Civic Intelligence

Caritas Charitable Foundation

990PF • Fiscal year 2023 • EIN 94-3315854

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
655 Montgomery Street 1410San Francisco, CA 94111

(408) 773-1387

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

349%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.5%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$234,489

Flat from 2023

Net Assets

$234,489

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Flat

-$2,451

Flat from 2023

Expenses

Flat

$6,108

Flat from 2023

Net Income

Flat

-$8,559

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2011: $453,425Liabilities 2011: $02011Assets 2012: $439,060Liabilities 2012: $02012Assets 2013: $445,234Liabilities 2013: $02013Assets 2014: $359,906Liabilities 2014: $02014Assets 2015: $447,982Liabilities 2015: $02015Assets 2018: $478,053Liabilities 2018: $0Net Assets 2018: $478,0532018Assets 2019: $458,281Liabilities 2019: $0Net Assets 2019: $458,2812019Assets 2020: $507,076Liabilities 2020: $79,034Net Assets 2020: $428,0422020Assets 2021: $410,785Liabilities 2021: $28,123Net Assets 2021: $382,6622021Assets 2022: $243,048Liabilities 2022: $0Net Assets 2022: $243,0482022Assets 2023: $234,489Liabilities 2023: $0Net Assets 2023: $234,4892023Assets 2023: $234,489Liabilities 2023: $12023Assets 2024: $199,430Liabilities 2024: $0Net Assets 2024: $199,4302024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$234,489
Liabilities$0
Net Assets$234,489
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2011: $13,479Expenses 2011: $23,279Net Income 2011: -$9,8002011Revenue 2012: $11,472Expenses 2012: $25,837Net Income 2012: -$14,3652012Revenue 2013: $30,699Expenses 2013: $24,525Net Income 2013: $6,1742013Revenue 2014: -$62,716Expenses 2014: $22,612Net Income 2014: -$85,3282014Revenue 2015: $124,638Expenses 2015: $36,562Net Income 2015: $88,0762015Revenue 2018: $2,535Expenses 2018: $30,153Net Income 2018: -$27,6182018Revenue 2019: $8,140Expenses 2019: $27,912Net Income 2019: -$19,7722019Revenue 2020: $475Expenses 2020: $30,714Net Income 2020: -$30,2392020Revenue 2021: $9,426Expenses 2021: $54,806Net Income 2021: -$45,3802021Revenue 2022: -$112,684Expenses 2022: $26,930Net Income 2022: -$139,6142022Revenue 2023: -$2,451Expenses 2023: $6,108Net Income 2023: -$8,5592023Revenue 2023: -$2,451Expenses 2023: $6,108Net Income 2023: -$8,5592023Revenue 2024: -$8,276Expenses 2024: $36,723Net Income 2024: -$44,9992024Revenue 2025: $27,153Expenses 2025: $226,583Net Income 2025: -$199,4302025

Highlighted filing

2023

Revenue-$2,451
Expenses$6,108
Net Income-$8,559
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P TWOMEYDirector/President-$0--
STEPHANIE C TWOMEYDirector/VP/Sec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Caritas Charitable Foundation
EIN
94-3315854
Phone
4087731387
Address
655 MONTGOMERY STREET 1410, SAN FRANCISCO, CA 94111

Signing Officer

Name
Stephanie Twomey
Title
Officer
Phone
4087731387
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Krohn Watters & Hicks Llp
Address
655 MONTGOMERY STREET SUITE 1410, SAN FRANCISCO, CA 94111
Preparer
Stuart Hicks
Phone
4153440400
Raw XML Appendix284 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0186353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0176592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS & MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04663
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-7114
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02760
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0612254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY AC# 897264
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-7114
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8559
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0234489
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011560
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011560
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011560
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011560
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0224728
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0127008
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0208979
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/VP/SEC/TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1655 MONTGOMERY STREET SUITE 1410
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010988
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05665
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016653
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt079
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12777
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt099
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12777
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0281
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0281
TaxesSchedule/TaxesDetail/Amt0191
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0191
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE TWOMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04087731387
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARITAS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0943315854
ReturnHeader/Filer/PhoneNum04087731387
ReturnHeader/Filer/USAddress/AddressLine1Txt0655 MONTGOMERY STREET 1410
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811021125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KROHN WATTERS & HICKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0655 MONTGOMERY STREET SUITE 1410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04153440400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART HICKS
ReturnHeader/ReturnTs02024-05-13T15:53:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TWOMEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,489
Liabilities
$0
Net assets
$234,489
Revenue
-$2,451
Expenses
$6,108
Net income
-$8,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.27$2.27$1.99
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.37$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.02$0.06$0.09
2023Summary only. Only limited summary data is available for this year.$2.34$0.00$0.02$0.06$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.13$0.27$1.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.28$3.83$0.09$0.55$0.45
2020Detailed filing. Detailed filing data is available for this year.$5.07$0.79$4.28$0.00$0.31$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.08$0.28$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.03$0.30$0.28
2015Summary only. Only limited summary data is available for this year.$4.48$0.00$1.25$0.37$0.88
2014Summary only. Only limited summary data is available for this year.$3.60$0.00$0.63$0.23$0.85
2013Summary only. Only limited summary data is available for this year.$4.45$0.00$0.31$0.25$0.06
2012Summary only. Only limited summary data is available for this year.$4.39$0.00$0.11$0.26$0.14
2011Summary only. Only limited summary data is available for this year.$4.53$0.00$0.13$0.23$0.10