Civic Intelligence

The Wolters Charitable Trust #51548

990 • Fiscal year 2023 • EIN 47-6243624

Sep 01, 2022 to Aug 31, 2023

San Antonio, TX
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

16th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

49th percentile

3.8%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

25%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,957,739

Up $107,998 (+3.8%) from 2022

Net Assets

Up

$2,957,739

Up $107,998 (+3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$284,149

Up $56,803 (+25%) from 2022

Expenses

Up

$176,151

Up $27,909 (+19%) from 2022

Net Income

Up

$107,998

Up $28,894 (+37%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,888,986Liabilities 2011: $0Net Assets 2011: $1,888,9862011Assets 2012: $1,882,534Liabilities 2012: $0Net Assets 2012: $1,882,5342012Assets 2013: $1,900,600Liabilities 2013: $0Net Assets 2013: $1,900,6002013Assets 2014: $1,964,226Liabilities 2014: $0Net Assets 2014: $1,964,2262014Assets 2015: $2,048,731Liabilities 2015: $0Net Assets 2015: $2,048,7312015Assets 2016: $2,099,030Liabilities 2016: $0Net Assets 2016: $2,099,0302016Assets 2017: $2,212,604Liabilities 2017: $0Net Assets 2017: $2,212,6042017Assets 2018: $2,480,091Liabilities 2018: $0Net Assets 2018: $2,480,0912018Assets 2019: $2,572,089Liabilities 2019: $0Net Assets 2019: $2,572,0892019Assets 2020: $2,626,057Liabilities 2020: $0Net Assets 2020: $2,626,0572020Assets 2021: $2,770,638Liabilities 2021: $0Net Assets 2021: $2,770,6382021Assets 2022: $2,849,741Liabilities 2022: $0Net Assets 2022: $2,849,7412022Assets 2023: $2,957,739Liabilities 2023: $0Net Assets 2023: $2,957,7392023Assets 2024: $3,045,935Liabilities 2024: $0Net Assets 2024: $3,045,9352024Assets 2025: $3,077,320Liabilities 2025: $0Net Assets 2025: $3,077,3202025

Highlighted filing

2023

Assets$2,957,739
Liabilities$0
Net Assets$2,957,739

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $396,548Expenses 2011: $86,114Net Income 2011: $310,4342011Revenue 2012: $72,007Expenses 2012: $78,459Net Income 2012: -$6,4522012Revenue 2013: $86,733Expenses 2013: $68,667Net Income 2013: $18,0662013Revenue 2014: $156,291Expenses 2014: $92,665Net Income 2014: $63,6262014Revenue 2015: $182,503Expenses 2015: $97,998Net Income 2015: $84,5052015Revenue 2016: $127,011Expenses 2016: $76,712Net Income 2016: $50,2992016Revenue 2017: $197,986Expenses 2017: $84,412Net Income 2017: $113,5742017Revenue 2018: $392,464Expenses 2018: $124,977Net Income 2018: $267,4872018Revenue 2019: $210,620Expenses 2019: $118,621Net Income 2019: $91,9992019Revenue 2020: $169,832Expenses 2020: $115,864Net Income 2020: $53,9682020Revenue 2021: $255,552Expenses 2021: $110,955Net Income 2021: $144,5972021Revenue 2022: $227,346Expenses 2022: $148,242Net Income 2022: $79,1042022Revenue 2023: $284,149Expenses 2023: $176,151Net Income 2023: $107,9982023Revenue 2024: $298,834Expenses 2024: $210,638Net Income 2024: $88,1962024Revenue 2025: $200,004Expenses 2025: $168,619Net Income 2025: $31,3852025

Highlighted filing

2023

Revenue$284,149
Expenses$176,151
Net Income$107,998
Filing Detail Status

This 2023 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Mission and Program Overview

Mission

As set forth in the trust instrument and followed by the trustee, this organization supports charitable organizations specified under the will of ethel wolters (first united methodist church and city of shiner).

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.20$0.17$0.03
2024Summary only. Only limited summary data is available for this year.$3.05$0.00$3.05$0.30$0.21$0.09
2023Summary only. Only limited summary data is available for this year.$2.96$0.00$2.96$0.28$0.18$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.00$2.85$0.23$0.15$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.26$0.11$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.17$0.12$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.00$2.57$0.21$0.12$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.39$0.12$0.27
2017Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$0.20$0.08$0.11
2016Summary only. Only limited summary data is available for this year.$2.10$0.00$2.10$0.13$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.18$0.10$0.08
2014Summary only. Only limited summary data is available for this year.$1.96$0.00$1.96$0.16$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.09$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.89$0.00$1.89$0.40$0.09$0.31