Civic Intelligence

The Powell Foundation

990PF • Fiscal year 2018 • EIN 74-6104592

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

Organization Profile
2001 Kirby DriveHouston, TX 77019

(713) 523-7557

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

10th percentile

-13%

Higher net margin than 10% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$76,755

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

6th percentile

-11%

Faster asset growth than 6% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-78%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$206,857,206

Down $24,794,664 (-11%) from 2017

Net Assets

Down

$206,657,205

Down $24,572,454 (-11%) from 2017

Liabilities

Down

$200,001

Down $222,210 (-53%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin10th percentile

Revenue

Down

$7,995,131

Down $27,806,621 (-78%) from 2017

Expenses

Up

$9,042,111

Up $3,035,083 (+51%) from 2017

Net Income

Down

-$1,046,980

Down $30,841,704 (-104%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$600M$400M$200M$0Assets 2011: $23,097,602Liabilities 2011: $46,2562011Assets 2012: $25,363,545Liabilities 2012: $91,1522012Assets 2013: $30,009,000Liabilities 2013: $135,2712013Assets 2014: $31,554,878Liabilities 2014: $87,5572014Assets 2015: $31,032,702Liabilities 2015: $28,724Net Assets 2015: $31,003,9782015Assets 2016: $166,259,364Liabilities 2016: $1,685,378Net Assets 2016: $164,573,9862016Assets 2017: $231,651,870Liabilities 2017: $422,211Net Assets 2017: $231,229,6592017Assets 2018: $206,857,206Liabilities 2018: $200,001Net Assets 2018: $206,657,2052018Assets 2019: $347,767,188Liabilities 2019: $527,633Net Assets 2019: $347,239,5552019Assets 2020: $396,553,076Liabilities 2020: $627,356Net Assets 2020: $395,925,7202020Assets 2021: $469,745,572Liabilities 2021: $788,346Net Assets 2021: $468,957,2262021Assets 2022: $372,755,906Liabilities 2022: $1,166,470Net Assets 2022: $371,589,4362022Assets 2023: $421,222,742Liabilities 2023: $1,381,948Net Assets 2023: $419,840,7942023Assets 2024: $451,534,153Liabilities 2024: $1,693,911Net Assets 2024: $449,840,2422024

Highlighted filing

2018

Assets$206,857,206
Liabilities$200,001
Net Assets$206,657,205
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $2,450,214Expenses 2011: $954,505Net Income 2011: $1,495,7092011Revenue 2012: $1,691,613Expenses 2012: $1,248,991Net Income 2012: $442,6222012Revenue 2013: $1,286,815Expenses 2013: $1,354,590Net Income 2013: -$67,7752013Revenue 2014: $2,238,331Expenses 2014: $1,415,679Net Income 2014: $822,6522014Revenue 2015: $4,836,782Expenses 2015: $1,592,703Net Income 2015: $3,244,0792015Revenue 2016: $131,705,891Expenses 2016: $3,806,682Net Income 2016: $127,899,2092016Revenue 2017: $35,801,752Expenses 2017: $6,007,028Net Income 2017: $29,794,7242017Revenue 2018: $7,995,131Expenses 2018: $9,042,111Net Income 2018: -$1,046,9802018Revenue 2019: $88,266,136Expenses 2019: $12,308,427Net Income 2019: $75,957,7092019Revenue 2020: $11,786,045Expenses 2020: $15,155,146Net Income 2020: -$3,369,1012020Revenue 2021: $20,396,819Expenses 2021: $17,674,810Net Income 2021: $2,722,0092021Revenue 2022: $35,540,234Expenses 2022: $22,644,566Net Income 2022: $12,895,6682022Revenue 2023: $22,834,407Expenses 2023: $20,167,254Net Income 2023: $2,667,1532023Revenue 2024: $36,080,455Expenses 2024: $21,700,630Net Income 2024: $14,379,8252024

