Civic Intelligence

Sarah Campbell Blaffer Foundation

990PF • Fiscal year 2019 • EIN 74-6065234

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

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

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.79x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

33rd percentile

$192,278

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

53rd percentile

5.3%

Faster asset growth than 53% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$94,793,801

Up $4,744,629 (+5.3%) from 2018

Net Assets

Up

$93,037,627

Up $4,709,363 (+5.3%) from 2018

Liabilities

Up

$1,756,174

Up $35,266 (+2.0%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin87th percentile

Revenue

Down

$2,210,532

Down $4,663,334 (-68%) from 2018

Expenses

Up

$1,273,081

Up $93,835 (+8.0%) from 2018

Net Income

Down

$937,451

Down $4,757,169 (-84%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$94,793,801
Liabilities$1,756,174
Net Assets$93,037,627
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$2,210,532
Expenses$1,273,081
Net Income$937,451
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JAMES CLIFTONDirector-$111,988$80,290$192,278
MARILYN STEINBERGERAdministrator/Asst Treasurer-$69,431$6,535$75,966
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
2020-11-15
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 753 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/TotalExpensesAdjNetIncmAmt0209812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0686610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0209812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01273081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02295736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02210532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0209812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0686610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0209812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01273081
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt03908
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt035555
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03908
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt039079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13841759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2223506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3111626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt453679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt543821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt633055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt271083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt333055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4134596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt733821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt812231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-33055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-2162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11147068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt018839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt271083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt333055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4134596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt733821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt812231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-33055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-2162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33976355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4221023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5111098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt687500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt756052
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/PropertyDesc0HARBERT MEZZANINE PARTNERS III, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MONTAUK TRIGUARD FUND VII LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MONTAUK TRIGUARD FUND VII LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN #8005 - SEE ATTACHMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JP MORGAN #8005 - SEE ATTACHMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc518,595.68 SHS OF PIMCO INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62,780.22 SHS DODGE & COX INTL STOCK FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7766.40 SHS T ROWE PRICE BLUE CHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82,108.79 SHS OF EMERALD GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9JP MORGAN #8005 - LESS ST PORTION-ATT. D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10COST BASIS ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0412195
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt033055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0937451
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0850695
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04622607
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt093888322
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt088328264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt093037627
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt051355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051355
IRS990PF/FMVAssetsEOYAmt0204432203
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt036773
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt029705
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05222014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05508256
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05508256
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt033809633
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt038179997
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt038179997
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0119350
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0132405
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt018350
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt013055
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt013055
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt088328264
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt093037627
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt034909841
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt035008341
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0144646743
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01684135
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01726469
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt015692000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt015350500
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt015350500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0397334
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0733652
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0733652
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt090049172
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt094793801
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0204432203
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01720908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01756174
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt090049172
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt094793801
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt088328264
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt093037627
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt042880147
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0507502
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037598438
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0643202
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04774207
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02111847
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042236945
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt042880147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0NORTON ROSE FULBRIGHT US LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt057362
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/CompensationAmt369431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6111988
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt36535
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt610540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt669750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES W HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWARD JOSEPH HUDSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RONALD W ADZGERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARILYN STEINBERGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANNE D OWEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT LEE HUDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DR JAMES CLIFTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JAMES OWEN COLEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES./SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADMINISTRATOR/ASST TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRES./TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7VICE PRESIDENT

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,793,801
Liabilities
$1,756,174
Net assets
$93,037,627
Revenue
$2,210,532
Expenses
$1,273,081
Net income
$937,451
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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