Optio Caritas Foundation

990PF • Fiscal year 2019 • EIN 82-5133034

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 16, 2020

Organization Profile

PO Box 1300Mchenry, IL 60051-9021

(815) 236-5805

Siviq Scores

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

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

-1126%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

-7.8%

Faster asset growth than 30% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

-99%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$20,607

Down $1,746 (-7.8%) from 2018

Net Assets

Down

$20,607

Down $1,746 (-7.8%) from 2018

Liabilities

Up $1 from 2018

Revenue And Expenses

Liabilities / Revenue66th percentile Net Margin2nd percentile

Revenue

Down

$155

Down $27,117 (-99%) from 2018

Expenses

Down

$1,901

Down $3,018 (-61%) from 2018

Net Income

Down

-$1,746

Down $24,099 (-108%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2019

Assets$20,607

Liabilities$1

Net Assets$20,607

Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2019

Revenue$155

Expenses$1,901

Net Income-$1,746

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jun 16, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SAMANTHA ADAMS	Director	-	$0	-	-
BENTON ADAMS	President	-	$0	-	-
ERIC ADAMS	Vice President	-	$0	-	-
MARK ADAMS	Secretary	-	$0	-	-
CLAIRE ADAMS	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Optio Caritas Foundation
EIN: 82-5133034
Phone: 8152365805
Address: PO BOX 1300, MCHENRY, IL 60051-9021

Signing Officer

Name: Samantha Adams
Title: Director
Phone: 8152365805
Signed: 2020-06-16
Discuss with paid preparer: Yes

Preparer

Firm: Porte Brown LLC
Address: 4123 W SHAMROCK LANE, MCHENRY, IL 60050
Preparer: Joseph a Gleba
Phone: 8153851120

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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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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	SAMANTHA ADAMS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 1300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MCHENRY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	600519021
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8152365805
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	SAMANTHA ADAMS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	159
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	159
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	686
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	287
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	27
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	267
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	43
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	150
TaxesSchedule/TaxesDetail/Amt	0	126
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	126
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SAMANTHA ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8152365805
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	OPTIO CARITAS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	OPTI
ReturnHeader/Filer/EIN	0	825133034
ReturnHeader/Filer/PhoneNum	0	8152365805
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1300
ReturnHeader/Filer/USAddress/CityNm	0	MCHENRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	600519021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	362663358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PORTE BROWN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4123 W SHAMROCK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MCHENRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60050
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8153851120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOSEPH A GLEBA
ReturnHeader/ReturnTs	0	2020-06-30T08:36:30-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $20,607
Liabilities: $1
Net assets: $20,607
Revenue: $155
Expenses: $1,901
Net income: -$1,746

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.14	$0.00	$4.14	$0.12	$0.25	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$4.26	$0.00	$4.26	$0.12	$0.34	$0.22
2022Detailed filing. Detailed filing data is available for this year.	$4.48	$0.00	$4.48	$0.26	$0.23	$0.49
2021Detailed filing. Detailed filing data is available for this year.	$4.97	$0.00	$4.97	$0.01	$0.25	$0.24
2020Detailed filing. Detailed filing data is available for this year.	$5.21	$0.00	$5.21	$5.01	$0.01	$5.00
2019Detailed filing. Detailed filing data is available for this year.	$0.21	$0.00	$0.21	$0.00	$0.02	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$0.22	$0.00	$0.22	$0.27	$0.05	$0.22