Highlighted filing

2018

Revenue$7,995,131
Expenses$9,042,111
Net Income-$1,046,980
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine Osborne ValdezPresident/DirectorPT$75,250$1,505$76,755
Ben H Powell VVP/Treas/Director-$0--
Albert S TaborVP/Sec/Director-$0--
Harvin C Moore IVTreasurer/Director-$0--
Charles F CaldwellDirector-$0--
Marian M CaseyDirector-$0--
Marian P HarrisonDirector-$0--
Katherine P HillDirector-$0--
Molly N KiddDirector-$0--
Nancy Powell MooreDirector-$0--
Ben H Powell VIDirector-$0--
Jan L RedfordDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Powell Foundation
EIN
74-6104592
Phone
7135237557
Address
2001 Kirby Drive, Houston, TX 77019

Signing Officer

Name
Katherine Osborne Valdez
Title
President
Signed
2019-05-01
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4724,900 Union Pacific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4818,450 United Technologies Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4913,970 Unitedhealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50689,638 Vanguard Mid-Cap Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51361,726 Vanguard Total Int Stock Index F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5214,450 Verisk Analytics Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5342,310 Visa Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5412,720 Walmart Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5521,400 Wells Fargo & Co
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03636548
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03636548
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05058205
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02936926
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07995131
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07995131
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04936
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03102
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08038
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02936926
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt066220
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09030
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt075250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07911294
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07711294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05058205
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05058205
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1046980
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012081263
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06576
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06576
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02936926
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07396194
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt042920
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01875
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt037500
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0392179
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt020603
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0412062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt039972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0366246
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0367146
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt093238
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt05424
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt098319
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0175592
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0249554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08584014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0598937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09042111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07995131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07995131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0672720
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0598937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01330817
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt034580
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01764
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt036400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09144337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02936926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02936926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012081263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02936926
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1046980
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt023525474
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0230182679
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0231229659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0206657205
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011218148
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011218148
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011218148
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011292110
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt073962
IRS990PF/DistributableAmountGrp/TotalTaxAmt073962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt043038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0117000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt073962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt043038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt073962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt073962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0117000
IRS990PF/FMVAssetsEOYAmt0206857206
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt022211
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt066027
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt040307
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt066027
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt066027
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0988783
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01455275
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01455275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08138404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07809501
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07809501
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0217126656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0193645412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0193645412
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0400000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01572622
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0244443
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0244443
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0231651870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0206857206
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0206857206
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0422211
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0200001
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0231651870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0206857206
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0231229659
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0206657205
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0231229659
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0206657205
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03784788
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03636548
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03636548
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0229281413
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02343393
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0226938020
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03439221
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011292110
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0225842192
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0229281413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0174000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt198584
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt259155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt355533
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt026278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt113770
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt29663
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt311312
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Caroline J Sabin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Nicole T Ellis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Crystal M Ross
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Chris Ehlinger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Prgm Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Grant Admin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3Controller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt12001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt22001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt32001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd077019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd177019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd277019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd377019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Fayez Sarofim & Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0366246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0909 Fannin St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd077010

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,857,206
Liabilities
$200,001
Net assets
$206,657,205
Revenue
$7,995,131
Expenses
$9,042,111
Net income
-$1,046,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$452$1.69$450$36.1$21.7$14.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$421$1.38$420$22.8$20.2$2.67
2022Detailed filing. Detailed filing data is available for this year.$373$1.17$372$35.5$22.6$12.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$470$0.79$469$20.4$17.7$2.72
2020Detailed filing. Detailed filing data is available for this year.$397$0.63$396$11.8$15.2$3.37
2019Detailed filing. Detailed filing data is available for this year.$348$0.53$347$88.3$12.3$76.0
2018Detailed filing. Detailed filing data is available for this year.$207$0.20$207$8.00$9.04$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$232$0.42$231$35.8$6.01$29.8
2016Detailed filing. Detailed filing data is available for this year.$166$1.69$165$132$3.81$128
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$0.03$31.0$4.84$1.59$3.24
2014Summary only. Only limited summary data is available for this year.$31.6$0.09$2.24$1.42$0.82
2013Summary only. Only limited summary data is available for this year.$30.0$0.14$1.29$1.35$0.07
2012Summary only. Only limited summary data is available for this year.$25.4$0.09$1.69$1.25$0.44
2011Summary only. Only limited summary data is available for this year.$23.1$0.05$2.45$0.95$1.50