Civic Intelligence

Caritas Charitable Trust

990PF • Fiscal year 2021 • EIN 27-6027165

Jun 01, 2020 to May 31, 2021 • Filed on Sep 23, 2021

Organization Profile
7116 San Pedro Avenue STE 123San Antonio, TX 78216

(210) 693-9082

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-147%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

$12,268

No earlier filing loaded for comparison.

Net Assets

$12,268

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

$2,733

No earlier filing loaded for comparison.

Expenses

$6,763

No earlier filing loaded for comparison.

Net Income

-$4,030

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2021: $12,268Liabilities 2021: $0Net Assets 2021: $12,2682021Assets 2022: $6,052Liabilities 2022: $0Net Assets 2022: $6,0522022Assets 2023: $2,248Liabilities 2023: $0Net Assets 2023: $2,2482023Assets 2024: $2,602Liabilities 2024: $0Net Assets 2024: $2,6022024

Highlighted filing

2021

Assets$12,268
Liabilities$0
Net Assets$12,268
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0-$10KRevenue 2021: $2,733Expenses 2021: $6,763Net Income 2021: -$4,0302021Revenue 2022: $1,001Expenses 2022: $7,218Net Income 2022: -$6,2172022Revenue 2023: $7,475Expenses 2023: $11,280Net Income 2023: -$3,8052023Revenue 2024: $31,469Expenses 2024: $31,115Net Income 2024: $3542024

Highlighted filing

2021

Revenue$2,733
Expenses$6,763
Net Income-$4,030
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna ArmstrogTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Caritas Charitable Trust
EIN
27-6027165
Address
7116 San Pedro Avenue STE 123, San Antonio, TX 78216

Signing Officer

Name
Anna Armstrong
Title
Trustee
Phone
2107107582
Signed
2021-09-23
Discuss with paid preparer
No

Preparer

Firm
Alexander Cockerill PC
Address
929 Contour Drive, San Antonio, TX 78212
Preparer
Alexander Cockerill
Phone
2106939082
Raw XML Appendix348 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 Park Avenue Suite 1653
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 880
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5404 N Alamo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67620 W Loop 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73300 N Broad Pl SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83966 McKinney Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9150 M St 1070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO Box 9
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Houston
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Antonio
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0675
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07731
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036157
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05448
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0640
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0640
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0640
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0640
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0148
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0148
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0148
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0598
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increase in Value of Investments
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna Armstrong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02107107582
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caritas Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0276027165
ReturnHeader/Filer/USAddress/AddressLine1Txt07116 San Pedro Avenue STE 123
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831595848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexander Cockerill PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0929 Contour Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078212
ReturnHeader/PreparerPersonGrp/PhoneNum02106939082
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexander Cockerill
ReturnHeader/ReturnTs02021-09-23T11:48:00-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anna
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Armstrong
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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
$12,268
Liabilities
$0
Net assets
$12,268
Revenue
$2,733
Expenses
$6,763
Net income
-$4,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$31.5$31.1$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$7.48$11.3$3.81
2022Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$1.00$7.22$6.22
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$2.73$6.76$4.03