Civic Intelligence

Caring Stream Charities

EIN 84-3267076 • 501(c)3 • Newport Beach, CA

Profile

To assist in supplemental medical cost for patients that do not have the resources but have critical needs for medical services. Primarily focused on the needs of cancer patients.

781 Balboa AveNewport Beach, CA 92651

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

6th percentile

-264%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

47th percentile

-4.1%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$154,700

Down $6,580 (-4.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$154,700

Down $6,580 (-4.1%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$2,490

Up $319 (+15%) from 2024

Expenses

Up

$9,070

Up $5,536 (+157%) from 2024

Net Income

Down

-$6,580

Down $5,217 (-383%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2020: $599,182Liabilities 2020: $0Net Assets 2020: $599,1822020Assets 2023: $162,643Net Assets 2023: $162,6432023Assets 2024: $161,280Net Assets 2024: $161,2802024Assets 2025: $154,700Net Assets 2025: $154,7002025

Highlighted filing

2025

Assets$154,700
Liabilities-
Net Assets$154,700
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2020: $1,182Expenses 2020: $0Net Income 2020: $1,1822020Revenue 2023: $0Expenses 2023: $350,800Net Income 2023: -$350,8002023Revenue 2024: $2,171Expenses 2024: $3,534Net Income 2024: -$1,3632024Revenue 2025: $2,490Expenses 2025: $9,070Net Income 2025: -$6,5802025

Highlighted filing

2025

Revenue$2,490
Expenses$9,070
Net Income-$6,580
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,700
Liabilities
-
Net assets
$154,700
Revenue
$2,490
Expenses
$9,070
Net income
-$6,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.02$0.09$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.02$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.63$1.63$0.00$3.51$3.51
2020Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.01$0.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,490
Mission and Program Overview

Mission

To assist in supplemental medical cost for patients that do not have the resources but have critical needs for medical services. Primarily focused on the needs of cancer patients.

Program Services

DescriptionGrantsExpenses
Assisted several patients with medical needs provided by a local medical facility.$5,000-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack JacoubPresident & CEO-$0--
Colleen HennesseySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Caring Stream Charities
EIN
84-3267076
Phone
7147560731
Address
781 Balboa Ave, Newport Beach, CA 92651

Signing Officer

Name
Jack Jacoub
Title
President & CEO
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bourque & Mclucas Cpas Inc
Address
5151 CALIFORNIA AVE SUITE 100, IRVINE, CA 92617
Preparer
Charles J Mclucas Jr
Phone
9498257036
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $579”

Raw XML Appendix117 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chuck McLucas
IRS990EZ/BooksInCareOfDetail/PhoneNum09499814452
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0903 Calle Amanecer Suite 125
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Clemente
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0161280
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0154700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6580
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0840
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0161280
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0154700
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt02490
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02490
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0161280
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0154700
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0161280
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0154700
IRS990EZ/OccupancyRentUtltsAndMaintAmt02651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jack Jacoub
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Colleen Hennessey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0579
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist in supplemental medical cost for patients that do not have the resources but have critical needs for medical services. Primarily focused on the needs of cancer patients.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assisted several patients with medical needs provided by a local medical facility.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09070
IRS990EZ/TotalRevenueAmt02490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $579
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jack Jacoub
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caring Stream Charities
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0843267076
ReturnHeader/Filer/PhoneNum07147560731
ReturnHeader/Filer/USAddress/AddressLine1Txt0781 Balboa Ave
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465329594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOURQUE & MCLUCAS CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 CALIFORNIA AVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092617
ReturnHeader/PreparerPersonGrp/PhoneNum09498257036
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J MCLUCAS JR
ReturnHeader/ReturnTs02025-11-14T13:32:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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