Civic Intelligence

Charis Fund

990PF • Fiscal year 2019 • EIN 94-6077619

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

Organization Profile
PO Box 82270Portland, OR 97282

(503) 781-8224

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-0.8%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,120,675

Up $255,499 (+8.9%) from 2015

Net Assets

$3,120,675

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin64th percentile

Revenue

Up

$429,891

Up $22,885 (+5.6%) from 2015

Expenses

Down

$384,953

Down $78,660 (-17%) from 2015

Net Income

Up

$44,938

Up $101,545 (+179%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,257,995Liabilities 2011: $02011Assets 2012: $2,467,350Liabilities 2012: $02012Assets 2013: $2,678,656Liabilities 2013: $02013Assets 2014: $2,921,783Liabilities 2014: $02014Assets 2015: $2,865,176Liabilities 2015: $02015Assets 2019: $3,120,675Liabilities 2019: $0Net Assets 2019: $3,120,6752019Assets 2020: $3,144,728Liabilities 2020: $0Net Assets 2020: $3,144,7282020Assets 2021: $3,334,442Liabilities 2021: $0Net Assets 2021: $3,334,4422021Assets 2022: $3,192,265Liabilities 2022: $0Net Assets 2022: $3,192,2652022Assets 2023: $3,063,308Liabilities 2023: $12023Assets 2024: $3,156,412Liabilities 2024: $0Net Assets 2024: $3,156,4122024

Highlighted filing

2019

Assets$3,120,675
Liabilities$0
Net Assets$3,120,675
Open 2019 Filing

Operations Trend

Revenue Growth39th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $517,813Expenses 2011: $329,834Net Income 2011: $187,9792011Revenue 2012: $604,093Expenses 2012: $394,738Net Income 2012: $209,3552012Revenue 2013: $680,447Expenses 2013: $469,141Net Income 2013: $211,3062013Revenue 2014: $766,979Expenses 2014: $523,852Net Income 2014: $243,1272014Revenue 2015: $407,006Expenses 2015: $463,613Net Income 2015: -$56,6072015Revenue 2019: $429,891Expenses 2019: $384,953Net Income 2019: $44,9382019Revenue 2020: $393,673Expenses 2020: $373,507Net Income 2020: $20,1662020Revenue 2021: $702,656Expenses 2021: $507,666Net Income 2021: $194,9902021Revenue 2022: $371,834Expenses 2022: $514,974Net Income 2022: -$143,1402022Revenue 2023: $342,892Expenses 2023: $464,595Net Income 2023: -$121,7032023Revenue 2024: $593,519Expenses 2024: $497,566Net Income 2024: $95,9532024

Highlighted filing

2019

Revenue$429,891
Expenses$384,953
Net Income$44,938
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA SEDERPresident-$0--
PETER DOBBINSVice Preside-$0--
DEBORAH DOBBINS WARNERTreasurer-$0--
SUSAN MELANDSecretary-$0--
ALLAN D'ANNEOTrustee-$0--
ANDREA D'ANNEO ARDZROONITrustee-$0--
LEWIS DOBBINSTrustee-$0--
TIM KNUTHTrustee-$0--
JANET SIMMONDS POLLAKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charis Fund
EIN
94-6077619
Phone
5037818224
Address
PO BOX 82270, PORTLAND, OR 97282

