Civic Intelligence

Sf Public Charity Formerly Ruby Sue Clifton Sch Fund Inc

990EZ • Fiscal year 2017 • EIN 27-0053265

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

PO Box 920719Houston, TX 77292

(713) 407-1923

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$218,885

Up $1,163 (+0.5%) from 2016

Net Assets

Up

$218,885

Up $1,163 (+0.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$140,023

Up $26,566 (+23%) from 2016

Expenses

Up

$138,860

Up $25,052 (+22%) from 2016

Net Income

Up

$1,163

Up $1,514 (+431%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $53,957Liabilities 2010: $0Net Assets 2010: $53,9572010Assets 2011: $64,504Liabilities 2011: $0Net Assets 2011: $64,5042011Assets 2012: $79,850Liabilities 2012: $0Net Assets 2012: $79,8502012Assets 2014: $162,662Net Assets 2014: $162,6622014Assets 2015: $218,073Liabilities 2015: $0Net Assets 2015: $218,0732015Assets 2016: $217,722Net Assets 2016: $217,7222016Assets 2017: $218,885Net Assets 2017: $218,8852017Assets 2019: $228,330Net Assets 2019: $228,3302019Assets 2020: $202,349Net Assets 2020: $202,3492020Assets 2021: $198,280Net Assets 2021: $198,2802021Assets 2024: $155,035Net Assets 2024: $155,0352024

Highlighted filing

2017

Assets$218,885
Liabilities-
Net Assets$218,885

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $45,772Expenses 2010: $48,621Net Income 2010: -$2,8492010Revenue 2011: $45,760Expenses 2011: $35,213Net Income 2011: $10,5472011Revenue 2012: $55,485Expenses 2012: $40,139Net Income 2012: $15,3462012Revenue 2014: $135,425Expenses 2014: $93,001Net Income 2014: $42,4242014Revenue 2015: $182,806Expenses 2015: $127,395Net Income 2015: $55,4112015Revenue 2016: $113,457Expenses 2016: $113,808Net Income 2016: -$3512016Revenue 2017: $140,023Expenses 2017: $138,860Net Income 2017: $1,1632017Revenue 2019: $121,284Expenses 2019: $103,504Net Income 2019: $17,7802019Revenue 2020: $42,891Expenses 2020: $68,872Net Income 2020: -$25,9812020Revenue 2021: $38,418Expenses 2021: $42,487Net Income 2021: -$4,0692021Revenue 2024: $59,207Expenses 2024: $78,913Net Income 2024: -$19,7062024

Highlighted filing

2017

Revenue$140,023
Expenses$138,860
Net Income$1,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$163,325
Mission and Program Overview

Mission

To organize and coordinate fundraising activities that benefit charities primarily in the Houston, Texas and surrounding areas.

To organize and coordinate fundraising activities that benefit charities in the Houston, Texas and surrounding areas.

Program Services

DescriptionGrantsExpenses
The organization raises money through contributions and fundraising special events to support local charities and to fund college scholarships. Net proceeds are donated to eligible 501(c)(3) organizations and scholarships are granted to graduating high school seniors who are members of or children of members of Smart Financial Credit Union.$114,043$114,043
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sue RightlyChair-$0--
Lucy BremondVice Chair-$0--
Jason DeitzPresident-$0--
Michael O'NeillTreasurer-$0--
Gary TumaSecretary-$0--
Angela ChanDirector-$0--
Larry SeidlDirector-$0--
Virginia SmithDirector-$0--
William Young JrDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn$58,349$43,349$608$42,741
Fall Luncheon$33,358$18,358$1,555$16,803
Total Events$105,524$75,524$23,302$52,222
Filing and Contact Details

Filer

Filer Name
SF Public Charity
EIN
27-0053265
Phone
7134071923
Address
PO Box 920719, Houston, TX 77292

Signing Officer

Name
Jason Deitz
Title
President
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Dunagan Jack LLP
Address
3724 Jefferson Street Suite 307, Austin, TX 78731
Preparer
Bob Dunagan
Phone
5124208997
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.5

| Donee's Name: HISD Foundation | Donee's Address: 4400 West 18th Street Houston TX 77092 | Relationship of Donee: None | Cash Amount Given: $11500

Grants and Similar Amounts Paid In Excess of $5,000.12

Class of Activity: Donation | Donee's Name: Fort Bend Forward | Donee's Address: 445 Commerce Green Blvd. Sugar Land TX 77478 | Relationship of Donee: None | Cash Amount Given: $10000

Other Expenses.1

Credit card fees $23698

Other Expenses.2

Reimb - Smart Fin CU personnel $279

Raw XML Appendix192 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/PersonNm2Jason Deitz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gary Tuma
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023977
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To organize and coordinate fundraising activities that benefit charities in the Houston, Texas and surrounding areas.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization raises money through contributions and fundraising special events to support local charities and to fund college scholarships. Net proceeds are donated to eligible 501(c)(3) organizations and scholarships are granted to graduating high school seniors who are members of or children of members of Smart Financial Credit Union.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0114043
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt052222
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IRS990EZ/TotalRevenueAmt0140023
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0113209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0182638
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.46890
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IRS990ScheduleA/SubstantialContributorsTotAmt0319183
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087512
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015000
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013817
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018358
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02163
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0608
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01555
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014082
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: HISD Foundation | Donee's Address: 4400 West 18th Street Houston TX 77092 | Relationship of Donee: None | Cash Amount Given: $11500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Donation | Donee's Name: Fort Bend Forward | Donee's Address: 445 Commerce Green Blvd. Sugar Land TX 77478 | Relationship of Donee: None | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit card fees $23698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reimb - Smart Fin CU personnel $279
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Deitz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SF Public Charity
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0formerly Ruby Sue Clifton Sch Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0SFPU
ReturnHeader/Filer/EIN0270053265
ReturnHeader/Filer/PhoneNum07134071923
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 920719
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077292
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742981758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dunagan Jack LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03724 Jefferson Street Suite 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078731
ReturnHeader/PreparerPersonGrp/PhoneNum05124208997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bob Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T08:49:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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