Civic Intelligence

Steven and Barbara Goldstein Charitable Trust

EIN 76-0537462 • Houston, TX

8877 Frankway Drive 2211Houston, TX 77096
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

100th percentile

3614660%

Faster asset growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

100th percentile

36146500%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$361,476

Up $361,466 (+3614660%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$361,476

Up $361,466 (+3614660%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin99th percentile

Revenue

Up

$361,466

Up $361,466 from 2024

Expenses

Flat

$0

Flat from 2024

Net Income

Up

$361,466

Up $361,466 from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$400K$300K$200K$100K$0Assets 2012: $10Liabilities 2012: $02012Assets 2013: $10Liabilities 2013: $02013Assets 2014: $10Liabilities 2014: $02014Assets 2015: $10Liabilities 2015: $02015Assets 2016: $10Liabilities 2016: $02016Assets 2020: $10Liabilities 2020: $02020Assets 2021: $10Liabilities 2021: $0Net Assets 2021: $102021Assets 2022: $10Liabilities 2022: $0Net Assets 2022: $102022Assets 2023: $10Liabilities 2023: $0Net Assets 2023: $102023Assets 2024: $10Liabilities 2024: $0Net Assets 2024: $102024Assets 2025: $361,476Liabilities 2025: $0Net Assets 2025: $361,4762025

Highlighted filing

2025

Assets$361,476
Liabilities$0
Net Assets$361,476
Open 2025 Filing

Operations Trend

Revenue Growth100th percentile

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

$400K$300K$200K$100K$0Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $1Expenses 2016: $0Net Income 2016: $12016Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024Revenue 2025: $361,466Expenses 2025: $0Net Income 2025: $361,4662025

Highlighted filing

2025

Revenue$361,466
Expenses$0
Net Income$361,466
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$361,476
Liabilities
$0
Net assets
$361,476
Revenue
$361,466
Expenses
$0
Net income
$361,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$3.61$0.00$3.61
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN GOLDSTEINTrustee-$0--
BARBARA GOLDSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Steven and Barbara Goldstein
EIN
76-0537462
Address
8877 FRANKWAY DRIVE 2211, HOUSTON, TX 77096

Signing Officer

Name
Steven Goldstein
Title
Trustee
Phone
7134949276
Signed
2025-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Cloud Syzdek & Co Pc
Address
7830 W GRAND PKWY S STE 240, RICHMOND, TX 77406-5818
Preparer
Curtis R Cloud
Phone
2812404222
Raw XML Appendix181 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07134949276
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN AND BARBARA GOLDSTEIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0760537462
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ReturnHeader/PreparerPersonGrp/PhoneNum02812404222
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS R CLOUD
ReturnHeader/ReturnTs02025-09-29T12:53:43-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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