Civic Intelligence

Elizabeth Huth Coates Charitable Foundation of 1992

EIN 74-6399782 • San Antonio, TX

P O Box 17001San Antonio, TX 78217-0001
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

79th percentile

33%

Higher net margin than 79% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

43rd percentile

2.9%

Faster asset growth than 43% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$38,101,923

Up $1,067,124 (+2.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$38,101,923

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue16th percentileNet Margin79th percentile

Revenue

Up

$3,207,451

Up $712,704 (+29%) from 2023

Expenses

Down

$2,140,327

Down $16,145 (-0.7%) from 2023

Net Income

Up

$1,067,124

Up $728,849 (+215%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $31,016,136Liabilities 2011: $02011Assets 2012: $30,931,444Liabilities 2012: $02012Assets 2013: $30,263,363Liabilities 2013: $02013Assets 2014: $30,377,402Liabilities 2014: $02014Assets 2015: $32,442,663Liabilities 2015: $02015Assets 2016: $31,888,940Liabilities 2016: $0Net Assets 2016: $31,888,9402016Assets 2017: $34,309,005Liabilities 2017: $0Net Assets 2017: $34,309,0052017Assets 2018: $34,255,723Liabilities 2018: $0Net Assets 2018: $34,255,7232018Assets 2019: $34,801,819Liabilities 2019: $0Net Assets 2019: $34,801,8192019Assets 2020: $34,307,820Liabilities 2020: $0Net Assets 2020: $34,307,8202020Assets 2021: $35,351,592Liabilities 2021: $0Net Assets 2021: $35,351,5922021Assets 2022: $36,696,524Liabilities 2022: $0Net Assets 2022: $36,696,5242022Assets 2023: $37,034,799Liabilities 2023: $12023Assets 2024: $38,101,923Liabilities 2024: $0Net Assets 2024: $38,101,9232024

Highlighted filing

2024

Assets$38,101,923
Liabilities$0
Net Assets$38,101,923
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,605,211Expenses 2011: $1,675,453Net Income 2011: -$70,2422011Revenue 2012: $1,695,069Expenses 2012: $1,779,761Net Income 2012: -$84,6922012Revenue 2013: $1,298,272Expenses 2013: $1,966,353Net Income 2013: -$668,0812013Revenue 2014: $2,069,225Expenses 2014: $1,955,186Net Income 2014: $114,0392014Revenue 2015: $4,098,569Expenses 2015: $2,033,308Net Income 2015: $2,065,2612015Revenue 2016: $1,306,192Expenses 2016: $1,882,825Net Income 2016: -$576,6332016Revenue 2017: $4,281,700Expenses 2017: $1,857,779Net Income 2017: $2,423,9212017Revenue 2018: $1,989,348Expenses 2018: $2,042,630Net Income 2018: -$53,2822018Revenue 2019: $2,520,398Expenses 2019: $1,974,302Net Income 2019: $546,0962019Revenue 2020: $1,532,220Expenses 2020: $2,026,219Net Income 2020: -$493,9992020Revenue 2021: $3,175,594Expenses 2021: $2,131,822Net Income 2021: $1,043,7722021Revenue 2022: $3,688,177Expenses 2022: $2,343,245Net Income 2022: $1,344,9322022Revenue 2023: $2,494,747Expenses 2023: $2,156,472Net Income 2023: $338,2752023Revenue 2024: $3,207,451Expenses 2024: $2,140,327Net Income 2024: $1,067,1242024

Highlighted filing

2024

Revenue$3,207,451
Expenses$2,140,327
Net Income$1,067,124
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,101,923
Liabilities
$0
Net assets
$38,101,923
Revenue
$3,207,451
Expenses
$2,140,327
Net income
$1,067,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$3.21$2.14$1.07
2023Summary only. Only limited summary data is available for this year.$37.0$0.00$2.49$2.16$0.34
2022Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$3.69$2.34$1.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.4$0.00$35.4$3.18$2.13$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$1.53$2.03$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$0.00$34.8$2.52$1.97$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$1.99$2.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$4.28$1.86$2.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$0.00$31.9$1.31$1.88$0.58
2015Summary only. Only limited summary data is available for this year.$32.4$0.00$4.10$2.03$2.07
2014Summary only. Only limited summary data is available for this year.$30.4$0.00$2.07$1.96$0.11
2013Summary only. Only limited summary data is available for this year.$30.3$0.00$1.30$1.97$0.67
2012Summary only. Only limited summary data is available for this year.$30.9$0.00$1.70$1.78$0.08
2011Summary only. Only limited summary data is available for this year.$31.0$0.00$1.61$1.68$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY STIERENDistribution Committee-$0--
BARRY ROBERTSDistribution Committee-$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth Huth Coates Charitable
EIN
74-6399782
In Care Of
% BROADWAY NATIONAL BANK
Phone
2102836700
Address
P O BOX 17001, SAN ANTONIO, TX 78217-0001

Signing Officer

Name
tammy wheeldon
Title
Trust Officer
Phone
2102836700
Signed
2025-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
10999 IH-10W Suite 255, San Antonio, TX 78230
Preparer
David G Weeks
Phone
2103428000
Raw XML AppendixShowing 400 of 764 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt06500
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS AND NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CERTIFICATE OF DEPOSIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03169579
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42848537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57778313
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FOREIGN MUTUAL FIXED TAXABLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2US EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FOREIGN EQUITIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FOREIGN MUTUAL FUND EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ABSOLUTE STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7REAL ASSETS MUTUAL FUNDS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02759724
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0477999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt197460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE INV TRUSTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REIT MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0617803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1104239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURNED GRANTS
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03207451
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03207451
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02173126
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt022232
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ST COVERED BROADWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT COVERED BROADWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LT NONCOVERED BROADWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt044655043
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0692793
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARRY ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DISTRIBUTION COMMITTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AUGUSTHEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEXAS CAVALIERS CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OPERA SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SA ZOOLOGICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4mcnay art museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5meals on wheels san antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6texas diaper bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SAN ANTONIO FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Angel Flight Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Dress for Success
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10FOUNDATION FOR CULTURAL ARTS IN SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Summer Dreams
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Operation Warm
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Alzheimers Association of San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14San Antonio Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Celebrate Dyslexia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Boys & Girls Clubs of San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17City Kids Adventures
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18TMI EPISCOPAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19SPECIAL FORCES CHARITABLE TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20MAKE-A-WISH CENTRAL AND SOUTH TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21texas public radio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22YMCA OF GREATER SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23BALLET SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24ARTPACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25YOSA (YOUTH ORCHESTRAS OF SAN ANTONIO)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26YWCA SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27CHILD ADVOCATES SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28remember the alamo foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29classical music institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30saint mary's hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31st george episcopal school
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32transplants for children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33san antonio river foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34kinetic kids inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35BEXAR LAND TRUST DBA GREEN SPACES ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36HILL COUNTRY ARTS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37TEXAS A&M UNIVERSITY KINGSVILLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38SAN ANTONIO BOTANICAL GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39LITTLE FLOWER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40THE BALLET CONSERVATORY OF SOUTH TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41TEXAS STATE HISTORICAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42SAY SI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43THE WINSTON SCHOOL OF SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44BOBWHITE BRIGADE DBA TEXAS BRIGADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45AGARITA CHAMBER PLAYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46ALAMO CITY PERFORMING ARTS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47CLARITY CHILD GUIDANCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48HAVEN FOR HOPE OF BEXAR COUNTY
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