The Carter Martinez Charitable Trust

990PF • Fiscal year 2021 • EIN 13-7186558

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 26, 2021

Organization Profile

5395 S Logan DriveGreenwood Village, CO 80121-1213

(303) 789-1669

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-820%

Higher net margin than 1% of similar nonprofits.

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

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

5.8%

Faster asset growth than 47% of similar nonprofits.

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

-96%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets31st percentile

Assets

$1,478,887

Up $81,142 (+5.8%) from 2020

Net Assets

$1,478,887

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin1st percentile

Revenue

Down

$21,482

Down $525,427 (-96%) from 2020

Expenses

$197,658

Up $20,951 (+12%) from 2020

Net Income

Down

-$176,176

Down $546,378 (-148%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$1,478,887

Liabilities$0

Net Assets$1,478,887

Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$21,482

Expenses$197,658

Net Income-$176,176

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2020 to Jun 30, 2021
Signed: Oct 26, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATHERINE C MARTINEZ	Trustee	PT	$0	-	-
ALEX MARTINEZ	Trustee	PT	$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: 2021-10-26
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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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3037891669
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	KATHERINE C MARTINEZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	EL SISTEMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	NATURE & WILDLIFE DISCOVERY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	REED COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	SU TEATRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 945
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 99
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	3203 SE WOODSTOCK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	721 SANTA FE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BEULAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	27702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	81023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	97202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	80204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	193000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	70579
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	70579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	129431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	40927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	32346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	33165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	9122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	9122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	358290
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	122421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	129431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	40927
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	32346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	33165
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	193000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	122421
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	367412
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	244991
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	3626
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ACCRUED INTEREST ON BONDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	3589
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	3589
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	257318
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	INCREASE IN MARKET VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2939
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2939
TaxesSchedule/TaxesDetail/Amt	0	469
TaxesSchedule/TaxesDetail/CategoryTxt	0	2020 TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATHERINE MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3037891669
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE CARTER MARTINEZ CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	CART
ReturnHeader/Filer/EIN	0	137186558
ReturnHeader/Filer/PhoneNum	0	3037891669
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5395 S LOGAN DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	GREENWOOD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	801211213
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	050435508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	EDWARD M AVARISTA CPA LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	240 CHESTNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WARWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02888
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4014673333
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	EDWARD M AVARISTA
ReturnHeader/ReturnTs	0	2021-10-26T10:14:28-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	MARTINEZ
ReturnHeader/TaxPeriodBeginDt	0	2020-07-01
ReturnHeader/TaxPeriodEndDt	0	2021-06-30
ReturnHeader/TaxYr	0	2020

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: $1,478,887
Liabilities: $0
Net assets: $1,478,887
Revenue: $21,482
Expenses: $197,658
Net income: -$176,176

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.06	$0.15	$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.10	$0.00	$1.10	$0.21	$0.15	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12	$0.02	$0.10	$0.08
2022Detailed filing. Detailed filing data is available for this year.	$1.11	$0.00	$1.11	$0.04	$0.22	$0.18
2021Detailed filing. Detailed filing data is available for this year.	$1.48	$0.00	$1.48	$0.02	$0.20	$0.18
2020Summary only. Only limited summary data is available for this year.	$1.40	$0.00		$0.55	$0.18	$0.37
2016Summary only. Only limited summary data is available for this year.	$0.56	$0.00		$0.02	$0.04	$0.02
2015Summary only. Only limited summary data is available for this year.	$0.61	$0.00		$0.03	$0.03	$0.00
2014Summary only. Only limited summary data is available for this year.	$0.71	$0.00		$0.04	$0.04	$0.01
2013Summary only. Only limited summary data is available for this year.	$0.70	$0.00		$0.02	$0.03	$0.01
2012Summary only. Only limited summary data is available for this year.	$0.49	$0.00		$0.01	$0.03	$0.01