Civic Intelligence

The Carter Martinez Charitable Trust

EIN 13-7186558 • Greenwood Village, CO

5395 S Logan DriveGreenwood Village, CO 80121-1213
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

3rd percentile

-170%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

23rd percentile

-4.4%

Faster asset growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,048,601

Down $48,164 (-4.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,048,601

Down $48,164 (-4.4%) from 2024

Revenue

Down

$55,641

Down $157,100 (-74%) from 2024

Expenses

Down

$150,481

Down $1,963 (-1.3%) from 2024

Net Income

Down

-$94,840

Down $155,137 (-257%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $493,119Liabilities 2012: $02012Assets 2013: $696,166Liabilities 2013: $02013Assets 2014: $707,164Liabilities 2014: $02014Assets 2015: $608,729Liabilities 2015: $02015Assets 2016: $560,316Liabilities 2016: $02016Assets 2020: $1,397,745Liabilities 2020: $02020Assets 2021: $1,478,887Liabilities 2021: $0Net Assets 2021: $1,478,8872021Assets 2022: $1,113,938Liabilities 2022: $0Net Assets 2022: $1,113,9382022Assets 2023: $1,116,981Liabilities 2023: $0Net Assets 2023: $1,116,9812023Assets 2024: $1,096,765Liabilities 2024: $0Net Assets 2024: $1,096,7652024Assets 2025: $1,048,601Liabilities 2025: $0Net Assets 2025: $1,048,6012025

Highlighted filing

2025

Assets$1,048,601
Liabilities$0
Net Assets$1,048,601

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $13,209Expenses 2012: $27,841Net Income 2012: -$14,6322012Revenue 2013: $19,496Expenses 2013: $27,855Net Income 2013: -$8,3592013Revenue 2014: $43,693Expenses 2014: $36,225Net Income 2014: $7,4682014Revenue 2015: $31,489Expenses 2015: $33,719Net Income 2015: -$2,2302015Revenue 2016: $20,393Expenses 2016: $38,981Net Income 2016: -$18,5882016Revenue 2020: $546,909Expenses 2020: $176,707Net Income 2020: $370,2022020Revenue 2021: $21,482Expenses 2021: $197,658Net Income 2021: -$176,1762021Revenue 2022: $36,380Expenses 2022: $217,577Net Income 2022: -$181,1972022Revenue 2023: $20,136Expenses 2023: $102,244Net Income 2023: -$82,1082023Revenue 2024: $212,741Expenses 2024: $152,444Net Income 2024: $60,2972024Revenue 2025: $55,641Expenses 2025: $150,481Net Income 2025: -$94,8402025

Highlighted filing

2025

Revenue$55,641
Expenses$150,481
Net Income-$94,840

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 24, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE C MARTINEZTrusteePT$0--
ALEX MARTINEZTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Carter Martinez Charitable Trust
EIN
13-7186558
Phone
3037891669
Address
5395 S LOGAN DRIVE, GREENWOOD VILLAGE, CO 80121-1213

Signing Officer

Name
Katherine Martinez
Title
Trustee
Phone
3037891669
Signed
2025-11-24
Discuss with paid preparer
Yes

Preparer

Firm
Edward M Avarista CPA Ltd
Address
240 CHESTNUT STREET, WARWICK, RI 02888
Preparer
Edward M Avarista
Phone
4014673333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALLISON TRANSMISSION HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALPHABET INC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ASML HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ASSA ABLOY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AUTO TRADER GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BENTLEY SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BERKLEY WR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BJS WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BRIGHT HORIZONS FAMILY SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CANADIAN NATURAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CF INDUSTRY HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHEMMED CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CHOICE HOTELS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CLICKS GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COLOPLAST SPONS ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COMPUTERSHARE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COOPER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CSL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DIAGEO ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DIPLOMA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EOG RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EQUIFAX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EXPERIAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EXPONET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FAIR ISAAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FORTINET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GJENSIDIGE FORSIKRING ASA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45H & R BLOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46H & R BLOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HALMA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HDFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HENRY JACK ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HEXAGON AB ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HONG KONG EXCHANGES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HOYA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56IMCD NV UNSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57INDITEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INTERACTIVE BROKERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JEFFERIES FIN GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LCI INDS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LENNOX INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LONDON STOCK EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LPL FINANCIAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LVMH MOET HENNESSY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71M3 INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73META PLATFORMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MGIC INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PERNOD RICARD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81RECRUIT HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82RELX SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83RENTOKIL INITIAL SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85RYDER SYSTEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SAIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SAP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SARTORIUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SHIMANO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SITEONE LANDSCAPE SUPPLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SUNCOR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TELEDYNE TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TENCENT HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95THOR INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TOTVS SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UNION PAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100UNIVERSAL MUSIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VAT GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VERISK ANALYTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VISTRA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WOLTERS KLUWERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108ZEBRA TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109ZURN ELKAY WATER SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110HAMILTON LANE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111OLLIES BARGAIN OUTLET HLDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112SERVICE TITAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113UNIVERSAL DISPLAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114ESSILOR LUXOTTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115INTERCONTINENTAL HOTELS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116INGREDION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VICI PPTYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118AMAZON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120NRG ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123TEXAS PACIFIC LAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124QUALCOMM INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt051789
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt051789
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt147756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt228779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt349183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt464678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt516237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt631579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt731794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt817526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKROCK HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JP MORGAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD SCOTTSDALE FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD SCOTTSDALE LONG TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD SCOTTSDALE VANGUARD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MEDALIST PART SHORT DURATION

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