Civic Intelligence

Caritas Incorporated

990 • Fiscal year 2023 • EIN 72-6027211

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 30, 2025

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

17th 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

17th 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

6th percentile

-64%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

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

Asset Growth

43rd percentile

2.2%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$1,383,146

Up $29,721 (+2.2%) from 2022

Net Assets

Up

$1,383,146

Up $29,721 (+2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$65,628

Down $15,182 (-19%) from 2022

Expenses

Up

$107,561

Up $39,131 (+57%) from 2022

Net Income

Down

-$41,933

Down $54,313 (-439%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$1,383,146
Liabilities$0
Net Assets$1,383,146

Operations Trend

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

2023

Revenue$65,628
Expenses$107,561
Net Income-$41,933
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 30, 2025
Return Version
2023v6.0
Gross Receipts
$267,368
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$1,319,360$1,330,105▲ $10,745
Cash and Non-Interest-Bearing Accounts$25,462$44,715▲ $19,253
Land, Buildings, and Equipment, Net$8,603$8,326▼ $277
Total Assets$1,353,425$1,383,146▲ $29,721
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,353,425$1,383,146▲ $29,721
Total Net Assets Fund Balance$1,353,425$1,383,146▲ $29,721
Total Liabilities and Net Assets / Fund Balance$1,353,425$1,383,146▲ $29,721

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,326$86,822$95,148
Other Securities$1,293,055--
Closely Held Equity Interests$37,050--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara BahlingerPresident
Fr Robert CavalierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,104
Program Service Revenue
$0
Investment Income
$22,131
Other Revenue
$40,393
All Other Contributions
$3,104
Change in Net Assets
$-41,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,561
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
Occupancy-$36,000-$36,000
Fees for Services Accounting-$3,150-$3,150
Other Expenses$1,195$564-$1,759
All Other Expenses$1,537--$1,537
Depreciation Depletion$277--$277
Total Functional Expenses$67,847$39,714$0$107,561
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
President
Phone
9858924345
Signed
2025-01-30
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
0

Preparer

Firm
BERNARD & FRANKS CORP OF CPA'S
Address
4141 VETERANS BLVD SUITE 313, METAIRIE, LA 70002-5581
Preparer
James L White
Phone
5048850170
Raw XML Appendix310 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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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/USAddress/CityNm0ABITA SPRINGS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0704200308
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BAHLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09858924345
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02025-01-30T17:21:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

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