C B & Anita Branch Trust
Only null% goes to programs Strong reserves Declining revenue
C B & Anita Branch Trust is a 501(c)(3) organization based in San Antonio, Texas, registered in 1996, with $1,856,406 in FY2023 revenue. CharityIndex grades it F.
2632 Broadway Suite 401-s, San Antonio, TX, 78215 EIN 74-6431994 Since 1996
Revenue (FY2023)
$1.9M
▼ 5.4% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$3.4M
Net assets
$37.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for C B & Anita Branch Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating134 mo reserves · -83% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For C B & Anita Branch Trust: 134 mo reserves · -83% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for C B & Anita Branch Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For C B & Anita Branch Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 2632 Broadway Suite 401-s, San Antonio, TX, 78215
- City
- San Antonio
- State
- Texas
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $434K (FY2013) to $1.9M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $37.9M
Operating margin
-83.2%
Spent more than it raised in the latest fiscal year.
Total assets
$37.9M
Total liabilities
$0
Net assets
$37.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $1,856,406▼5.4% | $3,401,760▲10.1% | $37,947,254▼3.9% | $37,947,254▼3.9% | 990PF |
| 2022 | $1,963,144▼18.5% | $3,090,134▲25.1% | $39,470,780▼2.7% | $39,470,780▼2.7% | 990PF |
| 2021 | $2,408,822▼84.9% | $2,469,173▲64.3% | $40,556,739 | $40,556,739 | 990PF |
| 2020 | $15,931,075▲24.9% | $1,503,044▲40.1% | $40,544,884▲55.2% | $40,544,884▲55.2% | 990PF |
| 2019 | $12,754,315▲97.8% | $1,072,945▲39.5% | $26,116,853▲80.9% | $26,116,853▲80.9% | 990PF |
| 2018 | $6,447,562▲1012% | $769,291▼0.8% | $14,435,483▲64.8% | $14,435,483▲64.8% | 990PF |
| 2017 | $579,609▲15.5% | $775,473▲4.6% | $8,757,212▼2.1% | $8,757,212▼2.1% | 990PF |
| 2016 | $501,670▼20.0% | $741,545▲2.2% | $8,948,218▼2.6% | $8,948,218▼2.6% | 990PF |
| 2015 | $627,395▲16.9% | $725,564▲535% | $9,183,853▼0.9% | $9,183,853▼0.9% | 990PF |
| 2014 | $536,541▲23.7% | $114,266▼82.9% | $9,271,788▲4.8% | $9,271,870▲4.8% | 990PF |
| 2013 | $433,891 | $667,762▼10.4% | $8,844,893▲0.8% | $8,844,893▲0.8% | 990PF |
| 2012 | — | $745,515▲34.9% | $8,772,593▼3.0% | $8,772,593▼3.0% | 990PF |
| 2011 | — | $552,464 | $9,041,252 | $9,041,252 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is C B & Anita Branch Trust a legitimate nonprofit?
- Yes. C B & Anita Branch Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 74-6431994, based in San Antonio, Texas. Donations are tax-deductible.
- What is C B & Anita Branch Trust's EIN?
- C B & Anita Branch Trust's Employer Identification Number (EIN) is 74-6431994.
- How much revenue does C B & Anita Branch Trust report?
- C B & Anita Branch Trust reported $1,856,406 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does C B & Anita Branch Trust have?
- CharityIndex grades C B & Anita Branch Trust F, based on financial health (reserves and operating margin).
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Data for C B & Anita Branch Trust (EIN 74-6431994) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.