Civic Intelligence

People'S Trust Foundation

EIN 20-8185480 • 501(c)3 • Houston, TX

Profile

The organization's primary exempt purpose is to advance financial literacy and economic independence among houstonians through financial education.

16430 Park Ten PlaceHouston, TX 77082

www.peoplestrustfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

90th percentile

66%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$0

Down $43,476 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $43,476 (-100%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin90th percentile

Revenue

Down

$26,301

Down $7,529 (-22%) from 2021

Expenses

Down

$16,200

Down $344 (-2.1%) from 2021

Net Income

Down

$10,101

Down $7,185 (-42%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $1,844Liabilities 2013: $0Net Assets 2013: $1,8442013Assets 2014: $23,951Liabilities 2014: $0Net Assets 2014: $23,9512014Assets 2015: $42,026Liabilities 2015: $0Net Assets 2015: $42,0262015Assets 2016: $35,574Liabilities 2016: $0Net Assets 2016: $35,5742016Assets 2017: $27,271Liabilities 2017: $2,500Net Assets 2017: $24,7712017Assets 2018: $9,633Liabilities 2018: $2,500Net Assets 2018: $7,1332018Assets 2019: $1,281Net Assets 2019: $1,2812019Assets 2020: $26,190Net Assets 2020: $26,1902020Assets 2021: $43,476Liabilities 2021: $0Net Assets 2021: $43,4762021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2013: $7,481Expenses 2013: $31,911Net Income 2013: -$24,4302013Revenue 2014: $54,863Expenses 2014: $32,756Net Income 2014: $22,1072014Revenue 2015: $54,750Expenses 2015: $36,675Net Income 2015: $18,0752015Revenue 2016: $14,622Expenses 2016: $21,074Net Income 2016: -$6,4522016Revenue 2017: $6,109Expenses 2017: $16,912Net Income 2017: -$10,8032017Revenue 2018: $1,961Expenses 2018: $19,599Net Income 2018: -$17,6382018Revenue 2019: $16,748Expenses 2019: $22,600Net Income 2019: -$5,8522019Revenue 2020: $43,953Expenses 2020: $19,044Net Income 2020: $24,9092020Revenue 2021: $33,830Expenses 2021: $16,544Net Income 2021: $17,2862021Revenue 2022: $26,301Expenses 2022: $16,200Net Income 2022: $10,1012022

Highlighted filing

2022

Revenue$26,301
Expenses$16,200
Net Income$10,101
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$26,301
Expenses
$16,200
Net income
$10,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$26.3$16.2$10.1
2021Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$33.8$16.5$17.3
2020Detailed filing. Detailed filing data is available for this year.$26.2$26.2$44.0$19.0$24.9
2019Detailed filing. Detailed filing data is available for this year.$1.28$1.28$16.7$22.6$5.85
2018Detailed filing. Detailed filing data is available for this year.$9.63$2.50$7.13$1.96$19.6$17.6
2017Detailed filing. Detailed filing data is available for this year.$27.3$2.50$24.8$6.11$16.9$10.8
2016Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$14.6$21.1$6.45
2015Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$54.8$36.7$18.1
2014Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$54.9$32.8$22.1
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$7.48$31.9$24.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Dec 9, 2024
Return Version
2022v5.0
Gross Receipts
$26,301
Mission and Program Overview

Mission

SEE ATTACHED

The organization's primary exempt purpose is to advance financial literacy and economic independence among houstonians through financial education.

Program Services

DescriptionGrantsExpenses
AWARDING OF POST-SECONDARY SCHOOL SCHOLARSHIPS IN ACCORDANCE WITH ESTABLISHED SCHOLARSHIP GUIDELINES.$0$16,200
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY CHINNERYExecutive Director-$0--
PATRICK FLYNNFoundation Chair-$0--
LATISHA MARSHALLSecretary/Treasurer-$0--
MO DINANATHFoundation Director-$0--
RENE MARTINEZFoundation Director-$0--
ADRIENNE WRIGHTFoundation Director-$0--
DAN SLOANFoundation Director-$0--
JUSTIN SANDYFoundation Director-$0--
NIRUPA OUDITFoundation Director-$0--
JULIE PERRINFoundation Director-$0--
DAVID BLEAZARDFoundation President-$0--
Filing and Contact Details

Filer

Filer Name
PEOPLE'S TRUST FOUNDATION
EIN
20-8185480
Phone
7136768968
Address
16430 PARK TEN PLACE, HOUSTON, TX 77082

Signing Officer

Name
David Bleazard
Title
Foundation President
Phone
7136768968
Signed
2024-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Pittsford Samuels Pllc
Address
1776 YORKTOWN SUITE 530, HOUSTON, TX 77056
Preparer
Patrick D Samuels
Phone
7139776888
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: distribution of net assets to you first foundation . Amount: -53,577.”

Form 990-ez, Part 1, Line 10

“Various nominal educational scholarships”

Raw XML Appendix231 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVID BLEAZARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FOUNDATION PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-53577
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ADVANCE FINANCIAL LITERACY AND ECONOMIC INDEPENDENCE AMONG HOUSTONIANS THROUGH FINANCIAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDING OF POST-SECONDARY SCHOOL SCHOLARSHIPS IN ACCORDANCE WITH ESTABLISHED SCHOLARSHIP GUIDELINES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016200
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IRS990EZ/WebsiteAddressTxt0WWW.PEOPLESTRUSTFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043953
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0122779
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IRS990ScheduleA/InvestmentIncomePYPct00.00030
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-11-08
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IRS990ScheduleN/ReceiveCompensationInd00
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: DAVID BLEAZARD
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: DURING 2022, PEOPLE'S TRUST CREDIT UNION WAS MERGED INTO FIRST SERVICE CREDIT UNION. AS A CONSEQUENCE OF THE MERGER, PEOPLE'S TRUST FOUNDATION OPERATIONS WERE ENDED DURING 2022. AT THE END OF PAYMENT OF ALREADY AWARDED GRANTS AS OF THE DATE OF THE MERGER DURING 2022 THE REMAINING ASSETS OF PEOPLE'S TRUST FOUNDATION WERE PAID TO THE YOU FIRST FOUNDATION.FOLLOWING THE MERGER ABOVE, DAVID BLEAZARD BECAME THE PRESIDENT OF PEOPLE'S TRUST FOUNDATION. DAVID BLEAZARD IS THE CHAIRMAN OF THE BOARD OF THE YOU FIRST FOUNDATION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DISTRIBUTION OF NET ASSETS TO YOU FIRST FOUNDATION . AMOUNT: -53,577.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS NOMINAL EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART 1, LINE 10
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BLEAZARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07136768968
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEOPLE'S TRUST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PEOP
ReturnHeader/Filer/EIN0208185480
ReturnHeader/Filer/PhoneNum07136768968
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822488343
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01776 YORKTOWN SUITE 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07139776888
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK D SAMUELS
ReturnHeader/ReturnTs02024-12-15T12:31:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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