Civic Intelligence

Sarah Campbell Blaffer Foundation

990PF • Fiscal year 2021 • EIN 74-6065234

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2021

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.08x

Higher debt load relative to revenue than 29% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

88th percentile

62%

Higher net margin than 88% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$194,112

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

45th percentile

8.3%

Faster asset growth than 45% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

54%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$97,580,419

Up $7,447,711 (+8.3%) from 2020

Net Assets

Up

$97,296,761

Up $7,435,500 (+8.3%) from 2020

Liabilities

Up

$283,658

Up $12,211 (+4.5%) from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Up

$3,430,818

Up $1,206,052 (+54%) from 2020

Expenses

Down

$1,287,472

Down $60,368 (-4.5%) from 2020

Net Income

Up

$2,143,346

Up $1,266,420 (+144%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2021

Assets$97,580,419
Liabilities$283,658
Net Assets$97,296,761
Open 2021 Filing

Operations Trend

Revenue Growth78th 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

2021

Revenue$3,430,818
Expenses$1,287,472
Net Income$2,143,346
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2021
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JAMES CLIFTONDirector-$117,752$76,360$194,112
MARILYN STEINBERGERAdministrator/Asst Treasurer-$70,826$6,666$77,492
CHARLES W HALLPresident-$0--
EDWARD JOSEPH HUDSON JRVice Pres./Secretary-$0--
RONALD W ADZGERYVice President & 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 Hall
Title
President
Phone
7136397741
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
2700 Post Oak Blvd Ste 1500, HOUSTON, TX 77056
Preparer
Amanda Maya
Phone
7134994600
Raw XML AppendixShowing 400 of 754 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/OtherProfFeesAdjNetIncmAmt0106926
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0106926
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0106926
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt02294
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt020648
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt02294
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt022942
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0162
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0112124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01916687
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0250854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0610051
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0250854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01287472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03189786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03430818
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0250854
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0610051
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0250854
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01287472
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt0451
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02696
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0451
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01394219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16046941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt279316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-83136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt279316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt382533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4180948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-79316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81070175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91070175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101070175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111070175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121070175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131070175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141070175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151070175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-83136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt279316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt382533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4180948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-79316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01416200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15963805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt279316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt382533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4180948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt624
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/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0117,722.361 SHS PIMCO INCOME-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN #8005 - SEE ATTACHMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN #8005 - LESS ST PORTION-ATT. D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HERBERT MEZZANINE PARTNERS III, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MONTAUK TRIGUARD FUND VII, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MONTAUK TRIGUARD FUND VII, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HERBERT CREDIT SOLUTIONS FUND IV, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JP MORGAN #8005 - SEE ATTACHMENT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01273099
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-78742
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02143346
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0285964
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05578118
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt097582725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt089861261
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt097296761
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt043241
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt043241
IRS990PF/FMVAssetsEOYAmt0209286829
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt095770
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt036870
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05286484
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03730119
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03730119
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt033883938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt041123596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt041123596
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt096089
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0100686
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt08023
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04597
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04597
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt089861261
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt097296761
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt035170204
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt035449481
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0147155891
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0175677
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0246788
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt015009000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt014667500
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt014667500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0775059
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02605126
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02605126
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt090132708
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt097580419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0209286829
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0271447
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0283658
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt090132708
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt097580419
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt089861261
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt097296761
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044780719
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01067866
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt038640522
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0671711
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05072331
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02205450
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt044109008
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044780719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0NORTON ROSE FULBRIGHT US LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt052961
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/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/CompensationAmt370826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6117752
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt36666

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,580,419
Liabilities
$283,658
Net assets
$97,296,761
Revenue
$3,430,818
Expenses
$1,287,472
Net income
$2,143,346
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
2021Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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