Civic Intelligence

Florence Kerr Educational Trust

990PF • Fiscal year 2019 • EIN 74-6531297

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

PO Box 33349Fort Worth, TX 76162-3349

(817) 420-5019

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$5,432

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-7.6%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$461,415

Down $3,078 (-0.7%) from 2018

Net Assets

Down

$461,415

Down $3,078 (-0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$25,943

Down $2,132 (-7.6%) from 2018

Expenses

Down

$29,047

Down $3,803 (-12%) from 2018

Net Income

Up

-$3,104

Up $1,671 (+35%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $500,641Liabilities 2010: $0Net Assets 2010: $500,6412010Assets 2011: $497,561Liabilities 2011: $02011Assets 2012: $485,327Liabilities 2012: $02012Assets 2013: $492,814Liabilities 2013: $0Net Assets 2013: $492,8142013Assets 2014: $486,064Liabilities 2014: $0Net Assets 2014: $486,0642014Assets 2015: $478,992Liabilities 2015: $0Net Assets 2015: $478,9922015Assets 2016: $465,912Liabilities 2016: $0Net Assets 2016: $465,9122016Assets 2017: $469,214Liabilities 2017: $0Net Assets 2017: $469,2142017Assets 2018: $464,493Liabilities 2018: $0Net Assets 2018: $464,4932018Assets 2019: $461,415Liabilities 2019: $0Net Assets 2019: $461,4152019Assets 2020: $443,929Liabilities 2020: $0Net Assets 2020: $443,9292020Assets 2021: $453,471Liabilities 2021: $0Net Assets 2021: $453,4712021Assets 2022: $434,842Liabilities 2022: $0Net Assets 2022: $434,8422022Assets 2023: $429,913Liabilities 2023: $0Net Assets 2023: $429,9132023Assets 2024: $431,643Liabilities 2024: $0Net Assets 2024: $431,6432024

Highlighted filing

2019

Assets$461,415
Liabilities$0
Net Assets$461,415

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $35,8062010Revenue 2011: $17,717Expenses 2011: $20,798Net Income 2011: -$3,0812011Revenue 2012: $18,656Expenses 2012: $30,890Net Income 2012: -$12,2342012Revenue 2013: $38,583Expenses 2013: $31,096Net Income 2013: $7,4872013Revenue 2014: $26,432Expenses 2014: $33,182Net Income 2014: -$6,7502014Revenue 2015: $22,081Expenses 2015: $29,153Net Income 2015: -$7,0722015Revenue 2016: $17,668Expenses 2016: $30,754Net Income 2016: -$13,0862016Revenue 2017: $36,675Expenses 2017: $33,373Net Income 2017: $3,3022017Revenue 2018: $28,075Expenses 2018: $32,850Net Income 2018: -$4,7752018Revenue 2019: $25,943Expenses 2019: $29,047Net Income 2019: -$3,1042019Revenue 2020: $15,637Expenses 2020: $32,875Net Income 2020: -$17,2382020Revenue 2021: $43,311Expenses 2021: $34,644Net Income 2021: $8,6672021Revenue 2022: $11,420Expenses 2022: $30,310Net Income 2022: -$18,8902022Revenue 2023: $22,813Expenses 2023: $29,201Net Income 2023: -$6,3882023Revenue 2024: $33,258Expenses 2024: $32,653Net Income 2024: $6052024

Highlighted filing

2019

Revenue$25,943
Expenses$29,047
Net Income-$3,104
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST BANKTrusteePT$5,432-$5,432
Filing and Contact Details

Filer

Filer Name
Florence Kerr Educational Trust
EIN
74-6531297
In Care Of
% FROST BANK TRUSTEE
Phone
8174205019
Address
PO Box 33349, Fort Worth, TX 76162-3349

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
8174205019
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
14241 DALLAS PARKWAY STE 1100, DALLAS, TX 75254
Preparer
Jeanette Verrelli
Phone
9727028262
Raw XML Appendix310 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
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/AppliedToCurrentYearAmt023654
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015752
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0224
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024883
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01229
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015752
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014523
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt026
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX COST ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0123
TaxesSchedule/TaxesDetail/Amt1158
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0123
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08174205019
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florence Kerr Educational Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Frost Bank Trustee
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0746531297
ReturnHeader/Filer/InCareOfNm0% FROST BANK TRUSTEE
ReturnHeader/Filer/PhoneNum08174205019
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 33349
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0761623349
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B49B3FF6BBBA87B030C59CEAC7889EA9C46574FC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B49B3FF6BBBA87B030C59CEAC7889EA9C46574FC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId080538020201345000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014241 DALLAS PARKWAY STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075254
ReturnHeader/PreparerPersonGrp/PhoneNum09727028262
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanette Verrelli
ReturnHeader/ReturnTs02020-05-13T15:41:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.33$0.33$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.23$0.29$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.11$0.30$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.43$0.35$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.16$0.33$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.26$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.28$0.33$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.37$0.33$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.18$0.31$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.22$0.29$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.26$0.33$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.39$0.31$0.07
2012Summary only. Only limited summary data is available for this year.$4.85$0.00$0.19$0.31$0.12
2011Summary only. Only limited summary data is available for this year.$4.98$0.00$0.18$0.21$0.03
2010Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.36