Civic Intelligence

Kate Sidran Charitable Remainder Trust

990PF • Fiscal year 2020 • EIN 90-0239226

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

6918 Blue Mesa Dr Ste 115Dallas, TX 75252

(972) 733-3242

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.05x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

19th percentile

-24%

Higher net margin than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

17th percentile

-4.6%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-17%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,804,263

Down $87,847 (-4.6%) from 2019

Net Assets

Down

$1,785,204

Down $87,489 (-4.7%) from 2019

Liabilities

Down

$19,059

Down $358 (-1.8%) from 2019

Revenue

Down

$365,058

Down $74,296 (-17%) from 2019

Expenses

Down

$452,547

Down $136,139 (-23%) from 2019

Net Income

Up

-$87,489

Up $61,843 (+41%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,909,113Liabilities 2011: $7,574Net Assets 2011: $2,901,5392011Assets 2012: $2,868,106Liabilities 2012: $17,0092012Assets 2013: $2,717,043Liabilities 2013: $17,0092013Assets 2014: $2,701,374Liabilities 2014: $19,8172014Assets 2015: $2,779,650Liabilities 2015: $17,225Net Assets 2015: $2,762,4252015Assets 2016: $2,279,701Liabilities 2016: $17,225Net Assets 2016: $2,262,4762016Assets 2017: $2,157,756Liabilities 2017: $17,258Net Assets 2017: $2,140,4982017Assets 2018: $2,041,845Liabilities 2018: $19,820Net Assets 2018: $2,022,0252018Assets 2019: $1,892,110Liabilities 2019: $19,417Net Assets 2019: $1,872,6932019Assets 2020: $1,804,263Liabilities 2020: $19,059Net Assets 2020: $1,785,2042020Assets 2021: $1,775,863Liabilities 2021: $27,524Net Assets 2021: $1,748,3392021Assets 2022: $1,918,786Liabilities 2022: $15,205Net Assets 2022: $1,903,5812022Assets 2023: $34,817Liabilities 2023: $0Net Assets 2023: $34,8172023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$1,804,263
Liabilities$19,059
Net Assets$1,785,204

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $470,4182011Revenue 2012: $283,684Expenses 2012: $369,757Net Income 2012: -$86,0732012Revenue 2013: $361,029Expenses 2013: $512,092Net Income 2013: -$151,0632013Revenue 2014: $431,735Expenses 2014: $450,212Net Income 2014: -$18,4772014Revenue 2015: $429,337Expenses 2015: $353,750Net Income 2015: $75,5872015Revenue 2016: $249,310Expenses 2016: $748,895Net Income 2016: -$499,5852016Revenue 2017: $450,545Expenses 2017: $572,357Net Income 2017: -$121,8122017Revenue 2018: $511,378Expenses 2018: $629,843Net Income 2018: -$118,4652018Revenue 2019: $439,354Expenses 2019: $588,686Net Income 2019: -$149,3322019Revenue 2020: $365,058Expenses 2020: $452,547Net Income 2020: -$87,4892020Revenue 2021: $465,311Expenses 2021: $502,176Net Income 2021: -$36,8652021Revenue 2022: $373,898Expenses 2022: $218,656Net Income 2022: $155,2422022Revenue 2023: $1,999,851Expenses 2023: $4,064,768Net Income 2023: -$2,064,9172023Revenue 2024: $0Expenses 2024: $34,817Net Income 2024: -$34,8172024

Highlighted filing

2020

Revenue$365,058
Expenses$452,547
Net Income-$87,489
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ESTHER GILLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kate Sidran Charitable Remainder Trust
EIN
90-0239226
Phone
9727333242
Address
6918 BLUE MESA DR STE 115, DALLAS, TX 75252

Signing Officer

Name
Esther Giller
Title
Trustee
Phone
2143692690
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Allison Brown
Phone
9723835700
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AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt31853
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt322187
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt331629
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt34451
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt35153
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt36769
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt37122
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt38214
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt391318
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt403454
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt41963
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt42455
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt431435
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt444455
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt451007
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt462752
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt47345
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt48143
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt49158
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt50603
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt00
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt10
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt20
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt30
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt40
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt50
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt60
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt70
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt80
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt90
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt100
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt110
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt120
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt130
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt140
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt150
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt160
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt170
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt180
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt190
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt200
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt210
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt220
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt230
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt240
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt250
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt260
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt270
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt280
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt290
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt300
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt310
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt320
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt330
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt340
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt350
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt360
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt370
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt380
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt39232
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt40458
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt410
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt420
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt43410
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt441445
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt45387
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt461436
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt47114
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt48342
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt49380
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt501034
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt51161
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt52157
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt5383
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt540
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt02055
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt12550
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt2774
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt35761
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt41062
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt53443
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt62307
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt71516
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt81109
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt9872
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt1013896
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt112124
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt121486
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt131323
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt142196
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt1513049
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt16682
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt171630
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt181638
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt191092
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt201092
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt21682
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt22882
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt231318
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt241318
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt251458
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt261918
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt271061
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt28221
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt294802
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt3012720
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt31853
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt322187
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt331629
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt34451
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt35153
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt36769
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt37122
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt38214
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt391550
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt403912
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt41963
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt42455
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt431845
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt445900
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt451394
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt464188
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt47459
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt48485
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt49538
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt501637
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt51161
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt52157
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt5383
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01992-04-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt11994-04-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22001-05-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32001-06-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42001-05-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt51992-04-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62002-11-11

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$2.00$4.06$2.06
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.02$1.90$0.37$0.22$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.03$1.75$0.47$0.50$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.79$0.37$0.45$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.02$1.87$0.44$0.59$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.02$2.02$0.51$0.63$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.02$2.14$0.45$0.57$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.02$2.26$0.25$0.75$0.50
2015Detailed filing. Detailed filing data is available for this year.$2.78$0.02$2.76$0.43$0.35$0.08
2014Summary only. Only limited summary data is available for this year.$2.70$0.02$0.43$0.45$0.02
2013Summary only. Only limited summary data is available for this year.$2.72$0.02$0.36$0.51$0.15
2012Summary only. Only limited summary data is available for this year.$2.87$0.02$0.28$0.37$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.91$0.01$2.90$0.47