Civic Intelligence

Caritas Hall Association

EIN 37-1120435 • 501(c)3 • Sherman, IL

Profile

Provide funds to related charities

PO Box 349Sherman, IL 62684
Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.13x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-9.7%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

34th percentile

-0.8%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$2,021,269

Up $56,215 (+2.9%) from 2022

Liabilities

Down

$65,704

Down $3,128 (-4.5%) from 2022

Net Assets

Up

$1,955,565

Up $59,343 (+3.1%) from 2022

Revenue

Down

$503,227

Down $8,032 (-1.6%) from 2022

Expenses

Up

$552,221

Up $54,538 (+11%) from 2022

Net Income

Down

-$48,994

Down $62,570 (-461%) from 2022

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,202,713Liabilities 2010: $1,119,520Net Assets 2010: $1,083,1932010Assets 2011: $2,253,615Liabilities 2011: $906,375Net Assets 2011: $1,347,2402011Assets 2012: $2,123,798Liabilities 2012: $698,503Net Assets 2012: $1,425,2952012Assets 2014: $2,315,134Liabilities 2014: $658,015Net Assets 2014: $1,657,1192014Assets 2015: $2,271,923Liabilities 2015: $521,527Net Assets 2015: $1,750,3962015Assets 2016: $2,201,747Liabilities 2016: $302,550Net Assets 2016: $1,899,1972016Assets 2017: $2,048,550Liabilities 2017: $142,616Net Assets 2017: $1,905,9342017Assets 2018: $1,883,067Liabilities 2018: $64,447Net Assets 2018: $1,818,6202018Assets 2019: $1,939,973Liabilities 2019: $63,570Net Assets 2019: $1,876,4032019Assets 2020: $1,861,311Liabilities 2020: $58,815Net Assets 2020: $1,802,4962020Assets 2021: $1,951,758Liabilities 2021: $69,082Net Assets 2021: $1,882,6762021Assets 2022: $1,965,054Liabilities 2022: $68,832Net Assets 2022: $1,896,2222022Assets 2024: $2,021,269Liabilities 2024: $65,704Net Assets 2024: $1,955,5652024

Highlighted filing

2024

Assets$2,021,269
Liabilities$65,704
Net Assets$1,955,565

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $700,8062010Expenses 2011: $628,9782011Expenses 2012: $620,4782012Revenue 2014: $658,324Expenses 2014: $499,285Net Income 2014: $159,0392014Revenue 2015: $619,138Expenses 2015: $525,861Net Income 2015: $93,2772015Revenue 2016: $681,771Expenses 2016: $532,970Net Income 2016: $148,8012016Revenue 2017: $546,984Expenses 2017: $540,247Net Income 2017: $6,7372017Revenue 2018: $471,982Expenses 2018: $559,296Net Income 2018: -$87,3142018Revenue 2019: $530,581Expenses 2019: $472,798Net Income 2019: $57,7832019Revenue 2020: $375,422Expenses 2020: $449,330Net Income 2020: -$73,9082020Revenue 2021: $581,888Expenses 2021: $501,708Net Income 2021: $80,1802021Revenue 2022: $511,259Expenses 2022: $497,683Net Income 2022: $13,5762022Revenue 2024: $503,227Expenses 2024: $552,221Net Income 2024: -$48,9942024

Highlighted filing

2024

Revenue$503,227
Expenses$552,221
Net Income-$48,994

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.07$1.96$0.50$0.55$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.07$1.90$0.51$0.50$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.07$1.88$0.58$0.50$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.06$1.80$0.38$0.45$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.06$1.88$0.53$0.47$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.06$1.82$0.47$0.56$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.14$1.91$0.55$0.54$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.30$1.90$0.68$0.53$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.52$1.75$0.62$0.53$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.66$1.66$0.66$0.50$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.70$1.43$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.91$1.35$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$1.12$1.08$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.0
Gross Receipts
$2,173,663
Mission and Program Overview

Mission

Provide funds to related charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,004,559$1,955,565▼ $48,994
Land, Buildings, and Equipment, Net$1,399,813$1,339,079▼ $60,734
Cash and Non-Interest-Bearing Accounts$680,263$670,323▼ $9,940
Prepaid Expenses and Deferred Charges$2,918$11,867▲ $8,949
Total Assets$2,082,994$2,021,269▼ $61,725
Liabilities
Other Liabilities$49,178$48,826▼ $352
Accounts Payable and Accrued Expenses$29,257$16,878▼ $12,379
Total Liabilities$78,435$65,704▼ $12,731
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,004,559$1,955,565▼ $48,994
Total Liabilities and Net Assets / Fund Balance$2,082,994$2,021,269▼ $61,725

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,009,927$1,599,727$2,609,654
Equipment$5,230$383,184$388,414
Land$323,922-$323,922
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard S EdwardsPresident &
Peter CavanaghBoard Member
Concetta CardinellSecretary
Jim WilliamsonVice Preside
Kenneth W TassetVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,263
Other Revenue
$490,964
Change in Net Assets
$-48,994

