Civic Intelligence

Elizabeth Sullivan Clem Trust Fd592

990 • Fiscal year 2014 • EIN 74-1688803

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

Organization ProfileN/A
Richard F Halter Trustee No 200San Antonio, TX 78209

(210) 822-2171

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

39th percentile

$30,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

56th percentile

3.7%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$4,909,687

Up $173,598 (+3.7%) from 2013

Net Assets

Up

$4,909,687

Up $173,598 (+3.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin77th percentile

Revenue

Down

$984,478

Down $210,425 (-18%) from 2013

Expenses

Down

$810,880

Down $270,472 (-25%) from 2013

Net Income

Up

$173,598

Up $60,047 (+53%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$10M$5.0M$0Assets 2011: $4,494,896Liabilities 2011: $0Net Assets 2011: $4,494,8962011Assets 2012: $4,622,538Liabilities 2012: $0Net Assets 2012: $4,622,5382012Assets 2013: $4,736,089Liabilities 2013: $0Net Assets 2013: $4,736,0892013Assets 2014: $4,909,687Liabilities 2014: $0Net Assets 2014: $4,909,6872014Assets 2015: $4,846,824Liabilities 2015: $0Net Assets 2015: $4,846,8242015Assets 2016: $5,096,232Liabilities 2016: $0Net Assets 2016: $5,096,2322016Assets 2017: $7,010,347Liabilities 2017: $0Net Assets 2017: $7,010,3472017Assets 2019: $7,176,487Liabilities 2019: $02019Assets 2020: $6,984,748Liabilities 2020: $0Net Assets 2020: $6,984,7482020Assets 2021: $8,090,243Liabilities 2021: $0Net Assets 2021: $8,090,2432021Assets 2022: $8,134,755Liabilities 2022: $0Net Assets 2022: $8,134,7552022Assets 2023: $7,746,697Liabilities 2023: $0Net Assets 2023: $7,746,6972023Assets 2024: $7,246,433Liabilities 2024: $0Net Assets 2024: $7,246,4332024

Highlighted filing

2014

Assets$4,909,687
Liabilities$0
Net Assets$4,909,687
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $939,783Expenses 2011: $556,175Net Income 2011: $383,6082011Revenue 2012: $963,409Expenses 2012: $835,767Net Income 2012: $127,6422012Revenue 2013: $1,194,903Expenses 2013: $1,081,352Net Income 2013: $113,5512013Revenue 2014: $984,478Expenses 2014: $810,880Net Income 2014: $173,5982014Revenue 2015: $485,557Expenses 2015: $548,420Net Income 2015: -$62,8632015Revenue 2016: $398,357Expenses 2016: $148,949Net Income 2016: $249,4082016Revenue 2017: $2,159,070Expenses 2017: $244,955Net Income 2017: $1,914,1152017Revenue 2019: $486,971Expenses 2019: $382,600Net Income 2019: $104,3712019Revenue 2020: $188,061Expenses 2020: $379,800Net Income 2020: -$191,7392020Revenue 2021: $1,344,892Expenses 2021: $242,992Net Income 2021: $1,101,9002021Revenue 2022: $500,055Expenses 2022: $455,543Net Income 2022: $44,5122022Revenue 2023: $255,926Expenses 2023: $650,019Net Income 2023: -$394,0932023Revenue 2024: $289,459Expenses 2024: $789,723Net Income 2024: -$500,2642024

Highlighted filing

2014

Revenue$984,478
Expenses$810,880
Net Income$173,598
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 24, 2015
Return Version
2014v5.0
Gross Receipts
$984,478
Mission and Program Overview

Mission

To distribute 100% of the organization's net income (as determined by the trustees) to four public charities.

