Civic Intelligence

Samuel B & Lorena Bruce Charitable Trust

990PF • Fiscal year 2023 • EIN 31-6660157

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 15, 2024

Organization Profile
319 Champions DriveRockport, TX 78382-6907

(713) 630-6520

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

42nd percentile

-1.0%

Higher net margin than 42% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$6,355

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 90.4% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

3.9%

Faster asset growth than 59% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-27%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$294,980

Up $11,162 (+3.9%) from 2022

Net Assets

Up

$294,980

Up $11,162 (+3.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin42nd percentile

Revenue

Down

$7,033

Down $2,638 (-27%) from 2022

Expenses

Down

$7,105

Down $7,408 (-51%) from 2022

Net Income

Up

-$72

Up $4,770 (+99%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2023

Assets$294,980
Liabilities$0
Net Assets$294,980
Open 2023 Filing

Operations Trend

Revenue Growth21st 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

2023

Revenue$7,033
Expenses$7,105
Net Income-$72
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula StappTrusteePT$6,355-$6,355
Filing and Contact Details

Filer

Filer Name
Samuel B & Lorena Bruce Chartiable
EIN
31-6660157
Address
319 Champions Drive, ROCKPORT, TX 78382-6907

Signing Officer

Name
Paula Wiley Stapp
Title
Trustee
Phone
8176143823
Signed
2024-08-15

Preparer

Firm
DLD Tax Prep & Services PC
Address
PO Box 667458, Houston, TX 77266-7458
Preparer
Donald L Dale
Phone
7136306520
Raw XML Appendix182 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/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt07033
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt07033
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07033
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06355
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07033
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-72
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013400
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07105
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0American Balance Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1American Balanced Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-399
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-72
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011234
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0294980
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0283818
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0294980
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013911
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013911
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013911
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013911
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0294980
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0283818
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0294980
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0294980
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0283818
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0294980
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0283818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0294980
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0294980
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0283818
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0294980
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0283818
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0294980
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0282465
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0282465
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04237
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013911
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0278228
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0282465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06355
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paula Stapp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0319 Champion Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCKPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078382
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Paula Stapp
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0319 Champions Dr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCKPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078382
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08176143823
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NICU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Pediatric
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Texas Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MD Anderson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0612 E Lamar Blvd 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11550 Holcombe Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177030
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07020
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013911
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013911
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Wiley Stapp
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08176143823
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Samuel B & Lorena Bruce Chartiable
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0316660157
ReturnHeader/Filer/USAddress/AddressLine1Txt0319 Champions Drive
ReturnHeader/Filer/USAddress/CityNm0ROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0783826907
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DLD Tax Prep & Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 667458
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0772667458
ReturnHeader/PreparerPersonGrp/PhoneNum07136306520
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald L Dale
ReturnHeader/ReturnTs02024-09-02T14:52:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,980
Liabilities
$0
Net assets
$294,980
Revenue
$7,033
Expenses
$7,105
Net income
-$72
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