Civic Intelligence

Caritas Foundation C/O Equitable Trust Company

990PF • Fiscal year 2020 • EIN 62-1682892

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

99th percentile

928%

Faster asset growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

9635%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,156,279

Up $1,946,470 (+928%) from 2019

Net Assets

Up

$2,156,279

Up $1,946,470 (+928%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Up

$2,178,139

Up $2,155,765 (+9635%) from 2019

Expenses

Up

$19,549

Up $3,564 (+22%) from 2019

Net Income

Up

$2,158,590

Up $2,152,201 (+33686%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2020

Assets$2,156,279
Liabilities$0
Net Assets$2,156,279
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$2,178,139
Expenses$19,549
Net Income$2,158,590
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-10-29
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 Appendix347 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01886336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02376703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES-STOCKS & MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt026725
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0212120
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055047
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0866
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLAY T JACKSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHY JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NEILL AYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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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/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST GEORGE'S EPISCOPAL CHRUCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS ORGANIZATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04715 HARDING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13833 CLEGHORN AVENUE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137215
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt02706
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08819
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051475
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08819
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0EDITH MCNEILL AYERS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1EDITH MCNEILL AYERS REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O CATHERINE JACKSON TTEE 5819 HIL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O CATHERINE JACKSON TTEE 5819 HIL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NASHVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NASHVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037215
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd137215
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0121817
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11984020
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01719612
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-08-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0877
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06034
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06034
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0212120
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN ON CONTRIBUTED STOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07492
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07492
TaxesSchedule/TaxesDetail/Amt0532
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES-EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAY T JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153774600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-29
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/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/PreparationDt02021-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN M HAMZA
ReturnHeader/ReturnTs02021-11-10T16:36:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,156,279
Liabilities
$0
Net assets
$2,156,279
Revenue
$2,178,139
Expenses
$19,549
Net income
$2,158,590
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
2020Detailed filing. Detailed filing data is available for this year.$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