Civic Intelligence

La Merced Charitable Trust

990 • Fiscal year 2018 • EIN 74-1617905

Mar 01, 2017 to Feb 28, 2018 • Filed on Jun 28, 2018

Organization ProfileN/A
413 S Virginia StMercedes, TX 78570

(956) 565-2622

Siviq Scores

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

Liabilities / Assets

49th percentile

0.06x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.14x

Higher debt load relative to revenue than 55% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

73rd percentile

$44,135

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Asset Growth

75th percentile

9.3%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

2.6%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,946,263

Up $165,284 (+9.3%) from 2017

Net Assets

Up

$1,836,584

Up $180,962 (+11%) from 2017

Liabilities

Down

$109,679

Down $15,678 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Up

$810,729

Up $20,637 (+2.6%) from 2017

Expenses

Down

$629,767

Down $7,247 (-1.1%) from 2017

Net Income

Up

$180,962

Up $27,884 (+18%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $613,581Liabilities 2011: $38,895Net Assets 2011: $574,6862011Assets 2012: $864,748Liabilities 2012: $21,972Net Assets 2012: $842,7762012Assets 2013: $1,013,950Liabilities 2013: $22,732Net Assets 2013: $991,2182013Assets 2014: $1,207,506Liabilities 2014: $26,378Net Assets 2014: $1,181,1282014Assets 2015: $1,442,960Liabilities 2015: $30,366Net Assets 2015: $1,412,5942015Assets 2016: $1,621,899Liabilities 2016: $119,353Net Assets 2016: $1,502,5462016Assets 2017: $1,780,979Liabilities 2017: $125,357Net Assets 2017: $1,655,6222017Assets 2018: $1,946,263Liabilities 2018: $109,679Net Assets 2018: $1,836,5842018Assets 2019: $1,882,949Liabilities 2019: $180,892Net Assets 2019: $1,702,0572019Assets 2020: $1,789,592Liabilities 2020: $73,683Net Assets 2020: $1,715,9092020Assets 2021: $1,871,571Liabilities 2021: $74,789Net Assets 2021: $1,796,7822021Assets 2022: $813,196Liabilities 2022: $70,123Net Assets 2022: $743,0732022

Highlighted filing

2018

Assets$1,946,263
Liabilities$109,679
Net Assets$1,836,584
Open 2018 Filing

Operations Trend

Revenue Growth49th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $674,744Expenses 2011: $506,311Net Income 2011: $168,4332011Revenue 2012: $707,711Expenses 2012: $439,621Net Income 2012: $268,0902012Revenue 2013: $734,718Expenses 2013: $586,075Net Income 2013: $148,6432013Revenue 2014: $754,562Expenses 2014: $564,652Net Income 2014: $189,9102014Revenue 2015: $818,021Expenses 2015: $586,555Net Income 2015: $231,4662015Revenue 2016: $769,009Expenses 2016: $679,057Net Income 2016: $89,9522016Revenue 2017: $790,092Expenses 2017: $637,014Net Income 2017: $153,0782017Revenue 2018: $810,729Expenses 2018: $629,767Net Income 2018: $180,9622018Revenue 2019: $1,439,549Expenses 2019: $1,574,076Net Income 2019: -$134,5272019Revenue 2020: $1,147,266Expenses 2020: $1,133,414Net Income 2020: $13,8522020Revenue 2021: $877,461Expenses 2021: $796,588Net Income 2021: $80,8732021Revenue 2022: $4,498,919Expenses 2022: $5,552,628Net Income 2022: -$1,053,7092022

Highlighted filing

2018

Revenue$810,729
Expenses$629,767
Net Income$180,962
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Jun 28, 2018
Return Version
2017v2.3
Gross Receipts
$810,729
Mission and Program Overview

Mission

Provide housing for low and moderate income families.

Provide 100 homes for low and moderate income families under section 8 of the national housing act, regulated by hud.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,365,507$1,365,217▼ $290
Cash and Non-Interest-Bearing Accounts$368,826$534,214▲ $165,388
Prepaid Expenses and Deferred Charges$23,707$22,384▼ $1,323
Pledges and Grants Receivable$3,906$4,116▲ $210
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,780,979$1,946,263▲ $165,284
Other Assets Total$19,033$20,332▲ $1,299
Liabilities
Accounts Payable and Accrued Expenses$106,491$90,806▼ $15,685
Other Liabilities$18,866$18,873▲ $7
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$125,357$109,679▼ $15,678
Net Assets / Fund Balance
Unrestricted Net Assets$1,655,622$1,836,584▲ $180,962
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,655,622$1,836,584▲ $180,962
Total Liabilities and Net Assets / Fund Balance$1,780,979$1,946,263▲ $165,284

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,217,732$1,318,248$2,535,980
Equipment$2,009$352,370$354,379
Land$145,476-$145,476
Other Land Buildings$0-$0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roberto MedranoDirector of Housing MinistryPT$44,135$44,135

