Civic Intelligence

Elizabeth Sullivan Clem Trust Fd592

990 • Fiscal year 2016 • EIN 74-1688803

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 11, 2017

Organization ProfileN/A
8700 Crownhill Suite 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

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$30,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

63rd percentile

5.1%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-18%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,096,232

Up $249,408 (+5.1%) from 2015

Net Assets

Up

$5,096,232

Up $249,408 (+5.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin94th percentile

Revenue

Down

$398,357

Down $87,200 (-18%) from 2015

Expenses

Down

$148,949

Down $399,471 (-73%) from 2015

Net Income

Up

$249,408

Up $312,271 (+497%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2016

Assets$5,096,232
Liabilities$0
Net Assets$5,096,232
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$398,357
Expenses$148,949
Net Income$249,408
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 11, 2017
Return Version
2016v3.0
Gross Receipts
$3,015,620
Mission and Program Overview

Mission

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-$5,096,232-
Investments in Publicly Traded Securities$4,769,679$4,964,805▲ $195,126
Pd in Cap Srpls Land Bldg Eqp Fund$4,846,824--
Savings and Temporary Cash Investments$35,271$89,553▲ $54,282
Total Assets$4,846,824$5,096,232▲ $249,408
Other Assets Total$41,874$41,874→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,846,824$5,096,232▲ $249,408
Total Liabilities and Net Assets / Fund Balance$4,846,824$5,096,232▲ $249,408
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
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
$246,532
Other Revenue
$151,825
Change in Net Assets
$249,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,936
Salaries, Compensation, and Employee Benefits$60,000
Other Expenses$13,013
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,936--$75,936
Current Officers, Directors, Trustees, and Key Employees$15,000$45,000-$60,000
Fees for Services Accounting-$6,165-$6,165
Other Expenses$42--$42
Total Functional Expenses$97,784$51,165$0$148,949
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHRISTUS SANTA ROSA CHILDREN'S HOSPSan Antonio, TX-To Enable the Organi$18,984
Daughters of Charity ServicesSan Antonio, TX-To Enable the Organi$18,984
Harry Jersig Speech & Hearing CtrSan Antonio, TX-To Enable the Organi$18,984
The Carmelite SistersdcjSan Antonio, TX-To Enable the Organi$18,984
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
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, 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
8700 CROWNHILL SUITE 200, SAN ANTONIO, TX 78209

Signing Officer

Name
Richard F Halter
Title
Trustee
Phone
2108222171
Signed
2017-02-11
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

Preparer

Firm
Abip Pc
Address
4801 NW LOOP 410 STE 725, SAN ANTONIO, TX 78229-5308
Preparer
H Lee Schwartzman CPA
Phone
2103412581
Supplemental Narrative

Additional Explanations

Form 990, Part III

“The organizations exempt purpose is to distribute 100% of the organizations net income (as determined by the trustees) to four public charities.”

Form 990, Page 2, Part III, Line 4D

“The trust's main exempt purpose accomplishments is that the trust distributes 100% of the trusts net income (as determined by the trustees) to four public charities.”

Raw XML Appendix331 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO ENABLE THE ORGANI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE CARMELITE SISTERSDCJ
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS EXEMPT PURPOSE IS TO DISTRIBUTE 100% OF THE ORGANIZATIONS NET INCOME (AS DETERMINED BY THE TRUSTEES) TO FOUR PUBLIC CHARITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST'S MAIN EXEMPT PURPOSE ACCOMPLISHMENTS IS THAT THE TRUST DISTRIBUTES 100% OF THE TRUSTS NET INCOME (AS DETERMINED BY THE TRUSTEES) TO FOUR PUBLIC CHARITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04846824
IRS990/TotalAssetsEOYAmt05096232
IRS990/TotalAssetsGrp/BOYAmt04846824
IRS990/TotalAssetsGrp/EOYAmt05096232
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051165
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt097784
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148949
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04846824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05096232
IRS990/TotalOtherProgSrvcExpenseAmt097784
IRS990/TotalOtherProgSrvcGrantAmt075936
IRS990/TotalProgramServiceExpensesAmt097784
IRS990/TotalReportableCompFromOrgAmt060000
IRS990/TotalRevenueGrp/ExclusionAmt0374620
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023737
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0398357
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04846824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05096232
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F HALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02108222171
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH SULLIVAN CLEM TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0741688803
ReturnHeader/Filer/PhoneNum02108222171
ReturnHeader/Filer/USAddress/AddressLine1Txt08700 CROWNHILL SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E0051E4B027DB5B2935C964722B11D9921E35BB2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011EC5045C1CA82CC63E7E16DB1C1DCC49BEDAEFF
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760689865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABIP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 NW LOOP 410 STE 725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782295308
ReturnHeader/PreparerPersonGrp/PhoneNum02103412581
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H LEE SCHWARTZMAN CPA
ReturnHeader/ReturnTs02017-02-15T08:45:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,096,232
Liabilities
$0
Net assets
$5,096,232
Revenue
$398,357
Expenses
$148,949
Net income
$249,408
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