Civic Intelligence

Aaron Forman Trust

990PF • Fiscal year 2019 • EIN 74-6284810

Nov 01, 2018 to Oct 31, 2019 • Filed on Dec 13, 2019

Organization Profile
C/O Frost Bank 2201 Market 3rd FLGalveston, TX 77550

(409) 763-6479

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

29th percentile

-6.2%

Higher net margin than 29% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

77th percentile

$8,624

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$721,009

Down $2,474 (-0.3%) from 2018

Net Assets

Down

$721,009

Down $2,474 (-0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin29th percentile

Revenue

Down

$39,861

Down $126,719 (-76%) from 2018

Expenses

Up

$42,335

Up $992 (+2.4%) from 2018

Net Income

Down

-$2,474

Down $127,711 (-102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2019

Assets$721,009
Liabilities$0
Net Assets$721,009
Open 2019 Filing

Operations Trend

Revenue Growth2nd 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

2019

Revenue$39,861
Expenses$42,335
Net Income-$2,474
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Dec 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,624-$8,624
Filing and Contact Details

Filer

Filer Name
Aaron Forman Trust
EIN
74-6284810
Address
C/O FROST BANK 2201 MARKET 3RD FL, GALVESTON, TX 77550

Signing Officer

Name
Frost Bank
Title
Trustee
Signed
2019-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Head Maxwell & Mckenna Llp
Address
2200 MARKET ST STE 401, GALVESTON, TX 77550
Preparer
John R Mckenna Jr
Phone
4097636479
Raw XML Appendix316 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7925.069 SH KEMPNER MLTI-CP DP VAL EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8116.457 SH VICTORY SMALL CO OPP FD
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0740090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0748116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0732021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0666446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0744329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0788492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt033928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.194580
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt033928
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt033928
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033928
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FROST BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02201 MARKET ST 3RD FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GALVESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077550
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04097707158
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ASSISTING NEEDY & WORTHY YOUNG TEXAS RESIDENTS IN SECURING EDUCATION IN TEXAS, SUPPORTING RESEARCH TO BE CONDUCTED IN TEXAS RELATING TO MEDICAL SCIENCES, ASSISTING NEEDY AND WORTHY AGED PERSONS RESIDING IN TEXAS IN SECURING THEIR NEEDS THAT OTHERWISE WOULD NOT BE SUPPLIED THEM EXCEPT BY TAX SUPPORTED INSTITUTIONS OR BY OTHER CHARITIES; AND MAKING GIFTS TO RELIGIOUS INSTITUTIONS IN TEXAS FOR RELIGIOUS PURPOSES
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STUDENT ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOUSTON HILLEL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01700 BISSONNET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04871
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029057
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036311
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033928
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt031440
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029057
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01
TaxesSchedule/TaxesDetail/Amt03228
TaxesSchedule/TaxesDetail/Amt1183
TaxesSchedule/TaxesDetail/CategoryTxt0FYE 10/31/18 FORM 990-PF EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0183
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AARON FORMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0746284810
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FROST BANK 2201 MARKET 3RD FL
ReturnHeader/Filer/USAddress/CityNm0GALVESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077550
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832933734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEAD MAXWELL & MCKENNA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 MARKET ST STE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GALVESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077550
ReturnHeader/PreparerPersonGrp/PhoneNum04097636479
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R MCKENNA JR
ReturnHeader/ReturnTs02020-02-05T07:36:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$721,009
Liabilities
$0
Net assets
$721,009
Revenue
$39,861
Expenses
$42,335
Net income
-$2,474
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