Civic Intelligence

Cardinal Trust Inc.

990 • Fiscal year 2023 • EIN 86-3604580

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profilewww.cardinaltrust.org
6121 Indian School Rd NE Suite 103Albuquerque, NM 87110

(505) 345-5529

Siviq Scores

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

Liabilities / Assets

96th percentile

1.25x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • NTEE W • <$500k nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.03x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • NTEE W • <$500k nonprofits • Source year 2023

Net Margin

45th percentile

6.6%

Higher net margin than 45% of similar nonprofits.

2023 filings • NTEE W • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • NTEE W • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

$7,023

No earlier filing loaded for comparison.

Net Assets

-$1,729

No earlier filing loaded for comparison.

Liabilities

$8,752

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin45th percentile

Revenue

$256,631

No earlier filing loaded for comparison.

Expenses

$239,620

No earlier filing loaded for comparison.

Net Income

$17,011

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KAssets 2023: $7,023Liabilities 2023: $8,752Net Assets 2023: -$1,7292023Assets 2024: $14,414Liabilities 2024: $7,493Net Assets 2024: $6,9212024

Highlighted filing

2023

Assets$7,023
Liabilities$8,752
Net Assets-$1,729
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2023: $256,631Expenses 2023: $239,620Net Income 2023: $17,0112023Revenue 2024: $534,652Expenses 2024: $527,525Net Income 2024: $7,1272024

Highlighted filing

2023

Revenue$256,631
Expenses$239,620
Net Income$17,011
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$256,631
Mission and Program Overview

Mission

To provide high quality Trust Services to Senior and Disabled Adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$0$3,750▲ $3,750
Cash and Non-Interest-Bearing Accounts$1,964$3,273▲ $1,309
Cap Stk Tr Prin Current Funds$100$100→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-18,840$-1,829▲ $17,011
Total Assets$1,964$7,023▲ $5,059
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$704$7,890▲ $7,186
Unsecured Notes Loans Payable$20,000$862▼ $19,138
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$20,704$8,752▼ $11,952
Net Assets / Fund Balance
Total Net Assets Fund Balance$-18,740$-1,729▲ $17,011
Total Liabilities and Net Assets / Fund Balance$1,964$7,023▲ $5,059
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Nancy J OriolaExecutive Director
John AttwoodSenior Trust Officer Development
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$256,631
Investment Income
$0
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$17,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$128,937
Other Expenses$110,683
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$128,937$0$128,937
Information Technology$0$38,700$0$38,700
Other Expenses$0$25,724$0$25,724
Advertising$0$17,297$0$17,297
Occupancy$0$13,006$0$13,006
Insurance$0$10,109$0$10,109
Fees for Services Other$2,422$0$0$2,422
Office Expenses$0$2,133$0$2,133
Travel$0$1,292$0$1,292
Total Functional Expenses$2,422$237,198$0$239,620
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, line 9

“| Name of the person:, Address of the person:| Theresa McFerrin, 5016 Sunningdale Ave NE, Albuquerque, NM, 87110| David Monson, 1514 Tio Carlos Ct SW, Albuquerque, NM, 87105| Paul Watkins, 10501 Savoy Dr NW, Albuquerque, NM, 87114| Jeff Roybal, 1604 Wisconsin St. NE, Albuqueruqe, NM, 87110| Nancy J Oriola, 1513 Dartmouth Dr NE, Albuquerque, NM, 87106|”

Part VI, Section B, Line 11B

“Done by Executive Director and a Board Member”

Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Cardinal Trust
EIN
86-3604580
In Care Of
% Nancy Oriola
Address
6121 INDIAN SCHOOL RD NE SUITE 103, Albuquerque, NM 87110

Signing Officer

Name
Nancy Oriola
Title
Executive Diredtor
Signed
2024-11-11
Discuss with paid preparer
No

Organization Details

Formed
2021
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
4
Employees
5
Volunteers
0
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“| Description:, Explanation:, Amount:| 0, 0, $0|”

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IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/FundraisingAmt00
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IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1829
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Cardinal Trust is a community based non profit that receives compensation for trust services
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Same Organization
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Board of Directors appoints and elects Directors and officers
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part VI, Section A line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, line 3A
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Name of the person:, Address of the person:| Theresa McFerrin, 5016 Sunningdale Ave NE, Albuquerque, NM, 87110| David Monson, 1514 Tio Carlos Ct SW, Albuquerque, NM, 87105| Paul Watkins, 10501 Savoy Dr NW, Albuquerque, NM, 87114| Jeff Roybal, 1604 Wisconsin St. NE, Albuqueruqe, NM, 87110| Nancy J Oriola, 1513 Dartmouth Dr NE, Albuquerque, NM, 87106|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Done by Executive Director and a Board Member
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Description:, Explanation:, Amount:| 0, 0, $0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XI, Line 9
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02422
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt08752

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,023
Liabilities
$8,752
Net assets
-$1,729
Revenue
$256,631
Expenses
$239,620
Net income
$17,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.07$0.07$5.35$5.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.09$0.02$2.57$2.40$0.17