Civic Intelligence

Ferguson Kittie Nelson Foundation F5129900

990PF • Fiscal year 2014 • EIN 74-3018259

Dec 01, 2013 to Nov 30, 2014 • Filed on Jan 30, 2015

300 Austin Hwy Suite 150Suite78209

(210) 930-7990

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

3rd percentile

-176%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$14,830

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

12th percentile

-8.4%

Faster asset growth than 12% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$2,635,395

Down $242,329 (-8.4%) from 2013

Net Assets

$2,635,395

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue

Down

$137,188

Down $20,128 (-13%) from 2013

Expenses

Up

$378,794

Up $309,403 (+446%) from 2013

Net Income

Down

-$241,606

Down $329,531 (-375%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,139,679Liabilities 2011: $02011Assets 2012: $2,789,584Liabilities 2012: $02012Assets 2013: $2,877,724Liabilities 2013: $12013Assets 2014: $2,635,395Liabilities 2014: $0Net Assets 2014: $2,635,3952014Assets 2015: $2,539,452Liabilities 2015: $0Net Assets 2015: $2,539,4522015Assets 2018: $716,265Liabilities 2018: $0Net Assets 2018: $716,2652018Assets 2019: $542,485Liabilities 2019: $0Net Assets 2019: $542,4852019Assets 2020: $265,318Liabilities 2020: $0Net Assets 2020: $265,3182020Assets 2021: $53,677Liabilities 2021: $0Net Assets 2021: $53,6772021Assets 2022: $41,333Liabilities 2022: $0Net Assets 2022: $41,3332022Assets 2023: $18,384Liabilities 2023: $0Net Assets 2023: $18,3842023Assets 2024: $11,944Liabilities 2024: $0Net Assets 2024: $11,9442024

Highlighted filing

2014

Assets$2,635,395
Liabilities$0
Net Assets$2,635,395

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $408,513Expenses 2011: $123,256Net Income 2011: $285,2572011Revenue 2012: $96,620Expenses 2012: $447,004Net Income 2012: -$350,3842012Revenue 2013: $157,316Expenses 2013: $69,391Net Income 2013: $87,9252013Revenue 2014: $137,188Expenses 2014: $378,794Net Income 2014: -$241,6062014Revenue 2015: $646,816Expenses 2015: $744,962Net Income 2015: -$98,1462015Revenue 2018: $105,379Expenses 2018: $228,629Net Income 2018: -$123,2502018Revenue 2019: $37,869Expenses 2019: $211,649Net Income 2019: -$173,7802019Revenue 2020: $244,331Expenses 2020: $521,498Net Income 2020: -$277,1672020Revenue 2021: $712,001Expenses 2021: $923,642Net Income 2021: -$211,6412021Revenue 2022: $9,125Expenses 2022: $21,469Net Income 2022: -$12,3442022Revenue 2023: $59,882Expenses 2023: $92,090Net Income 2023: -$32,2082023Revenue 2024: $1,650Expenses 2024: $8,090Net Income 2024: -$6,4402024

Highlighted filing

2014

Revenue$137,188
Expenses$378,794
Net Income-$241,606
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Jan 30, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST NATIONAL BANKTrustee-$14,830-$14,830
Filing and Contact Details

Filer

EIN
74-3018259
In Care Of
% FROST NATIONAL BANK
Phone
2109307990

Signing Officer

Name
Susan Palmer
Title
Trustee
Phone
2109307990
Signed
2015-01-30
Discuss with paid preparer
Yes

Preparer

Preparer
N Ari Berlin
Phone
2109307990
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROST NATIONAL BANK - LT SECURITIES ( STMT ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt073794
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-241606
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0723
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02636118
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02877724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02635395
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0187408
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0187408
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0187408
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0188297
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0889
IRS990PF/DistributableAmountGrp/TotalTaxAmt0889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0889
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04201
IRS990PF/FMVAssetsEOYAmt03696669
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt014600
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt014600
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt014600
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03537737
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03537014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01373156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01362130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02401008
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01472379
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01224160
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01246556
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-660013
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-901619
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032189
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt034505
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt034505
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02877724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02635395
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03696669
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02877724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02635395
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02877724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02635395
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03823286
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03823286
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057349
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0188297
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03765937
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03823286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FROST NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode078269
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0211081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0211970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt035100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0397284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt092310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0193170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0173278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.010256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.120908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.027654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.061397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03765937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03422362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03285844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03338084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03146235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02886248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0330495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.280251
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0329606
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0330495
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0889
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0330495
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SALES OF SECURITIES ARE MADE TO MAXIMIZE THE AMOUNT OF INVESTMENTS IN FROST BANK TO CREATE MORE CASH TO BE DISTRIBUTED FOR CHARITABLE PURPOSES.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 1600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode078296
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10FROST NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum02102204011
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KITTIE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131995

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