Civic Intelligence

Fory Charitable Trust

990EZ • Fiscal year 2015 • EIN 26-6399700

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 29, 2016

P O Box 926398Houston, TX 77292

(713) 681-5372

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$341,710

Up $27,509 (+8.8%) from 2014

Net Assets

Up

$341,710

Up $27,509 (+8.8%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$105,792

Down $20,001 (-16%) from 2014

Expenses

Down

$80,605

Down $29,200 (-27%) from 2014

Net Income

Up

$25,187

Up $9,199 (+58%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $225,924Net Assets 2012: $225,9242012Assets 2013: $298,213Net Assets 2013: $298,2132013Assets 2014: $314,201Net Assets 2014: $314,2012014Assets 2015: $341,710Net Assets 2015: $341,7102015Assets 2016: $263,724Net Assets 2016: $263,7242016Assets 2017: $279,636Liabilities 2017: $1,535Net Assets 2017: $278,1012017Assets 2018: $260,127Liabilities 2018: $1,779Net Assets 2018: $258,3482018Assets 2019: $233,730Liabilities 2019: $1,522Net Assets 2019: $232,2082019Assets 2020: $276,136Liabilities 2020: $9,626Net Assets 2020: $266,5102020Assets 2021: $178,135Liabilities 2021: $395Net Assets 2021: $177,7402021Assets 2022: $142,421Liabilities 2022: $32Net Assets 2022: $142,3892022Assets 2024: $138,946Liabilities 2024: $100Net Assets 2024: $138,8462024

Highlighted filing

2015

Assets$341,710
Liabilities-
Net Assets$341,710

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $15,556Expenses 2012: $40,419Net Income 2012: -$24,8632012Revenue 2013: $134,473Expenses 2013: $47,631Net Income 2013: $86,8422013Revenue 2014: $125,793Expenses 2014: $109,805Net Income 2014: $15,9882014Revenue 2015: $105,792Expenses 2015: $80,605Net Income 2015: $25,1872015Revenue 2016: $101,100Expenses 2016: $179,086Net Income 2016: -$77,9862016Revenue 2017: $199,159Expenses 2017: $184,782Net Income 2017: $14,3772017Revenue 2018: $155,291Expenses 2018: $175,244Net Income 2018: -$19,9532018Revenue 2019: $136,784Expenses 2019: $162,871Net Income 2019: -$26,0872019Revenue 2020: $145,616Expenses 2020: $151,503Net Income 2020: -$5,8872020Revenue 2021: $113,569Expenses 2021: $201,261Net Income 2021: -$87,6922021Revenue 2022: $63,323Expenses 2022: $94,063Net Income 2022: -$30,7402022Revenue 2024: $80,637Expenses 2024: $81,559Net Income 2024: -$9222024

Highlighted filing

2015

Revenue$105,792
Expenses$80,605
Net Income$25,187
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 29, 2016
Return Version
2015v2.1
Gross Receipts
$105,792
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Providing of funds to assist those seeking educational assistance and orphans who are residing in Russia. (Cont. on Schedule O)-$77,540
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE MARSHALLTrusteePT$0--
DAVID DAVIDSONBoard Member-$0--
DENISE ALLENBoard Member-$0--
STEVE HUZARBoard Member-$0--
SONIA TABAROUSKYBoard Member-$0--
JONES KELSEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Fory Charitable Trust
EIN
26-6399700
Phone
7136815372
Address
P O Box 926398, Houston, TX 77292

Signing Officer

Name
Sue H Marshall
Title
Trustee
Phone
7136815372
Signed
2016-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Judy L Arfa CPA
Address
4265 SAN FELIPE 1100, HOUSTON, TX 77027
Preparer
Judy L Arfa CPA
Phone
7132403315
Supplemental Narrative

Additional Explanations

Other

Part III-Organization's Primary Exempt Purpose:

Other

There are several programs that are of equal significance.

