Civic Intelligence

Sachs Henry Testamentary Trust

990PF • Fiscal year 2011 • EIN 84-6019399

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

Organization Profile
Investment Trust CO 7350 Campus Dr80920
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

77th percentile

$63,028

Higher top officer pay than 77% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$19,427,619

Up $152,913 (+0.8%) from 2010

Net Assets

Up

$19,427,619

Up $152,913 (+0.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,535,961

Down $669,716 (-30%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2011

Assets$19,427,619
Liabilities$0
Net Assets$19,427,619
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$1,535,961
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
INVESTMENT TRUST COMPANYTrustee-$63,028-$63,028
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLEEXEMPTCOLORADO SPRINGS, CO, US$1,448,250
Filing and Contact Details

Filer

EIN
84-6019399
Raw XML Appendix253 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.

Path#Value
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases03818
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal019427619
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/NECT0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation063028
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0INVESTMENT TRUST COMPANY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107350 CAMPUS DRIVE SUITE 200
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.09737
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10INVESTMENT TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07196324677
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine107350 CAMPUS DRIVE SUITE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0COLORADO SPIRNGS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode080920
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm10410X
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IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CO
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SACHS FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode080903
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IRS990PF/UndistributedIncome/AppliedToCurrentYear01081139
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01081139
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2082989
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3071023
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01585636
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IRS990PF/UndistributedIncome/ExcessFromYear101057973
IRS990PF/UndistributedIncome/ExcessFromYear2082989
IRS990PF/UndistributedIncome/ExcessFromYear3071023
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncreasesSchedule/OtherIncreases/Amount03818
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENTS
TaxesSchedule/Taxes/Amount04108
TaxesSchedule/Taxes/Amount117500
TaxesSchedule/Taxes/Amount2700
TaxesSchedule/Taxes/Category0FOREIGN TAXES - INVESTMENT TRUST CO
TaxesSchedule/Taxes/Category1FEDERAL INCOME TAX ESTIMATES
TaxesSchedule/Taxes/Category2FEDERAL EXTENSION REQUEST PAYMENT
TaxesSchedule/Taxes/NetInvestmentIncome04108
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0846019399
ReturnHeader/Filer/Name/BusinessNameLine10SACHS HENRY TESTAMENTARY TRUST
ReturnHeader/Filer/NameControl0SACH
ReturnHeader/Filer/Phone07196324677
ReturnHeader/Filer/USAddress/AddressLine10INVESTMENT TRUST CO 7350 CAMPUS DR
ReturnHeader/Filer/USAddress/City0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080920
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0SUSAN LAABS
ReturnHeader/Officer/Title0Vice President
ReturnHeader/PreparerFirm/EIN0841607927
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Catherine M Skiles CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 541
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Woodland Park
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode080866
ReturnHeader/Preparer/Name0Catherine M Skiles
ReturnHeader/Preparer/Phone07192196494
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T13:16:42-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,427,619
Liabilities
$0
Net assets
$19,427,619
Revenue
-
Expenses
$1,535,961
Net income
-
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