Civic Intelligence

Caritas Charitable Trust

990PF • Fiscal year 2022 • EIN 27-6027165

Jun 01, 2021 to May 31, 2022 • Filed on Oct 28, 2022

Organization Profile
140 Cas-Hills DriveSan Antonio, TX 78213

(210) 693-9082

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-621%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

9th percentile

-51%

Faster asset growth than 9% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-63%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$6,052

Down $6,216 (-51%) from 2021

Net Assets

Down

$6,052

Down $6,216 (-51%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$1,001

Down $1,732 (-63%) from 2021

Expenses

Up

$7,218

Up $455 (+6.7%) from 2021

Net Income

Down

-$6,217

Down $2,187 (-54%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2022

Assets$6,052
Liabilities$0
Net Assets$6,052
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

2022

Revenue$1,001
Expenses$7,218
Net Income-$6,217
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Oct 28, 2022
Return Version
2021v4.2
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
140 Cas-Hills Drive, San Antonio, TX 78213

Signing Officer

Name
Anna Armstrong
Title
Trustee
Signed
2022-10-28
Discuss with paid preparer
No

Preparer

Firm
Alexander Cockerill PC
Address
929 East Contour Drive, San Antonio, TX 78212
Preparer
Alexander Cockerill
Phone
2106939082
Raw XML Appendix292 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08233
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0831
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07402
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0123
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08110
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMERICAN FOUNDATION OF SAVOY ORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CACTUS PEAR MUSIC FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CHURCH OF THE INCARNATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE MARIPOSA DIFFERENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6BASILICA OF THE LITTLE FLOWER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7MUSICAL BRIDGES AROUND THE WORLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8ORDER OF SAINT JOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9THE CONSERVATION SOCIETY OF SAN ANT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51150 N LOOP WEST SUITE 108-105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61715 N ZARSAMORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt723705 FRONTAGE ROAD SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81850 M STREET NW SUITE 1070
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0406
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0675
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036178
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05469
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05791
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05469
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041626
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036157
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0675
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Fees for Return Preparation
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0623
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Overdraft Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Check Ordering
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding Discrepancy
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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/SignatureDt02022-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caritas Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0276027165
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 Cas-Hills Drive
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078213
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831595848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexander Cockerill PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0929 East Contour Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078212
ReturnHeader/PreparerPersonGrp/PhoneNum02106939082
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER COCKERILL
ReturnHeader/ReturnTs02022-10-28T16:24:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anna
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Armstrong
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,052
Liabilities
$0
Net assets
$6,052
Revenue
$1,001
Expenses
$7,218
Net income
-$6,217
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