Civic Intelligence

Imogene & Harold Herndon H Charitable Trust - H

990 • Fiscal year 2014 • EIN 74-2936460

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 10, 2014

Organization ProfileN/A
PO Box 160078296

(210) 220-4011

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$102,496

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

60th percentile

6.0%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

9.6%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$13,997,662

Up $797,284 (+6.0%) from 2013

Net Assets

Up

$13,997,662

Up $797,284 (+6.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin92nd percentile

Revenue

$1,475,230

No earlier filing loaded for comparison.

Expenses

Up

$677,946

Up $11,907 (+1.8%) from 2013

Net Income

$797,284

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$30M$20M$10M$0Assets 2011: $12,118,739Liabilities 2011: $1,858Net Assets 2011: $12,116,8812011Assets 2012: $12,627,589Liabilities 2012: $0Net Assets 2012: $12,627,5892012Assets 2013: $13,200,378Liabilities 2013: $0Net Assets 2013: $13,200,3782013Assets 2014: $13,997,662Liabilities 2014: $0Net Assets 2014: $13,997,6622014Assets 2015: $14,792,924Liabilities 2015: $0Net Assets 2015: $14,792,9242015Assets 2016: $15,068,489Liabilities 2016: $0Net Assets 2016: $15,068,4892016Assets 2017: $15,570,052Liabilities 2017: $0Net Assets 2017: $15,570,0522017Assets 2018: $15,948,847Liabilities 2018: $0Net Assets 2018: $15,948,8472018Assets 2019: $16,748,239Liabilities 2019: $0Net Assets 2019: $16,748,2392019Assets 2020: $17,124,928Liabilities 2020: $0Net Assets 2020: $17,124,9282020Assets 2021: $18,661,885Liabilities 2021: $0Net Assets 2021: $18,661,8852021Assets 2022: $18,995,516Liabilities 2022: $0Net Assets 2022: $18,995,5162022Assets 2023: $19,492,950Liabilities 2023: $0Net Assets 2023: $19,492,9502023Assets 2024: $20,107,449Liabilities 2024: $0Net Assets 2024: $20,107,4492024Assets 2025: $20,749,641Liabilities 2025: $0Net Assets 2025: $20,749,6412025

Highlighted filing

2014

Assets$13,997,662
Liabilities$0
Net Assets$13,997,662
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $851,090Expenses 2011: $565,982Net Income 2011: $285,1082011Revenue 2012: $1,227,409Expenses 2012: $716,701Net Income 2012: $510,7082012Expenses 2013: $666,0392013Revenue 2014: $1,475,230Expenses 2014: $677,946Net Income 2014: $797,2842014Revenue 2015: $1,477,278Expenses 2015: $682,016Net Income 2015: $795,2622015Revenue 2016: $851,496Expenses 2016: $575,931Net Income 2016: $275,5652016Revenue 2017: $1,092,728Expenses 2017: $591,165Net Income 2017: $501,5632017Revenue 2018: $1,070,241Expenses 2018: $691,446Net Income 2018: $378,7952018Revenue 2019: $1,563,156Expenses 2019: $763,760Net Income 2019: $799,3962019Revenue 2020: $1,185,095Expenses 2020: $808,406Net Income 2020: $376,6892020Revenue 2021: $2,252,045Expenses 2021: $715,088Net Income 2021: $1,536,9572021Revenue 2022: $1,172,976Expenses 2022: $839,345Net Income 2022: $333,6312022Revenue 2023: $1,826,071Expenses 2023: $1,328,637Net Income 2023: $497,4342023Revenue 2024: $1,878,047Expenses 2024: $1,263,548Net Income 2024: $614,4992024Revenue 2025: $1,987,649Expenses 2025: $1,345,457Net Income 2025: $642,1922025

Highlighted filing

2014

Revenue$1,475,230
Expenses$677,946
Net Income$797,284
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 10, 2014
Return Version
2013v3.1
Gross Receipts
$4,043,269
Mission and Program Overview

Mission

Support for 6 specific charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,200,378$13,997,662▲ $797,284
Investments in Publicly Traded Securities$12,561,516$13,434,073▲ $872,557
Savings and Temporary Cash Investments$573,534$498,095▼ $75,439
Investments Other Securities$52,833$62,137▲ $9,304
Land, Buildings, and Equipment, Net$1,795$1,795→ $0
Accounts Receivable$10,249$1,371▼ $8,878
Cash and Non-Interest-Bearing Accounts$259$-1▼ $260
Total Assets$13,200,378$13,997,662▲ $797,284
Other Assets Total$192$192→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,200,378$13,997,662▲ $797,284
Total Liabilities and Net Assets / Fund Balance$13,200,378$13,997,662▲ $797,284

