Civic Intelligence

Hebert Testamentary Charitable Trust

990PF • Fiscal year 2017 • EIN 46-6893469

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

3rd percentile

-161%

Higher net margin than 3% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$65,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 91.4% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

175%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$887,407

Down $114,863 (-11%) from 2016

Net Assets

Down

$887,407

Down $114,863 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin3rd percentile

Revenue

Up

$71,131

Up $45,285 (+175%) from 2016

Expenses

Down

$185,994

Down $9,604 (-4.9%) from 2016

Net Income

Up

-$114,863

Up $54,889 (+32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2017

Assets$887,407
Liabilities$0
Net Assets$887,407
Open 2017 Filing

Operations Trend

Revenue Growth94th 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

2017

Revenue$71,131
Expenses$185,994
Net Income-$114,863
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA ROSENTrusteePT$65,000-$65,000
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
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Sol Schwartz & Associates Pc
Address
8000 IH 10 WEST SUITE 1100, SAN ANTONIO, TX 78230
Preparer
Sol Schwartz
Phone
2103848000
Raw XML Appendix342 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/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LINDA ROSEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 272885
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0772772885
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136641716
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt038812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt138812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt238812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE SUPPORT FOR THE ADVOCATION OF TYPE 1 DIABETES RESEARCH WORLDWIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP THE FISHER HOUSE FOUNDATION PROVIDE A HOME AWAY FROM HOME FOR DISABLED MILITARY MEMBERS AND THEIR FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO ASSIST THE SALVATION ARMY TO HELP INDIVIDUALS OUT OF CRISIS AND INTO STABILITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AUSTIN CHAPTER OF THE JDRF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FISHER HOUSE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03420 EXECUTIVE CENTER DR STE 108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12002 HOLCOMBE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1734
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOERNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0116436
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/AppliedToCurrentYearAmt063968
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt091846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0240121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0401460
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt091846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0240121
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0133461
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069493
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0401460
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0331967
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENTS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1288
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07136641716
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId021D5CE3F65A7A5A623731F7002EFB622110B0051
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04E6E03BDDCE5F7EFACE46EB7C7ADA06457E9C9B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.40.63.242
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:23:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742392222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOL SCHWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08000 IH 10 WEST SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103848000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SOL SCHWARTZ
ReturnHeader/ReturnTs02018-05-30T08:16:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$887,407
Liabilities
$0
Net assets
$887,407
Revenue
$71,131
Expenses
$185,994
Net income
-$114,863
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