Civic Intelligence

Judy Leftwich Calder Charitable Tr Plainscapital Bank Trustee

990PF • Fiscal year 2014 • EIN 20-4865425

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
PO Box 271Lubbock, TX 79408

(806) 791-7340

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$297,405

Down $4,329 (-1.4%) from 2013

Net Assets

Down

$297,405

Down $4,329 (-1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin14th percentile

Revenue

Up

$14,475

Up $417 (+3.0%) from 2013

Expenses

Up

$18,804

Up $200 (+1.1%) from 2013

Net Income

Up

-$4,329

Up $217 (+4.8%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$400K$300K$200K$100K$0Assets 2010: $287,966Liabilities 2010: $0Net Assets 2010: $287,9662010Assets 2011: $315,833Liabilities 2011: $959Net Assets 2011: $314,8742011Assets 2012: $306,492Liabilities 2012: $0Net Assets 2012: $306,4922012Assets 2013: $301,734Liabilities 2013: $0Net Assets 2013: $301,7342013Assets 2014: $297,405Liabilities 2014: $0Net Assets 2014: $297,4052014Assets 2015: $294,504Liabilities 2015: $0Net Assets 2015: $294,5042015Assets 2016: $280,966Liabilities 2016: $0Net Assets 2016: $280,9662016Assets 2017: $279,506Liabilities 2017: $0Net Assets 2017: $279,5062017Assets 2018: $290,247Liabilities 2018: $0Net Assets 2018: $290,2472018Assets 2019: $285,733Liabilities 2019: $0Net Assets 2019: $285,7332019Assets 2020: $300,665Liabilities 2020: $0Net Assets 2020: $300,6652020Assets 2021: $339,593Liabilities 2021: $0Net Assets 2021: $339,5932021Assets 2022: $281,628Liabilities 2022: $0Net Assets 2022: $281,6282022Assets 2023: $261,454Liabilities 2023: $0Net Assets 2023: $261,4542023Assets 2024: $269,489Liabilities 2024: $0Net Assets 2024: $269,4892024

Highlighted filing

2014

Assets$297,405
Liabilities$0
Net Assets$297,405
Open 2014 Filing

Operations Trend

Revenue Growth53rd percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $5,7072010Expenses 2011: $36,9852011Expenses 2012: $20,7092012Revenue 2013: $14,058Expenses 2013: $18,604Net Income 2013: -$4,5462013Revenue 2014: $14,475Expenses 2014: $18,804Net Income 2014: -$4,3292014Revenue 2015: $15,767Expenses 2015: $18,668Net Income 2015: -$2,9012015Revenue 2016: $7,407Expenses 2016: $20,472Net Income 2016: -$13,0652016Revenue 2017: $20,095Expenses 2017: $21,765Net Income 2017: -$1,6702017Revenue 2018: $31,900Expenses 2018: $20,983Net Income 2018: $10,9172018Revenue 2019: $14,864Expenses 2019: $19,203Net Income 2019: -$4,3392019Revenue 2020: $35,603Expenses 2020: $20,601Net Income 2020: $15,0022020Revenue 2021: $60,238Expenses 2021: $21,397Net Income 2021: $38,8412021Revenue 2022: -$40,342Expenses 2022: $20,248Net Income 2022: -$60,5902022Revenue 2023: $15,001Expenses 2023: $19,996Net Income 2023: -$4,9952023Revenue 2024: $26,841Expenses 2024: $18,806Net Income 2024: $8,0352024

Highlighted filing

2014

Revenue$14,475
Expenses$18,804
Net Income-$4,329
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Judy Leftwich Calder Charitable Tr
EIN
20-4865425
Phone
8067917340
Address
PO BOX 271, LUBBOCK, TX 79408

Signing Officer

Name
Plainscapital Bank
Title
Trustee
Phone
8067917340
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Accounting & Consulting Group Llp
Address
2403 82ND ST, LUBBOCK, TX 79423-2300
Preparer
Jimmy D Pendergrass
Phone
8067456789
Raw XML Appendix287 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MUTUTAL FUNDS-INTERNATIONAL
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-01-01
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0771
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08067917355
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST'S SOLE PURPOSE IS TO FUND THE CHARITABLE ACTIVITIES OF THE MAYO FOUNDATION, A 501(C)(3) CHARITABLE ORGANIZATION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 FIRST STREET SW
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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/AppliedToCurrentYearAmt02822
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012889
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015432
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015711
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012610
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012889
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1770
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1IRS ESTIMATED PAYMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1538
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1538
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ROUDNING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04294
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02147
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1232
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1CY EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PLAINSCAPITAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08067917340
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUDY LEFTWICH CALDER CHARITABLE TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PLAINSCAPITAL BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JUDY
ReturnHeader/Filer/EIN0204865425
ReturnHeader/Filer/PhoneNum08067917340
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 271
ReturnHeader/Filer/USAddress/CityNm0LUBBOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850454285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING & CONSULTING GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02403 82ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0794232300
ReturnHeader/PreparerPersonGrp/PhoneNum08067456789
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIMMY D PENDERGRASS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-11T09:49:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$297,405
Liabilities
$0
Net assets
$297,405
Revenue
$14,475
Expenses
$18,804
Net income
-$4,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.27$0.19$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.40$0.20$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.60$0.21$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.36$0.21$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.15$0.19$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.32$0.21$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.20$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.07$0.20$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.16$0.19$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.14$0.19$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.14$0.19$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.16$0.01$3.15$0.37
2010Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.06