Civic Intelligence

Sz Foundation Inc

990PF • Fiscal year 2014 • EIN 46-1763248

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 19, 2015

Organization Profile
11505 Chimney Rock RdHouston, TX 77035

(713) 973-3844

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-97%

Higher net margin than 7% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$30,073

No earlier filing loaded for comparison.

Net Assets

$30,073

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

$21,634

No earlier filing loaded for comparison.

Expenses

$42,624

No earlier filing loaded for comparison.

Net Income

-$20,990

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.

$150K$100K$50K$0Assets 2014: $30,073Liabilities 2014: $0Net Assets 2014: $30,0732014Assets 2015: $13,649Liabilities 2015: $0Net Assets 2015: $13,6492015Assets 2016: $7,866Liabilities 2016: $0Net Assets 2016: $7,8662016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $7,3672017Assets 2018: $105,186Liabilities 2018: $0Net Assets 2018: $105,1862018Assets 2019: $87,877Liabilities 2019: $0Net Assets 2019: $87,8772019Assets 2020: $35,130Liabilities 2020: $0Net Assets 2020: $35,1302020

Highlighted filing

2014

Assets$30,073
Liabilities$0
Net Assets$30,073
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2014: $21,634Expenses 2014: $42,624Net Income 2014: -$20,9902014Revenue 2015: $26,382Expenses 2015: $42,806Net Income 2015: -$16,4242015Revenue 2016: $28,074Expenses 2016: $33,857Net Income 2016: -$5,7832016Revenue 2017: $1,354Expenses 2017: $1,853Net Income 2017: -$4992017Revenue 2018: $97,819Expenses 2018: $0Net Income 2018: $97,8192018Revenue 2019: $229Expenses 2019: $17,538Net Income 2019: -$17,3092019Revenue 2020: $1,000Expenses 2020: $53,747Net Income 2020: -$52,7472020

Highlighted filing

2014

Revenue$21,634
Expenses$42,624
Net Income-$20,990
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D MICHALEK SRPresidentPT$0--
JOHN D MICHALEK JRDirector-$0--
GEORGE R ENGLERT IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sz Foundation Inc
EIN
46-1763248
Phone
7139733844
Address
11505 CHIMNEY ROCK RD, HOUSTON, TX 77035

Signing Officer

Name
John D Micalek
Title
President
Signed
2015-06-19
Discuss with paid preparer
No

Preparer

Firm
Larry P Ross PC
Address
6632 Community Dr Houston Texas 770, Houston, TX 77005
Preparer
Larry Ross
Phone
7139140100
Raw XML Appendix163 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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OtherIncomeSchedule2/OtherIncomeDetail/Desc0FUND RAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FUND RAISING EVENTS COSTS
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/Filer/EIN0461763248
ReturnHeader/Filer/PhoneNum07139733844
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum07139140100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry Ross
ReturnHeader/ReturnTs02015-06-19T11:45:58-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,073
Liabilities
$0
Net assets
$30,073
Revenue
$21,634
Expenses
$42,624
Net income
-$20,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$0.01$0.54$0.53
2019Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.00$0.18$0.17
2018Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.98$0.00$0.98
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.07$0.01$0.02$0.00
2016Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.28$0.34$0.06
2015Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.26$0.43$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.22$0.43$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits