Civic Intelligence

Caritas Incorporated

990 • Fiscal year 2020 • EIN 72-6027211

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 10, 2021

Organization ProfileN/A
601 Holy Trinity Dr Apt 1421Covington, LA 70433-6272

(985) 892-4345

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

28th percentile

-4.8%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

43rd percentile

3.2%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

74%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,521,207

Up $47,845 (+3.2%) from 2019

Net Assets

Up

$1,521,207

Up $47,845 (+3.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin28th percentile

Revenue

Up

$62,778

Up $26,750 (+74%) from 2019

Expenses

Down

$65,780

Down $41,167 (-38%) from 2019

Net Income

Up

-$3,002

Up $67,917 (+96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $987,884Liabilities 2011: $0Net Assets 2011: $987,8842011Assets 2012: $1,098,057Liabilities 2012: $380Net Assets 2012: $1,097,6772012Assets 2013: $1,281,633Liabilities 2013: $430Net Assets 2013: $1,281,2032013Assets 2014: $1,337,086Liabilities 2014: $0Net Assets 2014: $1,337,0862014Assets 2015: $1,291,527Liabilities 2015: $0Net Assets 2015: $1,291,5272015Assets 2016: $1,303,505Liabilities 2016: $0Net Assets 2016: $1,303,5052016Assets 2017: $1,276,944Liabilities 2017: $0Net Assets 2017: $1,276,9442017Assets 2018: $1,356,620Liabilities 2018: $0Net Assets 2018: $1,356,6202018Assets 2019: $1,473,362Liabilities 2019: $0Net Assets 2019: $1,473,3622019Assets 2020: $1,521,207Liabilities 2020: $0Net Assets 2020: $1,521,2072020Assets 2021: $1,585,515Liabilities 2021: $0Net Assets 2021: $1,585,5152021Assets 2022: $1,353,425Liabilities 2022: $0Net Assets 2022: $1,353,4252022Assets 2023: $1,383,146Liabilities 2023: $0Net Assets 2023: $1,383,1462023Assets 2024: $1,406,387Liabilities 2024: $0Net Assets 2024: $1,406,3872024

Highlighted filing

2020

Assets$1,521,207
Liabilities$0
Net Assets$1,521,207
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $94,122Expenses 2011: $70,084Net Income 2011: $24,0382011Revenue 2012: $87,496Expenses 2012: $62,240Net Income 2012: $25,2562012Revenue 2013: $105,493Expenses 2013: $58,443Net Income 2013: $47,0502013Revenue 2014: $102,043Expenses 2014: $54,389Net Income 2014: $47,6542014Revenue 2015: $86,537Expenses 2015: $66,976Net Income 2015: $19,5612015Revenue 2016: $105,662Expenses 2016: $126,466Net Income 2016: -$20,8042016Revenue 2017: $111,812Expenses 2017: $176,222Net Income 2017: -$64,4102017Revenue 2018: $58,931Expenses 2018: $181,434Net Income 2018: -$122,5032018Revenue 2019: $36,028Expenses 2019: $106,947Net Income 2019: -$70,9192019Revenue 2020: $62,778Expenses 2020: $65,780Net Income 2020: -$3,0022020Revenue 2021: $127,887Expenses 2021: $138,518Net Income 2021: -$10,6312021Revenue 2022: $80,810Expenses 2022: $68,430Net Income 2022: $12,3802022Revenue 2023: $65,628Expenses 2023: $107,561Net Income 2023: -$41,9332023Revenue 2024: $143,712Expenses 2024: $92,641Net Income 2024: $51,0712024

Highlighted filing

2020

Revenue$62,778
Expenses$65,780
Net Income-$3,002
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 10, 2021
Return Version
2020v4.1
Gross Receipts
$62,778
Mission and Program Overview

Mission

On going mission services to provide educational, financial, cultural and spiritual assistance to the needy in central america and the north shore of lake ponchartrain in louisiana.

Charitable-assistance to needy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,272,788$1,374,889▲ $102,101
Cash and Non-Interest-Bearing Accounts$185,899$133,803▼ $52,096
Land, Buildings, and Equipment, Net$14,675$12,515▼ $2,160
Total Assets$1,473,362$1,521,207▲ $47,845
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,473,362$1,521,207▲ $47,845
Total Net Assets Fund Balance$1,473,362$1,521,207▲ $47,845
Total Liabilities and Net Assets / Fund Balance$1,473,362$1,521,207▲ $47,845

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,515$82,633$95,148
Other Securities$1,337,839--
Closely Held Equity Interests$37,050--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Pauline MontgomerySecretary
Barbara BahlingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,462
Program Service Revenue
$0
Investment Income
$22,764
Other Revenue
$28,552
All Other Contributions
$11,462
Change in Net Assets
$-3,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,538-$3,538
Depreciation Depletion$2,160--$2,160
Other Expenses$2,149--$2,149
All Other Expenses$1,367--$1,367
Total Functional Expenses$62,242$3,538$0$65,780
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
Annual disclosure for covered persons
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
No
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, Part VI, Section B, Line 11B

“The organization's president reviews the form 990 for correctness and accuracy. After the review by the president, the other officers review the form 990 and if there are any questions regarding the form, they are resolved. After all officers approve the form 990, it is then filed with the federal government.”

Form 990, Part VI, Section B, Line 12C

“The officers review financial transactions for possible conflicts of interest as well as requiring officers with potential conflicts of interest to disclose such. Any transaction involving a conflict of interest regarding an officer(s) cannot be voted upon by that officer(s).”

