Civic Intelligence

Carlos M Batista Foundation

EIN 26-0855208 • New York, NY

Pub. 78 EligibleNTEE T20
388 Greenwich St Tax 19th FLNew York, NY 10013
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

55th percentile

26%

Higher net margin than 55% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

5.4%

Faster asset growth than 63% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

83%

Faster revenue growth than 68% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,119,623

Up $109,248 (+5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,119,623

Up $109,248 (+5.4%) from 2023

Revenue

Up

$222,774

Up $101,139 (+83%) from 2023

Expenses

Down

$165,380

Down $76,210 (-32%) from 2023

Net Income

Up

$57,394

Up $177,349 (+148%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,918,809Liabilities 2020: $0Net Assets 2020: $1,918,8092020Assets 2021: $2,251,485Liabilities 2021: $0Net Assets 2021: $2,251,4852021Assets 2022: $2,128,131Liabilities 2022: $0Net Assets 2022: $2,128,1312022Assets 2023: $2,010,375Liabilities 2023: $0Net Assets 2023: $2,010,3752023Assets 2024: $2,119,623Liabilities 2024: $0Net Assets 2024: $2,119,6232024

Highlighted filing

2024

Assets$2,119,623
Liabilities$0
Net Assets$2,119,623

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2020: $72,747Expenses 2020: $141,509Net Income 2020: -$68,7622020Revenue 2021: $488,399Expenses 2021: $150,708Net Income 2021: $337,6912021Revenue 2022: $13,027Expenses 2022: $135,430Net Income 2022: -$122,4032022Revenue 2023: $121,635Expenses 2023: $241,590Net Income 2023: -$119,9552023Revenue 2024: $222,774Expenses 2024: $165,380Net Income 2024: $57,3942024

Highlighted filing

2024

Revenue$222,774
Expenses$165,380
Net Income$57,394

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CITIGROUP TRUSTTtee, As Req'D-$0--
Filing and Contact Details

Filer

Filer Name
Carlos M Batista Foundation
EIN
26-0855208
Phone
8002853000
Address
388 GREENWICH ST TAX 19TH FL, NEW YORK, NY 10013

Signing Officer

Name
Michael J Carolan
Title
Trustee
Phone
8002853000
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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