Civic Intelligence

Caring Stream Charities

990EZ • Fiscal year 2024 • EIN 84-3267076

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 25, 2025

Organization ProfileN/A
781 Balboa AveNewport Beach, CA 92651

(714) 756-0731

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

8th percentile

-63%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-0.8%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$161,280

Down $1,363 (-0.8%) from 2023

Net Assets

Down

$161,280

Down $1,363 (-0.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$2,171

Up $2,171 from 2023

Expenses

Down

$3,534

Down $347,266 (-99%) from 2023

Net Income

Up

-$1,363

Up $349,437 (+100%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2024

Assets$161,280
Liabilities-
Net Assets$161,280
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$2,171
Expenses$3,534
Net Income-$1,363
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v6.0
Gross Receipts
$2,171
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.--
Compensation and Service Providers
Top Officer Pay79th 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
2025-04-25
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 $348”

Raw XML Appendix114 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/BOYAmt0162643
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161280
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1363
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03186
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0162643
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161280
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02171
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02171
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162643
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0161280
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162643
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0161280
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/OtherExpensesTotalAmt0348
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03534
IRS990EZ/TotalRevenueAmt02171
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 $348
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/SignatureDt02025-04-25
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/ReturnTs02025-04-25T10:24:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,280
Liabilities
-
Net assets
$161,280
Revenue
$2,171
Expenses
$3,534
Net income
-$1,363
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