Civic Intelligence

El Rosario Charitable Trust

990 • Fiscal year 2018 • EIN 74-1617906

Mar 01, 2017 to Feb 28, 2018 • Filed on Jul 14, 2018

Organization ProfileN/A
119 Retama StreetMission, TX 78572

(956) 585-5051

Siviq Scores

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

Liabilities / Assets

50th percentile

0.06x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

56th percentile

0.14x

Higher debt load relative to revenue than 56% of similar nonprofits.

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

Net Margin

71st percentile

20%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$34,184

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.2% 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

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,917,597

Up $163,171 (+9.3%) from 2017

Net Assets

Up

$1,803,122

Up $161,275 (+9.8%) from 2017

Liabilities

Up

$114,475

Up $1,896 (+1.7%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin71st percentile

Revenue

Down

$806,622

Down $104,007 (-11%) from 2017

Expenses

Down

$645,347

Down $101,984 (-14%) from 2017

Net Income

Down

$161,275

Down $2,023 (-1.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $667,264Liabilities 2011: $37,957Net Assets 2011: $629,3072011Assets 2012: $960,159Liabilities 2012: $62,396Net Assets 2012: $897,7632012Assets 2013: $1,170,932Liabilities 2013: $25,554Net Assets 2013: $1,145,3782013Assets 2014: $1,269,616Liabilities 2014: $110,054Net Assets 2014: $1,159,5622014Assets 2015: $1,371,499Liabilities 2015: $54,519Net Assets 2015: $1,316,9802015Assets 2016: $1,526,533Liabilities 2016: $47,983Net Assets 2016: $1,478,5502016Assets 2017: $1,754,426Liabilities 2017: $112,579Net Assets 2017: $1,641,8472017Assets 2018: $1,917,597Liabilities 2018: $114,475Net Assets 2018: $1,803,1222018Assets 2019: $1,972,581Liabilities 2019: $214,657Net Assets 2019: $1,757,9242019Assets 2020: $2,040,555Liabilities 2020: $76,763Net Assets 2020: $1,963,7922020Assets 2021: $2,063,403Liabilities 2021: $76,835Net Assets 2021: $1,986,5682021Assets 2022: $1,099,454Liabilities 2022: $69,707Net Assets 2022: $1,029,7472022

Highlighted filing

2018

Assets$1,917,597
Liabilities$114,475
Net Assets$1,803,122
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $683,479Expenses 2011: $443,538Net Income 2011: $239,9412011Revenue 2012: $707,957Expenses 2012: $439,501Net Income 2012: $268,4562012Revenue 2013: $817,236Expenses 2013: $585,116Net Income 2013: $232,1202013Revenue 2014: $742,935Expenses 2014: $728,751Net Income 2014: $14,1842014Revenue 2015: $748,561Expenses 2015: $591,143Net Income 2015: $157,4182015Revenue 2016: $763,664Expenses 2016: $602,094Net Income 2016: $161,5702016Revenue 2017: $910,629Expenses 2017: $747,331Net Income 2017: $163,2982017Revenue 2018: $806,622Expenses 2018: $645,347Net Income 2018: $161,2752018Revenue 2019: $1,123,931Expenses 2019: $1,169,129Net Income 2019: -$45,1982019Revenue 2020: $976,528Expenses 2020: $770,660Net Income 2020: $205,8682020Revenue 2021: $920,709Expenses 2021: $897,933Net Income 2021: $22,7762021Revenue 2022: $4,709,069Expenses 2022: $5,665,890Net Income 2022: -$956,8212022

Highlighted filing

2018

Revenue$806,622
Expenses$645,347
Net Income$161,275
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Jul 14, 2018
Return Version
2017v2.3
Gross Receipts
$806,622
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,308,213$1,270,349▼ $37,864
Cash and Non-Interest-Bearing Accounts$394,159$600,159▲ $206,000
Prepaid Expenses and Deferred Charges$24,393$24,036▼ $357
Accounts Receivable$6,397$2,211▼ $4,186
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$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$1,754,426$1,917,597▲ $163,171
Other Assets Total$21,264$20,842▼ $422
Liabilities
Accounts Payable and Accrued Expenses$91,057$91,400▲ $343
Other Liabilities$21,522$23,075▲ $1,553
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$112,579$114,475▲ $1,896
Net Assets / Fund Balance
Unrestricted Net Assets$1,641,847$1,803,122▲ $161,275
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,641,847$1,803,122▲ $161,275
Total Liabilities and Net Assets / Fund Balance$1,754,426$1,917,597▲ $163,171

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,102,300$1,381,401$2,483,701
Equipment$5,232$395,240$400,472
Land$162,817-$162,817
Leasehold Improvements-$0-
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roberto MedranoDirector of Housing MinistryPT$34,184$34,184

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$794,715
Investment Income
$381
Other Revenue
$11,526
Change in Net Assets
$161,275

Audited Revenue Reconciliation

Revenue per Audited Statements
$801,985
Revenue Not Reported on Financial Statements
$4,637
Other Revenue Adjustments
$4,637
Total Revenue per Audited Statements
$801,985
Total Revenue per Form 990
$806,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$356,136
Salaries, Compensation, and Employee Benefits$289,211
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$109,066$27,267$0$136,333
Current Officers, Directors, Trustees, and Key Employees$64,824$16,206$0$81,030
Insurance$57,732$14,433$0$72,165
Depreciation Depletion$65,867$0$0$65,867
Other Employee Benefits$43,779$10,945$0$54,724
All Other Expenses$16,392$4,097-$20,489
Payroll Taxes$13,699$3,425$0$17,124
Office Expenses$13,297$3,324$0$16,621
Fees for Services Accounting$0$9,115$0$9,115
Occupancy$7,194$1,798$0$8,992
Fees for Services Legal$0$8,878$0$8,878
Conferences and Meetings$2,646$662$0$3,308
Other Expenses$1,946$0$0$1,946
Total Functional Expenses$533,396$111,951$0$645,347

