Civic Intelligence

UW C Isham Appt L Isham Residuary

EIN 13-6372804 • 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

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

8th percentile

-57%

Higher net margin than 8% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$75,197

Higher top officer pay than 44% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

26th percentile

-2.3%

Faster asset growth than 26% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,242,570

Down $121,475 (-2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,242,570

Down $121,475 (-2.3%) from 2023

Revenue

Up

$214,013

Up $33,365 (+18%) from 2023

Expenses

Up

$335,411

Up $40,867 (+14%) from 2023

Net Income

Down

-$121,398

Down $7,502 (-6.6%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,447,048Liabilities 2011: $02011Assets 2012: $3,626,320Liabilities 2012: $02012Assets 2013: $3,607,686Liabilities 2013: $02013Assets 2014: $3,546,643Liabilities 2014: $02014Assets 2015: $3,546,026Liabilities 2015: $0Net Assets 2015: $3,546,0262015Assets 2016: $3,565,154Liabilities 2016: $0Net Assets 2016: $3,565,1542016Assets 2017: $3,771,596Liabilities 2017: $0Net Assets 2017: $3,771,5962017Assets 2018: $3,978,070Liabilities 2018: $0Net Assets 2018: $3,978,0702018Assets 2019: $4,105,212Liabilities 2019: $0Net Assets 2019: $4,105,2122019Assets 2020: $4,171,395Liabilities 2020: $0Net Assets 2020: $4,171,3952020Assets 2021: $5,320,998Liabilities 2021: $0Net Assets 2021: $5,320,9982021Assets 2022: $5,477,671Liabilities 2022: $0Net Assets 2022: $5,477,6712022Assets 2023: $5,364,045Liabilities 2023: $0Net Assets 2023: $5,364,0452023Assets 2024: $5,242,570Liabilities 2024: $0Net Assets 2024: $5,242,5702024

Highlighted filing

2024

Assets$5,242,570
Liabilities$0
Net Assets$5,242,570

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $334,124Expenses 2011: $198,472Net Income 2011: $135,6522011Revenue 2012: $370,978Expenses 2012: $200,869Net Income 2012: $170,1092012Revenue 2013: $144,213Expenses 2013: $224,070Net Income 2013: -$79,8572013Revenue 2014: $264,201Expenses 2014: $254,150Net Income 2014: $10,0512014Revenue 2015: $244,081Expenses 2015: $244,271Net Income 2015: -$1902015Revenue 2016: $251,941Expenses 2016: $237,883Net Income 2016: $14,0582016Revenue 2017: $454,315Expenses 2017: $243,883Net Income 2017: $210,4322017Revenue 2018: $484,018Expenses 2018: $279,955Net Income 2018: $204,0632018Revenue 2019: $397,525Expenses 2019: $242,948Net Income 2019: $154,5772019Revenue 2020: $357,346Expenses 2020: $307,104Net Income 2020: $50,2422020Revenue 2021: $1,455,637Expenses 2021: $312,585Net Income 2021: $1,143,0522021Revenue 2022: $498,962Expenses 2022: $358,885Net Income 2022: $140,0772022Revenue 2023: $180,648Expenses 2023: $294,544Net Income 2023: -$113,8962023Revenue 2024: $214,013Expenses 2024: $335,411Net Income 2024: -$121,3982024

Highlighted filing

2024

Revenue$214,013
Expenses$335,411
Net Income-$121,398

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.21$0.34$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.18$0.29$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.50$0.36$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$1.46$0.31$1.14
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.36$0.31$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.40$0.24$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.48$0.28$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.45$0.24$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.25$0.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.24$0.24$0.00
2014Summary only. Only limited summary data is available for this year.$3.55$0.00$0.26$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$3.61$0.00$0.14$0.22$0.08
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$0.37$0.20$0.17
2011Summary only. Only limited summary data is available for this year.$3.45$0.00$0.33$0.20$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 20, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$71,224-$71,224
Filing and Contact Details

Filer

Filer Name
Uw C Isham Appt L Isham Residuary
EIN
13-6372804
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-03-20
Raw XML Appendix344 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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt084954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt184954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt284954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN NATIONAL RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0120 WEST 14TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1250 WILLIAMS STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22025 E STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0254862
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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/AppliedToCurrentYearAmt0235081
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt051532
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0296763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0286613
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061682
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051532
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - CHARITABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02761
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02761
OtherDecreasesSchedule/OtherDecreasesDetail/Amt084
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL SHARES ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024247
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0671
TaxesSchedule/TaxesDetail/Amt12400
TaxesSchedule/TaxesDetail/Amt21751
TaxesSchedule/TaxesDetail/Amt3492
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21751
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3492
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UW C ISHAM APPT L ISHAM RESIDUARY
ReturnHeader/Filer/BusinessNameControlTxt0ISHA
ReturnHeader/Filer/EIN0136372804
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-03-20T10:01:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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