Civic Intelligence

People'S Trust Foundation

990EZ • Fiscal year 2020 • EIN 20-8185480

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 09, 2021

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

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

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.

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

Asset Growth

99th percentile

1944%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

162%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$26,190

Up $24,909 (+1944%) from 2019

Net Assets

Up

$26,190

Up $24,909 (+1944%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$43,953

Up $27,205 (+162%) from 2019

Expenses

Down

$19,044

Down $3,556 (-16%) from 2019

Net Income

Up

$24,909

Up $30,761 (+526%) from 2019

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

2020

Assets$26,190
Liabilities-
Net Assets$26,190

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

2020

Revenue$43,953
Expenses$19,044
Net Income$24,909
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 9, 2021
Return Version
2020v4.1
Gross Receipts
$43,953
Mission and Program Overview

Mission

SEE ATTACHED

Program Services

DescriptionGrantsExpenses
AWARDING OF POST-SECONDARY SCHOOL SCHOLARSHIPS IN ACCORDANCE WITH ESTABLISHED SCHOLARSHIP GUIDELINES.-$15,000
FUNDING OF FINANCIAL EDUCATION WORKSHOPS AND SEMINARS HELD IN 2020 ACROSS HOUSTON TO EDUCATE INDIVIDUALS ON BASIC MONEY MANAGEMENT SKILLS.-$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY CHINNERYExecutive Director-$0--
PATRICK FLYNNFoundation Chair-$0--
RENE MARTINEZFoundation Director-$0--
BARRY MAYERSFoundation Director-$0--
DAN SLOANFoundation Director-$0--
LATISHA MARSHALLSecretary/Treasurer-$0--
MOHAN DINANATHFoundation Director-$0--
BENEDICTA OLETUFoundation Director-$0--
ADRIENNE WRIGHTFoundation Director-$0--
NIRUPA OUDITFoundation Director-$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
Chairman
Phone
7134283281
Signed
2021-04-09
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 16, Other Expenses

Website 344

Form 990-EZ, Part I, Line 10

Various nominal educational scholarships

Form 990-EZ, Part III, Line 27.5

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

Raw XML Appendix186 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/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01281
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043953
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELLY CHINNERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICK FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RENE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARRY MAYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN SLOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LATISHA MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MOHAN DINANATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BENEDICTA OLETU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ADRIENNE WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NIRUPA OUDIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FOUNDATION DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0344
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ATTACHED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDING OF POST-SECONDARY SCHOOL SCHOLARSHIPS IN ACCORDANCE WITH ESTABLISHED SCHOLARSHIP GUIDELINES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt019044
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IRS990EZ/TotalRevenueAmt043953
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PEOPLESTRUSTFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01949
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083208
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0185
IRS990ScheduleA/InvestmentIncomeCYPct00.00220
IRS990ScheduleA/InvestmentIncomePYPct00.00230
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99780
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014622
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083393
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Website 344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS NOMINAL EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO 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 I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 27.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07134283281
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-09
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pittsford Samuels PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01776 Yorktown Suite 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07139776888
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick D Samuels
ReturnHeader/ReturnTs02021-04-09T09:30:39-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLYNN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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