Civic Intelligence

Alphonse Siros Charitable Trust Fund

990PF • Fiscal year 2023 • EIN 74-6357816

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 06, 2025

PO Box 3657Laredo, TX 78044-3657

(956) 723-1892

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-483%

Higher net margin than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$2,750

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

21st percentile

-4.8%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,059,749

Down $53,521 (-4.8%) from 2022

Net Assets

Down

$1,059,749

Down $53,521 (-4.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$10,802

Down $3,276 (-23%) from 2022

Expenses

Up

$62,930

Up $12,445 (+25%) from 2022

Net Income

Down

-$52,128

Down $15,721 (-43%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,099,957Liabilities 2011: $2,0002011Assets 2012: $1,083,119Liabilities 2012: $2,2232012Assets 2013: $1,089,327Liabilities 2013: $2,0002013Assets 2014: $1,065,885Liabilities 2014: $2,0002014Assets 2015: $1,049,514Liabilities 2015: $02015Assets 2016: $1,035,040Liabilities 2016: $0Net Assets 2016: $1,035,0402016Assets 2017: $1,016,787Liabilities 2017: $0Net Assets 2017: $1,016,7872017Assets 2018: $1,049,327Liabilities 2018: $0Net Assets 2018: $1,049,3272018Assets 2019: $1,023,959Liabilities 2019: $0Net Assets 2019: $1,023,9592019Assets 2020: $1,052,781Liabilities 2020: $0Net Assets 2020: $1,052,7812020Assets 2021: $1,017,852Liabilities 2021: $0Net Assets 2021: $1,017,8522021Assets 2022: $1,113,270Liabilities 2022: $0Net Assets 2022: $1,113,2702022Assets 2023: $1,059,749Liabilities 2023: $0Net Assets 2023: $1,059,7492023Assets 2024: $1,046,637Liabilities 2024: $0Net Assets 2024: $1,046,6372024

Highlighted filing

2023

Assets$1,059,749
Liabilities$0
Net Assets$1,059,749

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $34,329Expenses 2011: $41,975Net Income 2011: -$7,6462011Revenue 2012: $27,987Expenses 2012: $44,300Net Income 2012: -$16,3132012Revenue 2013: $32,010Expenses 2013: $39,707Net Income 2013: -$7,6972013Revenue 2014: $17,054Expenses 2014: $43,479Net Income 2014: -$26,4252014Revenue 2015: $26,130Expenses 2015: $42,501Net Income 2015: -$16,3712015Revenue 2016: $51,978Expenses 2016: $56,071Net Income 2016: -$4,0932016Revenue 2017: $25,131Expenses 2017: $43,384Net Income 2017: -$18,2532017Revenue 2018: $95,162Expenses 2018: $62,622Net Income 2018: $32,5402018Revenue 2019: $90,205Expenses 2019: $45,770Net Income 2019: $44,4352019Revenue 2020: $112,712Expenses 2020: $46,999Net Income 2020: $65,7132020Revenue 2021: $17,947Expenses 2021: $51,035Net Income 2021: -$33,0882021Revenue 2022: $14,078Expenses 2022: $50,485Net Income 2022: -$36,4072022Revenue 2023: $10,802Expenses 2023: $62,930Net Income 2023: -$52,1282023Revenue 2024: $30,967Expenses 2024: $47,344Net Income 2024: -$16,3772024

Highlighted filing

2023

Revenue$10,802
Expenses$62,930
Net Income-$52,128
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 6, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine D CoronaTrustee-$2,750-$2,750
Michael A DickinsonTrustee-$2,750-$2,750
Filing and Contact Details

Filer

Filer Name
Alphonse Siros Charitable Trust
EIN
74-6357816
Phone
9567231892
Address
PO Box 3657, Laredo, TX 78044-3657

Signing Officer

Name
Katherine D Corona
Title
Trustee
Phone
9567231892
Signed
2025-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Jorge Herrera CPA Cia Pc
Address
17038 REDLAND RD STE 110, SAN ANTONIO, TX 78247
Preparer
Jorge Herrera CPA
Phone
2103412300
Raw XML Appendix358 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Schedule K-1 - A. Siros LT Capital Gain
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Wells Fargo #1611 LT Capital Gain
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katherine D Corona
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael A Dickinson
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 3657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 3657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33310 South Zapata Hwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 6184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Laredo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Laredo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Laredo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Laredo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Laredo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478042
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt043698
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0153978
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043698
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0153978
IRS990PF/UndistributedIncomeGrp/Taxable2Amt065415
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0197676
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065992
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt065415
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt071878
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0City Properties
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt071878
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0692227
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt114127
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Nonvoting limited partnership interest in A. Siros Ltd
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Stock in A. Siros Hardware Inc
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0651157
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt113289
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0822468
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt116785
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01393
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ to End Bal
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110632
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Schedule K-1 - A. Siros Ltd Interest Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Schedule K-1 - A. Siros Ltd Dividend Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Schedule K-1 - A. Siros Ltd Ordinary Business Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Schedule K-1 - A. Siros Ltd Rental Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0260
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt116535
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-8012
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-7000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0260
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt116535
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-8012
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-7000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Jorge Herrera CPA CIA PC Tax Preparation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Esther M Dickinson General Office Work
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1600
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt12698
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax on Investment Income
TaxesSchedule/TaxesDetail/CategoryTxt1Property Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02698
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine D Corona
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09567231892
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alphonse Siros Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0746357816
ReturnHeader/Filer/PhoneNum09567231892
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3657
ReturnHeader/Filer/USAddress/CityNm0Laredo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0780443657
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263961607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JORGE HERRERA CPA CIA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017038 REDLAND RD STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078247
ReturnHeader/PreparerPersonGrp/PhoneNum02103412300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jorge Herrera CPA
ReturnHeader/ReturnTs02025-11-14T15:55:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.01$0.05$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.02$0.05$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.11$0.05$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.09$0.05$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.10$0.06$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.03$0.04$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.06$0.00
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$0.03$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$0.02$0.04$0.03
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.03$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.03$0.04$0.02
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.03$0.04$0.01