Civic Intelligence

Harry S & Isabel C Cameron Foundation Sentinel Trust Company

990PF • Fiscal year 2017 • EIN 74-6073312

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 01, 2018

Organization Profile
Sentinel Trust 2001 Kirby DriveHouston, TX 77019

(713) 559-9510

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$135,860

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

221%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$34,259,688

Up $4,155,533 (+14%) from 2016

Net Assets

$34,259,688

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin96th percentile

Revenue

Up

$4,984,372

Up $3,432,286 (+221%) from 2016

Expenses

Down

$828,839

Down $961,225 (-54%) from 2016

Net Income

Up

$4,155,533

Up $4,393,511 (+1846%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$40M$30M$20M$10M$0Assets 2012: $28,049,619Liabilities 2012: $02012Assets 2013: $29,260,690Liabilities 2013: $02013Assets 2014: $30,079,207Liabilities 2014: $02014Assets 2015: $30,351,893Liabilities 2015: $02015Assets 2016: $30,104,155Liabilities 2016: $02016Assets 2017: $34,259,688Liabilities 2017: $0Net Assets 2017: $34,259,6882017Assets 2018: $35,486,936Liabilities 2018: $0Net Assets 2018: $35,486,9362018Assets 2019: $33,842,851Liabilities 2019: $0Net Assets 2019: $33,842,8512019Assets 2020: $32,446,724Liabilities 2020: $0Net Assets 2020: $32,446,7242020Assets 2021: $31,029,996Liabilities 2021: $0Net Assets 2021: $31,029,9962021Assets 2022: $31,460,171Liabilities 2022: $0Net Assets 2022: $31,460,1712022Assets 2023: $31,901,760Liabilities 2023: $0Net Assets 2023: $31,901,7602023Assets 2024: $30,237,052Liabilities 2024: $0Net Assets 2024: $30,237,0522024

Highlighted filing

2017

Assets$34,259,688
Liabilities$0
Net Assets$34,259,688
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,775,252Expenses 2012: $1,736,734Net Income 2012: $38,5182012Revenue 2013: $2,808,521Expenses 2013: $1,546,998Net Income 2013: $1,261,5232013Revenue 2014: $2,286,757Expenses 2014: $1,468,240Net Income 2014: $818,5172014Revenue 2015: $2,274,438Expenses 2015: $2,008,132Net Income 2015: $266,3062015Revenue 2016: $1,552,086Expenses 2016: $1,790,064Net Income 2016: -$237,9782016Revenue 2017: $4,984,372Expenses 2017: $828,839Net Income 2017: $4,155,5332017Revenue 2018: $3,094,673Expenses 2018: $1,867,425Net Income 2018: $1,227,2482018Revenue 2019: $328,211Expenses 2019: $1,972,296Net Income 2019: -$1,644,0852019Revenue 2020: $852,038Expenses 2020: $2,248,165Net Income 2020: -$1,396,1272020Revenue 2021: $808,603Expenses 2021: $2,225,331Net Income 2021: -$1,416,7282021Revenue 2022: $2,786,979Expenses 2022: $2,356,804Net Income 2022: $430,1752022Revenue 2023: $2,816,033Expenses 2023: $2,374,444Net Income 2023: $441,5892023Revenue 2024: $297,798Expenses 2024: $1,962,506Net Income 2024: -$1,664,7082024

Highlighted filing

2017

Revenue$4,984,372
Expenses$828,839
Net Income$4,155,533
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 1, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sentinel Trust Company LBATrustee-$135,860-$135,860
US Trust Bank of AmericaFormer Trustee-$79,179-$79,179
Sylvia Joan CameronTrustee-$0--
Robin Davis FranksTrustee-$0--
Jean Marie HaleTrustee-$0--
Eva Davis LangleyTrustee-$0--
Frances Cameron MillerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harry S & Isabel C Cameron Foundation
EIN
74-6073312
Phone
7135599510
Address
Sentinel Trust 2001 Kirby Drive, Houston, TX 77019

