Civic Intelligence

Ray Ellison Jr Charitable Trust

990PF • Fiscal year 2019 • EIN 05-6128783

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

302 Goodnight DriveGeorgetown, TX 78628

(512) 343-8409

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-423%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

23rd percentile

-4.7%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$823,349

Down $40,926 (-4.7%) from 2018

Net Assets

Down

$823,349

Down $40,926 (-4.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$9,674

Up $3,608 (+59%) from 2018

Expenses

Up

$50,600

Up $3,100 (+6.5%) from 2018

Net Income

Up

-$40,926

Up $508 (+1.2%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,101,483Liabilities 2010: $0Net Assets 2010: $1,101,4832010Assets 2011: $1,073,668Liabilities 2011: $02011Assets 2012: $1,027,614Liabilities 2012: $0Net Assets 2012: $1,027,6142012Assets 2013: $1,126,941Liabilities 2013: $0Net Assets 2013: $1,126,9412013Assets 2014: $1,072,953Liabilities 2014: $0Net Assets 2014: $1,072,9532014Assets 2015: $1,005,869Liabilities 2015: $0Net Assets 2015: $1,005,8692015Assets 2016: $954,495Liabilities 2016: $0Net Assets 2016: $954,4952016Assets 2017: $905,709Liabilities 2017: $0Net Assets 2017: $905,7092017Assets 2018: $864,275Liabilities 2018: $0Net Assets 2018: $864,2752018Assets 2019: $823,349Liabilities 2019: $0Net Assets 2019: $823,3492019Assets 2020: $769,937Liabilities 2020: $0Net Assets 2020: $769,9372020Assets 2021: $719,679Liabilities 2021: $0Net Assets 2021: $719,6792021Assets 2022: $682,360Liabilities 2022: $0Net Assets 2022: $682,3602022Assets 2023: $672,835Liabilities 2023: $0Net Assets 2023: $672,8352023Assets 2024: $659,082Liabilities 2024: $0Net Assets 2024: $659,0822024

Highlighted filing

2019

Assets$823,349
Liabilities$0
Net Assets$823,349

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $87,1482010Revenue 2011: $70,338Expenses 2011: $98,153Net Income 2011: -$27,8152011Expenses 2012: $117,3512012Revenue 2013: $37,916Expenses 2013: $71,615Net Income 2013: -$33,6992013Revenue 2014: $1,399Expenses 2014: $55,387Net Income 2014: -$53,9882014Revenue 2015: $2,328Expenses 2015: $69,412Net Income 2015: -$67,0842015Revenue 2016: $1,509Expenses 2016: $52,883Net Income 2016: -$51,3742016Revenue 2017: $3,723Expenses 2017: $52,509Net Income 2017: -$48,7862017Revenue 2018: $6,066Expenses 2018: $47,500Net Income 2018: -$41,4342018Revenue 2019: $9,674Expenses 2019: $50,600Net Income 2019: -$40,9262019Revenue 2020: $2,188Expenses 2020: $55,600Net Income 2020: -$53,4122020Revenue 2021: $5,342Expenses 2021: $55,600Net Income 2021: -$50,2582021Revenue 2022: $3,311Expenses 2022: $40,630Net Income 2022: -$37,3192022Revenue 2023: $17,369Expenses 2023: $40,000Net Income 2023: -$22,6312023Revenue 2024: $27,761Expenses 2024: $41,514Net Income 2024: -$13,7532024

Highlighted filing

2019

Revenue$9,674
Expenses$50,600
Net Income-$40,926
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ray Ellison SrTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ray Ellison Jr Charitable Trust
EIN
05-6128783
Phone
5123438409
Address
302 Goodnight Drive, Georgetown, TX 78628

Signing Officer

Name
Ray Ellison Jr
Title
Trustee
Signed
2020-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Number Keepers Inc
Address
PO Box 332, Cedar Park, TX 78630
Preparer
Renee Meredith
Phone
5128501171
Raw XML Appendix286 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/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0823349
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt042789
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt095
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt055
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt040
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013032
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ray Ellison Sr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0302 Goodnight Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43227 E 5th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5905 N Church Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Georgetown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578626
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt042694
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029595
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04241
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013512
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07306
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029595
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022289
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ray Ellison Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ray Ellison Jr Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0RAYE
ReturnHeader/Filer/EIN0056128783
ReturnHeader/Filer/PhoneNum05123438409
ReturnHeader/Filer/USAddress/AddressLine1Txt0302 Goodnight Drive
ReturnHeader/Filer/USAddress/CityNm0Georgetown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832918901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Number Keepers Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 332
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cedar Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078630
ReturnHeader/PreparerPersonGrp/PhoneNum05128501171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Renee Meredith
ReturnHeader/ReturnTs02020-07-06T14:38:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.03$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.00$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.01$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.00$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.01$0.05$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.01$0.05$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.00$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.05$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.00$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.00$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.12
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$0.07$0.10$0.03
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.09