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$645,347
Expenses per Audited Statements$640,710
Total Expenses per Audited Statements$640,710
Expenses Not Reported on Financial Statements$4,637
Other Expense Adjustments$4,637
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$20,807
Prepaid Revenue$1,841
Accrued Payroll Taxes$427
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 Enformcement 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 performance 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
El Rosario Charitable Trust
EIN
74-1617906
In Care Of
% ROBERTO MEDRANO
Phone
9565855051
Address
119 RETAMA STREET, MISSION, TX 78572

Signing Officer

Name
Roberto Medrano
Title
Director of Housing
Phone
9565855051
Signed
2018-07-14
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
11
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

“Revenues and expenses on form 990 are greater by $4,637 due to vacancy expenses reflected against gross income on the audited financial statements but reported as an expense on the form 990.”

Raw XML AppendixShowing 400 of 523 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/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01641847
IRS990/NetAssetsOrFundBalancesEOYAmt01803122
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01798
IRS990/OccupancyGrp/ProgramServicesAmt07194
IRS990/OccupancyGrp/TotalAmt08992
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03324
IRS990/OfficeExpensesGrp/ProgramServicesAmt013297
IRS990/OfficeExpensesGrp/TotalAmt016621
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021264
IRS990/OtherAssetsTotalGrp/EOYAmt020842
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010945
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt043779
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054724
IRS990/OtherExpensesGrp/Desc0CHARITABLE CONTRIBUTION
IRS990/OtherExpensesGrp/Desc1TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11445
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210356
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt089751
IRS990/OtherExpensesGrp/ProgramServicesAmt15780
IRS990/OtherExpensesGrp/ProgramServicesAmt241423
IRS990/OtherExpensesGrp/ProgramServicesAmt31946
IRS990/OtherExpensesGrp/TotalAmt089751
IRS990/OtherExpensesGrp/TotalAmt17225
IRS990/OtherExpensesGrp/TotalAmt251779
IRS990/OtherExpensesGrp/TotalAmt31946
IRS990/OtherLiabilitiesGrp/BOYAmt021522
IRS990/OtherLiabilitiesGrp/EOYAmt023075
IRS990/OtherRevenueMiscGrp/Desc0MISCALLENOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02646
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt18880
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02646
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18880
IRS990/OtherRevenueTotalAmt011526
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027267
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0109066
IRS990/OtherSalariesAndWagesGrp/TotalAmt0136333
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03425
IRS990/PayrollTaxesGrp/ProgramServicesAmt013699
IRS990/PayrollTaxesGrp/TotalAmt017124
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024393
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024036
IRS990/PrincipalOfficerNm0ROBERTO MEDRANO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0604473
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1190242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0604473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1190242
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0237
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0458999
IRS990/PYOtherRevenueAmt0136471
IRS990/PYProgramServiceRevenueAmt0773921
IRS990/PYRevenuesLessExpensesAmt0163298
IRS990/PYSalariesCompEmpBnftPaidAmt0288332
IRS990/PYTotalExpensesAmt0747331
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0910629
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0161275
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0806622
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01102300
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01381401
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02483701
IRS990ScheduleD/EquipmentGrp/BookValueAmt05232
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0395240
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0400472
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04637
IRS990ScheduleD/ExpensesSubtotalAmt0640710
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0162817
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0162817
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt04637
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11841
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2427
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt04637
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04637
IRS990ScheduleD/RevenueSubtotalAmt0801985
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REVENUES AND EXPENSES ON FORM 990 ARE GREATER BY $4,637 DUE TO VACANCY EXPENSES 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/TotalBookValueLandBuildingsAmt01270349
IRS990ScheduleD/TotalExpensesPerForm990Amt0645347
IRS990ScheduleD/TotalLiabilityAmt023075
IRS990ScheduleD/TotalRevenuePerForm990Amt0806622
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0801985
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0640710
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 PERFORMANCE 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 ENFORMCEMENT 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/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CATHOLIC DIOCESE OF BROWNSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LA MERCED CHARITABLE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741534098

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Filings

Displayed year

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

Open filing
Assets
$1,917,597
Liabilities
$114,475
Net assets
$1,803,122
Revenue
$806,622
Expenses
$645,347
Net income
$161,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.07$1.03$4.71$5.67$0.96
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.08$1.99$0.92$0.90$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.08$1.96$0.98$0.77$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.21$1.76$1.12$1.17$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.11$1.80$0.81$0.65$0.16
2017Summary only. Only limited summary data is available for this year.$1.75$0.11$1.64$0.91$0.75$0.16
2016Summary only. Only limited summary data is available for this year.$1.53$0.05$1.48$0.76$0.60$0.16
2015Summary only. Only limited summary data is available for this year.$1.37$0.05$1.32$0.75$0.59$0.16
2014Summary only. Only limited summary data is available for this year.$1.27$0.11$1.16$0.74$0.73$0.01
2013Summary only. Only limited summary data is available for this year.$1.17$0.03$1.15$0.82$0.59$0.23
2012Summary only. Only limited summary data is available for this year.$0.96$0.06$0.90$0.71$0.44$0.27
2011Summary only. Only limited summary data is available for this year.$0.67$0.04$0.63$0.68$0.44$0.24