Civic Intelligence

Sam and Helga Feldman Foundation

990PF • Fiscal year 2020 • EIN 26-2508550

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 26, 2021

Organization Profile
3510 Turtle Creek Apt 14BDallas, TX 75219-5544

(214) 521-4812

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-49%

Higher net margin than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-5.6%

Faster asset growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

4.0%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$64,470

Down $3,856 (-5.6%) from 2019

Net Assets

Down

$64,470

Down $3,856 (-5.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Up

$7,895

Up $306 (+4.0%) from 2019

Expenses

Up

$11,751

Up $8,051 (+218%) from 2019

Net Income

Down

-$3,856

Down $7,745 (-199%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $49,682Liabilities 2011: $0Net Assets 2011: $49,6822011Assets 2012: $51,567Liabilities 2012: $0Net Assets 2012: $51,5672012Assets 2013: $51,868Liabilities 2013: $0Net Assets 2013: $51,8682013Assets 2014: $53,472Liabilities 2014: $1,650Net Assets 2014: $51,8222014Assets 2015: $54,882Liabilities 2015: $2,850Net Assets 2015: $52,0322015Assets 2016: $57,096Liabilities 2016: $0Net Assets 2016: $57,0962016Assets 2017: $66,039Liabilities 2017: $0Net Assets 2017: $66,0392017Assets 2018: $64,437Liabilities 2018: $0Net Assets 2018: $64,4372018Assets 2019: $68,326Liabilities 2019: $0Net Assets 2019: $68,3262019Assets 2020: $64,470Liabilities 2020: $0Net Assets 2020: $64,4702020Assets 2021: $68,800Liabilities 2021: $0Net Assets 2021: $68,8002021Assets 2022: $21,485,349Liabilities 2022: $0Net Assets 2022: $21,485,3492022Assets 2023: $21,058,003Liabilities 2023: $0Net Assets 2023: $21,058,0032023Assets 2024: $21,156,196Liabilities 2024: $0Net Assets 2024: $21,156,1962024Assets 2025: $21,091,006Liabilities 2025: $0Net Assets 2025: $21,091,0062025

Highlighted filing

2020

Assets$64,470
Liabilities$0
Net Assets$64,470
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $4,7332011Expenses 2012: $2,5222012Expenses 2013: $2,7332013Revenue 2014: $3,254Expenses 2014: $3,300Net Income 2014: -$462014Revenue 2015: $3,513Expenses 2015: $3,303Net Income 2015: $2102015Revenue 2016: $6,264Expenses 2016: $1,200Net Income 2016: $5,0642016Revenue 2017: $13,711Expenses 2017: $4,768Net Income 2017: $8,9432017Revenue 2018: $7,362Expenses 2018: $8,964Net Income 2018: -$1,6022018Revenue 2019: $7,589Expenses 2019: $3,700Net Income 2019: $3,8892019Revenue 2020: $7,895Expenses 2020: $11,751Net Income 2020: -$3,8562020Revenue 2021: $6,155Expenses 2021: $1,825Net Income 2021: $4,3302021Revenue 2022: $22,158,512Expenses 2022: $741,963Net Income 2022: $21,416,5492022Revenue 2023: $501,554Expenses 2023: $928,900Net Income 2023: -$427,3462023Revenue 2024: $1,499,252Expenses 2024: $1,401,059Net Income 2024: $98,1932024Revenue 2025: $1,961,558Expenses 2025: $1,953,143Net Income 2025: $8,4152025

Highlighted filing

2020

Revenue$7,895
Expenses$11,751
Net Income-$3,856
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 26, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELGA FELDMANPresident-$0--
SOL SCHWARTZSecretary-$0--
LEE SCHWARTZTreasurer-$0--
DAVID M TAYLORVice President-$0--
Filing and Contact Details

Filer

Filer Name
Sam and Helga Feldman Foundation
EIN
26-2508550
Phone
2145214812
Address
3510 TURTLE CREEK APT 14B, DALLAS, TX 75219-5544

Signing Officer

Name
Helga Feldman
Title
President
Phone
2145214812
Signed
2021-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Sol Schwartz & Associates Pc
Address
8000 IH 10 WEST SUITE 1100, SAN ANTONIO, TX 78230
Preparer
Sol Schwartz
Phone
2103848000
Raw XML Appendix338 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HELGA FELDMAN
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02145214812
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE GRANTEE WILL COMPLETE AN APPLICATION THAT INCLUDES A BRIEF HISTORY, DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED AND DATE PAYMENT IS NEEDED, A COMPLETE PROJECT BUDGET, CURRENT YEAR TO DATE FISCAL STATEMENTS, LIST OF MEMBERS IN ITS GOVERNING BODY, AND COPY OF ITS EXEMPTION LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HELGA FELDMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02145214812
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03510 TURTLE CREEK 14B
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075219
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE APPLICANT IS REQUIRED TO SET OUT THE PURPOSE OF THE GRANT, OBLIGATING IT TO FULFILL THE PURPOSE, PROVIDE REPORTS ON ITS UTILIZATION AND ACKNOWLEDGES THE FOUNDATION TO WITHHOLD AND/OR RECOVER GRANTS IN CASE SUCH FUNDS ARE OR APPEAR TO BE MISUSED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HELGA FELDMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04291
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO RELIGIOUS ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOOD PANTRY SYSTEM, HOMELESS DINING FACILITY, THRIFT STORE, AND HOMELESS PREVENTION PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION TO RELIGIOUS ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION TO SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOCIETY OF ST VINCENT DE PAUL SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE MONASTERE SAINT-BENOIT USA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE MCCOMBS SCHOOL OF BUSINESS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020523 HUEBNER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 831074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29540 GARLAND ROAD SUITE 381-272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32100 SPEEDWAY STOP B6000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378712
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07791
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03661
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06093
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt01698
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01698
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09754
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01698
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03536
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06093
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELGA FELDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02145214812
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM AND HELGA FELDMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMA
ReturnHeader/Filer/EIN0262508550
ReturnHeader/Filer/PhoneNum02145214812
ReturnHeader/Filer/USAddress/AddressLine1Txt03510 TURTLE CREEK APT 14B
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752195544
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742392222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOL SCHWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08000 IH 10 WEST SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103848000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SOL SCHWARTZ
ReturnHeader/ReturnTs02021-03-25T16:12:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,470
Liabilities
$0
Net assets
$64,470
Revenue
$7,895
Expenses
$11,751
Net income
-$3,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$1.96$1.95$0.01
2024Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.50$1.40$0.10
2023Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.50$0.93$0.43
2022Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$22.2$0.74$21.4
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00