To distribute 100% of the organization's net income (as determined by the trustees) to four public charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,736,089$4,909,687▲ $173,598
Investments in Publicly Traded Securities$4,176,067$4,501,096▲ $325,029
Savings and Temporary Cash Investments$518,148$366,717▼ $151,431
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,736,089$4,909,687▲ $173,598
Other Assets Total$41,874$41,874→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,736,089$4,909,687▲ $173,598
Total Liabilities and Net Assets / Fund Balance$4,736,089$4,909,687▲ $173,598
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Richard F HalterTrusteePT$30,000$30,000
Robert L Bobbitt JrTrusteePT$30,000$30,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$326,870
Other Revenue
$657,608
Change in Net Assets
$173,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$718,814
Salaries, Compensation, and Employee Benefits$60,000
Other Expenses$32,066
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$718,814--$718,814
Current Officers, Directors, Trustees, and Key Employees$30,000$30,000-$60,000
Fees for Services Legal-$6,405-$6,405
Other Expenses$27--$27
Total Functional Expenses$774,475$36,405$0$810,880
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHRISTUS SANTA ROSA CHILDREN'S HOSPITAL FOUNDATIONSan Antonio, TX-To Enable the Organization to Provide Addtional Charitable Activities$179,704
The Carmelite SistersdcjSan Antonio, TX-To Enable the Organization to Provide Addtional Charitable Activities$179,704
Daughters of Charity ServicesSan Antonio, TX-To Enable the Organization to Provide Addtional Charitable Activities$179,703
Harry Jersig Speech & Hearing CtrSan Antonio, TX-To Enable the Organization to Provide Addtional Charitable Activities$179,703
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
Audit committee
No
Backup withholding compliance
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, Part VI, Section B, Line 11

“The trustees review the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The documents are available to be reviewed by the public on request. The trust documents requires distributions to only four designated charitable institutions.”

Filing and Contact Details

Filer

Filer Name
Elizabeth Sullivan Clem Trust
EIN
74-1688803
Phone
2108222171
Address
RICHARD F HALTER TRUSTEE NO 200, SAN ANTONIO, TX 78209

