Civic Intelligence

Esber Charitable Tr

990PF • Fiscal year 2023 • EIN 82-6667285

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 10, 2024

Organization Profile
4241 Westway AvenueDallas, TX 75205

(469) 955-1271

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,144,690

Up $153,090 (+15%) from 2022

Net Assets

Up

$1,144,690

Up $153,090 (+15%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin94th percentile

Revenue

Up

$42,847

Up $59,933 (+351%) from 2022

Expenses

Down

$10,569

Down $55,966 (-84%) from 2022

Net Income

Up

$32,278

Up $115,899 (+139%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $899,406Liabilities 2018: $0Net Assets 2018: $899,4062018Assets 2019: $1,043,437Liabilities 2019: $0Net Assets 2019: $1,043,4372019Assets 2020: $1,146,867Liabilities 2020: $0Net Assets 2020: $1,146,8672020Assets 2021: $1,245,065Liabilities 2021: $0Net Assets 2021: $1,245,0652021Assets 2022: $991,600Liabilities 2022: $0Net Assets 2022: $991,6002022Assets 2023: $1,144,690Liabilities 2023: $1Net Assets 2023: $1,144,6902023Assets 2024: $1,229,528Liabilities 2024: $0Net Assets 2024: $1,229,5282024

Highlighted filing

2023

Assets$1,144,690
Liabilities$1
Net Assets$1,144,690
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2018: $41,636Expenses 2018: $12,145Net Income 2018: $29,4912018Revenue 2019: $1,520Expenses 2019: $51,826Net Income 2019: -$50,3062019Revenue 2020: $35,117Expenses 2020: $55,980Net Income 2020: -$20,8632020Revenue 2021: $97,455Expenses 2021: $67,202Net Income 2021: $30,2532021Revenue 2022: -$17,086Expenses 2022: $66,535Net Income 2022: -$83,6212022Revenue 2023: $42,847Expenses 2023: $10,569Net Income 2023: $32,2782023Revenue 2024: $75,385Expenses 2024: $59,416Net Income 2024: $15,9692024

Highlighted filing

2023

Revenue$42,847
Expenses$10,569
Net Income$32,278
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON ESBERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Esber Charitable Trust
EIN
82-6667285
Phone
4699551271
Address
4241 WESTWAY AVENUE, DALLAS, TX 75205

Signing Officer

Name
Jon Esber
Title
Trustee
Signed
2024-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Sutton Frost Cary LLP
Address
200 E Front St Suite 200, Arlington, TX 76011
Preparer
Carroll Elizabeth Arnott
Phone
8176498083
Raw XML Appendix318 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JON ESBER
IRS990PF/StatementsRegardingActyGrp/PhoneNum04699551271
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JON ESBER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt052202
IRS990PF/UndistributedIncomeGrp/Taxable2Amt041432
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052202
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt041432
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0623
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0623
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06414
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06414
TaxesSchedule/TaxesDetail/Amt0532
TaxesSchedule/TaxesDetail/CategoryTxt0foreign taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0532
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON ESBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESBER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ESBE
ReturnHeader/Filer/EIN0826667285
ReturnHeader/Filer/PhoneNum04699551271
ReturnHeader/Filer/USAddress/AddressLine1Txt04241 WESTWAY AVENUE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752593210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sutton Frost Cary LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E Front St Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076011
ReturnHeader/PreparerPersonGrp/PhoneNum08176498083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carroll Elizabeth Arnott
ReturnHeader/ReturnTs02024-06-10T06:54:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ESBER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,144,690
Liabilities
$1
Net assets
$1,144,690
Revenue
$42,847
Expenses
$10,569
Net income
$32,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.01$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.02$0.07$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.06$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.00$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.01$0.03