Civic Intelligence

Judy Leftwich Calder Charitable Tr Plainscapital Bank Trustee

990PF • Fiscal year 2023 • EIN 20-4865425

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 29, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-33%

Higher net margin than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.2%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$261,454

Down $20,174 (-7.2%) from 2022

Net Assets

Down

$261,454

Down $20,174 (-7.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin17th percentile

Revenue

Up

$15,001

Up $55,343 (+137%) from 2022

Expenses

Down

$19,996

Down $252 (-1.2%) from 2022

Net Income

Up

-$4,995

Up $55,595 (+92%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$261,454
Liabilities$0
Net Assets$261,454
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$15,001
Expenses$19,996
Net Income-$4,995
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 29, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PLAINSCAPITAL BANKTrustee-$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
2024-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
2403 82ND STREET, LUBBOCK, TX 79423
Preparer
Kimberly D Warren CPA
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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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/Expenses1Amt014448
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014448
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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014448
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013163
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06951
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02248
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0254
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0713
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014905
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01742
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06951
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05209
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015179
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BEGINNING CORPUS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02920
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1830
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02628
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1830
TaxesSchedule/TaxesDetail/Amt0148
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0148
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PLAINSCAPITAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08067917340
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-29
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02403 82ND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079423
ReturnHeader/PreparerPersonGrp/PhoneNum08067456789
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY D WARREN CPA
ReturnHeader/ReturnTs02024-07-12T10:17:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PLAINSCAPITAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,454
Liabilities
$0
Net assets
$261,454
Revenue
$15,001
Expenses
$19,996
Net income
-$4,995
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
2023Detailed filing. Detailed filing data is available for this year.$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