Civic Intelligence

Optio Caritas Foundation

990PF • Fiscal year 2020 • EIN 82-5133034

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 13, 2021

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.

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

99th percentile

2427%

Faster asset growth than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

323375%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$520,837

Up $500,230 (+2427%) from 2019

Net Assets

Up

$520,837

Up $500,230 (+2427%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin98th percentile

Revenue

Up

$501,387

Up $501,232 (+323375%) from 2019

Expenses

Down

$1,157

Down $744 (-39%) from 2019

Net Income

Up

$500,230

Up $501,976 (+28750%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$600K$400K$200K$0Assets 2018: $22,353Liabilities 2018: $0Net Assets 2018: $22,3532018Assets 2019: $20,607Liabilities 2019: $1Net Assets 2019: $20,6072019Assets 2020: $520,837Liabilities 2020: $1Net Assets 2020: $520,8372020Assets 2021: $497,284Liabilities 2021: $1Net Assets 2021: $497,2842021Assets 2022: $447,984Liabilities 2022: $1Net Assets 2022: $447,9842022Assets 2023: $426,079Liabilities 2023: $1Net Assets 2023: $426,0792023Assets 2024: $413,571Liabilities 2024: $0Net Assets 2024: $413,5712024

Highlighted filing

2020

Assets$520,837
Liabilities$1
Net Assets$520,837
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $27,272Expenses 2018: $4,919Net Income 2018: $22,3532018Revenue 2019: $155Expenses 2019: $1,901Net Income 2019: -$1,7462019Revenue 2020: $501,387Expenses 2020: $1,157Net Income 2020: $500,2302020Revenue 2021: $949Expenses 2021: $24,502Net Income 2021: -$23,5532021Revenue 2022: -$26,081Expenses 2022: $23,219Net Income 2022: -$49,3002022Revenue 2023: $11,829Expenses 2023: $33,734Net Income 2023: -$21,9052023Revenue 2024: $12,078Expenses 2024: $24,586Net Income 2024: -$12,5082024

Highlighted filing

2020

Revenue$501,387
Expenses$1,157
Net Income$500,230
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA ADAMSDirector-$0--
BENTON ADAMSPresident-$0--
ERIC ADAMSVice President-$0--
MARK ADAMSSecretary-$0--
CLAIRE ADAMSTreasurer-$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
2021-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Porte Brown LLC
Address
4123 W SHAMROCK LANE, MCHENRY, IL 60050
Preparer
Joseph a Gleba
Phone
8153851120
Raw XML Appendix315 raw XML fields

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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360526
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0287
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt087
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0287
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0374
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02037
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0287
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SAMANTHA ADAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1300
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060051
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0501000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08152365805
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIO CARITAS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0825133034
ReturnHeader/Filer/PhoneNum08152365805
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1300
ReturnHeader/Filer/USAddress/CityNm0MCHENRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600519021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362663358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTE BROWN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04123 W SHAMROCK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCHENRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060050
ReturnHeader/PreparerPersonGrp/PhoneNum08153851120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A GLEBA
ReturnHeader/ReturnTs02021-08-02T13:04:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMANTHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ADAMS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$520,837
Liabilities
$1
Net assets
$520,837
Revenue
$501,387
Expenses
$1,157
Net income
$500,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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