Signing Officer

Name
David Zahn Sentinel Trust Company
Title
Trustee
Signed
2018-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Average hours per week devoted to position: The compensation shown on the return that is paid to Sentinel Trust Company as corporate trustee is not calculated based upon an hourly rate for time spent by the trustee; rather, Sentinel Trust Company's compensation as corporate trustee is calculated using a market value fee schedule. The trust officer's time spent performing administrative responsibilities for this foundation averages one hour per week. In addition, time is spent by other staff members for record keeping, investment management, income collection, rendering statements and accountings, regulatory reporting, regulatory compliance, and tax services.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12095 shs Aflac Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212425 shs AES Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39411 shs Artisan Ptrns Fds Inc Intl Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43020 shs AT&T Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm510140 shs Abercrombie & Fitch CoCl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68222 shs Ally Finl Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm785 shs Alphabet Inc CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82060 shs American International Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9680 shs Anthem Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101005 shs Apache Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111375 shs Apple Computer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12142 shs Ball Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139706 shs Barrick Gold Corp ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143825 shs Bed Bath & Beyond Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15180 shs Biogen Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168960 shs CBL & Associates Properties Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171098 shs Cigna Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18440 shs CVS Health Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191995 shs Capital One Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202420 shs CenterPoint Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213620 shs Century Link Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22450 shs Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm232155 shs Cisco Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm243756 shs Citigroup Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251200 shs ConocoPhillips
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm262970 shs Cooper Tire & Rubber Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm278565 shs Dean Foods Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm288438 shs Delaware Group Global & Intl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292600 shs Discover Financial Services
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm303090 shs EnCana Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3120455 shs Ensco Plc Shs Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32860 shs Entergy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm333540 shs Exelon Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm344275 shs Finish Line Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3512370 shs Ford Motor Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm366070 shs General Motors Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371680 shs Gilead Sciences Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38890 shs Goldman Sachs Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391600 shs Intel Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm404000 shs iShares Comex Gold Trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412000 shs iShares Tr S&P 400 ID Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4210000 shs iShares S&P Small Cap 600 Indx
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431844 shs J P Morgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442445 shs Jetblue Airways Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45465 shs Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm464735 shs Kohl's Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm473070 shs Kroger Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4851662 shs Lazard Fds Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491515 shs Lincoln Natl Corp Ind
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501880 shs Loews Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm517980 shs Marathon Oil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52167 shs Matador Resources Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm534446 shs Metlife Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm543120 shs Micron Technology
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55290 shs Norfolk Southern Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56405 shs Orbital Atk Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm576690 shs PBFEnergy Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5810415 shs Photronics Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591920 shs Prudential Financial Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm602180 shs Qualcomm Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611230 shs Reinsurance Group of America
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm624500 shs SPDR S&P 500 ETF Trust Ser-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63299 shs Travelers Cos Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm642340 shs UnumProvident Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm652510 shs Valero Energy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661520 shs Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm676135 shs Voya Finl Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681365 shs Wal-Mart Stores Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm692713 shs Wells Fargo & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701400 shs Western Digital Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm717240 shs Whiting Petroleum
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Grosvenor Registered Multi-St
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IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt065091
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Filings

Displayed year

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

Open filing
Assets
$34,259,688
Liabilities
$0
Net assets
$34,259,688
Revenue
$4,984,372
Expenses
$828,839
Net income
$4,155,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$0.30$1.96$1.66
2023Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$2.82$2.37$0.44
2022Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$2.79$2.36$0.43
2021Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$0.81$2.23$1.42
2020Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$0.85$2.25$1.40
2019Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$0.33$1.97$1.64
2018Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$3.09$1.87$1.23
2017Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$4.98$0.83$4.16
2016Summary only. Only limited summary data is available for this year.$30.1$0.00$1.55$1.79$0.24
2015Summary only. Only limited summary data is available for this year.$30.4$0.00$2.27$2.01$0.27
2014Summary only. Only limited summary data is available for this year.$30.1$0.00$2.29$1.47$0.82
2013Summary only. Only limited summary data is available for this year.$29.3$0.00$2.81$1.55$1.26
2012Summary only. Only limited summary data is available for this year.$28.0$0.00$1.78$1.74$0.04