Civic Intelligence

Katherine U Sanders Foundation

990PF • Fiscal year 2018 • EIN 76-0563189

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 29, 2020

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-4265%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$338,180

Down $8,299 (-2.4%) from 2017

Net Assets

Down

$338,180

Down $8,299 (-2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$315

Down $21,924 (-99%) from 2017

Expenses

Down

$13,750

Down $11,615 (-46%) from 2017

Net Income

Down

-$13,435

Down $10,309 (-330%) from 2017

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: $0Net 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

2018

Assets$338,180
Liabilities$0
Net Assets$338,180

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

2018

Revenue$315
Expenses$13,750
Net Income-$13,435
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 29, 2020
Return Version
2018v3.1
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 Don Weir
EIN
76-0563189
Phone
7132243100
Address
600 TRAVIS, HOUSTON, TX 77002

Signing Officer

Name
Katherine U Sanders
Title
President
Phone
7132243100
Signed
2020-11-29

Preparer

Firm
Schmuck Smith Tees & Company Pc
Address
3500 Washington Ave Suite 200, Houston, TX 77007
Preparer
John Smith
Phone
7138804900
Raw XML Appendix342 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1600 Travis Suite 5900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2600 Travis Suite 3400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3600 Travis Suite 5900
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Donald V Weir
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 Travis Ste 5900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077002
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07132205118
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Katherine U Sanders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Exempt Function
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Exempt Function
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Exempt Function
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Rise School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Cancer Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Discovery Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08080 North Stadium Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1250 Williams Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21209 N I-35 Frontage Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Round Rock
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077054
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278664
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013000
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/AppliedToCurrentYearAmt013000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03862
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03862
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047387
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031815
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02002
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051249
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051249
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02701
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Capital Losses
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Broker Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05156
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Gains
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Rounding
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0650
TaxesSchedule/TaxesDetail/Amt0650
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0650
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine U Sanders
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07132243100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE U SANDERS FOUNDATION 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/ReturnTs02020-01-31T16:37:55-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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