Civic Intelligence

Archibald Cotr Ua - Byr Neigh Tr

EIN 06-6261690 • 501(c)3 • Dallas, TX

Profile

For the benefit of the byram archibald neighborhood center trust

PO Box 653067Dallas, TX 75265-3067

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

45th percentile

$32,321

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

190%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,510,000

Up $92,571 (+3.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,510,000

Up $92,571 (+3.8%) from 2024

Revenue

Up

$231,452

Up $151,635 (+190%) from 2024

Expenses

Up

$126,512

Up $9,048 (+7.7%) from 2024

Net Income

Up

$104,940

Up $142,587 (+379%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,572,751Liabilities 2012: $0Net Assets 2012: $1,572,7512012Assets 2013: $1,570,767Liabilities 2013: $0Net Assets 2013: $1,570,7672013Assets 2014: $1,989,995Liabilities 2014: $0Net Assets 2014: $1,989,9952014Assets 2015: $2,159,854Liabilities 2015: $0Net Assets 2015: $2,159,8542015Assets 2016: $2,058,944Liabilities 2016: $0Net Assets 2016: $2,058,9442016Assets 2017: $2,045,661Liabilities 2017: $0Net Assets 2017: $2,045,6612017Assets 2018: $2,147,054Liabilities 2018: $0Net Assets 2018: $2,147,0542018Assets 2019: $2,118,736Liabilities 2019: $0Net Assets 2019: $2,118,7362019Assets 2020: $2,136,629Liabilities 2020: $0Net Assets 2020: $2,136,6292020Assets 2021: $2,485,763Liabilities 2021: $0Net Assets 2021: $2,485,7632021Assets 2022: $2,626,681Liabilities 2022: $0Net Assets 2022: $2,626,6812022Assets 2023: $2,430,881Liabilities 2023: $0Net Assets 2023: $2,430,8812023Assets 2024: $2,417,429Liabilities 2024: $0Net Assets 2024: $2,417,4292024Assets 2025: $2,510,000Liabilities 2025: $0Net Assets 2025: $2,510,0002025

Highlighted filing

2025

Assets$2,510,000
Liabilities$0
Net Assets$2,510,000

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $326,387Expenses 2012: $81,713Net Income 2012: $244,6742012Revenue 2013: $78,854Expenses 2013: $80,816Net Income 2013: -$1,9622013Revenue 2014: $502,046Expenses 2014: $89,168Net Income 2014: $412,8782014Revenue 2015: $233,080Expenses 2015: $93,325Net Income 2015: $139,7552015Revenue 2016: $26,687Expenses 2016: $106,299Net Income 2016: -$79,6122016Revenue 2017: $46,298Expenses 2017: $100,430Net Income 2017: -$54,1322017Revenue 2018: $197,900Expenses 2018: $98,053Net Income 2018: $99,8472018Revenue 2019: $104,952Expenses 2019: $105,781Net Income 2019: -$8292019Revenue 2020: $177,432Expenses 2020: $101,930Net Income 2020: $75,5022020Revenue 2021: $174,450Expenses 2021: $103,425Net Income 2021: $71,0252021Revenue 2022: $506,393Expenses 2022: $127,080Net Income 2022: $379,3132022Revenue 2023: -$64,608Expenses 2023: $130,832Net Income 2023: -$195,4402023Revenue 2024: $79,817Expenses 2024: $117,464Net Income 2024: -$37,6472024Revenue 2025: $231,452Expenses 2025: $126,512Net Income 2025: $104,9402025

Highlighted filing

2025

Revenue$231,452
Expenses$126,512
Net Income$104,940

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.23$0.13$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.08$0.12$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.43$0.06$0.13$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.51$0.13$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.17$0.10$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.18$0.10$0.08
2019Summary only. Only limited summary data is available for this year.$2.12$0.00$2.12$0.10$0.11$0.00
2018Summary only. Only limited summary data is available for this year.$2.15$0.00$2.15$0.20$0.10$0.10
2017Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.05$0.10$0.05
2016Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$0.03$0.11$0.08
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.16$0.00$2.16$0.23$0.09$0.14
2014Summary only. Only limited summary data is available for this year.$1.99$0.00$1.99$0.50$0.09$0.41
2013Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.08$0.08$0.00
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.33$0.08$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$485,535
Mission and Program Overview

