Civic Intelligence

Peter Bradley Carlson Charitable Tr Fb105

990PF • Fiscal year 2022 • EIN 74-6564793

Jun 01, 2021 to May 31, 2022 • Filed on Jul 21, 2022

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

65th percentile

$11,907

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

54th percentile

1.3%

Faster asset growth than 54% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

141%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$686,240

Up $8,624 (+1.3%) from 2021

Net Assets

Up

$686,240

Up $8,624 (+1.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin66th percentile

Revenue

Up

$52,601

Up $30,788 (+141%) from 2021

Expenses

Up

$43,977

Up $2,268 (+5.4%) from 2021

Net Income

Up

$8,624

Up $28,520 (+143%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$686,240
Liabilities$0
Net Assets$686,240
Open 2022 Filing

Operations Trend

Revenue Growth91st 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

2022

Revenue$52,601
Expenses$43,977
Net Income$8,624
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Jul 21, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST BANKTrusteeFT$11,907-$11,907
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUT HEALTH SCIENCE CENTER ATTN CAROL SWNARTZ MAIL STOP 7835CHARITABLE CONTRIBUTIONEXEMPTSAN ANTONIO, TX, US$31,000
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
2022-07-21
Raw XML Appendix305 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/RecipientBusinessName/BusinessNameLine2Txt0ATTN CAROL SWNARTZ MAIL STOP 7835
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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/TotalGrantOrContriPdDurYrAmt031000
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/AppliedToCurrentYearAmt06820
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030633
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043419
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/QualifyingDistributionsAmt037453
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036599
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030633
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/CategoryTxt02022 FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02102204441
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-21
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/ReturnTs02022-08-29T11:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$686,240
Liabilities
$0
Net assets
$686,240
Revenue
$52,601
Expenses
$43,977
Net income
$8,624
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