Board Members and Trustees

NameTitle
Jose L GonzalezChairman
Linda V AlanizTrustee
Rev Eduardo OrtegaTrustee
Ricardo GarciaTrustee
Robert A CalvilloVice-Chariman
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$805,970
Investment Income
$584
Other Revenue
$4,175
Change in Net Assets
$180,962

Audited Revenue Reconciliation

Revenue per Audited Statements
$807,146
Revenue Not Reported on Financial Statements
$3,583
Other Revenue Adjustments
$3,583
Total Revenue per Audited Statements
$807,146
Total Revenue per Form 990
$810,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,234
Salaries, Compensation, and Employee Benefits$274,533
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,402$30,850$0$154,252
Insurance$54,853$13,713$0$68,566
Depreciation Depletion$58,092$0$0$58,092
Current Officers, Directors, Trustees, and Key Employees$42,321$10,580$0$52,901
Other Employee Benefits$40,485$10,121$0$50,606
Office Expenses$13,604$3,401$0$17,005
Payroll Taxes$13,419$3,355$0$16,774
All Other Expenses$12,337$2,716-$15,053
Occupancy$7,058$1,765$0$8,823
Fees for Services Accounting$0$8,500$0$8,500
Fees for Services Legal$0$8,407$0$8,407
Other Expenses$4,140$1,035$0$5,175
Conferences and Meetings$2,646$662$0$3,308
Total Functional Expenses$520,403$109,364$0$629,767

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$629,767
Expenses per Audited Statements$626,184
Total Expenses per Audited Statements$626,184
Expenses Not Reported on Financial Statements$3,583
Other Expense Adjustments$3,583
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$18,086
Accrued Payroll Taxes Payable$661
Prepaid Revenue$126
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B- Organizations Process to Review Form 990

“The form 990 is presented and reviewed with the finance director, who then delivers a recap to the board of directors or its designated representative.”

Form 990, Part VI, Line 12C - Enforcement of Conflicts Policy

“Monitor and enforce compliance with written conflict of interest policy section b. Policies - 12c written conflict of interest policy - the board committee and executive officers are required to sign conflict of interest statement which requires disclosure and notification of any potential conflicts. This is reviewed annually.”

Form 990, Part VI, Line 15A - Compensation Process for Top Official

“Annual performace reviews are conducted by the board of directors, the executive director performs annual reviews of all other staff personnel with assistance of the appropriate committee, if applicable.”

Form 990, Part VI, Line 15B- Compensation Process for Officers

“Annual performace reviews are conducted by the board of directors, the executive director performs annual reviews of all other staff personnel with assistance of the appropriate committee, if applicable.”

Form 990, Part VI, Line 19- Governing Documents Disclosure Explanation

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
La Merced Charitable Trust
EIN
74-1617905
In Care Of
% ROBERTO MEDRANO
Phone
9565652622
Address
413 S VIRGINIA ST, MERCEDES, TX 78570

Signing Officer

Name
Roberto Medrano
Title
Director of Housing
Phone
9565652622
Signed
2018-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberto Medrano
Formed
1968
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
12
Volunteers
0

Preparer

Firm
Pena Briones Mcdaniel & Co Pc
Address
4171 N MESA SUITE B-100, EL PASO, TX 79902-1498
Preparer
Rene D Pena CPA
Phone
9155421733
Supplemental Narrative

Financial Statement Notes

PART XI AND XII : LINE 4B - RECONCILIATION OF REVENUE AND EXPENSES

“Revenue and expenses on form 990 are greater by $3,583 due to vacancy expense reflected against gross income on the audited financial statements but reported as an expense on the form 990.”

