Civic Intelligence

Tracy Guthrie Charitable Trust

990PF • Fiscal year 2020 • EIN 82-7134905

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 02, 2021

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

6th percentile

-141%

Higher net margin than 6% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$77,738

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 37.8% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

19th percentile

-3.4%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$8,222,730

Down $290,073 (-3.4%) from 2019

Net Assets

Down

$8,222,730

Down $290,073 (-3.4%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin6th percentile

Revenue

Down

$205,754

Down $8,322,217 (-98%) from 2019

Expenses

Up

$495,827

Up $480,659 (+3169%) from 2019

Net Income

Down

-$290,073

Down $8,802,876 (-103%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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: $1Net Assets 2020: $8,222,7302020Assets 2021: $8,419,311Liabilities 2021: $0Net 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

2020

Assets$8,222,730
Liabilities$1
Net Assets$8,222,730
Open 2020 Filing

Operations Trend

Revenue Growth1st 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

2020

Revenue$205,754
Expenses$495,827
Net Income-$290,073
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 2, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST BANKTrusteeFT$77,738-$77,738
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
2021-04-02
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMAZON.COM INC*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20APPLIED MATERIALS INC COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BOOKING HOLDINGS INC COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CHEVRON CORPORATION COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CISCO SYSTEMS INC COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CITIGROUP INC COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CORNING INC COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38COSTCO WHOLESALE CORP NEW COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CVS HEALTH CORP COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DANAHER CORPORATION COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DISNEW (WALT) COMPANY HOLDING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ELANCO ANIMAL HEALTH INC COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EVERGY INC COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50EXPEDIA GROUP INC COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FACEBOOK INC COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55FORTIVE CORP COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56FOX CORP CL A COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HEALTHPEAK PPTYS INC REIT*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HUMANA INC COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INGREDION INC COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JOHNSON & JOHNSON COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MICROSOFT CORP COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PHILIP MORRIS INTL INC COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SHERWIN-WILLIAMS CO COM*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VERTEX PHARMACEUTICALS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VULCAN MATERIALS COMPANY COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WELLS FARGO & CO NEW COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WEYERHAEUSER CO REIT*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97XILINX INC COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98ZOETIS INC COM*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ALIBABA GROUP HOLDING LTD SPON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105EATON CORP PLC*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106JOHNSON CTLS INTL PLC*
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107MEDTRONIC PLC*
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132TESLA INC
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0198795
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0575
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt038869
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt038869
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt077738
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0412000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0412000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,222,730
Liabilities
$1
Net assets
$8,222,730
Revenue
$205,754
Expenses
$495,827
Net income
-$290,073
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.00$8.42$0.69$0.49$0.20
2020Detailed filing. Detailed filing data is available for this year.$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