Civic Intelligence

Perry and Ruby Stevens Charitable Foundation

990T • Fiscal year 2020 • EIN 20-4169959

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 291929Kerrville, TX 78029-1929

(830) 634-3333

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $24,521,459Liabilities 2011: $1,0172011Assets 2012: $49,476,318Liabilities 2012: $1,0162012Assets 2013: $59,601,257Liabilities 2013: $3,728Net Assets 2013: $59,597,5292013Assets 2014: $60,910,761Liabilities 2014: $0Net Assets 2014: $60,910,7612014Assets 2015: $66,301,724Liabilities 2015: $0Net Assets 2015: $66,301,7242015Assets 2016: $58,233,759Liabilities 2016: $0Net Assets 2016: $58,233,7592016Assets 2017: $58,978,254Liabilities 2017: $0Net Assets 2017: $58,978,2542017Assets 2018: $57,379,613Liabilities 2018: $0Net Assets 2018: $57,379,6132018Assets 2019: $60,379,709Liabilities 2019: $3,179Net Assets 2019: $60,376,5302019Assets 2020: $61,187,400Liabilities 2020: $3,766Net Assets 2020: $61,183,6342020Assets 2021: $61,076,498Liabilities 2021: $22Net Assets 2021: $61,076,4762021Assets 2022: $59,396,373Liabilities 2022: $1,350,060Net Assets 2022: $58,046,3132022Assets 2023: $63,957,747Liabilities 2023: $2,034,072Net Assets 2023: $61,923,6752023Assets 2024: $63,163,857Liabilities 2024: $1,348,304Net Assets 2024: $61,815,5532024

Latest loaded filing

2024

Assets$63,163,857
Liabilities$1,348,304
Net Assets$61,815,553
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,838,580Expenses 2011: $1,475,632Net Income 2011: $1,362,9482011Revenue 2012: $1,198,695Expenses 2012: $1,513,468Net Income 2012: -$314,7732012Revenue 2013: $10,412,305Expenses 2013: $3,207,211Net Income 2013: $7,205,0942013Revenue 2014: $5,371,682Expenses 2014: $3,933,006Net Income 2014: $1,438,6762014Revenue 2015: $9,200,887Expenses 2015: $3,754,666Net Income 2015: $5,446,2212015Revenue 2016: -$1,001,565Expenses 2016: $3,715,189Net Income 2016: -$4,716,7542016Revenue 2017: $2,064,579Expenses 2017: $3,769,748Net Income 2017: -$1,705,1692017Revenue 2018: $3,112,155Expenses 2018: $3,453,298Net Income 2018: -$341,1432018Revenue 2019: $1,657,730Expenses 2019: $3,658,586Net Income 2019: -$2,000,8562019Revenue 2020: $1,690,440Expenses 2020: $2,870,900Net Income 2020: -$1,180,4602020Revenue 2021: $3,390,506Expenses 2021: $3,115,512Net Income 2021: $274,9942021Revenue 2022: $2,192,433Expenses 2022: $3,236,837Net Income 2022: -$1,044,4042022Revenue 2023: $4,900,785Expenses 2023: $3,302,080Net Income 2023: $1,598,7052023Revenue 2024: $3,719,784Expenses 2024: $3,815,908Net Income 2024: -$96,1242024

Latest loaded filing

2024

Revenue$3,719,784
Expenses$3,815,908
Net Income-$96,124
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Perry & Ruby Stevens
EIN
20-4169959
Phone
8306343333
Address
PO BOX 291929, KERRVILLE, TX 78029-1929

Signing Officer

Name
Laurie Milton
Title
Executive Director
Phone
4326831835
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
550 W TEXAS SUITE 1000, MIDLAND, TX 79701
Preparer
Steven Jeffcoat
Phone
4326831835
Raw XML Appendix57 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
IRS990T/BooksInCareOfDetail/PersonNm0LAURIE MILTON
IRS990T/BooksInCareOfDetail/PhoneNum08308960630
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 291929
IRS990T/BooksInCareOfDetail/USAddress/CityNm0KERRVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0780291929
IRS990T/BookValueAssetsEOYAmt061187400
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE MILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04326831835
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY & RUBY STEVENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0204169959
ReturnHeader/Filer/PhoneNum08306343333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 291929
ReturnHeader/Filer/USAddress/CityNm0KERRVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0780291929
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 W TEXAS SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079701
ReturnHeader/PreparerPersonGrp/PhoneNum04326831835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN JEFFCOAT
ReturnHeader/ReturnTs02021-11-15T09:37:40-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.2$1.35$61.8$3.72$3.82$0.10
2023Detailed filing. Detailed filing data is available for this year.$64.0$2.03$61.9$4.90$3.30$1.60
2022Detailed filing. Detailed filing data is available for this year.$59.4$1.35$58.0$2.19$3.24$1.04
2021Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$3.39$3.12$0.27
2020Detailed filing. Detailed filing data is available for this year.$61.2$0.00$61.2$1.69$2.87$1.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$60.4$0.00$60.4$1.66$3.66$2.00
2018Detailed filing. Detailed filing data is available for this year.$57.4$0.00$57.4$3.11$3.45$0.34
2017Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$2.06$3.77$1.71
2016Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$1.00$3.72$4.72
2015Detailed filing. Detailed filing data is available for this year.$66.3$0.00$66.3$9.20$3.75$5.45
2014Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$5.37$3.93$1.44
2013Detailed filing. Detailed filing data is available for this year.$59.6$0.00$59.6$10.4$3.21$7.21
2012Summary only. Only limited summary data is available for this year.$49.5$0.00$1.20$1.51$0.31
2011Summary only. Only limited summary data is available for this year.$24.5$0.00$2.84$1.48$1.36