Civic Intelligence

Carolyn H Joseph Charitable Trust

990PF • Fiscal year 2018 • EIN 76-0679752

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 07, 2018

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

1st percentile

-49%

Faster asset growth than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

2888%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$180,104

Down $175,889 (-49%) from 2017

Net Assets

Down

$180,104

Down $175,889 (-49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin21st percentile

Revenue

Up

$2,611,804

Up $2,524,396 (+2888%) from 2017

Expenses

Up

$2,912,345

Up $2,599,485 (+831%) from 2017

Net Income

Down

-$300,541

Down $75,089 (-33%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2018

Assets$180,104
Liabilities$0
Net Assets$180,104
Open 2018 Filing

Operations Trend

Revenue Growth100th 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

2018

Revenue$2,611,804
Expenses$2,912,345
Net Income-$300,541
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd 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
2018-08-07
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 Appendix325 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/Amt04488
AccountingFeesSchedule/AccountingFeesDetail/Amt11500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Tax compliance
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02244
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02244
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1750
CompensationExplanation/CompensationExplanationGrp/PersonNm0Patricia G Ferguson
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Pat Ferguson was not paid for her services as a trustee. Her accounting firm was paid $4,488 during 2017 for bookkeeping services to the organization.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt070784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Royalty interests
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01849
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt042882
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0124652
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0393
IRS990PF/DistributableAmountGrp/TotalTaxAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0393
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0300
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt070784
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07555
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Patricia G Ferguson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02211 Norfolk 375
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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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
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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/AppliedToCurrentYearAmt024413
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0278779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0263898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0248786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0239621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0233128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0233128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03909072
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02877988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0278779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0263898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0248786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0239621
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02902401
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02877988
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04142200
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01264212
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHJ Family Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CHJ Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02211 Norfolk 375
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12211 Norfolk 375
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077098
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd177098
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02555446
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt17084
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02555446
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly traded securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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 and securities to the grantees listed in Part XV, Line 3a in excess of current year income; each such grant was made solely for the charitable purpose listed on the schedule. The amount given in excess of income by the Foundation represented more than 25% of the Foundation's net assets of $347,960 (as measured by fair market value) at the beginning of the Foundation's taxable year ending March 31, 2018. Although the Foundation technically experienced a "substantial contraction", it will continue in existence.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Production expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0427
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0427
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Royalties
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01849
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01849
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0124652
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Difference between book & FMV of noncash grants
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06402
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Asset management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06402
TaxesSchedule/TaxesDetail/Amt0121
TaxesSchedule/TaxesDetail/CategoryTxt0Production taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0121
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia G Ferguson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-07
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/PreparerPersonNm0Jody Blazek
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-07T12:30:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,104
Liabilities
$0
Net assets
$180,104
Revenue
$2,611,804
Expenses
$2,912,345
Net income
-$300,541
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
2018Detailed filing. Detailed filing data is available for this year.$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