Civic Intelligence

El Rosario Charitable Trust

990 • Fiscal year 2021 • EIN 74-1617906

Mar 01, 2020 to Feb 28, 2021 • Filed on Jul 15, 2021

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

48th percentile

0.04x

Higher debt load relative to assets than 48% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.08x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

32nd percentile

2.5%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$55,841

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

32nd percentile

1.1%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-5.7%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$2,063,403

Up $22,848 (+1.1%) from 2020

Net Assets

Up

$1,986,568

Up $22,776 (+1.2%) from 2020

Liabilities

Up

$76,835

Up $72 (+0.1%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin32nd percentile

Revenue

Down

$920,709

Down $55,819 (-5.7%) from 2020

Expenses

Up

$897,933

Up $127,273 (+17%) from 2020

Net Income

Down

$22,776

Down $183,092 (-89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$2,063,403
Liabilities$76,835
Net Assets$1,986,568
Open 2021 Filing

Operations Trend

Revenue Growth26th 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

2021

Revenue$920,709
Expenses$897,933
Net Income$22,776
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Jul 15, 2021
Return Version
2020v4.1
Gross Receipts
$920,709
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$1,156,566$1,101,018▼ $55,548
Cash and Non-Interest-Bearing Accounts$818,083$915,712▲ $97,629
Prepaid Expenses and Deferred Charges$28,323$14,632▼ $13,691
Accounts Receivable$15,336$10,074▼ $5,262
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$2,040,555$2,063,403▲ $22,848
Other Assets Total$22,247$21,967▼ $280
Liabilities
Accounts Payable and Accrued Expenses$51,407$52,823▲ $1,416
Other Liabilities$25,356$24,012▼ $1,344
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$76,763$76,835▲ $72
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,963,792$1,986,568▲ $22,776
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,963,792$1,986,568▲ $22,776
Total Liabilities and Net Assets / Fund Balance$2,040,555$2,063,403▲ $22,848

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$938,201$1,547,600$2,485,801
Equipment$0$400,472$400,472
Land$162,817-$162,817
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raquel TurrubiatesInterim CoordinatorPT$49,403$6,438$55,841

Board Members and Trustees

NameTitle
Jose L GonzalezChairman
Linda V AlanizVice Chairperson
Bishop Mario AvilesTrustee
Rev Eduardo OrtegaTrustee
Ricardo GarciaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$854,175
Investment Income
$15
Other Revenue
$66,519
Change in Net Assets
$22,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$902,336
Revenue Not Reported on Financial Statements
$18,373
Other Revenue Adjustments
$18,373
Total Revenue per Audited Statements
$902,336
Total Revenue per Form 990
$920,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$586,275
Salaries, Compensation, and Employee Benefits$311,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$145,252$40,281$0$185,533
Insurance$82,796$836$0$83,632
Other Employee Benefits$45,002$12,480$0$57,482
Depreciation Depletion$54,993$555$0$55,548
Current Officers, Directors, Trustees, and Key Employees$38,678$10,725$0$49,403
All Other Expenses$27,672$8,701-$36,373
Fees for Services Legal$0$25,161$0$25,161
Payroll Taxes$15,060$4,180$0$19,240
Other Expenses$0$17,780$0$17,780
Office Expenses$4,563$13,202$0$17,765
Fees for Services Accounting$0$11,485$0$11,485
Occupancy$2,476$7,167$0$9,643
Conferences and Meetings$385$1,115$0$1,500
Total Functional Expenses$543,648$354,285$0$897,933

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$897,933
Expenses per Audited Statements$879,560
Total Expenses per Audited Statements$879,560
Expenses Not Reported on Financial Statements$18,373
Other Expense Adjustments$18,373
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$21,920
Prepaid Revenue$1,680
Accrued Payroll Taxes$412
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 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
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
% RAQUEL TURRUBIATES
Phone
9565855051
Address
119 RETAMA STREET, MISSION, TX 78572

Signing Officer

Name
Raquel Turrubiates
Title
Director of Housing
Phone
9565855051
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raquel Turrubiates
Formed
1968
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
11

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 $18,373 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 520 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/MissionDesc0PROVIDE 100 HOMES FOR LOW AND MODERATE INCOME FAMILIES UNDER SECTION OF THE NATIONAL HOUSING ACT, REGULATED BY HUD.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01963792
IRS990/NetAssetsOrFundBalancesEOYAmt01986568
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01963792
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01986568
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07167
IRS990/OccupancyGrp/ProgramServicesAmt02476
IRS990/OccupancyGrp/TotalAmt09643
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013202
IRS990/OfficeExpensesGrp/ProgramServicesAmt04563
IRS990/OfficeExpensesGrp/TotalAmt017765
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt022247
IRS990/OtherAssetsTotalGrp/EOYAmt021967
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012480
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt045002
IRS990/OtherEmployeeBenefitsGrp/TotalAmt057482
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/ManagementAndGeneralAmt0195622
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14995
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt317780
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt11726
IRS990/OtherExpensesGrp/ProgramServicesAmt2125045
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0195622
IRS990/OtherExpensesGrp/TotalAmt16721
IRS990/OtherExpensesGrp/TotalAmt2125045
IRS990/OtherExpensesGrp/TotalAmt317780
IRS990/OtherLiabilitiesGrp/BOYAmt025356
IRS990/OtherLiabilitiesGrp/EOYAmt024012
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt061012
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15507
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt061012
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15507
IRS990/OtherRevenueTotalAmt066519
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt040281
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0145252
IRS990/OtherSalariesAndWagesGrp/TotalAmt0185533
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04180
IRS990/PayrollTaxesGrp/ProgramServicesAmt015060
IRS990/PayrollTaxesGrp/TotalAmt019240
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028323
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014632
IRS990/PrincipalOfficerNm0RAQUEL TURRUBIATES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0628117
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1226058
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0628117
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1226058
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0496256
IRS990/PYOtherRevenueAmt0143587
IRS990/PYProgramServiceRevenueAmt0832915
IRS990/PYRevenuesLessExpensesAmt0205868
IRS990/PYSalariesCompEmpBnftPaidAmt0274404
IRS990/PYTotalExpensesAmt0770660
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0976528
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022776
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0854175
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0938201
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01547600
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02485801
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0400472
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0400472
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018373
IRS990ScheduleD/ExpensesSubtotalAmt0879560
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0162817
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0162817
IRS990ScheduleD/OtherExpensesNotIncludedAmt018373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021920
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11680
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2412
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt018373
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018373
IRS990ScheduleD/RevenueSubtotalAmt0902336
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REVENUES AND EXPENSES ON FORM 990 ARE GREATER BY $18,373 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/TotalBookValueLandBuildingsAmt01101018
IRS990ScheduleD/TotalExpensesPerForm990Amt0897933
IRS990ScheduleD/TotalLiabilityAmt024012
IRS990ScheduleD/TotalRevenuePerForm990Amt0920709
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0902336
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0879560
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/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

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,063,403
Liabilities
$76,835
Net assets
$1,986,568
Revenue
$920,709
Expenses
$897,933
Net income
$22,776
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