Civic Intelligence

Stella C Herff Charitable Trust

990 • Fiscal year 2013 • EIN 74-1509867

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization Profile
96290 Heath Point Lane32034

(904) 321-0797

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$7,700

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

98th percentile

439%

Faster revenue growth than 98% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,553,572

Up $92,658 (+1.2%) from 2012

Net Assets

Up

$7,553,572

Up $92,658 (+1.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin76th percentile

Revenue

Up

$496,600

Up $404,515 (+439%) from 2012

Expenses

Up

$404,332

Up $2,293 (+0.6%) from 2012

Net Income

Up

$92,268

Up $402,222 (+130%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,770,874Liabilities 2011: $0Net Assets 2011: $7,770,8742011Assets 2012: $7,460,914Liabilities 2012: $0Net Assets 2012: $7,460,9142012Assets 2013: $7,553,572Liabilities 2013: $0Net Assets 2013: $7,553,5722013Assets 2014: $7,665,480Liabilities 2014: $0Net Assets 2014: $7,665,4802014Assets 2015: $7,539,838Liabilities 2015: $0Net Assets 2015: $7,539,8382015Assets 2016: $7,301,276Liabilities 2016: $0Net Assets 2016: $7,301,2762016Assets 2017: $7,349,944Liabilities 2017: $0Net Assets 2017: $7,349,9442017Assets 2018: $7,205,873Liabilities 2018: $0Net Assets 2018: $7,205,8732018Assets 2019: $7,101,824Liabilities 2019: $0Net Assets 2019: $7,101,8242019Assets 2020: $6,907,677Liabilities 2020: $0Net Assets 2020: $6,907,6772020Assets 2021: $6,837,096Liabilities 2021: $0Net Assets 2021: $6,837,0962021Assets 2022: $6,469,510Liabilities 2022: $0Net Assets 2022: $6,469,5102022Assets 2023: $6,733,237Liabilities 2023: $0Net Assets 2023: $6,733,2372023Assets 2024: $7,202,774Liabilities 2024: $0Net Assets 2024: $7,202,7742024

Highlighted filing

2013

Assets$7,553,572
Liabilities$0
Net Assets$7,553,572
Open 2013 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $387,4372011Revenue 2012: $92,085Expenses 2012: $402,039Net Income 2012: -$309,9542012Revenue 2013: $496,600Expenses 2013: $404,332Net Income 2013: $92,2682013Revenue 2014: $536,644Expenses 2014: $425,293Net Income 2014: $111,3512014Revenue 2015: $294,695Expenses 2015: $421,925Net Income 2015: -$127,2302015Revenue 2016: $174,814Expenses 2016: $416,870Net Income 2016: -$242,0562016Revenue 2017: $470,779Expenses 2017: $424,881Net Income 2017: $45,8982017Revenue 2018: $325,186Expenses 2018: $58,428Net Income 2018: $266,7582018Revenue 2019: $297,944Expenses 2019: $60,133Net Income 2019: $237,8112019Revenue 2020: $252,384Expenses 2020: $56,530Net Income 2020: $195,8542020Revenue 2021: $446,199Expenses 2021: $66,781Net Income 2021: $379,4182021Revenue 2022: $161,812Expenses 2022: $79,398Net Income 2022: $82,4142022Revenue 2023: $639,453Expenses 2023: $105,726Net Income 2023: $533,7272023Revenue 2024: $866,142Expenses 2024: $126,605Net Income 2024: $739,5372024

Highlighted filing

2013

Revenue$496,600
Expenses$404,332
Net Income$92,268
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Gross Receipts
$6,981,473
Mission and Program Overview

Mission

Provide funds for exempt charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,460,914$7,553,572▲ $92,658
Investments in Publicly Traded Securities$7,268,969$7,069,031▼ $199,938
Savings and Temporary Cash Investments$189,425$484,540▲ $295,115
Accounts Receivable$2,520--
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$7,460,914$7,553,572▲ $92,658
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,460,914$7,553,572▲ $92,658
Total Liabilities and Net Assets / Fund Balance$7,460,914$7,553,572▲ $92,658
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
John McadooTrusteePT$7,700$7,700
Kaiser McadooTrusteePT$7,700$7,700
Nancy McadooTrusteePT$7,700$7,700
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$544,035
Other Revenue
$-47,435
Change in Net Assets
$92,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$330,000
Other Expenses$51,232
Salaries, Compensation, and Employee Benefits$23,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$330,000--$330,000
Other Salaries and Wages-$23,100-$23,100
Fees for Services Accounting-$6,558-$6,558
Other Expenses$151$44,523-$151
Total Functional Expenses$330,151$74,181$0$404,332
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-2586219-6-$110,000
74-1195277-11a-$110,000
74-1323695-11a-$110,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“John mcadoo nancy mcadoo trustee trustee husband/wife kaiser mcadoo john mcadoo trustee trustee daughter kaiser mcadoo nancy mcadoo trustee trustee daughter”

Form 990, Page 6, Part VI, Line 11B

“Trustees will review return before it is filed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
74-1509867
Phone
9043210797

Signing Officer

Name
John Mcadoo
Title
Trustee
Phone
9043210797
Signed
2014-05-05
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
George M Williams Jr
Phone
2106841071
Raw XML Appendix307 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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ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAMS CROW MASK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101100 NE LOOP 410 STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078209
ReturnHeader/PreparerPersonGrp/PhoneNum02106841071
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE M WILLIAMS JR
ReturnHeader/ReturnTs02014-06-23T16:37:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,553,572
Liabilities
$0
Net assets
$7,553,572
Revenue
$496,600
Expenses
$404,332
Net income
$92,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.87$0.13$0.74
2023Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.64$0.11$0.53
2022Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.16$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.45$0.07$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.25$0.06$0.20
2019Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.30$0.06$0.24
2018Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.33$0.06$0.27
2017Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.47$0.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.17$0.42$0.24
2015Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.29$0.42$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.54$0.43$0.11
2013Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.50$0.40$0.09
2012Summary only. Only limited summary data is available for this year.$7.46$0.00$7.46$0.09$0.40$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$0.00$7.77$0.39