Civic Intelligence

Judy Leftwich Calder Charitable Tr Plainscapital Bank Trustee

990PF • Fiscal year 2016 • EIN 20-4865425

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-176%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-53%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$280,966

Down $13,538 (-4.6%) from 2015

Net Assets

Down

$280,966

Down $13,538 (-4.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$7,407

Down $8,360 (-53%) from 2015

Expenses

Up

$20,472

Up $1,804 (+9.7%) from 2015

Net Income

Down

-$13,065

Down $10,164 (-350%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2016

Assets$280,966
Liabilities$0
Net Assets$280,966
Open 2016 Filing

Operations Trend

Revenue Growth10th 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

2016

Revenue$7,407
Expenses$20,472
Net Income-$13,065
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$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
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Rpc Cpas Consultants Llp
Address
2403 82ND ST, LUBBOCK, TX 79423-2300
Preparer
Jimmy D Pendergrass
Phone
8067456789
Raw XML Appendix334 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/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 271
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUBBOCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd079408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PLAINSCAPITAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08067917355
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST'S SOLE PURPOSE IS TO FUND THE CHARITABLE ACTIVITIES OF THE MAYO FOUNDATION, A 501(C)(3) CHARITABLE ORGANIZATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt015025
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAYO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015025
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/AppliedToCurrentYearAmt05075
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012186
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014451
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017261
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09376
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012186
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1284
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1IRS ESTIMATED PAYMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1236
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0236
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0473
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03172
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1820
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1820
TaxesSchedule/TaxesDetail/Amt0107
TaxesSchedule/TaxesDetail/Amt148
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1CY EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0107
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PLAINSCAPITAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08067917340
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E12EF51670467A2C5864C6272F84A23AE842429D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00DE5EF2C319730D69AC29554433FC997142E7A11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850454285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RPC CPAS CONSULTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02403 82ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0794232300
ReturnHeader/PreparerPersonGrp/PhoneNum08067456789
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIMMY D PENDERGRASS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T10:33:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,966
Liabilities
$0
Net assets
$280,966
Revenue
$7,407
Expenses
$20,472
Net income
-$13,065
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