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,795-$1,795
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary Ann SwiercCo-trusteePT$102,496$102,496
Frost BankCo-trustee-$100,903$100,903
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,475,230
Other Revenue
$0
Change in Net Assets
$797,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$451,746
Salaries, Compensation, and Employee Benefits$203,400
Other Expenses$22,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$451,746--$451,746
Comp Disqual Persons-$203,400-$203,400
Occupancy-$3,795-$3,795
Fees for Services Accounting-$2,575-$2,575
Other Expenses-$212-$212
Total Functional Expenses$451,746$226,200$0$677,946
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-1109633-501c3-$195,654
75-0827465-501c3-$117,454
74-6079583-501c3Support$45,175
75-0995027-501c3-$36,140
23-7121060-501c3-$34,736
13-2923701-501c3-$22,587
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
Annual disclosure for covered persons
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
Yes
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 9

“MARY ANN SWIERC”

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

“Each of the trustees receives a copy of the form 990 to review prior to the filing of the return.”

Form 990, Page 6, Part VI, Line 12C

“All officers and directors are required to disclose annually all interests that could give rise to conflicts of interest. Management, internal auditors and external auditors monitor and enforce compliance with the conflict of interest policies.”

Form 990, Page 6, Part VI, Line 19

“No documents are made available to the public unless authorized by a co- trustee.”

Filing and Contact Details

Filer

EIN
74-2936460
Phone
2102204011

Signing Officer

Name
Frost Bank
Title
Co-trustee
Phone
2102204011
Signed
2014-12-10

Organization Details

Principal Officer
Frost Bank
Formed
1999
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Preparer
Derek Schriver CPA
Phone
2106800350
Raw XML Appendix366 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/USAddress/State3TX
IRS990ScheduleI/RecipientTable/USAddress/State4TX
IRS990ScheduleI/RecipientTable/USAddress/State5TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode078213
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode178129
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode275765
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode378212
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode476129
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode578212
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION MAINTAINS RECORDS AS TO WHICH ORGANIZATION RECEIVED SUPPORT AND THE DOLLAR AMOUNT GIVEN EACH YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARY ANN SWIERC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH OF THE TRUSTEES RECEIVES A COPY OF THE FORM 990 TO REVIEW PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY ALL INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. MANAGEMENT, INTERNAL AUDITORS AND EXTERNAL AUDITORS MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UNLESS AUTHORIZED BY A CO- TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
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/TotalAssetsBOYAmt013200378
IRS990/TotalAssetsEOYAmt013997662
IRS990/TotalAssetsGrp/BOYAmt013200378
IRS990/TotalAssetsGrp/EOYAmt013997662
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0226200
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0451746
IRS990/TotalFunctionalExpensesGrp/TotalAmt0677946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013200378
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013997662
IRS990/TotalProgramServiceExpensesAmt0451746
IRS990/TotalReportableCompFromOrgAmt0203399
IRS990/TotalRevenueGrp/ExclusionAmt01475230
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01475230
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013200378
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013997662
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02102204011
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10IMOGENE & HAROLD HERNDON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST - H
ReturnHeader/Filer/BusinessNameControlTxt0IMOG
ReturnHeader/Filer/EIN0742936460
ReturnHeader/Filer/PhoneNum02102204011
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1600
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078296
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273473554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHRIVER CARMONA CARRERA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105805 CALLAGHAN RD STE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0782281129
ReturnHeader/PreparerPersonGrp/PhoneNum02106800350
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK SCHRIVER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-12-10T14:44:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,997,662
Liabilities
$0
Net assets
$13,997,662
Revenue
$1,475,230
Expenses
$677,946
Net income
$797,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.99$1.35$0.64
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.00$20.1$1.88$1.26$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$1.83$1.33$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$1.17$0.84$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$0.00$18.7$2.25$0.72$1.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.00$17.1$1.19$0.81$0.38
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$0.00$16.7$1.56$0.76$0.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$1.07$0.69$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$1.09$0.59$0.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$0.85$0.58$0.28
2015Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.48$0.68$0.80
2014Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.48$0.68$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.00$13.2$0.67
2012Summary only. Only limited summary data is available for this year.$12.6$0.00$12.6$1.23$0.72$0.51
2011Summary only. Only limited summary data is available for this year.$12.1$0.00$12.1$0.85$0.57$0.29