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Fondation Caris

Not tax-deductible

Colleyville, TX501(c)(3)Human Services EIN 98-1496423Revenue $2.0M in FY2024

On file with the IRS55 Main St Ste 200, 76034-2956 · Colleyville, TXTax-exempt since Dec 2020Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the Fondation Caris is to help those in need and strengthen communities by establishing programs and providing direct services to meet the medical, housing, nutritional and well-being needs.

90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $247K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$107K
46% of total assets
Looks good: liabilities are 46% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 4 voting members
Worth a look: 1 of 4 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
Spent
$1.9M
To programs
90%
Net assets
$127K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $1.7M Management & general 10% · $181K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Kerlyne Zephir
Treasurer - Partial Year
$0Pt VII · Sec A
Junior Lima
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Fondation Caris executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides medical, housing, food, and well-being services to help people and strengthen communities.

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Provided by the organization

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1 program · $1.7M · in their own filed words · FY2024
01

The mission of the fondation caris is to help those in need and strengthen communities by establishing programs and providing direct services to meet the medical, housing, nutritional and well-being needs.

$1.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Caris Foundation InternationalFY2024$247K
Total grants receivedfrom 1 funder$247K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$2.0M
Money outPt IX
$1.9M
Ln 25
Programscol B$1.7M
Managementcol C$181K
Owns and owesPt X
$127K
net assets · Ln 32
Cash and savingsLn 1–2$197K
Total assetsLn 16$235K
LiabilitiesLn 26$107K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$197K
Cash and savings togetherLn 1–2$197K
Other assetsLn 15$10K
Total assetsLn 16$235K
LiabilitiesLn 26$107K
Net assetsLn 32$127K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$0$197K
Total assetsLn 16$0$235K
LiabilitiesLn 26$0$107K
Net assetsLn 32$0$127K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$75K$75K
Other salaries and wagesLn 7$583K$504K$79K
Other employee benefitsLn 9$285K$250K$34K
Payroll taxesLn 10$23K$20K$3K
Accounting feesLn 11c$25K$21K$4K
Other fees for servicesLn 11g$95K$83K$11K
Advertising and promotionLn 12$250$250
Office expensesLn 13$74K$69K$5K
OccupancyLn 16$70K$70K
TravelLn 17$138K$128K$10K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$491K$456K$35K
Total functional expensesLn 25$1.9M$1.7M$181K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.0M$1.9M$119K$127K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,980,437 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$1,980,437
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $0$1,980,437
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$966,101
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$895,188
I-18 Total expensesPrior year $0$1,861,289
I-19 Revenue less expensesPrior year $0$119,148
Part VI · Governance 1 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members1
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,980,437 across 3 lines filed
VIII-1f All other contributions, gifts and grants$1,980,437
VIII-1h Total contributions, gifts and grants$1,980,437
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$1,980,437
Part IX · Statement of functional expenses $1,861,289 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $75,036$75,036
IX-7 Other salaries and wagesPrograms $504,216 · Management $79,106$583,322
IX-9 Other employee benefitsPrograms $250,446 · Management $34,202$284,648
IX-10 Payroll taxesPrograms $20,320 · Management $2,775$23,095
IX-11c Accounting feesPrograms $20,843 · Management $3,873$24,716
IX-11g Other fees for servicesPrograms $83,334 · Management $11,381$94,715
IX-12 Advertising and promotionPrograms $250$250
IX-13 Office expensesPrograms $69,461 · Management $4,730$74,191
IX-16 OccupancyPrograms $70,219$70,219
IX-17 TravelPrograms $127,746 · Management $10,099$137,845
IX-23 InsurancePrograms $2,146$2,146
IX-24 Other expenses (24a–d)Programs $456,178 · Management $34,928$491,106
IX-25 Total functional expensesPrograms $1,680,195 · Management $181,094 · Fundraising $0$1,861,289
Part X · Balance sheet $234,527 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $0$196,901
X-4 Accounts receivableStart of year $0$27,626
X-15 Other assetsStart of year $0$10,000
X-16 Total assetsStart of year $0$234,527
X-25 Other liabilitiesStart of year $0$107,064
X-26 Total liabilitiesStart of year $0$107,064
X-27 Net assets without donor restrictions$127,463
X-32 Total net assets or fund balancesStart of year $0$127,463
X-33 Total liabilities and net assetsStart of year $0$234,527
Part XI · Reconciliation of net assets $127,463 net assets at year end
XI-1 Total revenue$1,980,437
XI-2 Total expenses$1,861,289
XI-3 Revenue less expenses$119,148
XI-4 Net assets at start of year$0
XI-9 Other changes in net assets$8,315
XI-10 Net assets at end of year$127,463

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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