Civic Intelligence

Coleman Foundation Fe255

990PF • Fiscal year 2022 • EIN 32-0638394

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 06, 2023

Organization Profile

Refreshing map…

200 Concord Plaza Drive 120San Antonio, TX 78216

(210) 735-2811

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

88th percentile

55%

Higher net margin than 88% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$48,063

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

68th percentile

6.5%

Faster asset growth than 68% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-86%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,405,695

Up $328,123 (+6.5%) from 2021

Net Assets

Up

$5,405,695

Up $328,123 (+6.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin88th percentile

Revenue

Down

$598,746

Down $3,736,275 (-86%) from 2021

Expenses

Up

$270,623

Up $202,333 (+296%) from 2021

Net Income

Down

$328,123

Down $3,938,608 (-92%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $796,568Liabilities 2020: $0Net Assets 2020: $796,5682020Assets 2021: $5,077,572Liabilities 2021: $0Net Assets 2021: $5,077,5722021Assets 2022: $5,405,695Liabilities 2022: $0Net Assets 2022: $5,405,6952022Assets 2024: $5,631,990Liabilities 2024: $4,377Net Assets 2024: $5,627,6132024

Highlighted filing

2022

Assets$5,405,695
Liabilities$0
Net Assets$5,405,695
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$6.0M$4.0M$2.0M$0Revenue 2020: $796,718Expenses 2020: $150Net Income 2020: $796,5682020Revenue 2021: $4,335,021Expenses 2021: $68,290Net Income 2021: $4,266,7312021Revenue 2022: $598,746Expenses 2022: $270,623Net Income 2022: $328,1232022Revenue 2024: $552,774Expenses 2024: $311,696Net Income 2024: $241,0782024

Highlighted filing

2022

Revenue$598,746
Expenses$270,623
Net Income$328,123
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 6, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST BANKTrusteeFT$48,063-$48,063
Filing and Contact Details

Filer

Filer Name
Coleman Foundation
EIN
32-0638394
Phone
2107352811
Address
200 CONCORD PLAZA DRIVE 120, SAN ANTONIO, TX 78216

Signing Officer

Name
American Bank Trust Dept
Title
Trustee
Phone
2109309740
Signed
2023-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Atkg Advisors LLC
Address
1390 E BITTERS RD, SAN ANTONIO, TX 78216
Preparer
Teryn Grater
Phone
2107336611
Raw XML Appendix352 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03875
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PAGE 10, PART XIV, LINE 2B - 2D
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM, INFORMATION, AND MATERIALS:THE GRANT REQUEST SHOULD BE SENT ON THE ORGANIZATION'S LETTERHEAD, SUMMARIZE THE GRANT REQUEST, AND BE SIGNED BY THE EXECUTIVE DIRECTOR, A MEMBER OF THE BOARD OF DIRECTORS, OR AN OFFICER OF THE ORGANIZATION. THE LETTER SHOULD INCLUDE THE ORGANIZATION'S MISSION STATEMENT, THE YEAR IT WAS FOUNDED, THE TAX IDENTIFICATION NUMBER, AND THE CURRENT TAX STATUS. IT SHOULD ALSO INCLUDE A DETAILED DESCRIPTION OF THE PROJECT/PROGRAM, THE PEOPLE WHO WILL BENEFIT FROM THE PROGRAM, AND ANY APPLICABLE TIMELINE DETAILS. THE FOLLOWING DOCUMENTS SHOULD ALSO BE INCLUDED WITH THE APPLICATION:(1) THE ORGANIZATION'S CURRENT ANNUAL OPERATING BUDGET.(2) A LIST OF THE DIRECTOR, AT LEAST THREE KEY STAFF/BOARD MEMBERS, AND THE GRANT WRITER IF APPLICABLE.(3) THE ORGANIZATION'S ESTIMATED BUDGET FOR THE PROJECT/PROGRAM FOR WHICH YOU ARE REQUESTING FUNDING.(4) ALL MAJOR CONTRIBUTIONS FOR THE PAST YEAR.(5) A COPY OF THE IRS DETERMINATION LETTER.(6) COPIES OF THE PREVIOUS TWO YEARS FORM 990 OR FORM 990PF TAX RETURNS.(7) A COMPLETED, SIGNED, AND DATED FORM W-9 WITH THE ORGANIZATION'S TIN THAT MATCHES THE IRS DETERMINATION LETTER AND TAX RETURNS ON THE FORMS MOST RECENTLY AVAILABLE BY THE IRS.(8) A COPY OF THE ORGANIZATION'S CHARTER AND BYLAWS.SUBMISSION DEADLINE:THE SUBMISSION DEADLINE IS OCTOBER 5TH OF EACH YEAR.RESTRICTIONS OR LIMITATIONS ON AWARDS:FUNDS MUST BE USED TO SUPPORT CHARITABLE, EDUCATIONAL, LITERARY, AND YOUTH ORIENTED ACTIVITIES.
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0595521
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0127481
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0131231
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0328123
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01024508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt069
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4STEM DISCOVERY AND LEARNING INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILD ADVOCATES SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIELDS & FUTURE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAN ANTONIO SPORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MISSION ROAD MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TEXAS BIOMEDICAL RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01956 S WW WHITE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17001 NW 164TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 830386
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38706 MISSION RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 760549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EDMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478245
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032448
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0192259
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0248604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0224707
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0216156
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0192259
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF MARGARET ANN COLEMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 2950
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0782992950
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0595521
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt060000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLIC SECURITIES AND BONDS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-07-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011233
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1675
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011233
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1675
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0411
TaxesSchedule/TaxesDetail/Amt15691
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0411
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15691
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMERICAN BANK TRUST DEPT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02109309740
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLEMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COLE
ReturnHeader/Filer/EIN0320638394
ReturnHeader/Filer/PhoneNum02107352811
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 CONCORD PLAZA DRIVE 120
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0923498280
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATKG ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01390 E BITTERS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02107336611
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERYN GRATER
ReturnHeader/ReturnTs02023-07-06T16:15:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMERICAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK TRUST DEPT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,405,695
Liabilities
$0
Net assets
$5,405,695
Revenue
$598,746
Expenses
$270,623
Net income
$328,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.55$0.31$0.24
2022Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.60$0.27$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$4.34$0.07$4.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.80$0.00$0.80