Raw XML AppendixShowing 400 of 524 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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IRS990/NetAssetsOrFundBalancesBOYAmt01655622
IRS990/NetAssetsOrFundBalancesEOYAmt01836584
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01765
IRS990/OccupancyGrp/ProgramServicesAmt07058
IRS990/OccupancyGrp/TotalAmt08823
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03401
IRS990/OfficeExpensesGrp/ProgramServicesAmt013604
IRS990/OfficeExpensesGrp/TotalAmt017005
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019033
IRS990/OtherAssetsTotalGrp/EOYAmt020332
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010121
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt040485
IRS990/OtherEmployeeBenefitsGrp/TotalAmt050606
IRS990/OtherExpensesGrp/Desc0CHARITABLE CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11261
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212998
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31035
IRS990/OtherExpensesGrp/ProgramServicesAmt091011
IRS990/OtherExpensesGrp/ProgramServicesAmt15044
IRS990/OtherExpensesGrp/ProgramServicesAmt251991
IRS990/OtherExpensesGrp/ProgramServicesAmt34140
IRS990/OtherExpensesGrp/TotalAmt091011
IRS990/OtherExpensesGrp/TotalAmt16305
IRS990/OtherExpensesGrp/TotalAmt264989
IRS990/OtherExpensesGrp/TotalAmt35175
IRS990/OtherLiabilitiesGrp/BOYAmt018866
IRS990/OtherLiabilitiesGrp/EOYAmt018873
IRS990/OtherRevenueMiscGrp/Desc0TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03804
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1371
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03804
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1371
IRS990/OtherRevenueTotalAmt04175
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030850
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0123402
IRS990/OtherSalariesAndWagesGrp/TotalAmt0154252
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03355
IRS990/PayrollTaxesGrp/ProgramServicesAmt013419
IRS990/PayrollTaxesGrp/TotalAmt016774
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03906
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04116
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023707
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022384
IRS990/PrincipalOfficerNm0ROBERTO MEDRANO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0689516
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1116454
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0689516
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1116454
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0442
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0364453
IRS990/PYOtherRevenueAmt04775
IRS990/PYProgramServiceRevenueAmt0784875
IRS990/PYRevenuesLessExpensesAmt0153078
IRS990/PYSalariesCompEmpBnftPaidAmt0272561
IRS990/PYTotalExpensesAmt0637014
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0790092
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0180962
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0805970
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01217732
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01318248
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02535980
IRS990ScheduleD/EquipmentGrp/BookValueAmt02009
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0352370
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0354379
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03583
IRS990ScheduleD/ExpensesSubtotalAmt0626184
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0145476
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0145476
IRS990ScheduleD/OtherExpensesNotIncludedAmt03583
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1661
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2126
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREPAID REVENUE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt03583
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03583
IRS990ScheduleD/RevenueSubtotalAmt0807146
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REVENUE AND EXPENSES ON FORM 990 ARE GREATER BY $3,583 DUE TO VACANCY EXPENSE REFLECTED AGAINST GROSS INCOME ON THE AUDITED FINANCIAL STATEMENTS BUT REPORTED AS AN EXPENSE ON THE FORM 990.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI AND XII : LINE 4B - RECONCILIATION OF REVENUE AND EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01365217
IRS990ScheduleD/TotalExpensesPerForm990Amt0629767
IRS990ScheduleD/TotalLiabilityAmt018873
IRS990ScheduleD/TotalRevenuePerForm990Amt0810729
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0807146
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0626184
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED AND REVIEWED WITH THE FINANCE DIRECTOR, WHO THEN DELIVERS A RECAP TO THE BOARD OF DIRECTORS OR ITS DESIGNATED REPRESENTATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONITOR AND ENFORCE COMPLIANCE WITH WRITTEN CONFLICT OF INTEREST POLICY SECTION B. POLICIES - 12C WRITTEN CONFLICT OF INTEREST POLICY - THE BOARD COMMITTEE AND EXECUTIVE OFFICERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENT WHICH REQUIRES DISCLOSURE AND NOTIFICATION OF ANY POTENTIAL CONFLICTS. THIS IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL PERFORMACE REVIEWS ARE CONDUCTED BY THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR PERFORMS ANNUAL REVIEWS OF ALL OTHER STAFF PERSONNEL WITH ASSISTANCE OF THE APPROPRIATE COMMITTEE, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL PERFORMACE REVIEWS ARE CONDUCTED BY THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR PERFORMS ANNUAL REVIEWS OF ALL OTHER STAFF PERSONNEL WITH ASSISTANCE OF THE APPROPRIATE COMMITTEE, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11B- ORGANIZATIONS PROCESS TO REVIEW FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 15B- COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 19- GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CATHOLIC DIOCESE OF BROWNSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EL ROSARIO CHARITABLE TRUST

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,946,263
Liabilities
$109,679
Net assets
$1,836,584
Revenue
$810,729
Expenses
$629,767
Net income
$180,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.07$0.74$4.50$5.55$1.05
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.07$1.80$0.88$0.80$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.07$1.72$1.15$1.13$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.18$1.70$1.44$1.57$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.11$1.84$0.81$0.63$0.18
2017Summary only. Only limited summary data is available for this year.$1.78$0.13$1.66$0.79$0.64$0.15
2016Summary only. Only limited summary data is available for this year.$1.62$0.12$1.50$0.77$0.68$0.09
2015Summary only. Only limited summary data is available for this year.$1.44$0.03$1.41$0.82$0.59$0.23
2014Summary only. Only limited summary data is available for this year.$1.21$0.03$1.18$0.75$0.56$0.19
2013Summary only. Only limited summary data is available for this year.$1.01$0.02$0.99$0.73$0.59$0.15
2012Summary only. Only limited summary data is available for this year.$0.86$0.02$0.84$0.71$0.44$0.27
2011Summary only. Only limited summary data is available for this year.$0.61$0.04$0.57$0.67$0.51$0.17