Civic Intelligence

Charity Assets Trust

990 • Fiscal year 2022 • EIN 81-4879675

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 03, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

100th percentile

73493%

Faster asset growth than 100% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

60%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,563,244

Up $2,559,761 (+73493%) from 2021

Net Assets

Up

$2,563,244

Up $2,559,761 (+73493%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Up

$2,565,001

Up $959,952 (+60%) from 2021

Expenses

Down

$5,240

Down $1,737,123 (-100%) from 2021

Net Income

Up

$2,559,761

Up $2,697,075 (+1964%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2022

Assets$2,563,244
Liabilities$0
Net Assets$2,563,244
Open 2022 Filing

Operations Trend

Revenue Growth84th 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

2022

Revenue$2,565,001
Expenses$5,240
Net Income$2,559,761
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$2,565,001
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$2,562,260-
Cash and Non-Interest-Bearing Accounts$3,483$984▼ $2,499
Total Assets$3,483$2,563,244▲ $2,559,761
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,483$2,563,244▲ $2,559,761
Total Net Assets Fund Balance$3,483$2,563,244▲ $2,559,761
Total Liabilities and Net Assets / Fund Balance$3,483$2,563,244▲ $2,559,761

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,562,260$2,740$2,565,000
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bryan GreenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,565,000
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
All Other Contributions
$2,565,000
Change in Net Assets
$2,559,761

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial1$2,565,000Appraisal
Total Noncash Contributions1$2,565,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,240
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$2,740--$2,740
Fees for Services Accounting$2,125$375-$2,500
Total Functional Expenses$4,865$375$0$5,240
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The tax returns are completed from the financial records of the organization. Once prepared and reviewed by an outside cpa firm, the full tax return is sent to the trustee for their final review prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 15B

“There are no officers, directors, trustees or any employees compensated at this time.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

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
Phone
7067546884
Signed
2023-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Green
Formed
2016
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Raw XML Appendix274 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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IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt02565000
IRS990/BooksInCareOfDetail/PersonNm0BRYAN GREEN
IRS990/BooksInCareOfDetail/PhoneNum07708878680
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0327 DAHLONEGA STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CUMMING
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IRS990/FormationYr02016
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02565001
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02740
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02562260
IRS990/LandBldgEquipCostOrOtherBssAmt02565000
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03483
IRS990/NetAssetsOrFundBalancesEOYAmt02563244
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03483
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02563244
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02565000
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRYAN GREEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01605025
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01742363
IRS990/PYInvestmentIncomeAmt024
IRS990/PYRevenuesLessExpensesAmt0-137314
IRS990/PYTotalExpensesAmt01742363
IRS990/PYTotalRevenueAmt01605049
IRS990/ReconcilationRevenueExpnssAmt02559761
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02565000
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/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0300265118
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1581493949
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HELPING HANDS SUPPORT INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1NATIONAL CHRISTIAN FOUNDATION
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURNS ARE COMPLETED FROM THE FINANCIAL RECORDS OF THE ORGANIZATION. ONCE PREPARED AND REVIEWED BY AN OUTSIDE CPA FIRM, THE FULL TAX RETURN IS SENT TO THE TRUSTEE FOR THEIR FINAL REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO OFFICERS, DIRECTORS, TRUSTEES OR ANY EMPLOYEES COMPENSATED AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/USAddress/CityNm0CUMMING
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030040
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07067546884
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITY ASSETS TRUST
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462800044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES MERRITT & BARNES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 GLENLAKE PKWY NORTH TOWER STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum04046366638
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MERRITT CPA
ReturnHeader/ReturnTs02023-11-15T13:49:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,563,244
Liabilities
$0
Net assets
$2,563,244
Revenue
$2,565,001
Expenses
$5,240
Net income
$2,559,761
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