fund Balance$3,612,678$3,462,815▼ $149,863
Total Liabilities and Net Assets / Fund Balance$3,612,678$3,462,815▼ $149,863
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jeri ChinarianPresident
Matthew D ThomasSecretary
Chris MerrittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,500
Program Service Revenue
$0
Investment Income
$92,631
Other Revenue
$0
All Other Contributions
$1,500
Change in Net Assets
$-141,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$198,131
Other Expenses$37,775
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$163,131--$163,131
Grants to Domestic Orgs$35,000--$35,000
Fees for Service Investment Mgmnt Fees-$33,387-$33,387
Fees for Services Accounting-$2,500-$2,500
Fees for Services Other-$1,000-$1,000
Insurance-$503-$503
Office Expenses-$296-$296
Other Expenses-$39-$39
Total Functional Expenses$198,131$37,775$0$235,906
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Shea CenterSan Juan Capist, CA501c3SPECIAL NEEDS Riding$35,000
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
2025-02-27
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 CPA MBT
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/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SPECIAL NEEDS Riding
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Shea Center
IRS990ScheduleI/RecipientTable/RecipientEIN0953351363
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt026284 Oso Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Juan Capist
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092675
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037775
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0198131
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235906
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0198131
IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-13971
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094131
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03462815
IRS990/TravelGrp/TotalAmt00
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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/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeri Chinarian
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-27
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 CPA MBT
ReturnHeader/ReturnTs02025-02-27T14:54:12-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,462,815
Liabilities
$0
Net assets
$3,462,815
Revenue
$94,131
Expenses
$235,906
Net income
-$141,775
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
2024Detailed filing. Detailed filing data is available for this year.$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
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