Other

Improvement of quality of life for orphans in Russia,

Other

scholarship assistance to students that

Other

were adopted or immigrated from

Other

Russia, establishment of mission trips

Other

to Russia or Ukraine to work with orphans, and

Other

providing of housing for young men and women that are no

Other

longer eligible for governmental housing due to their age.

Other

Part III, Line 28:(Cont.)

Other

Approximately 1,000 persons have benefited annually

Other

from this Organization.

Form 990EZ, Part I, Line 8

Oil & Gas Income 265.

Form 990EZ, Part I, Line 8

Income - AMREIT K-1 for 2015 16487.

Form 990EZ, Part I, Line 16

Taxes 995.

Form 990EZ, Part I, Line 16

Postage & Rental of Box 178.

Form 990EZ, Part I, Line 16

Office Supplies 1189.

Form 990EZ, Part I, Line 16

Telephone 49.

Form 990EZ, Part I, Line 16

Computer Expenses 1309.

Form 990EZ, Part I, Line 16

Bank Charges 648.

Form 990EZ, Part I, Line 16

Meals & Entertainment 355.

Form 990EZ, Part I, Line 16

Staff Training 216.

Form 990EZ, Part I, Line 16

Insurance 881.

Form 990EZ, Part I, Line 16

Other Costs 84.

Form 990EZ, Part I, Line 16

Administrative Expense 34757.

Form 990EZ, Part I, Line 16

Orphanage Expenses 15367.

Form 990EZ, Part I, Line 16

Scholarships 11000.

Form 990EZ, Part I, Line 16

Mission Trips 3107.

Form 990EZ, Part I, Line 16

Travel 993.

Form 990EZ, Part I, Line 16

Adoption Expenses 300.

Form 990EZ, Part I, Line 16

Fundraiser Expenses 454.

Form 990EZ, Part I, Line 20

Prior Period Adjustment 2322.

Form 990EZ, Part II, Line 24

Investment In Amreit Fund 45192. 19651.

Form 990EZ, Part II, Line 24

Equities 28250. 50416.

Form 990EZ, Part II, Line 24

Mutual Funds 20560.

Form 990EZ, Part II, Line 24

Bonds 15000. 15000.

Form 990EZ, Part II, Line 24

Alternative Assets 233.

Form 990EZ, Part II, Line 24

Accrued Interest 450. 450.

Raw XML Appendix236 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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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0329217
IRS990ScheduleA/TotalSupportAmt0408738
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/ExplanationTxt0Part III-Organization's Primary Exempt Purpose:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are several programs that are of equal significance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Improvement of quality of life for orphans in Russia,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3scholarship assistance to students that
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4were adopted or immigrated from
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Russia, establishment of mission trips
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6to Russia or Ukraine to work with orphans, and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7providing of housing for young men and women that are no
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8longer eligible for governmental housing due to their age.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Part III, Line 28:(Cont.)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Approximately 1,000 persons have benefited annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11from this Organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Oil & Gas Income 265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Income - AMREIT K-1 for 2015 16487.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Taxes 995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Postage & Rental of Box 178.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Office Supplies 1189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Telephone 49.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Computer Expenses 1309.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Bank Charges 648.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Meals & Entertainment 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Staff Training 216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Insurance 881.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Other Costs 84.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Administrative Expense 34757.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Orphanage Expenses 15367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Scholarships 11000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Mission Trips 3107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Travel 993.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Adoption Expenses 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Fundraiser Expenses 454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Prior Period Adjustment 2322.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Investment In Amreit Fund 45192. 19651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Equities 28250. 50416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Mutual Funds 20560.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Bonds 15000. 15000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36Alternative Assets 233.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37Accrued Interest 450. 450.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE H MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07136815372
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fory Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0FORY
ReturnHeader/Filer/EIN0266399700
ReturnHeader/Filer/PhoneNum07136815372
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 926398
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077292
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUDY L ARFA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04265 SAN FELIPE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07132403315
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY L ARFA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-30T14:59:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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