Civic Intelligence

Hebert Testamentary Charitable Trust

990PF • Fiscal year 2020 • EIN 46-6893469

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 23, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

10th percentile

-73%

Higher net margin than 10% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$100,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 96.2% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-10%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$662,609

Down $75,487 (-10%) from 2019

Net Assets

Down

$662,609

Down $75,487 (-10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin10th percentile

Revenue

Down

$103,956

Down $11,805 (-10%) from 2019

Expenses

Down

$179,443

Down $36,161 (-17%) from 2019

Net Income

Up

-$75,487

Up $24,356 (+24%) from 2019

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

2020

Assets$662,609
Liabilities$0
Net Assets$662,609
Open 2020 Filing

Operations Trend

Revenue Growth40th 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

2020

Revenue$103,956
Expenses$179,443
Net Income-$75,487
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA ROSENTrusteePT$100,000-$100,000
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
2021-06-23
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 Appendix303 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/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/AppliedToCurrentYearAmt052996
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt076054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt091846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0240121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0240121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0372345
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt076054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt091846
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047914
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0612466
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0564552
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
TaxesSchedule/TaxesDetail/Amt0953
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07136641716
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-23
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/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/ReturnTs02021-09-05T23:22:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$662,609
Liabilities
$0
Net assets
$662,609
Revenue
$103,956
Expenses
$179,443
Net income
-$75,487
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