Civic Intelligence

Isla Carroll Turner Friendship Trust

EIN 74-1460483 • Houston, TX

800 Bering Dr Suite 202Houston, TX 77057
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.04x

Higher debt load relative to assets than 46% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$100

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

130%

Faster revenue growth than 89% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,338,357

Down $498,969 (-18%) from 2023

Liabilities

Down

$84,543

Down $5,657,920 (-99%) from 2023

Net Assets

Up

$2,253,814

Up $5,158,951 (+178%) from 2023

Revenue

Up

$7,197,962

Up $4,069,976 (+130%) from 2023

Expenses

Up

$2,039,011

Up $178,360 (+9.6%) from 2023

Net Income

Up

$5,158,951

Up $3,891,616 (+307%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0-$5.0MAssets 2019: $1,224,383Liabilities 2019: $0Net Assets 2019: $1,224,3832019Assets 2020: $1,639,585Liabilities 2020: $15,050Net Assets 2020: $1,624,5352020Assets 2021: $2,716,141Liabilities 2021: $694,300Net Assets 2021: $2,021,8412021Assets 2022: $2,891,284Liabilities 2022: $7,063,756Net Assets 2022: -$4,172,4722022Assets 2023: $2,837,326Liabilities 2023: $5,742,463Net Assets 2023: -$2,905,1372023Assets 2024: $2,338,357Liabilities 2024: $84,543Net Assets 2024: $2,253,8142024

Highlighted filing

2024

Assets$2,338,357
Liabilities$84,543
Net Assets$2,253,814

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2019: $2,576,289Expenses 2019: $2,605,973Net Income 2019: -$29,6842019Revenue 2020: $1,787,111Expenses 2020: $1,386,959Net Income 2020: $400,1522020Revenue 2021: $1,697,078Expenses 2021: $1,299,772Net Income 2021: $397,3062021Revenue 2022: -$4,617,707Expenses 2022: $1,576,606Net Income 2022: -$6,194,3132022Revenue 2023: $3,127,986Expenses 2023: $1,860,651Net Income 2023: $1,267,3352023Revenue 2024: $7,197,962Expenses 2024: $2,039,011Net Income 2024: $5,158,9512024

Highlighted filing

2024

Revenue$7,197,962
Expenses$2,039,011
Net Income$5,158,951

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James S RecklingChairman-$100-$100
Frank H Rossi1st Vice Chair-$100-$100
Isla C RecklingVice Chairman-$100-$100
Stephen M RecklingSecretary/Treasurer-$100-$100
Anne HardimanAsst Secretary-$100-$100
Chaille W HawkinsAsst Secretary-$100-$100
Filing and Contact Details

Filer

Filer Name
Isla Carroll Turner Friendship Trust
EIN
74-1460483
Phone
7132371117
Address
800 Bering Dr Suite 202, Houston, TX 77057

Signing Officer

Name
Patricia Stilley
Title
Executive Director
Phone
7132371117
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7814 Verisk Analytics, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79106 Visa Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80135 Walmart Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8138 Workday Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8285 Zoetis Inc
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01387383
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0474050
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05578512
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-271275
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt029292
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06995187
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0202775
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07197962
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012803
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010803
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt025606
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05578512
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01490000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01490000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01861433
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01861433
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05158951
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06239855
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt029292
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt029292
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05307237
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07409536
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0127153
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0127153
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt087250
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt087250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018383
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt048727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0110009
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt08114
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt08114
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0479
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0479
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0170330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01750123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02039011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07469237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07197962
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0260123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059701
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0549011
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01058
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0136217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05576026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05576026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05712243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital gain distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05578512
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05158951
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02253814
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0-2905137
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02253814
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02490624
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02490624
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02490624
IRS990PF/DistributableAmountGrp/IncomeTaxAmt066245
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02659862
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0102993
IRS990PF/DistributableAmountGrp/TotalTaxAmt0169238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt038768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0102993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0102993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0102993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt015175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt088768
IRS990PF/FMVAssetsEOYAmt050873002
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0252
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt084543
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02209776
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02107693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt050642338
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt09727
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt09727
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05742211
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010645
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-2905137
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02253814
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0616905
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0230664
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0230664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02837326
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02338357
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt050873002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05742463
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt084543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02837326
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02338357
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0-2905137
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02253814
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt01427338
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt054007340

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