Civic Intelligence

Sachs Henry Testamentary Trust

990PF • Fiscal year 2014 • EIN 84-6019399

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
Investment Trust CO 7350 Campus DrColorado Springs, CO 80920

(719) 632-4677

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

48th percentile

3.5%

Higher net margin than 48% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

32nd percentile

$99,342

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

39th percentile

0.7%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

119%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$19,020,958

Up $131,280 (+0.7%) from 2013

Net Assets

Up

$19,020,958

Up $131,280 (+0.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin48th percentile

Revenue

Up

$3,873,674

Up $2,105,454 (+119%) from 2013

Expenses

Up

$3,739,939

Up $2,048,194 (+121%) from 2013

Net Income

Up

$133,735

Up $57,260 (+75%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2014

Assets$19,020,958
Liabilities$0
Net Assets$19,020,958
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

2014

Revenue$3,873,674
Expenses$3,739,939
Net Income$133,735
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
INVESTMENT TRUST COMPANYTrustee-$99,342-$99,342
Filing and Contact Details

Filer

Filer Name
Sachs Henry Testamentary Trust
EIN
84-6019399
Phone
7196324677
Address
INVESTMENT TRUST CO 7350 CAMPUS DR, COLORADO SPRINGS, CO 80920

Signing Officer

Name
Susan Laabs
Title
Vice President
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Catherine M Skiles CPA PC
Address
PO Box 541, Woodland Park, CO 80866
Preparer
Catherine M Skiles
Phone
7192196494
Raw XML Appendix279 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt01187420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0464630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0343701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0373651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01057973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt082989
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt082989
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04607251
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02367296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0464630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0343701
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0373651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01057973
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03554716
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02367296
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04690240
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02322944
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02455
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL/GAS LEASE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OIL/GAS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12197601
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12197601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OIL AND GAS LEASE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0450
TaxesSchedule/TaxesDetail/Amt039420
TaxesSchedule/TaxesDetail/Amt15153
TaxesSchedule/TaxesDetail/Amt249172
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES - INVESTMENT TRUST CO
TaxesSchedule/TaxesDetail/CategoryTxt2OIL/GAS REAL PROPERTY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05153
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt149172
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN LAABS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACHS HENRY TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SACH
ReturnHeader/Filer/EIN0846019399
ReturnHeader/Filer/PhoneNum07196324677
ReturnHeader/Filer/USAddress/AddressLine1Txt0INVESTMENT TRUST CO 7350 CAMPUS DR
ReturnHeader/Filer/USAddress/CityNm0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080920
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841607927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Catherine M Skiles CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 541
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080866
ReturnHeader/PreparerPersonGrp/PhoneNum07192196494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine M Skiles
ReturnHeader/ReturnTs02015-05-11T15:42:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,020,958
Liabilities
$0
Net assets
$19,020,958
Revenue
$3,873,674
Expenses
$3,739,939
Net income
$133,735
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