Civic Intelligence

Alan Topfer Charitable Trust

990PF • Fiscal year 2023 • EIN 93-3776887

Sep 20, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
3600 N Capital Of TX Hwy Bldg B 3Austin, TX 78746

(512) 329-6600

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,794,468

Flat from 2023

Net Assets

$1,794,468

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Flat

$1,795,312

Flat from 2023

Expenses

Flat

$844

Flat from 2023

Net Income

Flat

$1,794,468

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2023: $1,794,468Liabilities 2023: $0Net Assets 2023: $1,794,4682023Assets 2023: $1,794,468Liabilities 2023: $12023Assets 2024: $1,753,490Liabilities 2024: $0Net Assets 2024: $1,753,4902024

Highlighted filing

2023

Assets$1,794,468
Liabilities$0
Net Assets$1,794,468
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2023: $1,795,312Expenses 2023: $844Net Income 2023: $1,794,4682023Revenue 2023: $1,795,312Expenses 2023: $844Net Income 2023: $1,794,4682023Revenue 2024: -$22,056Expenses 2024: $20,984Net Income 2024: -$43,0402024

Highlighted filing

2023

Revenue$1,795,312
Expenses$844
Net Income$1,794,468
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 20, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN TOPFERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Alan Topfer Charitable Trust
EIN
93-3776887
Phone
5123296600
Address
3600 N CAPITAL OF TX HWY BLDG B 3, AUSTIN, TX 78746

Signing Officer

Name
Alan Topfer
Title
President
Phone
5123296600
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Josephine Behrend
Phone
2108286281
Raw XML Appendix302 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0843
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1220
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 - UBTI
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0220
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1220
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0ESTATE OF MORTON TOPFER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03600 N CAPITAL OF TX HWY BLDG B STE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0320
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0AUSTIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd078746
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN TOPFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05123296600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN TOPFER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0933776887
ReturnHeader/Filer/PhoneNum05123296600
ReturnHeader/Filer/USAddress/AddressLine1Txt03600 N CAPITAL OF TX HWY BLDG B 3
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078746
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019026 RIDGEWOOD PKWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078259
ReturnHeader/PreparerPersonGrp/PhoneNum02108286281
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPHINE BEHREND
ReturnHeader/ReturnTs02024-11-15T09:26:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-20
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,794,468
Liabilities
$0
Net assets
$1,794,468
Revenue
$1,795,312
Expenses
$844
Net income
$1,794,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.02$0.02$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.80$0.00$1.79
2023Summary only. Only limited summary data is available for this year.$1.79$0.00$1.80$0.00$1.79