Civic Intelligence

Carolyn H Joseph Charitable Trust

EIN 76-0679752 • Houston, TX

2211 NorfolkHouston, TX 77098
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

100th percentile

3041%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $180,158 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $180,158 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,924

Down $73,808 (-109%) from 2019

Expenses

Up

$174,234

Up $166,925 (+2284%) from 2019

Net Income

Down

-$180,158

Down $240,733 (-397%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest 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

2020

Revenue-$5,924
Expenses$174,234
Net Income-$180,158
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$5,924
Expenses
$174,234
Net income
-$180,158
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Aug 21, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia G FergusonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Operating supportPCOklahoma City, OK, US$56,152
Paid Grant-Operating supportPCSt Petersburg, FL, US$56,151
Paid Grant-Operating supportPCHarrisonburg, VA, US$56,151
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
2020-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Kurt Coburn
Phone
7134395739
Raw XML Appendix252 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt04280
AccountingFeesSchedule/AccountingFeesDetail/Amt11500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Tax compliance
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02140
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02140
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1750
CompensationExplanation/CompensationExplanationGrp/PersonNm0Patricia G Ferguson
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Pat Ferguson's accounting firm was paid $4,280 during 2019 for bookkeeping services and consulting related to the disposition of the organization's royalty interests.
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Sales of royalty interest
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6155
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-180158
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0180158
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03209
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03209
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03209
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/FinalReturnInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0180158
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0170766
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0180158
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0180158
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0180158
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt065148
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064280
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0977
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0868
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03209
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt064171
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt065148
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Patricia G Ferguson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02211 Norfolk 375
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0171344
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07139519900
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Rockingham Memorial Hospital
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1St Petersburg
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0248786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03588800
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0168135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02877988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0278779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0263898
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0171344
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0168135
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03837586
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03669451
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0The foundation has terminated, as of 3/31/2020, pursuant to IRC Section 507(b)1(A), having distributed all of its net assets to the grantees listed in Part XV, Line 3a of this Form 990-PF. The final distributions reported in Part XV, Line 3a were made in cash and were completed as of 2/26/2020.
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia G Ferguson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-21
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/PreparerFirmEIN0760269860
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/PreparerPersonNm0Kurt Coburn
ReturnHeader/ReturnTs02020-08-21T12:07:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

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