Civic Intelligence

Aaron Forman Trust

990PF • Fiscal year 2017 • EIN 74-6284810

Nov 01, 2016 to Oct 31, 2017 • Filed on Dec 06, 2017

Organization Profile
C/O Frost Bank 2201 Market 10th FLGalveston, TX 77550

(409) 763-6479

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-231%

Higher net margin than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$8,889

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 52.5% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

19th percentile

-6.1%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$598,140

Down $39,065 (-6.1%) from 2016

Net Assets

Down

$598,140

Down $39,065 (-6.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Down

$16,930

Down $36,933 (-69%) from 2016

Expenses

Up

$55,959

Up $46,868 (+516%) from 2016

Net Income

Down

-$39,029

Down $83,801 (-187%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$800K$600K$400K$200K$0Assets 2010: $613,121Liabilities 2010: $0Net Assets 2010: $613,1212010Assets 2011: $592,076Liabilities 2011: $0Net Assets 2011: $592,0762011Assets 2012: $565,849Liabilities 2012: $0Net Assets 2012: $565,8492012Assets 2013: $597,537Liabilities 2013: $0Net Assets 2013: $597,5372013Assets 2014: $580,746Liabilities 2014: $0Net Assets 2014: $580,7462014Assets 2015: $593,535Liabilities 2015: $0Net Assets 2015: $593,5352015Assets 2016: $637,205Liabilities 2016: $0Net Assets 2016: $637,2052016Assets 2017: $598,140Liabilities 2017: $0Net Assets 2017: $598,1402017Assets 2018: $723,483Liabilities 2018: $0Net Assets 2018: $723,4832018Assets 2019: $721,009Liabilities 2019: $0Net Assets 2019: $721,0092019Assets 2020: $715,881Liabilities 2020: $0Net Assets 2020: $715,8812020Assets 2021: $746,273Liabilities 2021: $0Net Assets 2021: $746,2732021Assets 2022: $727,785Liabilities 2022: $0Net Assets 2022: $727,7852022Assets 2023: $701,845Liabilities 2023: $0Net Assets 2023: $701,8452023Assets 2024: $717,806Liabilities 2024: $0Net Assets 2024: $717,8062024

Highlighted filing

2017

Assets$598,140
Liabilities$0
Net Assets$598,140
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$100K$0-$100KExpenses 2010: $34,2582010Expenses 2011: $37,5082011Expenses 2012: $39,1772012Expenses 2013: $7,9362013Revenue 2014: $27,774Expenses 2014: $44,565Net Income 2014: -$16,7912014Revenue 2015: $62,604Expenses 2015: $49,815Net Income 2015: $12,7892015Revenue 2016: $53,863Expenses 2016: $9,091Net Income 2016: $44,7722016Revenue 2017: $16,930Expenses 2017: $55,959Net Income 2017: -$39,0292017Revenue 2018: $166,580Expenses 2018: $41,343Net Income 2018: $125,2372018Revenue 2019: $39,861Expenses 2019: $42,335Net Income 2019: -$2,4742019Revenue 2020: $38,857Expenses 2020: $43,985Net Income 2020: -$5,1282020Revenue 2021: $75,172Expenses 2021: $44,780Net Income 2021: $30,3922021Revenue 2022: $26,578Expenses 2022: $45,049Net Income 2022: -$18,4712022Revenue 2023: $18,367Expenses 2023: $44,307Net Income 2023: -$25,9402023Revenue 2024: $58,520Expenses 2024: $42,573Net Income 2024: $15,9472024

Highlighted filing

2017

Revenue$16,930
Expenses$55,959
Net Income-$39,029
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Dec 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,889-$8,889
Filing and Contact Details

Filer

Filer Name
Aaron Forman Trust
EIN
74-6284810
Address
C/O FROST BANK 2201 MARKET 10TH FL, GALVESTON, TX 77550

Signing Officer

Name
Frost Bank
Title
Trustee
Signed
2017-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Head Maxwell & Mckenna Pc
Address
2200 MARKET ST SUITE 401, GALVESTON, TX 77550
Preparer
John R Mckenna Jr
Phone
4097636479
Raw XML Appendix259 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt05611
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt032335
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036489
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037946
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030878
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032335
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt036
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RECLASS PRIOR YEAR INCOME AS RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt0987
TaxesSchedule/TaxesDetail/Amt110981
TaxesSchedule/TaxesDetail/Amt2266
TaxesSchedule/TaxesDetail/CategoryTxt0FYE 10/31/16 FORM 990-PF EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1FYE 10/31/16 TAX ON UNDISTRIB IN
TaxesSchedule/TaxesDetail/CategoryTxt2FYE 10/31/16 FORM 4720 PENALTY/I
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AARON FORMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0746284810
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FROST BANK 2201 MARKET 10TH FL
ReturnHeader/Filer/USAddress/CityNm0GALVESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077550
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0378F613000319C0BEA388E048F754F015A67F5A1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0378F613000319C0BEA388E048F754F015A67F5A1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760354302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEAD MAXWELL & MCKENNA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 MARKET ST SUITE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GALVESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077550
ReturnHeader/PreparerPersonGrp/PhoneNum04097636479
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R MCKENNA JR
ReturnHeader/ReturnTs02018-01-30T16:19:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$598,140
Liabilities
$0
Net assets
$598,140
Revenue
$16,930
Expenses
$55,959
Net income
-$39,029
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.$7.18$0.00$7.18$0.59$0.43$0.16
2023Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.18$0.44$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.27$0.45$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.75$0.45$0.30
2020Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.39$0.44$0.05
2019Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.40$0.42$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$1.67$0.41$1.25
2017Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.17$0.56$0.39
2016Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.54$0.09$0.45
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.63$0.50$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.28$0.45$0.17
2013Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.08
2012Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.39
2011Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.38
2010Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.34