Civic Intelligence

Hebert Testamentary Charitable Trust

990PF • Fiscal year 2014 • EIN 46-6893469

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization Profile
PO Box 272885Houston, TX 77277-2885

(713) 664-1716

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-67%

Higher net margin than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

61st percentile

$67,850

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 165.7% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

32nd percentile

-1.8%

Faster asset growth than 32% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,525,293

Down $27,362 (-1.8%) from 2013

Net Assets

$1,525,293

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin7th percentile

Revenue

Down

$40,957

Down $1,557,077 (-97%) from 2013

Expenses

Up

$68,319

Up $22,940 (+51%) from 2013

Net Income

Down

-$27,362

Down $1,580,017 (-102%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,552,655Liabilities 2013: $02013Assets 2014: $1,525,293Liabilities 2014: $0Net Assets 2014: $1,525,2932014Assets 2015: $1,172,022Liabilities 2015: $0Net Assets 2015: $1,172,0222015Assets 2016: $1,002,270Liabilities 2016: $0Net Assets 2016: $1,002,2702016Assets 2017: $887,407Liabilities 2017: $0Net Assets 2017: $887,4072017Assets 2018: $837,939Liabilities 2018: $0Net Assets 2018: $837,9392018Assets 2019: $738,096Liabilities 2019: $0Net Assets 2019: $738,0962019Assets 2020: $662,609Liabilities 2020: $0Net Assets 2020: $662,6092020Assets 2021: $610,848Liabilities 2021: $0Net Assets 2021: $610,8482021Assets 2022: $547,198Liabilities 2022: $0Net Assets 2022: $547,1982022Assets 2023: $350,150Liabilities 2023: $0Net Assets 2023: $350,1502023Assets 2024: $306,943Liabilities 2024: $0Net Assets 2024: $306,9432024

Highlighted filing

2014

Assets$1,525,293
Liabilities$0
Net Assets$1,525,293
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,598,034Expenses 2013: $45,379Net Income 2013: $1,552,6552013Revenue 2014: $40,957Expenses 2014: $68,319Net Income 2014: -$27,3622014Revenue 2015: $40,923Expenses 2015: $394,194Net Income 2015: -$353,2712015Revenue 2016: $25,846Expenses 2016: $195,598Net Income 2016: -$169,7522016Revenue 2017: $71,131Expenses 2017: $185,994Net Income 2017: -$114,8632017Revenue 2018: $167,022Expenses 2018: $216,490Net Income 2018: -$49,4682018Revenue 2019: $115,761Expenses 2019: $215,604Net Income 2019: -$99,8432019Revenue 2020: $103,956Expenses 2020: $179,443Net Income 2020: -$75,4872020Revenue 2021: $203,005Expenses 2021: $254,766Net Income 2021: -$51,7612021Revenue 2022: $41,408Expenses 2022: $105,058Net Income 2022: -$63,6502022Revenue 2023: $12,473Expenses 2023: $209,521Net Income 2023: -$197,0482023Revenue 2024: $118,502Expenses 2024: $161,709Net Income 2024: -$43,2072024

Highlighted filing

2014

Revenue$40,957
Expenses$68,319
Net Income-$27,362
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA ROSENTrusteePT$67,850-$67,850
Filing and Contact Details

Filer

Filer Name
Hebert Testamentary Charitable Trust
EIN
46-6893469
Phone
7136641716
Address
PO BOX 272885, HOUSTON, TX 77277-2885

Signing Officer

Name
Linda Rosen
Title
Trustee
Phone
7136641716
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Sol Schwartz & Associates Pc
Address
7550 IH 10 WEST SUITE 1200, SAN ANTONIO, TX 78229
Preparer
Sol Schwartz
Phone
2103848000
Raw XML Appendix287 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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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030419
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022583
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL RE FILING
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0350
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0350
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENTS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1244
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1244
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0844
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECTION 1256 CONTRACTS & STRADDLES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0844
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0844
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0IRS FILING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07136641716
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEBERT TESTAMENTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HEBE
ReturnHeader/Filer/EIN0466893469
ReturnHeader/Filer/PhoneNum07136641716
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 272885
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0772772885
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742392222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOL SCHWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07550 IH 10 WEST SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078229
ReturnHeader/PreparerPersonGrp/PhoneNum02103848000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SOL SCHWARTZ
ReturnHeader/ReturnTs02015-05-11T15:40:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,525,293
Liabilities
$0
Net assets
$1,525,293
Revenue
$40,957
Expenses
$68,319
Net income
-$27,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.12$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.01$0.21$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.20$0.25$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.10$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.12$0.22$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.17$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.20$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.04$0.39$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.55$0.00$1.60$0.05$1.55