Civic Intelligence

Fory Charitable Trust

990EZ • Fiscal year 2021 • EIN 26-6399700

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 22, 2022

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-77%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$43,200

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 38.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-35%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-22%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$178,135

Down $98,001 (-35%) from 2020

Net Assets

Down

$177,740

Down $88,770 (-33%) from 2020

Liabilities

Down

$395

Down $9,231 (-96%) from 2020

Revenue

Down

$113,569

Down $32,047 (-22%) from 2020

Expenses

Up

$201,261

Up $49,758 (+33%) from 2020

Net Income

Down

-$87,692

Down $81,805 (-1390%) from 2020

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

2021

Assets$178,135
Liabilities$395
Net Assets$177,740

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

2021

Revenue$113,569
Expenses$201,261
Net Income-$87,692
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 22, 2022
Return Version
2021v4.1
Gross Receipts
$124,689
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Provision of funds for humanitarian aid to orphans who reside in Russia and to fund the programs we support. (Cont. on Schedule O)$76,572$178,334
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sue MarshallTrusteePT$43,200-$43,200
Denise AllenBoard Member-$0--
Daniel BercawBoard Member-$0--
Lauren BoylesBoard Member-$0--
Steve HuzarBoard Member-$0--
Sophya TaboursekyBoard Member-$0--
Marina GibbsHonorary Board Member-$0--
David DavidsonHonorary Board Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
ROC World Fundraiser$20,446$11,120$11,120$0
Total Events$20,446$11,120$11,120$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
2022-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Judy L Arfa CPA Pllc
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

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 800 persons have benefited annually

Other

from this Organization.

Form 990EZ, Part I, Line 8

Oil & Gas Income 114.

Form 990EZ, Part I, Line 10

Charitable Donation; Charitable; The Harbor Nizhny: P O Box 2082, Bluefield, WV, 24701; Provides services to orphans, 38572.

Form 990EZ, Part I, Line 10

Charitable Donation; Charitable; Allies In Youth Development: 1315 Highway 1187 #115, Mansfield, TX, 76063; Provides services to orphans, 38000.

Form 990EZ, Part I, Line 16

Administration Expense 35660.

Form 990EZ, Part I, Line 16

Adoption Expenses 1200.

Form 990EZ, Part I, Line 16

Advertising 224.

Form 990EZ, Part I, Line 16

Bank Charges 416.

Form 990EZ, Part I, Line 16

Computer Expenses 901.

Form 990EZ, Part I, Line 16

Dues 350.

Form 990EZ, Part I, Line 16

Furniture & Equipment 90.

Form 990EZ, Part I, Line 16

Insurance 881.

Form 990EZ, Part I, Line 16

Office Supplies 1501.

Form 990EZ, Part I, Line 16

Orphan Care Expense 6231.

Form 990EZ, Part I, Line 16

Orphan Care - FCT - Other 249.

Form 990EZ, Part I, Line 16

Orphan Care - Miscellaneous 4603.

Form 990EZ, Part I, Line 16

Orphanage Events 451.

Form 990EZ, Part I, Line 16

Other Costs 360.

Form 990EZ, Part I, Line 16

Payroll Fees 1393.

Form 990EZ, Part I, Line 16

Postage & Rental of Box 1161.

Form 990EZ, Part I, Line 16

Public Storage 482.

Form 990EZ, Part I, Line 16

Social Media Expense 10.

Form 990EZ, Part I, Line 16

Staff Training 359.

Form 990EZ, Part I, Line 16

Taxes - Other 6860.

Form 990EZ, Part I, Line 16

Taxes - Payroll 3305.

Form 990EZ, Part I, Line 16

Training Classes For Orphans 360.

Form 990EZ, Part I, Line 16

Training 2811.

Form 990EZ, Part I, Line 16

Travel 102.

Form 990EZ, Part I, Line 20

Prior Period Adjustment -1078.

Form 990EZ, Part II, Line 24

Equities 30681. 30404.

Form 990EZ, Part II, Line 24

Alternative Assets 240. 297.

Form 990EZ, Part II, Line 24

Accrued Interest 450. 0.

Form 990EZ, Part II, Line 24

FCT Chase Money Market 80370. 80384.

Form 990EZ, Part II, Line 24

Harbor Chase Money Market 45352. 0.

Form 990EZ, Part II, Line 26

Credit Card Liabilities 626. 395.

Form 990EZ, Part II, Line 26

Due to Chase - PPP Loan 9000.

Raw XML Appendix304 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sue Marshall
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Steve Huzar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sophya Tabourseky
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David Davidson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Honorary Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Honorary Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0157093
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0111085
IRS990EZ/OtherChangesInNetAssetsAmt0-1078
IRS990EZ/OtherExpensesTotalAmt069960
IRS990EZ/OtherRevenueTotalAmt0114
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provision of funds for humanitarian aid to orphans who reside in Russia and to fund the programs we support. (Cont. on Schedule O)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt076572
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0178334
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt043200
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011120
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09626
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0395
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0201261
IRS990EZ/TotalProgramServiceExpensesAmt0178334
IRS990EZ/TotalRevenueAmt0113569
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.forytrust.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0113024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0140751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0134703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0153271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0196455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0738204
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011747
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportCY509Pct00
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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/ExplanationTxt3establishment of mission trips
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4to Russia or Ukraine to work with orphans, and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5providing of housing for young men and women that are no
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6longer eligible for governmental housing due to their age.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Part III, Line 28:(Cont.)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Approximately 800 persons have benefited annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9from this Organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Oil & Gas Income 114.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Charitable Donation; Charitable; The Harbor Nizhny: P O Box 2082, Bluefield, WV, 24701; Provides services to orphans, 38572.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Charitable Donation; Charitable; Allies In Youth Development: 1315 Highway 1187 #115, Mansfield, TX, 76063; Provides services to orphans, 38000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Administration Expense 35660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Adoption Expenses 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Advertising 224.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Bank Charges 416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Computer Expenses 901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Dues 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Furniture & Equipment 90.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Insurance 881.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Office Supplies 1501.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Orphan Care Expense 6231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Orphan Care - FCT - Other 249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Orphan Care - Miscellaneous 4603.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Orphanage Events 451.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Other Costs 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Payroll Fees 1393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Postage & Rental of Box 1161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Public Storage 482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Social Media Expense 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Staff Training 359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Taxes - Other 6860.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Taxes - Payroll 3305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Training Classes For Orphans 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Training 2811.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36Travel 102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37Prior Period Adjustment -1078.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38Equities 30681. 30404.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39Alternative Assets 240. 297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40Accrued Interest 450. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41FCT Chase Money Market 80370. 80384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42Harbor Chase Money Market 45352. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt43Credit Card Liabilities 626. 395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt44Due to Chase - PPP Loan 9000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc38Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc39Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc40Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc41Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc42Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc43Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc44Form 990EZ, Part II, Line 26
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