Form 990, Part VI, Section C, Line 18

“All of the documents are available to the public upon verbal or written request to any officer who will in turn provide the requested documents to the person making the request.”

Form 990, Part VI, Section C, Line 19

“All of the documents are available to the public upon verbal or written request to any officer who will in turn provide the requested documents to the person making the request.”

Filing and Contact Details

Filer

Filer Name
Caritas Inc
EIN
72-6027211
Phone
9858924345
Address
601 HOLY TRINITY DR APT 1421, COVINGTON, LA 70433-6272

Signing Officer

Name
Barbara Bahlinger
Title
Treasurer
Phone
9858924345
Signed
2021-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Bahlinger
Formed
1950
Legal Domicile
La
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
BERNARD & FRANKS CORP OF CPA'S
Address
4141 VETERANS BLVD SUITE 313, METAIRIE, LA 70002-5581
Preparer
James L White
Phone
5048850170
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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/ProgSrvcAccomActy3Grp/Desc0PROVIDE CULTURAL PROGRAMS FOR UNDER-PRIVILEGED CHILDREN ON THE NORTH SHORE OF LAKE PONCHARTRAIN, LOUISIANA BETWEEN THE AGES OF 10 YEARS OLD AND 12 YEARS OLD BY PAYING FOR LESSONS FOR THESE CHILDREN WITH REGARDS TO MUSIC, DANCE AND ART.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0LINE 17A FACTS AND CIRCUMSTANCE TEST 2020THE ORGANIZATION IS A LAY MINISTRY OF THE CATHOLIC CHURCH, ARCHDIOCESES OF NEW ORLEANS. THE MISSION OF THE ORGANIZATION IS TO PROVIDE EDUCATION, CHARITABLE SUPPORT, CULTURAL AND SPIRITUAL ASSISTANCE TO THOSE IN NEED IN THE NEW ORLEANS AREA AND CENTRAL AMERICA. THE ORGANIZATION HAS PROVIDED MISSIONARIES TO THESE AREAS OF NEED. THE ORGANIZATION HAS A LARGE ENDOWMENT THAT PRIMARILY SUPPORTS THE CURRENT OPERATIONS. THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCE TEST FOR THE FOLLOWING REASONS:1. THE PUBLIC SUPPORT PERCENTAGE IS 27.53%. THE TOTAL PUBLIC SUPPORT NORMALLY EXCEEDS 10% OF ITS TOTAL SUPPORT EACH YEAR.2. THE ORGANIZATION WILL RECEIVE A CONTINUOUS AMOUNT OF PUBLIC SUPPORT IN THE INDEFINITE FUTURE.3. CARITAS THROUGH ITS SUPPORT ORGANIZATIONS PROVIDES EMERGENCY SUPPORT TO THE POOR AND NEEDY AND SUPPORTS EDUCATION OF STUDENTS IN GUATEMALA AND CENTRAL AMERICA. CARITAS HAS OPERATED PROGRAMS IN THE GREATER NEW ORLEANS AREA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PRESIDENT REVIEWS THE FORM 990 FOR CORRECTNESS AND ACCURACY. AFTER THE REVIEW BY THE PRESIDENT, THE OTHER OFFICERS REVIEW THE FORM 990 AND IF THERE ARE ANY QUESTIONS REGARDING THE FORM, THEY ARE RESOLVED. AFTER ALL OFFICERS APPROVE THE FORM 990, IT IS THEN FILED WITH THE FEDERAL GOVERNMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS REVIEW FINANCIAL TRANSACTIONS FOR POSSIBLE CONFLICTS OF INTEREST AS WELL AS REQUIRING OFFICERS WITH POTENTIAL CONFLICTS OF INTEREST TO DISCLOSE SUCH. ANY TRANSACTION INVOLVING A CONFLICT OF INTEREST REGARDING AN OFFICER(S) CANNOT BE VOTED UPON BY THAT OFFICER(S).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OF THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON VERBAL OR WRITTEN REQUEST TO ANY OFFICER WHO WILL IN TURN PROVIDE THE REQUESTED DOCUMENTS TO THE PERSON MAKING THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON VERBAL OR WRITTEN REQUEST TO ANY OFFICER WHO WILL IN TURN PROVIDE THE REQUESTED DOCUMENTS TO THE PERSON MAKING THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01473362
IRS990/TotalAssetsEOYAmt01521207
IRS990/TotalAssetsGrp/BOYAmt01473362
IRS990/TotalAssetsGrp/EOYAmt01521207
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011462
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03538
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt062242
IRS990/TotalFunctionalExpensesGrp/TotalAmt065780
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01473362
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01521207
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt062242
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt051316
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062778
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01473362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01521207
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 308
IRS990/USAddress/CityNm0ABITA SPRINGS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0704200308
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BAHLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09858924345
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARITAS INC
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0726027211
ReturnHeader/Filer/PhoneNum09858924345
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 HOLY TRINITY DR APT 1421
ReturnHeader/Filer/USAddress/CityNm0COVINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0704336272
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720916213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD & FRANKS CORP OF CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04141 VETERANS BLVD SUITE 313
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0700025581
ReturnHeader/PreparerPersonGrp/PhoneNum05048850170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L WHITE
ReturnHeader/ReturnTs02021-10-15T10:55:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAHLINGER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,521,207
Liabilities
$0
Net assets
$1,521,207
Revenue
$62,778
Expenses
$65,780
Net income
-$3,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.14$0.09$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.08$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.04$0.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.18$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.11$0.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.10$0.05$0.05
2013Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.11$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.09$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.09$0.07$0.02