Civic Intelligence

The Charis Charitable Foundation Inc.

990PF • Fiscal year 2016 • EIN 86-0743452

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 26, 2017

7003 North Ina PlaceTucson, AZ 85718-1700

(520) 577-3262

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

4.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$16,378

Up $762 (+4.9%) from 2015

Net Assets

Up

$16,378

Up $762 (+4.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$2,742

Down $475 (-15%) from 2015

Expenses

Down

$1,980

Down $534 (-21%) from 2015

Net Income

Up

$762

Up $59 (+8.4%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $13,075Liabilities 2011: $02011Assets 2012: $13,636Liabilities 2012: $0Net Assets 2012: $13,6362012Assets 2013: $14,247Liabilities 2013: $0Net Assets 2013: $14,2472013Assets 2014: $14,913Liabilities 2014: $0Net Assets 2014: $14,9132014Assets 2015: $15,616Liabilities 2015: $0Net Assets 2015: $15,6162015Assets 2016: $16,378Liabilities 2016: $0Net Assets 2016: $16,3782016Assets 2017: $2,674,996Liabilities 2017: $0Net Assets 2017: $2,674,9962017Assets 2018: $2,861,618Liabilities 2018: $0Net Assets 2018: $2,861,6182018Assets 2019: $2,830,764Liabilities 2019: $0Net Assets 2019: $2,830,7642019Assets 2020: $2,841,419Liabilities 2020: $0Net Assets 2020: $2,841,4192020Assets 2021: $2,865,620Liabilities 2021: $0Net Assets 2021: $2,865,6202021Assets 2022: $2,763,561Liabilities 2022: $0Net Assets 2022: $2,763,5612022Assets 2023: $2,652,414Liabilities 2023: $0Net Assets 2023: $2,652,4142023Assets 2024: $2,531,847Liabilities 2024: $0Net Assets 2024: $2,531,8472024

Highlighted filing

2016

Assets$16,378
Liabilities$0
Net Assets$16,378

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,835Expenses 2011: $1,326Net Income 2011: $5092011Expenses 2012: $1,6882012Revenue 2013: $3,451Expenses 2013: $2,840Net Income 2013: $6112013Revenue 2014: $2,846Expenses 2014: $2,180Net Income 2014: $6662014Revenue 2015: $3,217Expenses 2015: $2,514Net Income 2015: $7032015Revenue 2016: $2,742Expenses 2016: $1,980Net Income 2016: $7622016Revenue 2017: $2,828,640Expenses 2017: $162,873Net Income 2017: $2,665,7672017Revenue 2018: $399,272Expenses 2018: $212,650Net Income 2018: $186,6222018Revenue 2019: $152,831Expenses 2019: $183,685Net Income 2019: -$30,8542019Revenue 2020: $212,158Expenses 2020: $201,503Net Income 2020: $10,6552020Revenue 2021: $298,803Expenses 2021: $274,602Net Income 2021: $24,2012021Revenue 2022: $146,293Expenses 2022: $248,352Net Income 2022: -$102,0592022Revenue 2023: $230,944Expenses 2023: $342,091Net Income 2023: -$111,1472023Revenue 2024: $144,882Expenses 2024: $265,449Net Income 2024: -$120,5672024

Highlighted filing

2016

Revenue$2,742
Expenses$1,980
Net Income$762
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIRGINIA T REZETKODir,Pres,Trea-$0--
ROBERT C REZETKODirector, VP-$0--
LAURA L ARNOLDDir, Sec'Y-$0--
Filing and Contact Details

Filer

Filer Name
The Charis Charitable Foundation Inc
EIN
86-0743452
Phone
5205773262
Address
7003 NORTH INA PLACE, TUCSON, AZ 85718-1700

Signing Officer

Name
Robert C Rezetko
Title
Vice President
Phone
5205773262
Signed
2017-04-26
Discuss with paid preparer
Yes

Preparer

Firm
SEBY & ASSOCIATES LTD CPA'S
Address
P O BOX 31090, TUCSON, AZ 85751-1090
Preparer
Douglas W Lubben
Phone
5207905500
Raw XML Appendix280 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/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0980
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0980
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ARIZONA FRANCHISE FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT C REZETKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05205773262
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARIS CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0860743452
ReturnHeader/Filer/PhoneNum05205773262
ReturnHeader/Filer/USAddress/AddressLine1Txt07003 NORTH INA PLACE
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857181700
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8FD345F5DB771B6F70D4BA9A95CC6B16330EEB2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId006A0872B2C707C64CBD54B1ED0D3D02733F5CA30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.172.77.108
ReturnHeader/FilingSecurityInformation/IPDt02017-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm017:44:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860252028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEBY & ASSOCIATES LTD CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 31090
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0857511090
ReturnHeader/PreparerPersonGrp/PhoneNum05207905500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS W LUBBEN
ReturnHeader/ReturnTs02017-05-10T12:58:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.14$0.27$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.23$0.34$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.15$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.30$0.27$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.21$0.20$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.15$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.40$0.21$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$2.83$0.16$2.67
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00