Audited Revenue Reconciliation

Revenue per Audited Statements
$503,227
Revenue Not Reported on Form 990
$1,670,436
Total Revenue per Audited Statements
$2,173,663
Total Revenue per Form 990
$503,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$393,969
Salaries, Compensation, and Employee Benefits$314,874
Other Expenses$237,347
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$47,387$242,753$290,140
Occupancy-$19,877$19,530$39,407
Office Expenses-$6,884$28,612$35,496
Payments to Affiliates-$35,000-$35,000
Fees for Services Other-$16,612$13,259$29,871
Depreciation Depletion-$16,291$9,774$26,065
Payroll Taxes-$4,119$20,615$24,734
All Other Expenses-$1,355$5,334$6,689
Fees for Services Accounting-$1,290$5,160$6,450
Other Expenses-$1,348$4,109$5,457
Insurance-$3,500$802$4,302
Fees for Services Legal-$401$1,605$2,006
Total Functional Expenses$0$158,252$393,969$552,221

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,222,657
Expenses Not Reported on Form 990$1,670,436
Expenses per Audited Statements$552,221
Total Expenses per Form 990$552,221
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$1,939,292
Gaming Direct Expenses$1,430,361
Fundraising Gross Income$97,240
Fundraising Direct Expenses$45,443
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Food Service in$97,240$97,240-$97,240
Total Events$97,240$97,240$45,443$51,797
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Real Estate Taxes Payable$48,826
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 was e-mailed to the board members and executive director prior to filing.

Form 990, Page 6, Part VI, Line 12C

The board reviews the annual disclosure.

Form 990, Page 6, Part VI, Line 15A

The board reviews and recommends the compensation of the president.

Form 990, Page 6, Part VI, Line 19

The organization makes the information available upon written request.

Filing and Contact Details

Filer

Filer Name
Caritas Hall Association
EIN
37-1120435
Phone
2177443654
Address
PO BOX 349, SHERMAN, IL 62684

Signing Officer

Name
Richard S Edwards
Title
President & Treas.
Phone
2177443654
Signed
2025-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard S Edwards
Formed
1981
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
21

Preparer

Firm
Capital Accounting & Audit
Address
2800 MONTVALE DR, SPRINGFIELD, IL 62704
Preparer
Lori Milosevich-lahr
Phone
2175538778
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Rental expenses 194,632 direct gaming expenses 1,430,361 food service expenses 45,443 rental expenses -194,632 direct gaming expenses -1,430,361 food service expenses -45,443

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Rental expenses 194,632 direct gaming expenses 1,430,361 food service expenses 45,443

Schedule D, Page 4, Part XII, Line 2D

Rental expenses 194,632 direct gaming expenses 1,430,361 food service expenses 45,443

Raw XML AppendixShowing 400 of 436 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/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02004559
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01955565
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN1371215144
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt125000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0VILLA RETIREMENT INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1VILLA HEALTHCARE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0VILLA RETIREMENT INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1VILLA HEALTHCARE INC
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IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt035000
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IRS990ScheduleD/BuildingsGrp/BookValueAmt01009927
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01599727
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02609654
IRS990ScheduleD/EquipmentGrp/BookValueAmt05230
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0383184
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0388414
IRS990ScheduleD/ExpensesNotReportedAmt01670436
IRS990ScheduleD/ExpensesSubtotalAmt0552221
IRS990ScheduleD/LandGrp/BookValueAmt0323922
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0323922
IRS990ScheduleD/OtherExpensesIncludedAmt01670436
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REAL ESTATE TAXES PAYABLE
IRS990ScheduleD/OtherRevenueAmt01670436
IRS990ScheduleD/RevenueNotReportedAmt01670436
IRS990ScheduleD/RevenueSubtotalAmt0503227
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RENTAL EXPENSES 194,632 DIRECT GAMING EXPENSES 1,430,361 FOOD SERVICE EXPENSES 45,443
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES 194,632 DIRECT GAMING EXPENSES 1,430,361 FOOD SERVICE EXPENSES 45,443
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01339079
IRS990ScheduleD/TotalExpensesPerForm990Amt0552221
IRS990ScheduleD/TotalLiabilityAmt048826
IRS990ScheduleD/TotalRevenuePerForm990Amt0503227
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02173663
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02222657
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045443
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FOOD SERVICE IN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt045443
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt045443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt097240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt097240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt097240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt097240
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051797
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt0315799
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt0185574
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt0892873
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt01394246
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt01430361
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0507950
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0518426
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt0912916
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt01939292
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0508931
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt032034
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt026101
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt05933
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt04081
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt04081
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0MELODY DYER
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 349
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SHERMAN
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0IL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd062684
IRS990ScheduleG/StatesWhereGamingConductedCd0IL
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS E-MAILED TO THE BOARD MEMBERS AND EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE ANNUAL DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND RECOMMENDS THE COMPENSATION OF THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THE INFORMATION AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RENTAL EXPENSES 194,632 DIRECT GAMING EXPENSES 1,430,361 FOOD SERVICE EXPENSES 45,443 RENTAL EXPENSES -194,632 DIRECT GAMING EXPENSES -1,430,361 FOOD SERVICE EXPENSES -45,443
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsBOYAmt02082994
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IRS990/TotalAssetsGrp/BOYAmt02082994
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0158252
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0552221
IRS990/TotalGrossUBIAmt0-53347
IRS990/TotalLiabilitiesBOYAmt078435
IRS990/TotalLiabilitiesEOYAmt065704
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IRS990/TotalLiabilitiesGrp/EOYAmt065704
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01955565
IRS990/TotalRevenueGrp/ExclusionAmt012263
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0544311
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0503227
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-53347
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02082994
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02021269
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X

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