Civic Intelligence

Katherine U Sanders Foundation

990PF • Fiscal year 2016 • EIN 76-0563189

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 31, 2018

600 TravisHouston, TX 77002

(713) 224-3100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-731%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-73%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$349,605

Down $43,983 (-11%) from 2015

Net Assets

Down

$349,605

Down $43,983 (-11%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$6,017

Down $16,373 (-73%) from 2015

Expenses

Up

$50,000

Up $28,783 (+136%) from 2015

Net Income

Down

-$43,983

Down $45,156 (-3850%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $35,387Liabilities 2010: $0Net Assets 2010: $35,3872010Assets 2011: $24,607Liabilities 2011: $0Net Assets 2011: $24,6072011Assets 2012: $270,835Liabilities 2012: $0Net Assets 2012: $270,8352012Assets 2013: $348,358Liabilities 2013: $1Net Assets 2013: $348,3582013Assets 2014: $392,415Liabilities 2014: $1Net Assets 2014: $392,4152014Assets 2015: $393,588Liabilities 2015: $1Net Assets 2015: $393,5882015Assets 2016: $349,605Liabilities 2016: $0Net Assets 2016: $349,6052016Assets 2017: $346,479Liabilities 2017: $0Net Assets 2017: $346,4792017Assets 2018: $338,180Liabilities 2018: $1Net Assets 2018: $338,1802018Assets 2019: $378,097Liabilities 2019: $1Net Assets 2019: $378,0972019Assets 2020: $321,572Liabilities 2020: $1,250Net Assets 2020: $320,3222020Assets 2021: $439,626Liabilities 2021: $2,500Net Assets 2021: $437,1262021Assets 2022: $391,371Liabilities 2022: $4,000Net Assets 2022: $387,3712022Assets 2023: $0Liabilities 2023: $4,800Net Assets 2023: $387,3712023Assets 2024: $142,896Liabilities 2024: $4,800Net Assets 2024: $138,0962024

Highlighted filing

2016

Assets$349,605
Liabilities$0
Net Assets$349,605

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $20,0752010Expenses 2011: $10,8582011Expenses 2012: $158,6002012Revenue 2013: $93,881Expenses 2013: $19,108Net Income 2013: $74,7732013Revenue 2014: $56,361Expenses 2014: $19,520Net Income 2014: $36,8412014Revenue 2015: $22,390Expenses 2015: $21,217Net Income 2015: $1,1732015Revenue 2016: $6,017Expenses 2016: $50,000Net Income 2016: -$43,9832016Revenue 2017: $22,239Expenses 2017: $25,365Net Income 2017: -$3,1262017Revenue 2018: $315Expenses 2018: $13,750Net Income 2018: -$13,4352018Revenue 2019: $45,017Expenses 2019: $5,100Net Income 2019: $39,9172019Revenue 2020: -$26,425Expenses 2020: $31,350Net Income 2020: -$57,7752020Revenue 2021: $256,373Expenses 2021: $139,569Net Income 2021: $116,8042021Revenue 2022: -$40,155Expenses 2022: $9,600Net Income 2022: -$49,7552022Revenue 2023: $56Expenses 2023: $55,000Net Income 2023: -$54,9442023Revenue 2024: $39,752Expenses 2024: $29,500Net Income 2024: $10,2522024

Highlighted filing

2016

Revenue$6,017
Expenses$50,000
Net Income-$43,983
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE U SANDERSPresident-$0--
BRET D SANDERSVice President-$0--
WALTER P ZIVELYSecretary-$0--
BEN T MORRISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Katherine U Sanders Foundation
EIN
76-0563189
Phone
7132243100
Address
600 TRAVIS, HOUSTON, TX 77002

Signing Officer

Name
Katherine U Sanders
Title
President
Signed
2018-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Schmuck Smith Tees & Company Pc
Address
3500 Washington Ave Suite 200, Houston, TX 77007
Preparer
John Smith
Phone
7138804900
Raw XML Appendix298 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE U SANDERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRET D SANDERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WALTER P ZIVELY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BEN T MORRIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FRIENDS FOR LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FAMILY LEGACY MISSION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 70575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25005 West Royal Lane Suite 252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Irving
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018185
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0154235
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0198497
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031815
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02002
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0154235
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031815
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0198497
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0166682
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE U SANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE U SANDERS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% DON WEIR
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0760563189
ReturnHeader/Filer/PhoneNum07132243100
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 TRAVIS
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHMUCK SMITH TEES & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 Washington Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077007
ReturnHeader/PreparerPersonGrp/PhoneNum07138804900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN SMITH
ReturnHeader/ReturnTs02018-01-31T17:58:25-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$1.43$0.05$1.38$0.40$0.30$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.05$3.87$0.00$0.55$0.55
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.04$3.87$0.40$0.10$0.50
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.03$4.37$2.56$1.40$1.17
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.01$3.20$0.26$0.31$0.58
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.45$0.05$0.40
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.00$0.14$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.22$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.06$0.50$0.44
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.22$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.56$0.20$0.37
2013Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.94$0.19$0.75
2012Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.59
2011Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.11
2010Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.20