Civic Intelligence

Joe and Teresa Long Char Trust

EIN 30-6670694 • 501(c)3 • Pennington, NJ

Profile

To distribute money to: benefit the university of texas health science center at san antonio and benefit teresa lozano long institute of latin american studies at the university of texas at austin

PO Box 1532Pennington, NJ 08534

n/A

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

14%

Higher net margin than 42% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$15,332

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

0.6%

Faster asset growth than 33% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-6.1%

Faster revenue growth than 26% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,934,939

Up $10,689 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,934,939

Up $10,689 (+0.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Down

$91,398

Down $5,923 (-6.1%) from 2023

Expenses

Up

$78,993

Up $9,120 (+13%) from 2023

Net Income

Down

$12,405

Down $15,043 (-55%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2022: $1,897,364Liabilities 2022: $0Net Assets 2022: $1,897,3642022Assets 2023: $1,924,250Liabilities 2023: $0Net Assets 2023: $1,924,2502023Assets 2024: $1,934,939Liabilities 2024: $0Net Assets 2024: $1,934,9392024

Highlighted filing

2024

Assets$1,934,939
Liabilities$0
Net Assets$1,934,939
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$200K$100K$0-$100K-$200KRevenue 2022: -$23,616Expenses 2022: $106,135Net Income 2022: -$129,7512022Revenue 2023: $97,321Expenses 2023: $69,873Net Income 2023: $27,4482023Revenue 2024: $91,398Expenses 2024: $78,993Net Income 2024: $12,4052024

Highlighted filing

2024

Revenue$91,398
Expenses$78,993
Net Income$12,405
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,934,939
Liabilities
$0
Net assets
$1,934,939
Revenue
$91,398
Expenses
$78,993
Net income
$12,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.09$0.08$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.10$0.07$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.02$0.11$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$1,554,065
Mission and Program Overview

Mission

To distribute money to: benefit the university of texas health science center at san antonio and benefit teresa lozano long institute of latin american studies at the university of texas at austin

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,824,529$1,869,389▲ $44,860
Savings and Temporary Cash Investments$99,183$61,627▼ $37,556
Cash and Non-Interest-Bearing Accounts$538$3,923▲ $3,385
Total Assets$1,924,250$1,934,939▲ $10,689
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,924,250$1,934,939▲ $10,689
Total Net Assets Fund Balance$1,924,250$1,934,939▲ $10,689
Total Liabilities and Net Assets / Fund Balance$1,924,250$1,934,939▲ $10,689
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleBaseTotal
-Trustee$15,332$15,332
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$91,398
Other Revenue
$0
Change in Net Assets
$12,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$62,970
Salaries, Compensation, and Employee Benefits$15,525
Other Expenses$498
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,970--$62,970
Current Officers, Directors, Trustees, and Key Employees$9,312$6,213-$15,525
Other Expenses-$5-$5
Total Functional Expenses$72,282$6,711$0$78,993
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Texas Healt Ctr at San AntonioSan Antonio, TX501(c)(3)General Operating Purposes$47,228
University of Texas at AustinAustin, TX501(c)(3)General Operating Purposes$15,743
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Meetins with supported organizations are documented”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The organization does not have any committees”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 990 is provided to the trustee upon completion of review. Any discrepancies identified during review are noted prior to filing form 990”

Form 990, Page 6, Part VI, Line 19

“The form 990 is not made available to the public”

Filing and Contact Details

Filer

Filer Name
Joe and Teresa Long Char Trust
EIN
30-6670694
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Py purchase of accrued interest: $13, roc on cy sales $(4); mutual fund timing difference $511; py pending sales $25; cy purchase of accrued interest: $(1,286); py roc adj $(1,028); cost basis adj $53”

Raw XML AppendixShowing 400 of 411 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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IRS990/OtherWebsiteInd0X
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF TEXAS AT AUSTIN
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF TEXAS AT AUSTIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF TEXAS HEALT CTR AT SAN ANTONIO
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE AND SUPPORTED ORGANIZATION ARE IN CLOSE CONTACT THROUGHOUT THE YEAR TO MONITOR USE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINS WITH SUPPORTED ORGANIZATIONS ARE DOCUMENTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PROVIDED TO THE TRUSTEE UPON COMPLETION OF REVIEW. ANY DISCREPANCIES IDENTIFIED DURING REVIEW ARE NOTED PRIOR TO FILING FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PY PURCHASE OF ACCRUED INTEREST: $13, ROC ON CY SALES $(4); MUTUAL FUND TIMING DIFFERENCE $511; PY PENDING SALES $25; CY PURCHASE OF ACCRUED INTEREST: $(1,286); PY ROC ADJ $(1,028); COST BASIS ADJ $53
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt078993
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt062971
IRS990/TotalReportableCompFromOrgAmt015332
IRS990/TotalRevenueGrp/ExclusionAmt091398
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091398
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01924250
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01934939
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128523049
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOE AND TERESA LONG CHAR TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOEA
ReturnHeader/Filer/EIN0306670694
ReturnHeader/Filer/PhoneNum02128523049
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1532
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH

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