Civic Intelligence

Charis Fund

990PF • Fiscal year 2020 • EIN 94-6077619

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

50th percentile

5.1%

Higher net margin than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

0.8%

Faster asset growth than 41% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-8.4%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,144,728

Up $24,053 (+0.8%) from 2019

Net Assets

Up

$3,144,728

Up $24,053 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin50th percentile

Revenue

Down

$393,673

Down $36,218 (-8.4%) from 2019

Expenses

Down

$373,507

Down $11,446 (-3.0%) from 2019

Net Income

Down

$20,166

Down $24,772 (-55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2020

Assets$3,144,728
Liabilities$0
Net Assets$3,144,728
Open 2020 Filing

Operations Trend

Revenue Growth38th 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

2020

Revenue$393,673
Expenses$373,507
Net Income$20,166
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA SEDERPresident-$0--
PETER DOBBINSVice Preside-$0--
DEBORAH DOBBINS WARNERTreasurer-$0--
SUSAN MELANDSecretary-$0--
JOHN 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
2021-05-12
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 874 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MARIANO RANCHO, LLC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5INVESTMENT PROPERTY
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0199690
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0199690
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DIANA SEDER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DEBORAH DOBBINS WARNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUSAN MELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN D'ANNEO
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE CHARIS FUND WEBSITE IS CHARISFUND.ORG AND ON THIS SITE YOU CAN FIND GENERAL INFORMATION, GRANT REQUEST GUIDELINES AND LIMITATIONS AS WELL AS SUBMIT YOUR GRANT REQUESTS ONLINE. OUR EMAIL FOR QUESTIONS THAT ARE NOT ANSWERED ON THE WEBSITE IS [email protected]. GRANT APPLICATIONS SHOULD BE SUBMITTED AS ON PDF THROUGH THE WEBSITE ALONG WITH ONE PAPER COPY MAILED TO: CHARIS FUND PO BOX 270 SAN CARLOS, CA 94070-0171 PLEASE SUBMIT THE FOLLOWING INFORMATION WITH YOUR PROPOSAL: 1. A 2-4 PAGE DESCRIPTION OF YOUR ORGANIZATION AND THE SPECIFIC PROGRAM YOU HOPE CHARIS FUND WILL SUPPORT. THE GRANT REQUEST/DESCRIPTION CAN BE LONGER THAN INDICATED BUT WE DO HAVE MANY GRANT REQUESTS TO READ. CONCISE REQUESTS ARE GREATLY APPRECIATED. INFORMATION IN THE DESCRIPTION SHOULD INCLUDE THE DOLLAR AMOUNT OF YOUR REQUEST, THE CITY AND STATE WHERE YOUR ORGANIZATION IS LOCATED (UNLESS CLEARLY INDICATED ON YOUR LETTERHEAD) AND THE PERSON TO CONTACT WITH QUESTIONS. 2. THE IRS DOCUMENT INDICATING THAT YO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARIS FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 270
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN CARLOS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0940700171
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE GOAL OF THE CHARIS FUND IS TO GIVE "SEED MONEY" TO HELP INITIATE OR EXPAND PROGRAMS THAT, ONCE ESTABLISHED, WILL 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." LARGE ORGANIZATIONS ARE WELCOME TO REQUEST A GRANT AND ARE OFTEN FUNDED, BUT WE OFTEN GIVE PREFERENCE TO SMALLER ORGANIZATIONS WHERE OUR MODEST GRANTS MIGHT MAKE A BIGGER IMPACT. CHARIS FUND 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 3,000-6,000 RANGE, SELDOM EXCEEDING 10,000. GRANTS ARE SOMETIMES MADE FOR LESSER AMOUNTS THAN REQUESTED. EACH GROUP T
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 31 AND SEPTEMBER 30
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT RESEARCH ON CYSTIC FIBROSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT SERVICES FOR FOSTER CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR CHILD DEV. PROJECT ACES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROJECT UPGRADING KITCHEN AND DINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT FOR STAR PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PARENTING EDUCATION PILOT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6MENTAL HEALTH YOUTH OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT FOR STEP-UP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT FOR RESTORE FACILITY IMPROV.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9WA CTY DISABILITY BENEFITS ASSIS. PR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SUPPORT DURING COVID-19 CRISIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SUPPORT FOR BAGS OF LOVE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PROGRAM SUPPORT DURING COVID-19
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SUPPORT FOR MEALS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SUPPORT FOR MEALS ON WHEELS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SUPPORT FOR MA'AT YOUTH LEADERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SUPPORT FOR FOOD PROGRAM COVID-19
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SUPPORT FOR FOOD DELIVERY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18AUTISM EDUCATION EMPOWERMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SUPPORT FOR FOOD DISTRIBUTION PROG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SUPPORT FOR ACCELERATE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21TRAINING FOR TRAUMA INFORMED CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22SUPPORT DURING COVID-19 CRISIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23EMERGENCY DEPT. CLOTHING CLOSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24PET CRATES TO HOMELESS SHELTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25TWO PORTABLE ULTRASOUND MACHINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26SUPPORT FOR TECHNOLOGY UPGRADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28FOREVER FARMS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29CALIFORNIA WILDFIRE RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30PARTIAL SUPPORT TO HIRE NEW STAFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31CWS CHILDREN'S PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32STANWOOD CAMANO YOUTH PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33MEN'S SHELTER SHOWER RENOVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34MILL CREEK COMMUNITY FOOD BANK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,144,728
Liabilities
$0
Net assets
$3,144,728
Revenue
$393,673
Expenses
$373,507
Net income
$20,166
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
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.39$0.37$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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