Civic Intelligence

The Louisa Stude Sarofim Foundation

990PF • Fiscal year 2020 • EIN 76-0347329

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

3711 San Felipe St No 11DHouston, TX 77027

(646) 213-5100

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-201%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

4th percentile

-22%

Faster asset growth than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,796,625

Down $518,492 (-22%) from 2019

Net Assets

Down

$1,796,625

Down $518,492 (-22%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$255,741

Down $191,580 (-43%) from 2019

Expenses

Up

$770,417

Up $459,151 (+148%) from 2019

Net Income

Down

-$514,676

Down $650,731 (-478%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $19,224,367Liabilities 2011: $02011Assets 2012: $12,859,882Liabilities 2012: $0Net Assets 2012: $12,859,8822012Assets 2013: $8,285,088Liabilities 2013: $0Net Assets 2013: $8,285,0882013Assets 2014: $8,237,102Liabilities 2014: $0Net Assets 2014: $8,237,1022014Assets 2015: $6,868,859Liabilities 2015: $0Net Assets 2015: $6,868,8592015Assets 2016: $5,728,161Liabilities 2016: $0Net Assets 2016: $5,728,1612016Assets 2017: $4,963,717Liabilities 2017: $0Net Assets 2017: $4,963,7172017Assets 2018: $2,174,899Liabilities 2018: $0Net Assets 2018: $2,174,8992018Assets 2019: $2,315,117Liabilities 2019: $0Net Assets 2019: $2,315,1172019Assets 2020: $1,796,625Liabilities 2020: $0Net Assets 2020: $1,796,6252020Assets 2021: $1,998,680Liabilities 2021: $0Net Assets 2021: $1,998,6802021Assets 2022: $1,902,766Liabilities 2022: $0Net Assets 2022: $1,902,7662022Assets 2023: $1,903,359Liabilities 2023: $0Net Assets 2023: $1,903,3592023Assets 2024: $1,898,793Liabilities 2024: $0Net Assets 2024: $1,898,7932024

Highlighted filing

2020

Assets$1,796,625
Liabilities$0
Net Assets$1,796,625

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $298,816Expenses 2011: $2,441,524Net Income 2011: -$2,142,7082011Expenses 2012: $6,551,9642012Revenue 2013: $736,548Expenses 2013: $5,311,034Net Income 2013: -$4,574,4862013Revenue 2014: $223,333Expenses 2014: $266,790Net Income 2014: -$43,4572014Revenue 2015: $390,013Expenses 2015: $1,753,366Net Income 2015: -$1,363,3532015Revenue 2016: $26,899Expenses 2016: $1,152,627Net Income 2016: -$1,125,7282016Revenue 2017: $216,161Expenses 2017: $984,688Net Income 2017: -$768,5272017Revenue 2018: $6,763,751Expenses 2018: $7,254,596Net Income 2018: -$490,8452018Revenue 2019: $447,321Expenses 2019: $311,266Net Income 2019: $136,0552019Revenue 2020: $255,741Expenses 2020: $770,417Net Income 2020: -$514,6762020Revenue 2021: $396,118Expenses 2021: $193,955Net Income 2021: $202,1632021Revenue 2022: $105,587Expenses 2022: $200,464Net Income 2022: -$94,8772022Revenue 2023: $41,105Expenses 2023: $40,511Net Income 2023: $5942023Revenue 2024: $48,568Expenses 2024: $53,136Net Income 2024: -$4,5682024

Highlighted filing

2020

Revenue$255,741
Expenses$770,417
Net Income-$514,676
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISA S SAROFIMTrustee-$0--
MARY L PORTERTrustee-$0--
ALLISON SAROFIMTrustee-$0--
CHRISTOPHER SAROFIMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Louisa Stude Sarofim Foundation
EIN
76-0347329
Phone
6462135100
Address
3711 SAN FELIPE ST NO 11D, HOUSTON, TX 77027

Signing Officer

Name
President President
Title
President
Phone
6462135100
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Efrat Y Avigdor
Phone
6462135100
Raw XML Appendix387 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
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE LOUISA STUDE SAROFIM FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: __________________________ DATE: ________________NAME & TITLE: __________________________________________________
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0750854
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NANCY HEAD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077027
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136524901
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2119175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt387400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORTS CLASSICAL MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MENIL FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE GRANT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SCHOOL FOR ADVANCED RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 PRESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11519 BRANARD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 110091
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3660 GARCIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA FE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387505
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0756575
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0154710
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0154710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt086063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06910407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0626419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0726051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01233935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01233935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08950805
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0601865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt086063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06910407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0626419
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0726051
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0756575
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0601865
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010184740
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09582875
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03816
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK VERSUS TAX ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0644
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0644
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05137
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt23530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt4265
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt560
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MGT FEES - MERRILL LYNCH #2HH-04022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES - MERRILL LYNCH #2HH-04022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MGT FEES - PERSHING #1574 (AKA STATE STREET)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3BANK FEES - MERRILL LYNCH #2HH-04023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4BANK FEES - PERSHING #9610
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt5BANK FEES- JP MORGAN #5869
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt40
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt50
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05137
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt23530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt3150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt4265
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt560
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRESIDENT PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06462135100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOUISA STUDE SAROFIM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0760347329
ReturnHeader/Filer/PhoneNum06462135100
ReturnHeader/Filer/USAddress/AddressLine1Txt03711 SAN FELIPE ST NO 11D
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EFRAT Y AVIGDOR
ReturnHeader/ReturnTs02021-05-12T13:41:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PRESIDENT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRESIDENT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

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.$1.90$0.00$1.90$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.40$0.19$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.26$0.77$0.51
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.45$0.31$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$6.76$7.25$0.49
2017Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.22$0.98$0.77
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.03$1.15$1.13
2015Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.39$1.75$1.36
2014Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.22$0.27$0.04
2013Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.74$5.31$4.57
2012Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$6.55
2011Summary only. Only limited summary data is available for this year.$19.2$0.00$0.30$2.44$2.14