Civic Intelligence

People'S Trust Foundation

990EZ • Fiscal year 2013 • EIN 20-8185480

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 05, 2014

Organization Profilewww.peoplestrustfoundation.org
811 Louisiana Street Suite 2400Suite77002

(713) 428-3281

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

2nd percentile

-327%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

$1,844

No earlier filing loaded for comparison.

Net Assets

$1,844

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin2nd percentile

Revenue

$7,481

No earlier filing loaded for comparison.

Expenses

$31,911

No earlier filing loaded for comparison.

Net Income

-$24,430

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.

$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

2013

Assets$1,844
Liabilities$0
Net Assets$1,844
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$7,481
Expenses$31,911
Net Income-$24,430
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 5, 2014
Return Version
2013v3.1
Gross Receipts
$7,481
Mission and Program Overview

Mission

SEE ATTACHED

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.$17,000$17,000
Funding of financial education workshops and seminars held in 2013 across Houston to educate individuals on basic money management skills.$14,911$14,911
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick FlynnBoard Chair-$0--
Huward FontenotBoard Secretary/Treasurer-$0--
Patsy JalomoBoard Member-$0--
Rene MartinezBoard Member-$0--
Angela McCathranPresident-$0--
Linda BirtExecutive DirectorPT$0--
Filing and Contact Details

Filer

EIN
20-8185480
In Care Of
% PATRICK FLYNN
Phone
7134283281

Signing Officer

Name
Linda Birt
Title
Executive Director
Phone
7138601400
Signed
2014-10-05
Discuss with paid preparer
Yes

Preparer

Preparer
J Del Walker
Phone
7138601400
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:OTHER COSTS Amount:10284”

Raw XML Appendix183 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/PhoneNum07134283281
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10811 LOUISIANA ST STE 2400
IRS990EZ/BooksInCareOfDetail/USAddress/City0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode077002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026274
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IRS990EZ/ExcessOrDeficitForYearAmt0-24430
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patrick Flynn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Huward Fontenot
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Patsy Jalomo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rene Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Angela McCathran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Linda Birt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt012872
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To 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/DescriptionProgramSrvcAccomTxt1Funding of financial education workshops and seminars held in 2013 across Houston to educate individuals on basic money management skills.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt114911
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114911
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031911
IRS990EZ/TotalProgramServiceExpensesAmt031911
IRS990EZ/TotalRevenueAmt07481
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.peoplestrustfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07469
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt07469
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:OTHER COSTS Amount:10284
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Birt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07138601400
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10People's Trust Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PEOP
ReturnHeader/Filer/EIN0208185480
ReturnHeader/Filer/InCareOfNm0% PATRICK FLYNN
ReturnHeader/Filer/PhoneNum07134283281
ReturnHeader/Filer/USAddress/AddressLine10811 Louisiana Street Suite 2400
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0Houston
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Pannell Kerr Forster of Texas PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105847 San Felipe Suite 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0770573092
ReturnHeader/PreparerPersonGrp/PhoneNum07138601400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DEL WALKER
ReturnHeader/ReturnTs02014-11-14T10:31:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,844
Liabilities
$0
Net assets
$1,844
Revenue
$7,481
Expenses
$31,911
Net income
-$24,430
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