Civic Intelligence

Gladys & Jd Leftwich Charitable Trust 2

990PF • Fiscal year 2022 • EIN 20-6240606

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

98th percentile

213%

Higher net margin than 98% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

17th percentile

-12%

Faster asset growth than 17% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$634,851

Down $86,991 (-12%) from 2021

Net Assets

Down

$634,851

Down $86,991 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

-$39,507

Down $156,825 (-134%) from 2021

Expenses

Up

$44,669

Up $579 (+1.3%) from 2021

Net Income

Down

-$84,176

Down $157,404 (-215%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$800K$600K$400K$200K$0Assets 2010: $559,947Liabilities 2010: $0Net Assets 2010: $559,9472010Assets 2011: $569,775Liabilities 2011: $0Net Assets 2011: $569,7752011Assets 2012: $579,076Liabilities 2012: $0Net Assets 2012: $579,0762012Assets 2013: $594,927Liabilities 2013: $0Net Assets 2013: $594,9272013Assets 2014: $668,450Liabilities 2014: $0Net Assets 2014: $668,4502014Assets 2015: $650,003Liabilities 2015: $0Net Assets 2015: $650,0032015Assets 2017: $648,730Liabilities 2017: $0Net Assets 2017: $648,7302017Assets 2018: $659,649Liabilities 2018: $0Net Assets 2018: $659,6492018Assets 2019: $640,861Liabilities 2019: $0Net Assets 2019: $640,8612019Assets 2020: $648,992Liabilities 2020: $0Net Assets 2020: $648,9922020Assets 2021: $721,842Liabilities 2021: $0Net Assets 2021: $721,8422021Assets 2022: $634,851Liabilities 2022: $0Net Assets 2022: $634,8512022Assets 2023: $607,068Liabilities 2023: $12023Assets 2024: $611,674Liabilities 2024: $0Net Assets 2024: $611,6742024

Highlighted filing

2022

Assets$634,851
Liabilities$0
Net Assets$634,851
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $35,0012010Expenses 2011: $36,1342011Expenses 2012: $29,4232012Revenue 2013: $48,188Expenses 2013: $32,337Net Income 2013: $15,8512013Revenue 2014: $113,723Expenses 2014: $40,200Net Income 2014: $73,5232014Revenue 2015: $29,027Expenses 2015: $47,474Net Income 2015: -$18,4472015Revenue 2017: $44,777Expenses 2017: $43,975Net Income 2017: $8022017Revenue 2018: $56,039Expenses 2018: $45,120Net Income 2018: $10,9192018Revenue 2019: $25,607Expenses 2019: $44,395Net Income 2019: -$18,7882019Revenue 2020: $51,119Expenses 2020: $42,988Net Income 2020: $8,1312020Revenue 2021: $117,318Expenses 2021: $44,090Net Income 2021: $73,2282021Revenue 2022: -$39,507Expenses 2022: $44,669Net Income 2022: -$84,1762022Revenue 2023: $15,611Expenses 2023: $43,406Net Income 2023: -$27,7952023Revenue 2024: $45,618Expenses 2024: $41,012Net Income 2024: $4,6062024

Highlighted filing

2022

Revenue-$39,507
Expenses$44,669
Net Income-$84,176
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PLAINSCAPITAL BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLUBBOCK MEALS ON WHEELSGENERAL SUPPORT501(C)(3)LUBBOCK, TX, US$15,899
Paid GrantSALVATION ARMYGENERAL SUPPORT501(C)(3)LUBBOCK, TX, US$15,899
Filing and Contact Details

Filer

Filer Name
Gladys & Jd Leftwich Charitable
EIN
20-6240606
Phone
8067917340
Address
PO BOX 271, LUBBOCK, TX 79408

Signing Officer

Name
Plains Capital Bank
Title
Trustee
Phone
8067917340
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
400 N PENN SUITE 690, ROSWELL, NM 88201
Preparer
Kimberly D Warren
Phone
5756224667
Raw XML Appendix374 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/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PLAINSCAPITAL BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 271
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUBBOCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd079408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08067917340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST'S SOLE FUNCTION IS TO CONTRIBUTE TO MEALS ON WHEELS AND THE SALVATION ARMY, BOTH 501(C)(3) CHARITABLE ORGANIZATIONS, IN THE LUBBOCK, TEXAS AREA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt033497
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015899
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115899
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LUBBOCK MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02304 34TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 2785
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd179408
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031798
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/AppliedToCurrentYearAmt016019
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017478
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033497
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016731
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017478
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0605
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12210
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1WASH SALES ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11756
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01404
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05618
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1650
TaxesSchedule/TaxesDetail/Amt0205
TaxesSchedule/TaxesDetail/Amt1893
TaxesSchedule/TaxesDetail/Amt21520
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12021 EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt22022 ESTIMATED EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0205
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PLAINS CAPITAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08067917340
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLADYS & JD LEFTWICH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST #2
ReturnHeader/Filer/BusinessNameControlTxt0LEFT
ReturnHeader/Filer/EIN0206240606
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/PreparerFirmEIN0761396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 N PENN SUITE 690
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd088201
ReturnHeader/PreparerPersonGrp/PhoneNum05756224667
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY D WARREN
ReturnHeader/ReturnTs02023-11-14T08:17:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PLAINS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAPITAL BANK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$634,851
Liabilities
$0
Net assets
$634,851
Revenue
-$39,507
Expenses
$44,669
Net income
-$84,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.46$0.41$0.05
2023Summary only. Only limited summary data is available for this year.$6.07$0.00$0.16$0.43$0.28
2022Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.40$0.45$0.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.00$7.22$1.17$0.44$0.73
2020Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.51$0.43$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$0.00$6.41$0.26$0.44$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$0.56$0.45$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.45$0.44$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.00$6.50$0.29$0.47$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$1.14$0.40$0.74
2013Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.48$0.32$0.16
2012Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.29
2011Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.36
2010Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.35