Civic Intelligence

The Lrw Charitable Trust

990PF • Fiscal year 2015 • EIN 20-8673013

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
PO Box 168Midland, TX 79702-0168

(432) 684-6311

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

96th percentile

208%

Faster asset growth than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

27469%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$168,985

Up $114,172 (+208%) from 2014

Net Assets

Up

$168,985

Up $114,357 (+209%) from 2014

Liabilities

Down

$0

Down $185 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$143,359

Up $142,839 (+27469%) from 2014

Expenses

Up

$13,425

Up $7,921 (+144%) from 2014

Net Income

Up

$129,934

Up $134,918 (+2707%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $57,253Liabilities 2011: $02011Assets 2012: $58,343Liabilities 2012: $02012Assets 2013: $59,611Liabilities 2013: $02013Assets 2014: $54,813Liabilities 2014: $185Net Assets 2014: $54,6282014Assets 2015: $168,985Liabilities 2015: $0Net Assets 2015: $168,9852015Assets 2016: $2,990,064Liabilities 2016: $726Net Assets 2016: $2,989,3382016Assets 2017: $2,958,289Liabilities 2017: $1,451Net Assets 2017: $2,956,8382017Assets 2018: $2,859,134Liabilities 2018: $4,452Net Assets 2018: $2,854,6822018Assets 2019: $2,700,122Liabilities 2019: $0Net Assets 2019: $2,700,1222019Assets 2020: $2,575,411Liabilities 2020: $12020Assets 2021: $2,457,265Liabilities 2021: $0Net Assets 2021: $2,457,2652021Assets 2022: $2,333,590Liabilities 2022: $0Net Assets 2022: $2,333,5902022Assets 2023: $2,330,032Liabilities 2023: $12023Assets 2024: $2,205,602Liabilities 2024: $0Net Assets 2024: $2,205,6022024

Highlighted filing

2015

Assets$168,985
Liabilities$0
Net Assets$168,985
Open 2015 Filing

Operations Trend

Revenue Growth100th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,049Expenses 2011: $2,810Net Income 2011: -$1,7612011Revenue 2012: $1,192Expenses 2012: $121Net Income 2012: $1,0712012Revenue 2013: $1,589Expenses 2013: $310Net Income 2013: $1,2792013Revenue 2014: $520Expenses 2014: $5,504Net Income 2014: -$4,9842014Revenue 2015: $143,359Expenses 2015: $13,425Net Income 2015: $129,9342015Revenue 2016: $2,960,038Expenses 2016: $139,685Net Income 2016: $2,820,3532016Revenue 2017: $161,409Expenses 2017: $193,909Net Income 2017: -$32,5002017Revenue 2018: $175,834Expenses 2018: $277,990Net Income 2018: -$102,1562018Revenue 2019: $142,910Expenses 2019: $297,470Net Income 2019: -$154,5602019Revenue 2020: $122,305Expenses 2020: $247,016Net Income 2020: -$124,7112020Revenue 2021: $112,298Expenses 2021: $230,444Net Income 2021: -$118,1462021Revenue 2022: $140,697Expenses 2022: $264,372Net Income 2022: -$123,6752022Revenue 2023: $228,452Expenses 2023: $232,010Net Income 2023: -$3,5582023Revenue 2024: $143,062Expenses 2024: $267,492Net Income 2024: -$124,4302024

Highlighted filing

2015

Revenue$143,359
Expenses$13,425
Net Income$129,934
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOYD G WHITLEY JRTrustee-$0--
RUFUS J WHITLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The LRW Charitable Trust
EIN
20-8673013
In Care Of
% RUFUS WHITLEY
Phone
4326846311
Address
PO Box 168, Midland, TX 79702-0168

Signing Officer

Name
Rufus Whitley
Title
president
Phone
2104213426
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
10001 REUNION PLACE SUITE 400, SAN ANTONIO, TX 78216-4137
Preparer
Patricia Quintana-Perron
Phone
2103419400
Raw XML Appendix320 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt260710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt356010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415175
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPS MEDICAL BREAKTHROUGHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DIGIMARC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DU PONT E I DE NEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES CHINA LARGE-CAP ETF
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0129934
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0375.0 ISHARES CHINA LARGE-CAP EFT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01830
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0112382
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01722
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOYD G WHITLEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RUFUS J WHITLEY
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RUFUS WHITLEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02104213426
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL ASSISTANCE FOR STUDENTS OF THE MTM PRGM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSISTANCE WITH AND TREATMENT OF ALCOHOLISM AND CHEMICAL ADDICTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Oblate School of Theology
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FATHER MARTIN'S ASHLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0285 Oblate Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 TYDINGS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAVRE DE GRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121078
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
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/AppliedToCurrentYearAmt05652
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0889
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01459
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01459
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01459
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01459
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0889
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Estate of Loyd Whitley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 168
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIDLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0797020168
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0138492
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt068920
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt163400
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt26172
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02000 SHARES OF STOCK INTEL CORP COM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11000 SHARES OF STOCK DU PONT E I DE NEMOURS & CO COM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2101 SHARES OF STOCK ISHARES MSCI EAFE ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-05-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12015-10-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22015-10-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015577
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV VS COST BASIS FROM CONTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0524
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FROST BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0524
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - FROST ACCOUNT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt049
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUFUS WHITLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum02104213426
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The LRW Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LRWC
ReturnHeader/Filer/EIN0208673013
ReturnHeader/Filer/InCareOfNm0% RUFUS WHITLEY
ReturnHeader/Filer/PhoneNum04326846311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 168
ReturnHeader/Filer/USAddress/CityNm0Midland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0797020168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010001 REUNION PLACE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782164137
ReturnHeader/PreparerPersonGrp/PhoneNum02103419400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Quintana-Perron
ReturnHeader/ReturnTs02016-11-15T09:49:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,985
Liabilities
$0
Net assets
$168,985
Revenue
$143,359
Expenses
$13,425
Net income
$129,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.14$0.27$0.12
2023Summary only. Only limited summary data is available for this year.$2.33$0.00$0.23$0.23$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.14$0.26$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.11$0.23$0.12
2020Summary only. Only limited summary data is available for this year.$2.58$0.00$0.12$0.25$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.14$0.30$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.85$0.18$0.28$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.16$0.19$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$2.96$0.14$2.82
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.14$0.01$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.00$0.00