Civic Intelligence

Charity Assets Trust

990EZ • Fiscal year 2020 • EIN 81-4879675

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
327 Dahlonega St Ste 1001Cumming, GA 30040

(706) 754-6884

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

35th percentile

-3.2%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-8.4%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

2312%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$140,797

Down $12,837 (-8.4%) from 2019

Net Assets

Down

$140,797

Down $2,837 (-2.0%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$88,663

Up $84,987 (+2312%) from 2019

Expenses

Down

$91,500

Down $643,218 (-88%) from 2019

Net Income

Up

-$2,837

Up $728,205 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $0Net Assets 2017: $02017Assets 2018: $945,546Liabilities 2018: $70,870Net Assets 2018: $874,6762018Assets 2019: $153,634Liabilities 2019: $10,000Net Assets 2019: $143,6342019Assets 2020: $140,797Net Assets 2020: $140,7972020Assets 2021: $3,483Liabilities 2021: $0Net Assets 2021: $3,4832021Assets 2022: $2,563,244Liabilities 2022: $0Net Assets 2022: $2,563,2442022Assets 2023: $2,557,717Liabilities 2023: $2,751Net Assets 2023: $2,554,9662023Assets 2024: $574Liabilities 2024: $0Net Assets 2024: $5742024

Highlighted filing

2020

Assets$140,797
Liabilities-
Net Assets$140,797
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $02017Revenue 2018: $10,110,908Expenses 2018: $9,236,232Net Income 2018: $874,6762018Revenue 2019: $3,676Expenses 2019: $734,718Net Income 2019: -$731,0422019Revenue 2020: $88,663Expenses 2020: $91,500Net Income 2020: -$2,8372020Revenue 2021: $1,605,049Expenses 2021: $1,742,363Net Income 2021: -$137,3142021Revenue 2022: $2,565,001Expenses 2022: $5,240Net Income 2022: $2,559,7612022Revenue 2023: $14,885Expenses 2023: $23,163Net Income 2023: -$8,2782023Revenue 2024: -$1,165,420Expenses 2024: $1,388,972Net Income 2024: -$2,554,3922024

Highlighted filing

2020

Revenue$88,663
Expenses$91,500
Net Income-$2,837
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$99,095
Mission and Program Overview

Mission

The Trust is organized, and shall be operated, exclusively for charitable, scientific, literary, and educational purposes within the meaning of Section 501(c)(3) of the Code, (the "Qualified Purposes") and for the support and benefit of, and to perform the functions of and to carry out the purposes of it's supported organizations.

Program Services

DescriptionGrantsExpenses
The Trust is organized, and shall be operated, exclusively for charitable, scientific, literary, and educational purposes within the meaning of Section 501(c)(3) of the Code, (the "Qualified Purposes") and for the support and benefit of, and to perform the functions of and to carry out the purposes of it's supported organizations.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bryan GreenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charity Assets Trust
EIN
81-4879675
Phone
7067546884
Address
327 Dahlonega St Ste 1001, Cumming, GA 30040

Signing Officer

Name
Bryan Green
Title
Trustee
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Merritt & Barnes LLC
Address
10 GLENLAKE PARKWAY NORTH TOWER SUI, ATLANTA, GA 30328
Preparer
Scott Merritt CPA
Phone
4046366638
Supplemental Narrative

Additional Explanations

Other Revenue.1

“2019 Income Tax Refund Recived in 2020 $99095”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Helping Hands Support Inc | Cash Amount Given: $89000”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $10000 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix151 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cumming
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030040
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0153634
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IRS990EZ/ExcessOrDeficitForYearAmt0-2837
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherRevenueTotalAmt099095
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Trust is organized, and shall be operated, exclusively for charitable, scientific, literary, and educational purposes within the meaning of Section 501(c)(3) of the Code, (the "Qualified Purposes") and for the support and benefit of, and to perform the functions of and to carry out the purposes of it's supported organizations.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt091500
IRS990EZ/TotalRevenueAmt088663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0300265118
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1581493949
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2300282753
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt089000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HELPING HANDS SUPPORT INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1National Charitable Christian Fnd
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Cheria Foundation Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt089000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02019 Income Tax Refund Recived in 2020 $99095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Helping Hands Support Inc | Cash Amount Given: $89000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $10000 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0814879675
ReturnHeader/Filer/PhoneNum07067546884
ReturnHeader/Filer/USAddress/AddressLine1Txt0327 Dahlonega St Ste 1001
ReturnHeader/Filer/USAddress/CityNm0Cumming
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462800044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES MERRITT & BARNES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 GLENLAKE PARKWAY NORTH TOWER SUI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum04046366638
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MERRITT CPA
ReturnHeader/ReturnTs02021-11-15T17:54:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bryan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Green
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$140,797
Liabilities
-
Net assets
$140,797
Revenue
$88,663
Expenses
$91,500
Net income
-$2,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.17$1.39$2.55
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.55$0.01$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$2.57$0.01$2.56
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.61$1.74$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.01$0.14$0.00$0.73$0.73
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.07$0.87$10.1$9.24$0.87
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00