Civic Intelligence

Peter Bradley Carlson Charitable Tr Fb105

990PF • Fiscal year 2021 • EIN 74-6564793

Jun 01, 2020 to May 31, 2021 • Filed on Oct 05, 2021

Organization Profile
P O Box 2950 Tax Dept Floor 5San Antonio, TX 78299-2950

(210) 220-4441

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$9,566

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 43.9% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

21st percentile

-2.8%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-49%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$677,616

Down $19,854 (-2.8%) from 2020

Net Assets

Down

$677,616

Down $19,854 (-2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin5th percentile

Revenue

Down

$21,813

Down $20,643 (-49%) from 2020

Expenses

Down

$41,709

Down $9,414 (-18%) from 2020

Net Income

Down

-$19,896

Down $11,229 (-130%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$800K$600K$400K$200K$0Assets 2012: $606,030Liabilities 2012: $02012Assets 2013: $607,007Liabilities 2013: $02013Assets 2014: $626,129Liabilities 2014: $02014Assets 2015: $665,164Liabilities 2015: $02015Assets 2016: $658,536Liabilities 2016: $02016Assets 2020: $697,470Liabilities 2020: $0Net Assets 2020: $697,4702020Assets 2021: $677,616Liabilities 2021: $0Net Assets 2021: $677,6162021Assets 2022: $686,240Liabilities 2022: $0Net Assets 2022: $686,2402022Assets 2023: $698,080Liabilities 2023: $0Net Assets 2023: $698,0802023Assets 2024: $679,321Liabilities 2024: $0Net Assets 2024: $679,3212024Assets 2025: $718,539Liabilities 2025: $50,000Net Assets 2025: $668,5392025

Highlighted filing

2021

Assets$677,616
Liabilities$0
Net Assets$677,616
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2012: $42,187Expenses 2012: $37,067Net Income 2012: $5,1202012Revenue 2013: $32,363Expenses 2013: $31,386Net Income 2013: $9772013Revenue 2014: $56,081Expenses 2014: $36,959Net Income 2014: $19,1222014Revenue 2015: $77,556Expenses 2015: $38,521Net Income 2015: $39,0352015Revenue 2016: $33,733Expenses 2016: $40,361Net Income 2016: -$6,6282016Revenue 2020: $42,456Expenses 2020: $51,123Net Income 2020: -$8,6672020Revenue 2021: $21,813Expenses 2021: $41,709Net Income 2021: -$19,8962021Revenue 2022: $52,601Expenses 2022: $43,977Net Income 2022: $8,6242022Revenue 2023: $64,451Expenses 2023: $52,611Net Income 2023: $11,8402023Revenue 2024: $34,106Expenses 2024: $52,865Net Income 2024: -$18,7592024Revenue 2025: $51,911Expenses 2025: $62,725Net Income 2025: -$10,8142025

Highlighted filing

2021

Revenue$21,813
Expenses$41,709
Net Income-$19,896
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST BANKTrusteeFT$9,566-$9,566
Filing and Contact Details

Filer

Filer Name
Peter Bradley Carlson Charitable Tr Fb105
EIN
74-6564793
Phone
2102204441
Address
P O BOX 2950 TAX DEPT FLOOR 5, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
2102204441
Signed
2021-10-05
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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07703 FLOYD CURL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078229
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt09829
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026025
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035854
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030633
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0496
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0496
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0993
OtherIncreasesSchedule/OtherIncreasesDetail/Amt042
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR TAX REFUND
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02102204441
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER BRADLEY CARLSON CHARITABLE TR FB105
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0746564793
ReturnHeader/Filer/PhoneNum02102204441
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2950 TAX DEPT FLOOR 5
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782992950
ReturnHeader/ReturnTs02021-10-06T09:00:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$677,616
Liabilities
$0
Net assets
$677,616
Revenue
$21,813
Expenses
$41,709
Net income
-$19,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.19$0.50$6.69$0.52$0.63$0.11
2024Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.34$0.53$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.64$0.53$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.53$0.44$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.22$0.42$0.20
2020Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.42$0.51$0.09
2016Summary only. Only limited summary data is available for this year.$6.59$0.00$0.34$0.40$0.07
2015Summary only. Only limited summary data is available for this year.$6.65$0.00$0.78$0.39$0.39
2014Summary only. Only limited summary data is available for this year.$6.26$0.00$0.56$0.37$0.19
2013Summary only. Only limited summary data is available for this year.$6.07$0.00$0.32$0.31$0.01
2012Summary only. Only limited summary data is available for this year.$6.06$0.00$0.42$0.37$0.05