Civic Intelligence

Caritas Charitable Trust

990PF • Fiscal year 2024 • EIN 27-6027165

Jun 01, 2023 to May 31, 2024 • Filed on Sep 19, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

1.1%

Higher net margin than 47% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

321%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$2,602

Up $354 (+16%) from 2023

Net Assets

Up

$2,602

Up $354 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin47th percentile

Revenue

Up

$31,469

Up $23,994 (+321%) from 2023

Expenses

Up

$31,115

Up $19,835 (+176%) from 2023

Net Income

Up

$354

Up $4,159 (+109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2024

Assets$2,602
Liabilities$0
Net Assets$2,602
Open 2024 Filing

Operations Trend

Revenue Growth96th 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

2024

Revenue$31,469
Expenses$31,115
Net Income$354
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 19, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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 Armstrog
Title
Trustee
Signed
2024-09-19
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 Appendix288 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/UndistributedIncomeGrp/QualifyingDistributionsAmt05615
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05290
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035677
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030387
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANNA CATHERINE ARMSTRONG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0140 CAS-HILLS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Antonio
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078213
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06468
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Loan Repayment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Argyle Christmas Gifts
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Loan
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025000
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna Armstrog
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-19
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER COCKERILL
ReturnHeader/ReturnTs02024-09-19T14:23:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,602
Liabilities
$0
Net assets
$2,602
Revenue
$31,469
Expenses
$31,115
Net income
$354
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