Civic Intelligence

Charis Fund

990PF • Fiscal year 2021 • EIN 94-6077619

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

Organization Profile
1002A N Springbrook Road 209Newberg, OR 97132

(503) 781-8224

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

68th percentile

28%

Higher net margin than 68% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

47th percentile

6.0%

Faster asset growth than 47% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

78%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,334,442

Up $189,714 (+6.0%) from 2020

Net Assets

Up

$3,334,442

Up $189,714 (+6.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin68th percentile

Revenue

Up

$702,656

Up $308,983 (+78%) from 2020

Expenses

Up

$507,666

Up $134,159 (+36%) from 2020

Net Income

Up

$194,990

Up $174,824 (+867%) from 2020

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

2021

Assets$3,334,442
Liabilities$0
Net Assets$3,334,442
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$702,656
Expenses$507,666
Net Income$194,990
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA SEDERPresident-$0--
PETER DOBBINSVice Preside-$0--
SUSAN MELANDSecretary-$0--
DEBORAH DOBBINS WARNERTreasurer-$0--
MICHAEL CHAPPELLETrustee-$0--
ANDREA D'ANNEO ARDZROONITrustee-$0--
JOHN D'ANNEOTrustee-$0--
GALEN DOBBINSTrustee-$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
1002A N SPRINGBROOK ROAD 209, NEWBERG, OR 97132

Signing Officer

Name
Deborah Dobbins Warner
Title
Treasurer
Phone
5037818224
Signed
2022-04-27
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 1,085 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/PersonNm4MICHAEL CHAPPELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ANDREA D'ANNEO ARDZROONI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9TIM KNUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10JANET SIMMONDS POLLAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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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 ONE 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 Y
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARIS FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 270
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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/GrantOrContributionPurposeTxt0WELLNESS INITIATIVE FOR WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FAUCETS AND HAND SANTIZING STATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2KINSHIP CARE SUPPORT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUMMER FAN ADVOCATE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4RELIEF NURSERY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ACADEMIC ENRICHMENT CURRICULUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6JOB EXPLORATION EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SAFE FAMILIES FOR CHILDREN PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8NORTH CENTRAL WA YOUTH OUTDOOR PROG

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,334,442
Liabilities
$0
Net assets
$3,334,442
Revenue
$702,656
Expenses
$507,666
Net income
$194,990
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
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