Mission

For the benefit of the byram archibald neighborhood center trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,417,429$2,510,000▲ $92,571
Investments Other Securities-$2,421,825-
Investments in Publicly Traded Securities$2,331,369--
Savings and Temporary Cash Investments$86,060$88,175▲ $2,115
Total Assets$2,417,429$2,510,000▲ $92,571
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,417,429$2,510,000▲ $92,571
Total Liabilities and Net Assets / Fund Balance$2,417,429$2,510,000▲ $92,571

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$107,257--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Bank of AmericaTrustee$32,321$32,321
James Bruce DoughertyCo Trustee$16,161$16,161
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$231,452
Other Revenue
$0
Change in Net Assets
$104,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,000
Salaries, Compensation, and Employee Benefits$48,482
Other Expenses$5,030
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,000--$73,000
Current Officers, Directors, Trustees, and Key Employees$19,393$29,089-$48,482
All Other Expenses-$3,780-$3,780
Fees for Services Accounting$500$750-$1,250
Total Functional Expenses$92,893$33,619$0$126,512
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Byram Archibald Neighborhood TrGreenwich, CT-Unrestricted General Support$73,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

When decisions are made, they are documented in permanent record.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

N/A

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Tax department prepares, reviews, and files from 990.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

ANNUAL STATEMENT

FORM 990, PAGE 6, PART VI, LINE 15A

Not applicable, trust has corporate trustee

FORM 990, PAGE 6, PART VI, LINE 15B

Published fee schd based on industry standards

Form 990, Page 6, Part VI, Line 18

UPON REQUEST

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Archibald Cotr Ua - Byr Neigh Tr
EIN
06-6261690
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-09-10

Organization Details

Principal Officer
Same as Above
Formed
1983
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Ctf cost adjustment ($12,369)

Raw XML AppendixShowing 400 of 431 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.

Path#Value
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0254083
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IRS990/LocalChaptersInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PartialLiquidationInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0((1) In July 2007, a discretionary principal invasion of $200,000 was approved by co-trustees upon request of supported organization. The funds were issued for replacement of the HVAC system, a badly needed improvement. (2) Annual distributions are determined taking into consideration the needs of the charity and all other resources available to it. (3) Supported Org is, from time to time, a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1participant in investment reviews (presented annually to co-trustee. Note that co-trustees have joint investment responsibility and the supported organization has no investment authority). Recent dates of SO attendance are: 2/18/2015; 10/6/2008,(4) Per trust agreement should individual trustee fail to name his successor, the Board of the Supported Org will name an individual as co-trustee. We call
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SEC D LINE 2 (CONT)
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0XXX-XX-XXXX ISHARES CORE S&P MID-CAP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1XXX-XX-XXXX VANGUARD FTSE DEVELOPED M
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1599Z466197 INTERNATIONAL FOCUSED EQU
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1899Z639959 SMALL CAP CORE COMMON TRU
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IRS990ScheduleI/RecipientTable/CashGrantAmt073000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BYRAM ARCHIBALD NEIGHBORHOOD TR
IRS990ScheduleI/RecipientTable/RecipientEIN0060985313
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 4081
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREENWICH
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PER BANK POLICY THIS IS MONITORED BY THE TRUST OFFICER
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN PERMANENT RECORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX DEPARTMENT PREPARES, REVIEWS, AND FILES FROM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE, TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PUBLISHED FEE SCHD BASED ON INDUSTRY STANDARDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CTF COST ADJUSTMENT ($12,369)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalReportableCompFromOrgAmt048482
IRS990/TotalRevenueGrp/ExclusionAmt070562

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