Civic Intelligence

Tracy Guthrie Charitable Trust

990PF • Fiscal year 2021 • EIN 82-7134905

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
P O Box 2950 Tax Dept Floor 5San Antonio, TX 78299-2950

(512) 473-4804

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

68th percentile

29%

Higher net margin than 68% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$87,661

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.4%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

234%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,419,311

Up $196,581 (+2.4%) from 2020

Net Assets

Up

$8,419,311

Up $196,581 (+2.4%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin68th percentile

Revenue

Up

$687,409

Up $481,655 (+234%) from 2020

Expenses

Down

$490,828

Down $4,999 (-1.0%) from 2020

Net Income

Up

$196,581

Up $486,654 (+168%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$10M$5.0M$0Assets 2019: $8,512,803Liabilities 2019: $0Net Assets 2019: $8,512,8032019Assets 2020: $8,222,730Liabilities 2020: $0Net Assets 2020: $8,222,7302020Assets 2021: $8,419,311Liabilities 2021: $1Net Assets 2021: $8,419,3112021Assets 2022: $8,110,776Liabilities 2022: $0Net Assets 2022: $8,110,7762022Assets 2023: $8,003,198Liabilities 2023: $0Net Assets 2023: $8,003,1982023Assets 2024: $8,199,535Liabilities 2024: $0Net Assets 2024: $8,199,5352024

Highlighted filing

2021

Assets$8,419,311
Liabilities$1
Net Assets$8,419,311
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $8,527,971Expenses 2019: $15,168Net Income 2019: $8,512,8032019Revenue 2020: $205,754Expenses 2020: $495,827Net Income 2020: -$290,0732020Revenue 2021: $687,409Expenses 2021: $490,828Net Income 2021: $196,5812021Revenue 2022: $229,498Expenses 2022: $538,033Net Income 2022: -$308,5352022Revenue 2023: $368,885Expenses 2023: $479,827Net Income 2023: -$110,9422023Revenue 2024: $689,493Expenses 2024: $493,156Net Income 2024: $196,3372024

Highlighted filing

2021

Revenue$687,409
Expenses$490,828
Net Income$196,581
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST BANKTrusteeFT$87,661-$87,661
Filing and Contact Details

Filer

Filer Name
Tracy Guthrie Charitable Trust Ab744
EIN
82-7134905
Phone
5124734804
Address
P O BOX 2950 TAX DEPT FLOOR 5, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
5124734804
Signed
2022-05-12
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CISCO SYSTEMS INC COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COMCAST CORPORATION NEW CL A C
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,419,311
Liabilities
$1
Net assets
$8,419,311
Revenue
$687,409
Expenses
$490,828
Net income
$196,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.69$0.49$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.00$0.00$8.00$0.37$0.48$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.00$8.11$0.23$0.54$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.69$0.49$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.22$0.00$8.22$0.21$0.50$0.29
2019Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$8.53$0.02$8.51