Civic Intelligence

Sachs Henry Testamentary Trust

990PF • Fiscal year 2017 • EIN 84-6019399

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$100,610

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

38th percentile

1.3%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$18,088,690

Up $236,230 (+1.3%) from 2016

Net Assets

Up

$18,088,690

Up $236,230 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin68th percentile

Revenue

Up

$1,926,090

Up $364,124 (+23%) from 2016

Expenses

Down

$1,684,357

Down $73,509 (-4.2%) from 2016

Net Income

Up

$241,733

Up $437,633 (+223%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2017

Assets$18,088,690
Liabilities$0
Net Assets$18,088,690
Open 2017 Filing

Operations Trend

Revenue Growth76th 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

2017

Revenue$1,926,090
Expenses$1,684,357
Net Income$241,733
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
INVESTMENT TRUST COMPANYTrustee-$100,610-$100,610
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
Steven E Post
Title
Vice President
Signed
2018-11-12
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
7196874151
Raw XML Appendix291 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/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01100225
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01100225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0592489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01376190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02367296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0464630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0343701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0343701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05254733
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0454128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0592489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01376190
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02367296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0464630
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01554353
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0454128
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05598434
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05144306
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0955
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14940
OtherDecreasesSchedule/OtherDecreasesDetail/Amt24796
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CARRY VALUE ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ITEMS TAXED IN CURRENT YEAR FOR NEXT YEAR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2OTHER ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL/GAS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0122515
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0122515
OtherIncreasesSchedule/OtherIncreasesDetail/Amt089
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14946
OtherIncreasesSchedule/OtherIncreasesDetail/Amt246
OtherIncreasesSchedule/OtherIncreasesDetail/Amt3107
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INTEREST AT PURCHASE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ITEMS TAXED IN PRIOR YEAR FOR CURRENT YEAR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2MISCELLANEOUS ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt01209
TaxesSchedule/TaxesDetail/Amt129320
TaxesSchedule/TaxesDetail/Amt25656
TaxesSchedule/TaxesDetail/Amt31870
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES - INVESTMENT TRUST CO
TaxesSchedule/TaxesDetail/CategoryTxt3OIL/GAS REAL PROPERTY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05656
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11870
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN E POST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
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/PhoneNum07196874151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine M Skiles
ReturnHeader/ReturnTs02018-11-12T09:28:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,088,690
Liabilities
$0
Net assets
$18,088,690
Revenue
$1,926,090
Expenses
$1,684,357
Net income
$241,733
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