Civic Intelligence

Lucy a Whitaker

990PF • Fiscal year 2022 • EIN 15-6014941

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$9

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

0.8%

Faster asset growth than 53% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-67%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$5,097

Up $42 (+0.8%) from 2021

Net Assets

Up

$5,097

Up $42 (+0.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin67th percentile

Revenue

Down

$259

Down $535 (-67%) from 2021

Expenses

Down

$216

Down $797 (-79%) from 2021

Net Income

Up

$43

Up $262 (+120%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0K$4.0K$2.0K$0Assets 2011: $5,042Liabilities 2011: $02011Assets 2012: $5,199Liabilities 2012: $02012Assets 2013: $5,166Liabilities 2013: $02013Assets 2014: $5,181Liabilities 2014: $0Net Assets 2014: $5,1812014Assets 2015: $4,810Liabilities 2015: $0Net Assets 2015: $4,8102015Assets 2016: $4,815Liabilities 2016: $0Net Assets 2016: $4,8152016Assets 2017: $5,005Liabilities 2017: $0Net Assets 2017: $5,0052017Assets 2018: $5,120Liabilities 2018: $0Net Assets 2018: $5,1202018Assets 2019: $5,321Liabilities 2019: $0Net Assets 2019: $5,3212019Assets 2020: $5,273Liabilities 2020: $0Net Assets 2020: $5,2732020Assets 2021: $5,055Liabilities 2021: $0Net Assets 2021: $5,0552021Assets 2022: $5,097Liabilities 2022: $0Net Assets 2022: $5,0972022Assets 2023: $4,347Liabilities 2023: $0Net Assets 2023: $4,3472023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$5,097
Liabilities$0
Net Assets$5,097
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $301Expenses 2011: $270Net Income 2011: $312011Revenue 2012: $422Expenses 2012: $259Net Income 2012: $1632012Revenue 2013: $231Expenses 2013: $268Net Income 2013: -$372013Revenue 2014: $254Expenses 2014: $242Net Income 2014: $122014Revenue 2015: -$132Expenses 2015: $250Net Income 2015: -$3822015Revenue 2016: $231Expenses 2016: $227Net Income 2016: $42016Revenue 2017: $365Expenses 2017: $175Net Income 2017: $1902017Revenue 2018: $446Expenses 2018: $331Net Income 2018: $1152018Revenue 2019: $378Expenses 2019: $177Net Income 2019: $2012019Revenue 2020: $295Expenses 2020: $343Net Income 2020: -$482020Revenue 2021: $794Expenses 2021: $1,013Net Income 2021: -$2192021Revenue 2022: $259Expenses 2022: $216Net Income 2022: $432022Revenue 2023: -$750Expenses 2023: $0Net Income 2023: -$7502023Revenue 2024: $1,100Expenses 2024: $5,460Net Income 2024: -$4,3602024

Highlighted filing

2022

Revenue$259
Expenses$216
Net Income$43
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$9-$9
Filing and Contact Details

Filer

Filer Name
Lucy a Whitaker
EIN
15-6014941
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2023-05-01
Raw XML Appendix273 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03719
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJU
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/Amt22
TaxesSchedule/TaxesDetail/Amt31
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/NetInvestmentIncomeAmt22
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCY A WHITAKER
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0156014941
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02023-05-02T08:00:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,097
Liabilities
$0
Net assets
$5,097
Revenue
$259
Expenses
$216
Net income
$43
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0$0$0$1,100$5,460$4,360
2023Detailed filing. Detailed filing data is available for this year.$4,347$0$4,347$750$0$750
2022Detailed filing. Detailed filing data is available for this year.$5,097$0$5,097$259$216$43
2021Detailed filing. Detailed filing data is available for this year.$5,055$0$5,055$794$1,013$219
2020Detailed filing. Detailed filing data is available for this year.$5,273$0$5,273$295$343$48
2019Detailed filing. Detailed filing data is available for this year.$5,321$0$5,321$378$177$201
2018Detailed filing. Detailed filing data is available for this year.$5,120$0$5,120$446$331$115
2017Detailed filing. Detailed filing data is available for this year.$5,005$0$5,005$365$175$190
2016Detailed filing. Detailed filing data is available for this year.$4,815$0$4,815$231$227$4
2015Detailed filing. Detailed filing data is available for this year.$4,810$0$4,810$132$250$382
2014Detailed filing. Detailed filing data is available for this year.$5,181$0$5,181$254$242$12
2013Summary only. Only limited summary data is available for this year.$5,166$0$231$268$37
2012Summary only. Only limited summary data is available for this year.$5,199$0$422$259$163
2011Summary only. Only limited summary data is available for this year.$5,042$0$301$270$31