Civic Intelligence

Charis Fund

990PF • Fiscal year 2023 • EIN 94-6077619

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

24th percentile

-4.0%

Faster asset growth than 24% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-7.8%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$3,063,308

Flat from 2023

Net Assets

$3,063,308

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Flat

$342,892

Flat from 2023

Expenses

Flat

$464,595

Flat from 2023

Net Income

Flat

-$121,703

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th 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: $0Net Assets 2023: $3,063,3082023Assets 2023: $3,063,308Liabilities 2023: $12023Assets 2024: $3,156,412Liabilities 2024: $0Net Assets 2024: $3,156,4122024

Highlighted filing

2023

Assets$3,063,308
Liabilities$0
Net Assets$3,063,308
Open 2023 Filing

Operations Trend

Revenue Growth29th 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 2023: $342,892Expenses 2023: $464,595Net Income 2023: -$121,7032023Revenue 2024: $593,519Expenses 2024: $497,566Net Income 2024: $95,9532024

Highlighted filing

2023

Revenue$342,892
Expenses$464,595
Net Income-$121,703
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA SEDERPresident-$0--
PETER DOBBINSVice Preside-$0--
MICHAEL CHAPPELLESecretary-$0--
DEBORAH DOBBINS WARNERTreasurer-$0--
DAVID 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
2024-05-06
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 1,003 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/PersonNm2MICHAEL CHAPPELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DEBORAH DOBBINS WARNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAVID CHAPPELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ANDREA D'ANNEO ARDZROONI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JOHN D'ANNEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7GALEN DOBBINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8LEWIS DOBBINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9TIM KNUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10JANET SIMMONDS POLLAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE CHARIS FUND IS A SMALL PRIVATE FOUNDATION WITH 11 VOLUNTEER TRUSTEES. WE HAVE A LIMITED AMOUNT OF ANNUAL FUNDING AND IN RECENT YEARS HAVE SEEN REQUESTS FOR GRANTS INCREASE FAR BEYOND OUR FUNDING CAPABILITIES. AT THE SAME TIME, THE DOLLARS GIVEN DO NOT GO AS FAR AS THEY USED TO. BECAUSE WE HAVE LIMITED FUNDS, THE CHARIS FUND LIMITS THE NUMBER OF GRANT REQUESTS CONSIDERED TO 50 IN SPRING AND 50 IN FALL. IN THE HOPES OF A MORE EQUITABLE PROCESS, WE HAVE SET-UP A 2-PART PROCESS. FIRST PHASE IS SUBMISSION OF A SINGLE PAGE EXECUTIVE SUMMARY FOR REQUESTING A GRANT: O ORGANIZATIONS ARE ASKED TO PREPARE A SINGLE PAGE PDF REQUEST WITH THE FOLLOWING INFORMATION: O NAME, ADDRESS AND WEBSITE OF ORGANIZATION O AMOUNT OF FUNDING REQUESTED (NOT MORE THAN 7,500) O A SHORT, 2-3 PARAGRAPH EXECUTIVE SUMMARY WITH SOME INFORMATION ABOUT YOUR ORGANIZATION BUT MORE IMPORTANTLY, THE PROJECT OR PROGRAM FOR WHICH FUNDING IS REQUESTED. O YOUR ORGANIZATION'S NAME MUST BE ON THE SUMMARY AND IN THE NAME OF THE P
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARIS FUND
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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/SubmissionDeadlinesTxt0MID-JANUARY, MID-JULY (EXACT DATES AND TIMES TO BE POSTED ON THE WEBSITE WWW.CHARISFUND.ORG).
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PURCHASE REFRIGERATOR AND ELECTRICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HOUSING PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OREGON ALS FAMILY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FREE AIR TRANSPORT FOR MEDICAL CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CLOTHING & HYGIENE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5HELPING DISABLED TO ACCESS SSI/SSD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6MENTAL HEALTH COUNSELING SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITY RESOURCE HUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT FOR FOOD PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9HOMELESS PREVENTION & EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10STEM CODING PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11BEHAVIORAL HEALTH SKILLS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SOCIAL EMOTIONAL WELLNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FOOD INSECURITY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14HUNGER RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15FOOD STAND CONSTRUCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16YOUNG ADULTS MENTAL HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CHARITABLE CARE & COMPLIMENTARY CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18TRAINING MANAGER SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19FOSTER CARE CHILD ADVOCACY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,063,308
Liabilities
$0
Net assets
$3,063,308
Revenue
$342,892
Expenses
$464,595
Net income
-$121,703
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
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.34$0.46$0.12
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