Civic Intelligence

Sarah Campbell Blaffer Foundation

990PF • Fiscal year 2017 • EIN 74-6065234

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
PO Box 6826Houston, TX 77265-6826

(713) 639-7741

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.22x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$184,630

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

36th percentile

2.1%

Faster asset growth than 36% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

40%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$93,145,562

Up $1,943,985 (+2.1%) from 2016

Net Assets

Up

$91,957,302

Up $3,042,971 (+3.4%) from 2016

Liabilities

Down

$1,188,260

Down $1,098,986 (-48%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin95th percentile

Revenue

Up

$5,524,786

Up $1,589,060 (+40%) from 2016

Expenses

Down

$1,231,920

Down $279,751 (-19%) from 2016

Net Income

Up

$4,292,866

Up $1,868,811 (+77%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150M$100M$50M$0Assets 2011: $67,586,268Liabilities 2011: $246,163Net Assets 2011: $67,340,1052011Assets 2012: $71,209,107Liabilities 2012: $1,593,851Net Assets 2012: $69,615,2562012Assets 2013: $75,300,878Liabilities 2013: $904,442Net Assets 2013: $74,396,4362013Assets 2014: $88,920,533Liabilities 2014: $310,375Net Assets 2014: $88,610,1582014Assets 2015: $86,717,285Liabilities 2015: $2,135,087Net Assets 2015: $84,582,1982015Assets 2016: $91,201,577Liabilities 2016: $2,287,246Net Assets 2016: $88,914,3312016Assets 2017: $93,145,562Liabilities 2017: $1,188,260Net Assets 2017: $91,957,3022017Assets 2018: $90,049,172Liabilities 2018: $1,720,908Net Assets 2018: $88,328,2642018Assets 2019: $94,793,801Liabilities 2019: $1,756,174Net Assets 2019: $93,037,6272019Assets 2020: $90,132,708Liabilities 2020: $271,447Net Assets 2020: $89,861,2612020Assets 2021: $97,580,419Liabilities 2021: $283,658Net Assets 2021: $97,296,7612021Assets 2022: $102,880,265Liabilities 2022: $660,295Net Assets 2022: $102,219,9702022Assets 2024: $107,759,059Liabilities 2024: $1,778,819Net Assets 2024: $105,980,2402024

Highlighted filing

2017

Assets$93,145,562
Liabilities$1,188,260
Net Assets$91,957,302
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $977,0082011Expenses 2012: $920,1382012Revenue 2013: $2,097,814Expenses 2013: $1,005,218Net Income 2013: $1,092,5962013Revenue 2014: $3,790,838Expenses 2014: $876,237Net Income 2014: $2,914,6012014Revenue 2015: $5,203,743Expenses 2015: $1,375,045Net Income 2015: $3,828,6982015Revenue 2016: $3,935,726Expenses 2016: $1,511,671Net Income 2016: $2,424,0552016Revenue 2017: $5,524,786Expenses 2017: $1,231,920Net Income 2017: $4,292,8662017Revenue 2018: $6,873,866Expenses 2018: $1,179,246Net Income 2018: $5,694,6202018Revenue 2019: $2,210,532Expenses 2019: $1,273,081Net Income 2019: $937,4512019Revenue 2020: $2,224,766Expenses 2020: $1,347,840Net Income 2020: $876,9262020Revenue 2021: $3,430,818Expenses 2021: $1,287,472Net Income 2021: $2,143,3462021Revenue 2022: $3,366,558Expenses 2022: $1,350,103Net Income 2022: $2,016,4552022Revenue 2024: $3,084,982Expenses 2024: $1,307,313Net Income 2024: $1,777,6692024

Highlighted filing

2017

Revenue$5,524,786
Expenses$1,231,920
Net Income$4,292,866
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JAMES CLIFTONDirector-$105,188$79,442$184,630
MARILYN STEINBERGERAdministrator/Asst Treasurer-$68,106$6,410$74,516
CHARLES W HALLPresident-$0--
EDWARD JOSEPH HUDSON JRVice Pres./Secretary-$0--
RONALD W ADZGERYAssistant Secretary-$0--
ANNE D OWENVice Pres./Treasurer-$0--
ROBERT LEE HUDSONVice President-$0--
JAMES OWEN COLEMANVice President-$0--
Filing and Contact Details

