Civic Intelligence

Judge Raymond Fuller Charitable Testamentary Trust

990PF • Fiscal year 2020 • EIN 20-6763749

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 28, 2021

P O Box 1031Colorado City, TX 79512-1031

(325) 728-5221

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-90%

Higher net margin than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$13,699

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

24th percentile

-3.0%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-38%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,698,187

Down $83,003 (-3.0%) from 2019

Net Assets

Down

$2,698,187

Down $83,003 (-3.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$92,069

Down $56,512 (-38%) from 2019

Expenses

Down

$175,072

Down $2,353 (-1.3%) from 2019

Net Income

Down

-$83,003

Down $54,159 (-188%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,617,184Liabilities 2010: $0Net Assets 2010: $2,617,1842010Assets 2011: $2,590,217Liabilities 2011: $0Net Assets 2011: $2,590,2172011Assets 2012: $2,558,799Liabilities 2012: $12012Assets 2013: $2,606,579Liabilities 2013: $0Net Assets 2013: $2,606,5792013Assets 2014: $2,654,604Liabilities 2014: $0Net Assets 2014: $2,654,6042014Assets 2015: $2,673,643Liabilities 2015: $0Net Assets 2015: $2,673,6432015Assets 2016: $2,624,049Liabilities 2016: $0Net Assets 2016: $2,624,0492016Assets 2018: $2,810,034Liabilities 2018: $0Net Assets 2018: $2,810,0342018Assets 2019: $2,781,190Liabilities 2019: $0Net Assets 2019: $2,781,1902019Assets 2020: $2,698,187Liabilities 2020: $0Net Assets 2020: $2,698,1872020Assets 2021: $2,727,729Liabilities 2021: $0Net Assets 2021: $2,727,7292021Assets 2022: $2,516,471Liabilities 2022: $0Net Assets 2022: $2,516,4712022Assets 2023: $2,612,835Liabilities 2023: $0Net Assets 2023: $2,612,8352023Assets 2024: $2,723,274Liabilities 2024: $0Net Assets 2024: $2,723,2742024

Highlighted filing

2020

Assets$2,698,187
Liabilities$0
Net Assets$2,698,187

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $124,5212010Expenses 2011: $141,6552011Revenue 2012: $130,115Expenses 2012: $161,533Net Income 2012: -$31,4182012Revenue 2013: $171,078Expenses 2013: $123,298Net Income 2013: $47,7802013Revenue 2014: $222,813Expenses 2014: $174,788Net Income 2014: $48,0252014Revenue 2015: $193,526Expenses 2015: $174,487Net Income 2015: $19,0392015Revenue 2016: $121,171Expenses 2016: $170,765Net Income 2016: -$49,5942016Revenue 2018: $383,624Expenses 2018: $189,862Net Income 2018: $193,7622018Revenue 2019: $148,581Expenses 2019: $177,425Net Income 2019: -$28,8442019Revenue 2020: $92,069Expenses 2020: $175,072Net Income 2020: -$83,0032020Revenue 2021: $231,671Expenses 2021: $202,897Net Income 2021: $28,7742021Revenue 2022: $162,197Expenses 2022: $373,455Net Income 2022: -$211,2582022Revenue 2023: $274,777Expenses 2023: $178,413Net Income 2023: $96,3642023Revenue 2024: $307,405Expenses 2024: $196,966Net Income 2024: $110,4392024

Highlighted filing

2020

Revenue$92,069
Expenses$175,072
Net Income-$83,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 28, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$13,699-$13,699
-Co-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Judge Raymond Fuller Charitable
EIN
20-6763749
Phone
3257285221
Address
P O BOX 1031, COLORADO CITY, TX 79512-1031

Signing Officer

Name
City National Bank
Title
Co-trustee
Phone
3257285221
Signed
2021-03-28

Preparer

Firm
Ron Mcclung CPA LLC
Address
345 WALNUT STREET, COLORADO CITY, TX 79512-6219
Preparer
Ron Mcclung
Phone
3257282452
Raw XML Appendix318 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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt0P O BOX 1031
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLORADO CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0795121031
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CITY NATIONAL BANK TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03257285221
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0159441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TEXAS A M FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0401 GEORGE BUSH DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0401 GEORGE BUSH DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0778402811
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0159441
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/AppliedToCurrentYearAmt062368
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt097073
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0148293
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0159441
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085925
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt097073
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05462
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt126361
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCOUNTS REC-DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCOUNTS REC-LONG TERM CAP GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1IRS TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt066
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt066
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11084
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES-IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CITY NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03257285221
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUDGE RAYMOND FULLER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0206763749
ReturnHeader/Filer/PhoneNum03257285221
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1031
ReturnHeader/Filer/USAddress/CityNm0COLORADO CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0795121031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813444841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RON MCCLUNG CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 WALNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0795126219
ReturnHeader/PreparerPersonGrp/PhoneNum03257282452
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RON MCCLUNG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-30T11:14:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCKENNEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.31$0.20$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.27$0.18$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.16$0.37$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.23$0.20$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.09$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.15$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.38$0.19$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.12$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.19$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.22$0.17$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.17$0.12$0.05
2012Summary only. Only limited summary data is available for this year.$2.56$0.00$0.13$0.16$0.03
2011Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.12