Civic Intelligence

Caritas Foundation C/O Equitable Trust Company

990PF • Fiscal year 2019 • EIN 62-1682892

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 12, 2020

Organization Profile
4400 Harding Pike Ste 310Nashville, TN 37205

(615) 377-4600

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

3.1%

Faster asset growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-8.4%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$209,809

Up $16,800 (+8.7%) from 2017

Net Assets

Up

$209,809

Up $16,800 (+8.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin82nd percentile

Revenue

Up

$22,374

Up $12,479 (+126%) from 2017

Expenses

Up

$15,985

Up $3,002 (+23%) from 2017

Net Income

Up

$6,389

Up $9,477 (+307%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $221,627Liabilities 2011: $02011Assets 2012: $226,858Liabilities 2012: $02012Assets 2013: $210,805Liabilities 2013: $0Net Assets 2013: $210,8052013Assets 2014: $215,809Liabilities 2014: $0Net Assets 2014: $215,8092014Assets 2015: $210,385Liabilities 2015: $0Net Assets 2015: $210,3852015Assets 2016: $196,097Liabilities 2016: $0Net Assets 2016: $196,0972016Assets 2017: $193,009Liabilities 2017: $0Net Assets 2017: $193,0092017Assets 2019: $209,809Liabilities 2019: $0Net Assets 2019: $209,8092019Assets 2020: $2,156,279Liabilities 2020: $0Net Assets 2020: $2,156,2792020Assets 2021: $2,413,467Liabilities 2021: $0Net Assets 2021: $2,413,4672021Assets 2022: $2,296,449Liabilities 2022: $0Net Assets 2022: $2,296,4492022Assets 2023: $2,259,351Liabilities 2023: $12023Assets 2024: $2,318,170Liabilities 2024: $0Net Assets 2024: $2,318,1702024

Highlighted filing

2019

Assets$209,809
Liabilities$0
Net Assets$209,809
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $13,659Expenses 2011: $10,010Net Income 2011: $3,6492011Revenue 2012: $18,495Expenses 2012: $13,264Net Income 2012: $5,2312012Revenue 2013: -$1,142Expenses 2013: $14,911Net Income 2013: -$16,0532013Revenue 2014: $15,617Expenses 2014: $10,613Net Income 2014: $5,0042014Revenue 2015: $7,964Expenses 2015: $13,388Net Income 2015: -$5,4242015Revenue 2016: -$1,254Expenses 2016: $13,034Net Income 2016: -$14,2882016Revenue 2017: $9,895Expenses 2017: $12,983Net Income 2017: -$3,0882017Revenue 2019: $22,374Expenses 2019: $15,985Net Income 2019: $6,3892019Revenue 2020: $2,178,139Expenses 2020: $19,549Net Income 2020: $2,158,5902020Revenue 2021: $332,524Expenses 2021: $75,336Net Income 2021: $257,1882021Revenue 2022: $52,575Expenses 2022: $169,593Net Income 2022: -$117,0182022Revenue 2023: $128,043Expenses 2023: $165,673Net Income 2023: -$37,6302023Revenue 2024: $194,897Expenses 2024: $135,376Net Income 2024: $59,5212024

Highlighted filing

2019

Revenue$22,374
Expenses$15,985
Net Income$6,389
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAY T JACKSONTrustee-$0--
CLAY T JACKSON JRTrustee-$0--
CATHY JACKSONTrustee-$0--
NEILL AYERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Caritas Foundation
EIN
62-1682892
Phone
6153774600
Address
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205

Signing Officer

Name
Clay T Jackson
Title
Trustee
Phone
6153774600
Signed
2020-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
3011 ARMORY DRIVE SUITE 190, NASHVILLE, TN 37204
Preparer
Ann M Hamza
Phone
6156651811
Raw XML Appendix339 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES-STOCKS & MUTUAL FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0207
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLAY T JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLAY T JACKSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHY JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NEILL AYERS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04400 HARDING PIKE SUITE 310
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EQUITABLE TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum06154609240
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST GEORGE'S EPISCOPAL CHRUCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS ORGANIZATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04715 HARDING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02719
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011231
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08819
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011231
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0877
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0877
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01701
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01701
TaxesSchedule/TaxesDetail/Amt0334
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES-EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAY T JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153774600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARITAS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EQUITABLE TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0621682892
ReturnHeader/Filer/PhoneNum06153774600
ReturnHeader/Filer/USAddress/AddressLine1Txt04400 HARDING PIKE STE 310
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FDBEDA3726D2251A942D7BBA229A5246B179863C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.199.203.122
ReturnHeader/FilingSecurityInformation/IPDt02020-08-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:08:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 ARMORY DRIVE SUITE 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037204
ReturnHeader/PreparerPersonGrp/PhoneNum06156651811
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN M HAMZA
ReturnHeader/ReturnTs02020-08-21T14:15:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,809
Liabilities
$0
Net assets
$209,809
Revenue
$22,374
Expenses
$15,985
Net income
$6,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.19$0.14$0.06
2023Summary only. Only limited summary data is available for this year.$2.26$0.00$0.13$0.17$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.05$0.17$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.33$0.08$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$2.18$0.02$2.16
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.01$0.01$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.02$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$0.02$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.01$0.01$0.00