Civic Intelligence

People'S Trust Foundation

990EZ • Fiscal year 2017 • EIN 20-8185480

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 22, 2018

413 Bastrop StreetHouston, TX 77003

(713) 428-3281

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-177%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-23%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$27,271

Down $8,303 (-23%) from 2016

Net Assets

Down

$24,771

Down $10,803 (-30%) from 2016

Liabilities

Up

$2,500

Up $2,500 from 2016

Revenue

Down

$6,109

Down $8,513 (-58%) from 2016

Expenses

Down

$16,912

Down $4,162 (-20%) from 2016

Net Income

Down

-$10,803

Down $4,351 (-67%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$27,271
Liabilities$2,500
Net Assets$24,771

Operations Trend

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

2017

Revenue$6,109
Expenses$16,912
Net Income-$10,803
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 22, 2018
Return Version
2017v2.3
Gross Receipts
$6,109
Mission and Program Overview

Mission

SEE ATTACHED

Program Services

DescriptionGrantsExpenses
AWARDING OF POST-SECONDARY SCHOOL SCHOLARSHIPS IN ACCORDANCE WITH ESTABLISHED SCHOLARSHIP GUIDELINES.$14,172$14,172
FUNDING OF FINANCIAL EDUCATION WORKSHOPS AND SEMINARS HELD IN 2017 ACROSS HOUSTON TO EDUCATE INDIVIDUALS ON BASIC MONEY MANAGEMENT SKILLS.$2,740$2,740
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK FLYNNExecutive Director-$0--
HUWARD FONTENOTBoard Secretary/Treasurer-$0--
JESSICA SMITHBoard Chair-$0--
RENE MARTINEZBoard Member-$0--
ANGELA MCCATHRANPresident-$0--
BARRY MAYERSBoard Member-$0--
DAN SLOANBoard Member-$0--
HUMBERTO MANUECOBoard Member-$0--
MOHAN DINANATHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
PEOPLE'S TRUST FOUNDATION
EIN
20-8185480
Phone
7134283281
Address
413 BASTROP STREET, HOUSTON, TX 77003

Signing Officer

Name
Patrick Flynn
Title
Executive Director
Signed
2018-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Pittsford Samuels PLLC
Address
1776 Yorktown Suite 325, Houston, TX 77056
Preparer
Patrick D Samuels
Phone
7139776888
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

ADVERTISING 88

Form 990-EZ, Part II, Line 26, Liabilities

ACCRUED EXPENSES Beginning of year 0, End of year 2,500

Form 990-EZ, Part III, Section 1, Line 27.5

To advance financial literacy and economic independence among houstonians through financial education.

Raw XML Appendix180 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/BooksInCareOfDetail/PhoneNum07134283281
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035574
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IRS990EZ/ExcessOrDeficitForYearAmt0-10803
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HUWARD FONTENOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELA MCCATHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARRY MAYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAN SLOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HUMBERTO MANUECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MOHAN DINANATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ATTACHED
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 2017 ACROSS HOUSTON TO EDUCATE INDIVIDUALS ON BASIC MONEY MANAGEMENT SKILLS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014172
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12740
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt016912
IRS990EZ/TotalProgramServiceExpensesAmt016912
IRS990EZ/TotalRevenueAmt06109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PEOPLESTRUSTFOUNDATION.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137583
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0242
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0137583
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014469
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054831
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07469
IRS990ScheduleA/Total509Grp/TotalAmt0137583
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07481
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCRUED EXPENSES Beginning of year 0, End of year 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ADVANCE FINANCIAL LITERACY AND ECONOMIC INDEPENDENCE AMONG HOUSTONIANS THROUGH FINANCIAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Section 1, Line 27.5
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEOPLE'S TRUST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PEOP
ReturnHeader/Filer/EIN0208185480
ReturnHeader/Filer/PhoneNum07134283281
ReturnHeader/Filer/USAddress/AddressLine1Txt0413 BASTROP STREET
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077003
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A30A0216C1A0E9B2EADFA56C78047ADB17DBEA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B8A72012902020A9F3262D862139FBC76E91704B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.73.103.118
ReturnHeader/FilingSecurityInformation/IPDt02018-08-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm022:13:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pittsford Samuels PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01776 Yorktown Suite 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07139776888
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick D Samuels
ReturnHeader/ReturnTs02018-07-22T06:24:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings