Civic Intelligence

Samuel B & Lorena Bruce Charitable Trust

990PF • Fiscal year 2017 • EIN 31-6660157

Jan 01, 2017 to Dec 31, 2017 • Filed on May 22, 2018

Organization Profile
3502 TangleyHouston, TX 77005-2250

(713) 668-4792

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$7,026

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 68.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$317,986

Down $1,447 (-0.5%) from 2016

Net Assets

Down

$317,986

Down $1,447 (-0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$10,333

Up $1,587 (+18%) from 2016

Expenses

Down

$7,626

Down $8,104 (-52%) from 2016

Net Income

Up

$2,707

Up $9,691 (+139%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2017

Assets$317,986
Liabilities$0
Net Assets$317,986
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

2017

Revenue$10,333
Expenses$7,626
Net Income$2,707
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 22, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula StappTrusteePT$7,026-$7,026
Filing and Contact Details

Filer

Filer Name
Samuel B & Lorena Bruce Chartiable
EIN
31-6660157
Phone
7136684792
Address
3502 Tangley, HOUSTON, TX 77005-2250

Signing Officer

Name
Paula Wiley Stapp
Title
Trustee
Signed
2018-05-22

Preparer

Firm
DLD Tax Prep & Service PC
Address
PO Box 667458, Houston, TX 77266-7458
Preparer
Donald L Dale
Phone
7136306520
Raw XML Appendix140 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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt010333
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt010333
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010333
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt07026
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07026
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07026
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010333
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02707
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07626
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07626
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07626
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02707
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04154
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0322140
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0319433
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0317986
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015380
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015380
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015380
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0317986
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0319433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0317986
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0317986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0319433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0317986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0317986
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0319433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0317986
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0319433
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0317986
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0319433
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0317986
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0312292
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0312292
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04684
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015380
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0307608
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0312292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paula Stapp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03502 Tangley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077005
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Paula W Stapp
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03502 Tangley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0770052250
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136684729
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Paula Stapp
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07136684792
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03502 Tangley
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0770052250
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Children in dire need of health care.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Pediatrics
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NICU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MD Anderson Hosp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Texas Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1502c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01515 Holcombe Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16550 Fannin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177030
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015380
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015380
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Wiley Stapp
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Samuel B & Lorena Bruce Chartiable
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0316660157
ReturnHeader/Filer/PhoneNum07136684792
ReturnHeader/Filer/USAddress/AddressLine1Txt03502 Tangley
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770052250
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C5F05A121E684DCB676DDD4F26479190CA299D1B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C5F05A121E684DCB676DDD4F26479190CA299D1B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07620442018094h000095
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.53.248.124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DLD Tax Prep & Service PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 667458
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0772667458
ReturnHeader/PreparerPersonGrp/PhoneNum07136306520
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald L Dale
ReturnHeader/ReturnTs02018-05-31T08:02:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,986
Liabilities
$0
Net assets
$317,986
Revenue
$10,333
Expenses
$7,626
Net income
$2,707
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