Civic Intelligence

Keith & Mattie Stevenson Foundation Sequent Asset Management

990PF • Fiscal year 2016 • EIN 76-0366599

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 23, 2017

Organization Profile
952 Echo Lane Suite 445Houston, TX 77024

(713) 467-0008

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

93rd percentile

45%

Faster asset growth than 93% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

725%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,180,860

Up $1,597,161 (+45%) from 2015

Net Assets

Up

$5,180,860

Up $1,597,161 (+45%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin96th percentile

Revenue

Up

$1,834,101

Up $1,611,859 (+725%) from 2015

Expenses

Up

$236,940

Up $2,896 (+1.2%) from 2015

Net Income

Up

$1,597,161

Up $1,608,963 (+13633%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,683,523Liabilities 2011: $02011Assets 2012: $3,629,342Liabilities 2012: $02012Assets 2013: $3,662,809Liabilities 2013: $02013Assets 2014: $3,595,501Liabilities 2014: $02014Assets 2015: $3,583,699Liabilities 2015: $0Net Assets 2015: $3,583,6992015Assets 2016: $5,180,860Liabilities 2016: $0Net Assets 2016: $5,180,8602016Assets 2017: $5,057,617Liabilities 2017: $0Net Assets 2017: $5,057,6172017Assets 2018: $5,215,141Liabilities 2018: $0Net Assets 2018: $5,215,1412018Assets 2019: $5,034,305Liabilities 2019: $0Net Assets 2019: $5,034,3052019Assets 2020: $4,793,731Liabilities 2020: $0Net Assets 2020: $4,793,7312020Assets 2021: $4,941,664Liabilities 2021: $0Net Assets 2021: $4,941,6642021Assets 2022: $4,916,261Liabilities 2022: $0Net Assets 2022: $4,916,2612022Assets 2023: $4,656,840Liabilities 2023: $0Net Assets 2023: $4,656,8402023Assets 2024: $4,566,190Liabilities 2024: $0Net Assets 2024: $4,566,1902024

Highlighted filing

2016

Assets$5,180,860
Liabilities$0
Net Assets$5,180,860
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $215,512Expenses 2011: $195,672Net Income 2011: $19,8402011Revenue 2012: $151,089Expenses 2012: $205,270Net Income 2012: -$54,1812012Revenue 2013: $269,168Expenses 2013: $235,701Net Income 2013: $33,4672013Revenue 2014: $183,325Expenses 2014: $250,633Net Income 2014: -$67,3082014Revenue 2015: $222,242Expenses 2015: $234,044Net Income 2015: -$11,8022015Revenue 2016: $1,834,101Expenses 2016: $236,940Net Income 2016: $1,597,1612016Revenue 2017: $171,075Expenses 2017: $294,318Net Income 2017: -$123,2432017Revenue 2018: $456,715Expenses 2018: $299,191Net Income 2018: $157,5242018Revenue 2019: $144,349Expenses 2019: $325,185Net Income 2019: -$180,8362019Revenue 2020: $75,549Expenses 2020: $316,123Net Income 2020: -$240,5742020Revenue 2021: $500,495Expenses 2021: $352,562Net Income 2021: $147,9332021Revenue 2022: $338,374Expenses 2022: $363,777Net Income 2022: -$25,4032022Revenue 2023: $94,776Expenses 2023: $354,197Net Income 2023: -$259,4212023Revenue 2024: $285,796Expenses 2024: $376,446Net Income 2024: -$90,6502024

Highlighted filing

2016

Revenue$1,834,101
Expenses$236,940
Net Income$1,597,161
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH T STEVENSONCo-Trustee-$0--
MATTIE STEVENSONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Keith & Mattie Stevenson Foundation
EIN
76-0366599
Phone
7134670008
Address
952 ECHO LANE SUITE 445, HOUSTON, TX 77024

Signing Officer

Name
Keith Stevenson
Title
Co-trustee
Phone
7134670008
Signed
2017-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
125 SOUTH 84TH STREET SUITE 100, MILWAUKEE, WI 53214-1498
Preparer
Christian a Slaats
Phone
4144561099
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHERING-PLOUGH SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICALY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047220
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01597161
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05180860
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03583699
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05180860
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0194070
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0194070
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0194070
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0195193
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01123
IRS990PF/DistributableAmountGrp/TotalTaxAmt01123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0877
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0877
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt05525975
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0987637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0944301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0942529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01855701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01980301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02331059
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03583699
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05180860
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0113824
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01800748
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01800748
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03583699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05180860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05525975
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03583699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05180860
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03583699
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05180860
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0626537
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0455510
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0451639
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03963305
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0252291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03711014
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059450
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0195193
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03903855
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03963305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEITH T STEVENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATTIE STEVENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06022 PARK CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16022 PARK CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077057
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177057
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0201197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0202320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0208750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0224139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0208258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0181875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0176225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03903855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03910698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04066645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03942431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03725829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03705795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0212765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.257689
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0211642
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0212765
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01123
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0212765
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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/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/IndividualWithBooksNm0SEQUENT ASSET MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0952 ECHO LANE SUITE 445
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07134670008
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SEQUENT ASSET MANAGEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07134670008
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0952 ECHO LANE SUITE 115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077024

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,180,860
Liabilities
$0
Net assets
$5,180,860
Revenue
$1,834,101
Expenses
$236,940
Net income
$1,597,161
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.$4.57$0.00$4.57$0.29$0.38$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.09$0.35$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.34$0.36$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.50$0.35$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.08$0.32$0.24
2019Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.14$0.33$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.46$0.30$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.17$0.29$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$1.83$0.24$1.60
2015Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.22$0.23$0.01
2014Summary only. Only limited summary data is available for this year.$3.60$0.00$0.18$0.25$0.07
2013Summary only. Only limited summary data is available for this year.$3.66$0.00$0.27$0.24$0.03
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$0.15$0.21$0.05
2011Summary only. Only limited summary data is available for this year.$3.68$0.00$0.22$0.20$0.02