Civic Intelligence

Sachs Henry Testamentary Trust

EIN 84-6019399 • Denver, CO

Investment Tr 3200 Cherry Crk S DrDenver, CO 80209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

78th percentile

32%

Higher net margin than 78% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$108,241

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.6%

Faster asset growth than 52% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

127%

Faster revenue growth than 90% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$21,452,199

Up $935,709 (+4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$21,452,199

Up $935,709 (+4.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin78th percentile

Revenue

Up

$2,911,318

Up $1,627,667 (+127%) from 2023

Expenses

Up

$1,975,609

Up $318,721 (+19%) from 2023

Net Income

Up

$935,709

Up $1,308,946 (+351%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $19,274,706Liabilities 2010: $0Net Assets 2010: $19,274,7062010Assets 2011: $19,427,619Liabilities 2011: $0Net Assets 2011: $19,427,6192011Assets 2012: $18,814,671Liabilities 2012: $12012Assets 2013: $18,889,678Liabilities 2013: $0Net Assets 2013: $18,889,6782013Assets 2014: $19,020,958Liabilities 2014: $0Net Assets 2014: $19,020,9582014Assets 2015: $18,051,793Liabilities 2015: $0Net Assets 2015: $18,051,7932015Assets 2016: $17,852,460Liabilities 2016: $0Net Assets 2016: $17,852,4602016Assets 2017: $18,088,690Liabilities 2017: $0Net Assets 2017: $18,088,6902017Assets 2018: $17,195,963Liabilities 2018: $0Net Assets 2018: $17,195,9632018Assets 2019: $18,935,720Liabilities 2019: $0Net Assets 2019: $18,935,7202019Assets 2020: $18,714,042Liabilities 2020: $0Net Assets 2020: $18,714,0422020Assets 2021: $21,586,506Liabilities 2021: $0Net Assets 2021: $21,586,5062021Assets 2022: $20,889,727Liabilities 2022: $0Net Assets 2022: $20,889,7272022Assets 2023: $20,516,490Liabilities 2023: $0Net Assets 2023: $20,516,4902023Assets 2024: $21,452,199Liabilities 2024: $0Net Assets 2024: $21,452,1992024

Highlighted filing

2024

Assets$21,452,199
Liabilities$0
Net Assets$21,452,199
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,205,6772010Expenses 2011: $1,535,9612011Revenue 2012: $881,814Expenses 2012: $1,494,541Net Income 2012: -$612,7272012Revenue 2013: $1,768,220Expenses 2013: $1,691,745Net Income 2013: $76,4752013Revenue 2014: $3,873,674Expenses 2014: $3,739,939Net Income 2014: $133,7352014Revenue 2015: $1,741,694Expenses 2015: $2,711,871Net Income 2015: -$970,1772015Revenue 2016: $1,561,966Expenses 2016: $1,757,866Net Income 2016: -$195,9002016Revenue 2017: $1,926,090Expenses 2017: $1,684,357Net Income 2017: $241,7332017Revenue 2018: $845,446Expenses 2018: $1,744,283Net Income 2018: -$898,8372018Revenue 2019: $3,483,261Expenses 2019: $1,743,437Net Income 2019: $1,739,8242019Revenue 2020: $1,443,249Expenses 2020: $1,664,927Net Income 2020: -$221,6782020Revenue 2021: $4,628,736Expenses 2021: $1,756,272Net Income 2021: $2,872,4642021Revenue 2022: $1,073,968Expenses 2022: $1,770,747Net Income 2022: -$696,7792022Revenue 2023: $1,283,651Expenses 2023: $1,656,888Net Income 2023: -$373,2372023Revenue 2024: $2,911,318Expenses 2024: $1,975,609Net Income 2024: $935,7092024

Highlighted filing

2024

Revenue$2,911,318
Expenses$1,975,609
Net Income$935,709
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,452,199
Liabilities
$0
Net assets
$21,452,199
Revenue
$2,911,318
Expenses
$1,975,609
Net income
$935,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$2.91$1.98$0.94
2023Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.28$1.66$0.37
2022Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.07$1.77$0.70
2021Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$4.63$1.76$2.87
2020Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.44$1.66$0.22
2019Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$3.48$1.74$1.74
2018Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.85$1.74$0.90
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.93$1.68$0.24
2016Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.56$1.76$0.20
2015Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.74$2.71$0.97
2014Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$3.87$3.74$0.13
2013Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.77$1.69$0.08
2012Summary only. Only limited summary data is available for this year.$18.8$0.00$0.88$1.49$0.61
2011Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.54
2010Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$2.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
INVESTMENT TRUST COMPANYTrustee-$108,241-$108,241
Filing and Contact Details

Filer

Filer Name
Sachs Henry Testamentary Trust
EIN
84-6019399
Phone
3037786800
Address
INVESTMENT TR 3200 CHERRY CRK S DR, DENVER, CO 80209

Signing Officer

Name
Cynthia L Payseur
Title
Senior Vice Presiden
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Catherine M Skiles CPA PC
Address
811 N Walnut St, Woodland Park, CO 80863
Preparer
Catherine M Skiles
Phone
7196874151
Raw XML Appendix254 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01182553
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01182553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0431556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0475473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0337464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0439023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0529797
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0529797
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02325861
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0642345
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0431556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0475473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0337464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0439023
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01824898
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0642345
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02855658
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02213313
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LAND MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11753
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11753
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL/GAS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt046747
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046747
TaxesSchedule/TaxesDetail/Amt02420
TaxesSchedule/TaxesDetail/Amt136780
TaxesSchedule/TaxesDetail/Amt210434
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX - 2023 CARRYOVER
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES - INVESTMENT TRUST CO
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA L PAYSEUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VICE PRESIDEN
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACHS HENRY TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SACH
ReturnHeader/Filer/EIN0846019399
ReturnHeader/Filer/PhoneNum03037786800
ReturnHeader/Filer/USAddress/AddressLine1Txt0INVESTMENT TR 3200 CHERRY CRK S DR
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841607927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Catherine M Skiles CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0811 N Walnut St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080863
ReturnHeader/PreparerPersonGrp/PhoneNum07196874151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine M Skiles
ReturnHeader/ReturnTs02025-05-06T11:16:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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