Civic Intelligence

Carolyn H Joseph Charitable Trust

990PF • Fiscal year 2017 • EIN 76-0679752

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 10, 2017

Organization Profile
2211 NorfolkHouston, TX 77098

(713) 951-9900

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-258%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-26%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$355,993

Down $225,452 (-39%) from 2016

Net Assets

Down

$355,993

Down $225,452 (-39%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$87,408

Down $30,378 (-26%) from 2016

Expenses

Up

$312,860

Up $1,479 (+0.5%) from 2016

Net Income

Down

-$225,452

Down $31,857 (-16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,280,079Liabilities 2012: $02012Assets 2013: $1,117,653Liabilities 2013: $02013Assets 2014: $955,455Liabilities 2014: $02014Assets 2015: $781,496Liabilities 2015: $6,4562015Assets 2016: $581,445Liabilities 2016: $0Net Assets 2016: $581,4452016Assets 2017: $355,993Liabilities 2017: $0Net Assets 2017: $355,9932017Assets 2018: $180,104Liabilities 2018: $0Net Assets 2018: $180,1042018Assets 2019: $180,158Liabilities 2019: $0Net Assets 2019: $180,1582019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$355,993
Liabilities$0
Net Assets$355,993
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $239,384Expenses 2012: $316,383Net Income 2012: -$76,9992012Revenue 2013: $152,380Expenses 2013: $314,806Net Income 2013: -$162,4262013Revenue 2014: $153,650Expenses 2014: $315,848Net Income 2014: -$162,1982014Revenue 2015: $135,192Expenses 2015: $315,607Net Income 2015: -$180,4152015Revenue 2016: $117,786Expenses 2016: $311,381Net Income 2016: -$193,5952016Revenue 2017: $87,408Expenses 2017: $312,860Net Income 2017: -$225,4522017Revenue 2018: $2,611,804Expenses 2018: $2,912,345Net Income 2018: -$300,5412018Revenue 2019: $67,884Expenses 2019: $7,309Net Income 2019: $60,5752019Revenue 2020: -$5,924Expenses 2020: $174,234Net Income 2020: -$180,1582020

Highlighted filing

2017

Revenue$87,408
Expenses$312,860
Net Income-$225,452
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia G FergusonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carolyn H Joseph Charitable Trust
EIN
76-0679752
Phone
7139519900
Address
2211 Norfolk, Houston, TX 77098

Signing Officer

Name
Patricia G Ferguson
Title
Trustee
Signed
2017-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML Appendix328 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1500
CompensationExplanation/CompensationExplanationGrp/PersonNm0Patricia G Ferguson
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Pat Ferguson was not paid for her services as a trustee. Her accounting firm was paid $5,805 during 2016 for bookkeeping services to the organization.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Fairfax Financial 7.375% 04/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Anadarko Pete Co 7.05% 05/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Washington Post 7.25% 02/01/19
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate Stock - See attachment
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Patricia G Ferguson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Operating support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0American Cancer Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1American Heart Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Rockingham Memorial Hospital
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 720366
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 22035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22010 Health Campus Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oklahoma City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1St Petersburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Harrisonburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt024793
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0263898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0248786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0239621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0233128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0223603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0223603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01264212
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0278779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0263898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0248786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0239621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0233128
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0303572
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0278779
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01487815
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01209036
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0The following information is submitted in accordance with Treasury RegulationSection 1.6043-3(a)(1) and the Form 990-PF instructions:The Foundation made distributions of cash to the grantees listed in Part XV, Line 3a; each such grant was made solely for the charitable purpose listed on the schedule. During this tax year, the Foundation paid grants in an amount representing more than 25% of the Foundation's net assets of $602,375 (as measured by fair market value) at the beginning of the Foundation's taxable year ending March 31, 2017. Although the Foundation technically experienced a "substantial contraction," it will continue in existence.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Royalty expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0924
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01435
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Royalties
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02669
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02669
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02974
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02974
TaxesSchedule/TaxesDetail/Amt0943
TaxesSchedule/TaxesDetail/Amt191
TaxesSchedule/TaxesDetail/Amt276
TaxesSchedule/TaxesDetail/Amt3197
TaxesSchedule/TaxesDetail/CategoryTxt0Excise taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Production taxes
TaxesSchedule/TaxesDetail/CategoryTxt3Property taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt091
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt176
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2197
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia G Ferguson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carolyn H Joseph Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0760679752
ReturnHeader/Filer/PhoneNum07139519900
ReturnHeader/Filer/USAddress/AddressLine1Txt02211 Norfolk
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-10T14:31:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,993
Liabilities
$0
Net assets
$355,993
Revenue
$87,408
Expenses
$312,860
Net income
-$225,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.17$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.07$0.01$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$2.61$2.91$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.09$0.31$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.12$0.31$0.19
2015Summary only. Only limited summary data is available for this year.$0.78$0.01$0.14$0.32$0.18
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.15$0.32$0.16
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$0.15$0.31$0.16
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$0.24$0.32$0.08