Signing Officer

Name
Richard F Halter
Title
Trustee
Phone
2108222171
Signed
2015-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard F Halter
Formed
1999
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Abip Pc
Address
4801 NORTHWEST LOOP 410 SUITE 725, SAN ANTONIO, TX 78229-5308
Preparer
H L Schwartzman CPA
Phone
2103412581
Raw XML Appendix339 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO DISTRIBUTE 100% OF THE ORGANIZATION'S NET INCOME (AS DETERMINED BY THE TRUSTEES) TO FOUR PUBLIC CHARITIES
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD F HALTER
IRS990/BooksInCareOfDetail/PhoneNum02108222171
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08700 CROWNHILLSTE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078209
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt030000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt030000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt060000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0718814
IRS990/CYInvestmentIncomeAmt0326870
IRS990/CYOtherExpensesAmt032066
IRS990/CYOtherRevenueAmt0657608
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0173598
IRS990/CYSalariesCompEmpBnftPaidAmt060000
IRS990/CYTotalExpensesAmt0810880
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0984478
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ALL TRUST INCOME IS DISTRIBUTED TO FOUR PUBLIC CHARITIES. SEE PART IX - STATEMENT OF FUNCTIONAL EXPENSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0774475
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06405
IRS990/FeesForServicesLegalGrp/TotalAmt06405
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt07.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT L BOBBITT JR
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD F HALTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt030000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130000
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0718814
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0718814
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0718814
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0984478
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0326870
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0326870
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04176067
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04501096
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04736089
IRS990/NetAssetsOrFundBalancesEOYAmt04909687
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041874
IRS990/OtherAssetsTotalGrp/EOYAmt041874
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ROYALTY PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES DEDUCTED
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS ADMIN. EX
IRS990/OtherExpensesGrp/ProgramServicesAmt024066
IRS990/OtherExpensesGrp/ProgramServicesAmt11568
IRS990/OtherExpensesGrp/ProgramServicesAmt227
IRS990/OtherExpensesGrp/TotalAmt024066
IRS990/OtherExpensesGrp/TotalAmt11568
IRS990/OtherExpensesGrp/TotalAmt227
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD F HALTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0974740
IRS990/PYInvestmentIncomeAmt0270038
IRS990/PYOtherExpensesAmt046612
IRS990/PYOtherRevenueAmt0924865
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0113551
IRS990/PYSalariesCompEmpBnftPaidAmt060000
IRS990/PYTotalExpensesAmt01081352
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01194903
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0173598
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0657608
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0657608
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04736089
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04909687
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0518148
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0366717
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE GOVERNING BODY OF THIS ORGANIZATION WORKS CLOSELY WITH THE SUPPORTED ORGANIZATIONS TO KEEP THEM ABREAST OF FINANCIAL INFORMATION AND FUTURE FUNDING TO THEIR ORGANIZATIONS. THE SUPPORTING ORGANIZATIONS ARE FURNISHED ANNUAL FINANCIAL STATEMENTS AND ARE ISSUED SUPPORT PAYMENTS AT LEAST TWICE A YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741143114
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1746106876
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2741224362
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3741109631
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc111A
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc37
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0179704
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1179703
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2179704
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3179703
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CARMELITE SISTERS OF THE DEVINE HEART OF JESUS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DAUGHTERS OF CHARITY SERVICES OF SAN ANTONIO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CHRISTUS SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3HARRY JERSIG SPEECH & HEARING CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0718814
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0179704
IRS990ScheduleI/RecipientTable/CashGrantAmt1179703
IRS990ScheduleI/RecipientTable/CashGrantAmt2179704
IRS990ScheduleI/RecipientTable/CashGrantAmt3179703
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ENABLE THE ORGANIZATION TO PROVIDE ADDTIONAL CHARITABLE ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO ENABLE THE ORGANIZATION TO PROVIDE ADDTIONAL CHARITABLE ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO ENABLE THE ORGANIZATION TO PROVIDE ADDTIONAL CHARITABLE ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO ENABLE THE ORGANIZATION TO PROVIDE ADDTIONAL CHARITABLE ACTIVITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE CARMELITE SISTERSDCJ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DAUGHTERS OF CHARITY SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHRISTUS SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HARRY JERSIG SPEECH & HEARING CTR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02006 MARTIN LUTHER KING
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17607 SOMERSET ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2100 NORTHEAST LOOP 410 STE 706
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3411 S W 24TH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd178211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd278216
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd3782074689
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DOCUMENTS ARE AVAILABLE TO BE REVIEWED BY THE PUBLIC ON REQUEST. THE TRUST DOCUMENTS REQUIRES DISTRIBUTIONS TO ONLY FOUR DESIGNATED CHARITABLE INSTITUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04736089
IRS990/TotalAssetsEOYAmt04909687
IRS990/TotalAssetsGrp/BOYAmt04736089
IRS990/TotalAssetsGrp/EOYAmt04909687
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036405
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0774475
IRS990/TotalFunctionalExpensesGrp/TotalAmt0810880
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04736089
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04909687
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0774475
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0326870
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0657608
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0984478
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04736089
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04909687
IRS990/TotReportableCompRltdOrgAmt060000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08700 CROWNHILL SUITE 200
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078209
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F HALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02108222171
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH SULLIVAN CLEM TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0741688803
ReturnHeader/Filer/PhoneNum02108222171
ReturnHeader/Filer/USAddress/AddressLine1Txt0RICHARD F HALTER TRUSTEE NO 200
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760689865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABIP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 NORTHWEST LOOP 410 SUITE 725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782295308
ReturnHeader/PreparerPersonGrp/PhoneNum02103412581
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H L SCHWARTZMAN CPA
ReturnHeader/ReturnTs02015-02-24T08:11:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,909,687
Liabilities
$0
Net assets
$4,909,687
Revenue
$984,478
Expenses
$810,880
Net income
$173,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.29$0.79$0.50
2023Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.26$0.65$0.39
2022Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.50$0.46$0.04
2021Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$1.34$0.24$1.10
2020Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.19$0.38$0.19
2019Summary only. Only limited summary data is available for this year.$7.18$0.00$0.49$0.38$0.10
2017Summary only. Only limited summary data is available for this year.$7.01$0.00$7.01$2.16$0.24$1.91
2016Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.40$0.15$0.25
2015Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.49$0.55$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.98$0.81$0.17
2013Summary only. Only limited summary data is available for this year.$4.74$0.00$4.74$1.19$1.08$0.11
2012Summary only. Only limited summary data is available for this year.$4.62$0.00$4.62$0.96$0.84$0.13
2011Summary only. Only limited summary data is available for this year.$4.49$0.00$4.49$0.94$0.56$0.38