Filer

Filer Name
Sarah Campbell Blaffer Foundation
EIN
74-6065234
In Care Of
% MARILYN STEINBERGER
Phone
7136397741
Address
PO Box 6826, Houston, TX 77265-6826

Signing Officer

Name
Charles W Hall
Title
President
Phone
7136397741
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
2700 Post Oak Blvd Ste 1500, HOUSTON, TX 77056
Preparer
Amanda Maya
Phone
7134994600
Raw XML AppendixShowing 400 of 778 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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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt01966
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt017694
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01966
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt019660
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt067392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04872965
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0257457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04607619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0257457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01231920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05549905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05524786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0257457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04607619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0257457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01231920
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt02344
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt019296
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt02344
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt023438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0265872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1110503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2910623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3270186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4382578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51108178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61315215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7380000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt85183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt167044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3246080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt480425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5135060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-2830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt713237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-5183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt913230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1222874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1398144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt167044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3246080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt480425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5135060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt713237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-5183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt913230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1222874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1332916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2114187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31156703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4350611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5517638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61105348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71328452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8380000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1222874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PAINTING INSTALLMENT SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112,794.621 SHS EMERALD GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29,913.805 SHS PIMCO INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc311,890.558 SHS T ROWE PRICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc416,182.007 SHS VULCAN VALUE PART SM CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc525,884.837 SHS VULCAN VALUE PARTNERS FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JP MORGAN #8005 - SEE ATTACHMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JP MORGAN #8005 - SEE ATTACHMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8US TREASURY 0.75% 06/30/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ESTANCIA CAPITAL PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ESTANCIA CAPITAL PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11HARBERT MEZZANINE PARTNERS III, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MONTAUK TRIGUARD FUND VII LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MONTAUK TRIGUARD FUND VII LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04176940
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-4316
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04292866
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03525691
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02275796
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt095482993
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt088914331
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt091957302
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05302
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt048226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt052924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05302
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt052924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt052924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt058226
IRS990PF/FMVAssetsEOYAmt0184926297
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0349250
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt039327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05558151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05772832
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05772832
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt038609703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt039928659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt039928659
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0105963
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0132405
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt025693
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt026442
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt026442
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt01700000
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0890000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt038232410
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt034912578
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0126693313
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0237996
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0258933
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt08375000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt012033500
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt012033500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0400620
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0471551
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0471551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt091201577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt093145562
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0184926297
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02287246
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01188260
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt091201577
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt093145562
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt088914331
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt091957302
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt088914331
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt091957302
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044830078
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0420377
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040960877
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0672451
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03448824
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02207881
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt044157627
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044830078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0NORTON ROSE FULBRIGHT US LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt062153
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01301 MCKINNEY SUITE 5100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd077010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt368106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6105188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt36410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,145,562
Liabilities
$1,188,260
Net assets
$91,957,302
Revenue
$5,524,786
Expenses
$1,231,920
Net income
$4,292,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$1.78$106$3.08$1.31$1.78
2022Detailed filing. Detailed filing data is available for this year.$103$0.66$102$3.37$1.35$2.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.6$0.28$97.3$3.43$1.29$2.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.1$0.27$89.9$2.22$1.35$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.8$1.76$93.0$2.21$1.27$0.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.0$1.72$88.3$6.87$1.18$5.69
2017Detailed filing. Detailed filing data is available for this year.$93.1$1.19$92.0$5.52$1.23$4.29
2016Detailed filing. Detailed filing data is available for this year.$91.2$2.29$88.9$3.94$1.51$2.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.7$2.14$84.6$5.20$1.38$3.83
2014Detailed filing. Detailed filing data is available for this year.$88.9$0.31$88.6$3.79$0.88$2.91
2013Detailed filing. Detailed filing data is available for this year.$75.3$0.90$74.4$2.10$1.01$1.09
2012Detailed filing. Detailed filing data is available for this year.$71.2$1.59$69.6$0.92
2011Detailed filing. Detailed filing data is available for this year.$67.6$0.25$67.3$0.98