Signing Officer

Name
Deborah Dobbins Warner
Title
Treasurer
Phone
5037818224
Signed
2020-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Verity Accountancy Pc
Address
4000 SE INTERNATIONAL WAY STE F203, MILWAUKIE, OR 97222-8864
Preparer
Jeffrey a Hart
Phone
5032815213
Raw XML AppendixShowing 400 of 893 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ANDREA D'ANNEO ARDZROONI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LEWIS DOBBINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7TIM KNUTH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7PALO ALTO
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DEBORAH DOBBINS WARNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 82270
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0EACH GROUP THAT CHARIS SUPPORTS MUST BE A NONPROFIT ORGANIZATION UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MAJORITY OF ORGANIZATIONS FUNDED BY CHARIS ARE LOCATED IN THE STATES OF CALIFORNIA, OREGON AND WASHINGTON WHERE THE TRUSTEES RESIDE. A CHARIS TRUSTEE MIGHT MAKE A SITE VISIT TO BECOME FAMILIAR WITH YOUR ORGANIZATION. APPLICATIONS SHOULD BE SUBMITTED TO EACH OF THE 9 TRUSTEES AT THEIR ADDRESS LISTED IN PART VIII. FOR THE MOST COMPLETE AND UP-TO-DATE INFORMATION ON GRANT GUIDELINES AND TRUSTEE ADDRESSES, PLEASE MAIL A WRITTEN REQUEST TO: CHARIS FUND PO BOX 271 SAN CARLOS, CA 94070-0171 GRANT APPLICATIONS SHOULD BE ON PAPER AND SENT BY MAIL ONLY. EACH OF THE 9 TRUSTEES LISTED IN PART VIII MUST RECEIVE A GRANT REQUEST PROPOSAL AT THEIR ADDRESS WITH ALL REQUIRED MATERIALS IN ORDER TO BE CONSIDERED. PLEASE INCLUDE THE FOLLOWING INFORMATION WITH YOUR PROPOSAL: 1. THE DOCUMENT DETERMINING THAT YOUR ORGANIZATION IS EXEMPT FOR FEDERAL INCOME TAX UNDER SECTIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DEBORAH DOBBINS WARNER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05037818224
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 82270
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097282
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE TRUSTEES OF CHARIS FUND PREFER TO GIVE SEED MONEY TO HELP INITIATE OR EXPAND PROGRAMS THAT WILL, ONCE ESTABLISHED, DEVELOP ONGOING AND SUSTAINABLE COMMUNITY SUPPORT, RATHER THAN PROVIDING ONGOING SUPPORT TO ESTABLISHED PROGRAMS AND CHARITIES. WE PREFER TO SUPPORT NOVEL PROGRAMS AIMED AT THE CAUSE OF A PROBLEM RATHER THAN TREATING THE SYMPTOMS. CHARIS NORMALLY DOES NOT GIVE TO THE ARTS, NOR TO COLLEGES AND UNIVERSITIES WHOSE ALUMNI/AE CAN PROVIDE NEEDED FINANCIAL SUPPORT. CHARIS IS PROHIBITED BY LAW FROM GIVING TO POLITICAL OR LOBBYING ORGANIZATIONS OR TO ONLY PRE-SELECTED CHARITIES. IT IS ALSO PROHIBITED FROM PROVIDING SCHOLARSHIPS OR SPONSORING INDIVIDUALS. CHARIS GRANTS TYPICALLY FALL IN THE 3,000 - 5,000 RANGE, SELDOM EXCEEDING 10,000.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 31 AND SEPTEMBER 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT RECORD EXPUNGEMENT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR NEW CARE SERVICES COORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2THERAPEUTIC AND CARING TOUCH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT FOR MAKING MEMORIES PROG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT FOR FAMILY NIGHT PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT TO PURCHASE REFRIGERATOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TRAINING FOR VETS IN PROF. BROADCAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT FOR MENT2B MENTORING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8YOUTH DEVELOPMENT MUSIC PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SUPPORT FOR FOSTER CARE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SUPPORT FOOD DISTRIBUTION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SUPPORT PEDIATRIC CANCER SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12RESIDENTIAL TREATMENT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13DAY CENTER KITCHEN RENOVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SUPPORTING TRAINING SERVICES PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GARDENING/COOKING EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SUPPORT FOR MEALS ON WHEELS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17AFTERSCHOOL PROG YOUTH W/DISABILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18BATHROOM UPGRADES FOR MEN'S SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19JUSTICE SYSTEM IMPACTED CHILDRENS PR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20FURNITURE FOR SE PORTLAND EXPANSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21SUPPORT FOR CHILD EQUINE THERAPY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,120,675
Liabilities
$0
Net assets
$3,120,675
Revenue
$429,891
Expenses
$384,953
Net income
$44,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.59$0.50$0.10
2023Summary only. Only limited summary data is available for this year.$3.06$0.00$0.34$0.46$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.37$0.51$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.70$0.51$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.39$0.37$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.43$0.38$0.04
2015Summary only. Only limited summary data is available for this year.$2.87$0.00$0.41$0.46$0.06
2014Summary only. Only limited summary data is available for this year.$2.92$0.00$0.77$0.52$0.24
2013Summary only. Only limited summary data is available for this year.$2.68$0.00$0.68$0.47$0.21
2012Summary only. Only limited summary data is available for this year.$2.47$0.00$0.60$0.39$0.21
2011Summary only. Only limited summary data is available for this year.$2.26$0.00$0.52$0.33$0.19