Civic Intelligence

Samuel B & Lorena Bruce Charitable Trust

990PF • Fiscal year 2012 • EIN 31-6660157

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
3502 Tangley77005-2250
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

97th percentile

$8,075

Higher top officer pay than 97% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$353,991

Up $353,991 from 2011

Net Assets

Down

$353,991

Down $6,852 (-1.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$18,025

Down $361 (-2.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $368,5312010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $360,8432011Assets 2012: $353,991Liabilities 2012: $0Net Assets 2012: $353,9912012Assets 2013: $342,758Liabilities 2013: $0Net Assets 2013: $342,7582013Assets 2014: $339,437Liabilities 2014: $0Net Assets 2014: $339,4372014Assets 2016: $319,433Liabilities 2016: $0Net Assets 2016: $319,4332016Assets 2017: $317,986Liabilities 2017: $0Net Assets 2017: $317,9862017Assets 2018: $292,101Liabilities 2018: $0Net Assets 2018: $292,1012018Assets 2019: $309,779Liabilities 2019: $0Net Assets 2019: $309,7792019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $309,7792020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $331,7432021Assets 2022: $283,818Liabilities 2022: $0Net Assets 2022: $283,8182022Assets 2023: $294,980Liabilities 2023: $0Net Assets 2023: $294,9802023Assets 2024: $307,490Liabilities 2024: $0Net Assets 2024: $307,4902024

Highlighted filing

2012

Assets$353,991
Liabilities$0
Net Assets$353,991
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KExpenses 2010: $18,9022010Expenses 2011: $18,3862011Expenses 2012: $18,0252012Revenue 2013: $8,344Expenses 2013: $18,058Net Income 2013: -$9,7142013Revenue 2014: $8,546Expenses 2014: $16,927Net Income 2014: -$8,3812014Revenue 2016: $8,746Expenses 2016: $15,730Net Income 2016: -$6,9842016Revenue 2017: $10,333Expenses 2017: $7,626Net Income 2017: $2,7072017Revenue 2018: $9,093Expenses 2018: $15,079Net Income 2018: -$5,9862018Revenue 2019: $9,069Expenses 2019: $7,304Net Income 2019: $1,7652019Revenue 2020: $4,192Expenses 2020: $7,090Net Income 2020: -$2,8982020Revenue 2021: $15,180Expenses 2021: $7,727Net Income 2021: $7,4532021Revenue 2022: $9,671Expenses 2022: $14,513Net Income 2022: -$4,8422022Revenue 2023: $7,033Expenses 2023: $7,105Net Income 2023: -$722023Revenue 2024: $8,877Expenses 2024: $15,010Net Income 2024: -$6,1332024

Highlighted filing

2012

Revenue-
Expenses$18,025
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula Wiley StappTrusteePT$8,075-$8,075
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Pediatrics510c3HOUSTON, TX, US$7,400
Paid Grant-Peds ICU510c3HOUSTON, TX, US$2,000
Filing and Contact Details

Filer

EIN
31-6660157
Raw XML Appendix162 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis085000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02008-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice085000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Capital One USA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Business/BusinessNameLine10Cashed in CD
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount011173
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount011173
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA011173
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome02548
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm08075
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps08075
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm08075
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss08075
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss09400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm011173
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm011173
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss011173
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-6852
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice085000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome011173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm08625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps08625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm08625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss018025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome011173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses011173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm08625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps08625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm08625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08625
IRS990PF/BalanceSheets/CashBOY0360843
IRS990PF/BalanceSheets/CashEOY0353991
IRS990PF/BalanceSheets/CashEOYFMV0353991
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY0360843
IRS990PF/BalanceSheets/TotalAssetsEOY0353991
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0353991
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0360843
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0353991
IRS990PF/BalanceSheets/TotalNetAssetsBOY0360843
IRS990PF/BalanceSheets/TotalNetAssetsEOY0353991
IRS990PF/BalanceSheets/UnrestrictedBOY0360843
IRS990PF/BalanceSheets/UnrestrictedEOY0353991
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-6852
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0353991
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0360843
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0353991
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted017552
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj017552
IRS990PF/DistributableAmount/DistributableAmountBeforeDed017552
IRS990PF/DistributableAmount/MinimumInvestmentReturn017603
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome051
IRS990PF/DistributableAmount/TotalTax051
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax051
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal051
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome051
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue051
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0353991
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0357417
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0357417
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05361
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn017603
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0352056
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0357417
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10DLD Tax Prep & Services PC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation0550
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService0Tax Prep
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine10PO Box 667458
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City0HOUSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode077266
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation08075
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Paula Wiley Stapp
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103502 Tangley
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Houston
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode077005
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions08625
IRS990PF/QualifyingDistributions/ExpensesAndContributions08625
IRS990PF/QualifyingDistributions/QualifyingDistributions08625
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Paula W Stapp
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07136684729
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103502 Tangley
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Houston
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0770052250
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Written
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Paula Stapp
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07136684792
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103502 Tangley
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Houston
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0770052250
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Children in dire need of health care
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Pediatrics
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Peds ICU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0510c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1510c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0MD Anderson Hospital
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Methodist Hospital
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10Cancer Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11Harris
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode177230
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09400
IRS990PF/UndistributedIncome/AppliedToCurrentYear08625
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017552
IRS990PF/UndistributedIncome/QualifyingDistributions08625
IRS990PF/UndistributedIncome/UndistributedIncomeCY08927
IRS990ScheduleB/Organization501c3ExemptPF0X
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316660157
ReturnHeader/Filer/Name/BusinessNameLine10SAMUEL B & LORENA BRUCE CHARITABLE
ReturnHeader/Filer/NameControl0SAMU
ReturnHeader/Filer/Phone07136684792
ReturnHeader/Filer/USAddress/AddressLine103502 Tangley
ReturnHeader/Filer/USAddress/City0Houston
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0770052250
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0Paula Wiley Stapp
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-05-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DLD Tax Prep & Services PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 667458
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0772667458
ReturnHeader/Preparer/Name0Donald L Dale
ReturnHeader/Preparer/Phone07136306520
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T14:09:03-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,991
Liabilities
$0
Net assets
$353,991
Revenue
-
Expenses
$18,025
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.09$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.07$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.32$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.10$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.09$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.09$0.15$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.10$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.09$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.09$0.17$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.08$0.18$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.18
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.61$0.18
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.69$0.19