Civic Intelligence

Ray and June Smith Charitable Foundation

990PF • Fiscal year 2019 • EIN 26-4442351

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile
355 N Post Oak Lane 834Houston, TX 77024

(713) 682-4694

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$24,044

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

69th percentile

9.3%

Faster asset growth than 69% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

208%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,754,938

Up $491,528 (+9.3%) from 2018

Net Assets

Up

$5,754,938

Up $491,528 (+9.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin90th percentile

Revenue

Up

$816,204

Up $550,852 (+208%) from 2018

Expenses

Down

$371,025

Down $29,923 (-7.5%) from 2018

Net Income

Up

$445,179

Up $580,775 (+428%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,663,618Liabilities 2010: $0Net Assets 2010: $1,663,6182010Assets 2011: $3,351,137Liabilities 2011: $0Net Assets 2011: $3,351,1372011Assets 2012: $3,451,979Liabilities 2012: $0Net Assets 2012: $3,451,9792012Assets 2013: $4,739,506Liabilities 2013: $0Net Assets 2013: $4,739,5062013Assets 2014: $5,281,681Liabilities 2014: $0Net Assets 2014: $5,281,6812014Assets 2015: $4,857,092Liabilities 2015: $0Net Assets 2015: $4,857,0922015Assets 2016: $4,477,514Liabilities 2016: $0Net Assets 2016: $4,477,5142016Assets 2017: $5,399,006Liabilities 2017: $0Net Assets 2017: $5,399,0062017Assets 2018: $5,263,410Liabilities 2018: $0Net Assets 2018: $5,263,4102018Assets 2019: $5,754,938Liabilities 2019: $0Net Assets 2019: $5,754,9382019Assets 2020: $5,942,955Liabilities 2020: $0Net Assets 2020: $5,942,9552020Assets 2021: $5,728,004Liabilities 2021: $0Net Assets 2021: $5,728,0042021Assets 2022: $5,668,590Liabilities 2022: $0Net Assets 2022: $5,668,5902022Assets 2023: $5,493,650Liabilities 2023: $0Net Assets 2023: $5,493,6502023Assets 2024: $5,377,626Liabilities 2024: $0Net Assets 2024: $5,377,6262024

Highlighted filing

2019

Assets$5,754,938
Liabilities$0
Net Assets$5,754,938
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $152,5782010Expenses 2011: $144,1772011Expenses 2012: $243,9192012Revenue 2013: $1,024,529Expenses 2013: $317,673Net Income 2013: $706,8562013Revenue 2014: $859,586Expenses 2014: $425,806Net Income 2014: $433,7802014Revenue 2015: $105,218Expenses 2015: $434,022Net Income 2015: -$328,8042015Revenue 2016: -$31,492Expenses 2016: $407,728Net Income 2016: -$439,2202016Revenue 2017: $1,394,782Expenses 2017: $465,386Net Income 2017: $929,3962017Revenue 2018: $265,352Expenses 2018: $400,948Net Income 2018: -$135,5962018Revenue 2019: $816,204Expenses 2019: $371,025Net Income 2019: $445,1792019Revenue 2020: $427,303Expenses 2020: $388,631Net Income 2020: $38,6722020Revenue 2021: $138,785Expenses 2021: $348,216Net Income 2021: -$209,4312021Revenue 2022: $320,479Expenses 2022: $397,887Net Income 2022: -$77,4082022Revenue 2023: $253,133Expenses 2023: $401,921Net Income 2023: -$148,7882023Revenue 2024: $307,286Expenses 2024: $417,957Net Income 2024: -$110,6712024

Highlighted filing

2019

Revenue$816,204
Expenses$371,025
Net Income$445,179
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL HANEYTrustee-$24,044-$24,044
MIKE GAUSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ray and June Smith Charitable Foundation
EIN
26-4442351
Phone
7136824694
Address
355 N POST OAK LANE 834, HOUSTON, TX 77024

Signing Officer

Name
Carol Haney
Title
Co-trustee
Phone
7136824694
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Carol Haney CPA Pllc
Address
5851 SAN FELIPE 895, HOUSTON, TX 77057
Preparer
Carol Haney
Phone
7136824694
Raw XML Appendix363 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt0AN AMOUNT GREATER THAN 1.5% OF LINE 3 ($96,601) IS NEEDED FOR CHARITABLE ACTIVITIES INCLUDING CHARITABLE DONATIONS, WHICH FOR 2019 WERE $300,000 AND WILL BE $315,000 IN 2020PLUS ADDITIONAL ADMINISTRATIVE EXPENSES AS BASED ON 2019 AMOUNTS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03930999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04347556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0771013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1113865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PUBLICLY TRADED PARTNERSHIPS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1300000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059003
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0816204
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012022
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt071025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0609230
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0295281
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CAROL HANEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MIKE GAUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12211 AUGUSTA 5
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050136
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06841171
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250678
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0304450
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0312022
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt07572
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0312022
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CAROL HANEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0355 N POST OAK LANE 834
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136824694
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/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHURCH BUILDING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05300 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt040579
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0271443
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0295281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0312022
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0254702
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0271443
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt089664
OtherDecreasesSchedule/OtherDecreasesDetail/Amt085231
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PUBLICLY TRADED PARTNERSHIP PASSIVE LOSS CARRYOVER ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0829
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0829
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt129888
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PUBLICLY TRADED PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt129888
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt129888
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0131580
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REMAINING CONTRIBUTION OF STOCK AND CASH FOR INITIAL FUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt044599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt044599
TaxesSchedule/TaxesDetail/Amt01553
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01553
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL HANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07136824694
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAY AND JUNE SMITH CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RAYA
ReturnHeader/Filer/EIN0264442351
ReturnHeader/Filer/PhoneNum07136824694
ReturnHeader/Filer/USAddress/AddressLine1Txt0355 N POST OAK LANE 834
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F351415FB4099F9E595F334F88B66841C4C8AB5D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F351415FB4099F9E595F334F88B66841C4C8AB5D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.196.22.165
ReturnHeader/FilingSecurityInformation/IPDt02020-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm022:30:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832997363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAROL HANEY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05851 SAN FELIPE 895
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum07136824694
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL HANEY
ReturnHeader/ReturnTs02020-11-15T22:34:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,754,938
Liabilities
$0
Net assets
$5,754,938
Revenue
$816,204
Expenses
$371,025
Net income
$445,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.31$0.42$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$0.00$5.49$0.25$0.40$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$0.32$0.40$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.14$0.35$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.43$0.39$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.82$0.37$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$0.27$0.40$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$1.39$0.47$0.93
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.03$0.41$0.44
2015Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.11$0.43$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.86$0.43$0.43
2013Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$1.02$0.32$0.71
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.15