Civic Intelligence

Clara Phelps Tuw-Lee Vna

EIN 04-6568727 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1993%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

13th percentile

-97%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-12%

Faster revenue growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$7,000

Down $255,559 (-97%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,000

Down $255,559 (-97%) from 2023

Revenue

Down

$12,862

Down $1,729 (-12%) from 2023

Expenses

Up

$269,257

Up $263,008 (+4209%) from 2023

Net Income

Down

-$256,395

Down $264,737 (-3174%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $219,366Liabilities 2011: $02011Assets 2012: $222,512Liabilities 2012: $02012Assets 2013: $231,025Liabilities 2013: $02013Assets 2014: $227,928Liabilities 2014: $0Net Assets 2014: $227,9282014Assets 2015: $221,555Liabilities 2015: $0Net Assets 2015: $221,5552015Assets 2016: $208,771Liabilities 2016: $0Net Assets 2016: $208,7712016Assets 2017: $213,187Liabilities 2017: $0Net Assets 2017: $213,1872017Assets 2018: $217,432Liabilities 2018: $0Net Assets 2018: $217,4322018Assets 2019: $215,536Liabilities 2019: $0Net Assets 2019: $215,5362019Assets 2020: $226,602Liabilities 2020: $0Net Assets 2020: $226,6022020Assets 2021: $266,795Liabilities 2021: $0Net Assets 2021: $266,7952021Assets 2022: $255,401Liabilities 2022: $0Net Assets 2022: $255,4012022Assets 2023: $262,559Liabilities 2023: $0Net Assets 2023: $262,5592023Assets 2024: $7,000Liabilities 2024: $0Net Assets 2024: $7,0002024

Latest loaded filing

2024

Assets$7,000
Liabilities$0
Net Assets$7,000

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $14,125Expenses 2011: $12,889Net Income 2011: $1,2362011Revenue 2012: $17,624Expenses 2012: $13,779Net Income 2012: $3,8452012Revenue 2013: $21,892Expenses 2013: $13,169Net Income 2013: $8,7232013Revenue 2014: $7,610Expenses 2014: $16,027Net Income 2014: -$8,4172014Revenue 2015: $8,378Expenses 2015: $14,030Net Income 2015: -$5,6522015Revenue 2016: $1,409Expenses 2016: $13,009Net Income 2016: -$11,6002016Revenue 2017: $21,437Expenses 2017: $13,237Net Income 2017: $8,2002017Revenue 2018: $20,102Expenses 2018: $16,185Net Income 2018: $3,9172018Revenue 2019: $14,028Expenses 2019: $13,645Net Income 2019: $3832019Revenue 2020: $18,712Expenses 2020: $7,622Net Income 2020: $11,0902020Revenue 2021: $55,505Expenses 2021: $15,578Net Income 2021: $39,9272021Revenue 2022: $2,415Expenses 2022: $13,934Net Income 2022: -$11,5192022Revenue 2023: $14,591Expenses 2023: $6,249Net Income 2023: $8,3422023Revenue 2024: $12,862Expenses 2024: $269,257Net Income 2024: -$256,3952024

Latest loaded filing

2024

Revenue$12,862
Expenses$269,257
Net Income-$256,395

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.13$2.69$2.56
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.15$0.06$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.02$0.14$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.56$0.16$0.40
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.19$0.08$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.14$0.14$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.20$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.21$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.01$0.13$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.08$0.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.08$0.16$0.08
2013Summary only. Only limited summary data is available for this year.$2.31$0.00$0.22$0.13$0.09
2012Summary only. Only limited summary data is available for this year.$2.23$0.00$0.18$0.14$0.04
2011Summary only. Only limited summary data is available for this year.$2.19$0.00$0.14$0.13$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Clara Phelps Tuw-lee Vna
EIN
04-6568727
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-04-20
Raw XML Appendix247 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/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0TERMINATION DUE TO DISSOLUTION OF CHARITABLE BENEFICIARY; COURT-APPROVED TRANSFER OF ASSETS TO A FOUNDATION WITH SUBSTANTIALLY SIMILAR CHARITABLE PURPOSES.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AG FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0236
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0326
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TYE INCOME ADJUSTMENT
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA PHELPS TUW-LEE VNA
ReturnHeader/Filer/BusinessNameControlTxt0PHEL
ReturnHeader/Filer/EIN0046568727
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/ReturnTs02026-04-21T08:01:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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