Civic Intelligence

Wl Calvert Memorial Scholarship Trust

EIN 23-7426284 • 501(c)3 • Houston, TX

Profile

Scholarships for graduate geology students

13622 KingsrideHouston, TX 77079-5926

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

3.4%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,103,081

Up $264,695 (+6.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,103,081

Up $264,695 (+6.9%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin89th percentile

Revenue

Up

$218,257

Up $110,569 (+103%) from 2023

Expenses

Up

$109,256

Up $47,439 (+77%) from 2023

Net Income

Up

$109,001

Up $63,130 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2016: $697,267Liabilities 2016: $0Net Assets 2016: $697,2672016Assets 2017: $698,616Liabilities 2017: $0Net Assets 2017: $698,6162017Assets 2018: $700,623Liabilities 2018: $0Net Assets 2018: $700,6232018Assets 2019: $3,934,692Liabilities 2019: $0Net Assets 2019: $3,934,6922019Assets 2021: $4,119,368Liabilities 2021: $0Net Assets 2021: $4,119,3682021Assets 2022: $3,860,541Liabilities 2022: $0Net Assets 2022: $3,860,5412022Assets 2023: $3,838,386Liabilities 2023: $0Net Assets 2023: $3,838,3862023Assets 2025: $4,103,081Liabilities 2025: $0Net Assets 2025: $4,103,0812025

Highlighted filing

2025

Assets$4,103,081
Liabilities$0
Net Assets$4,103,081
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $73,616Expenses 2016: $34,515Net Income 2016: $39,1012016Revenue 2017: $44,614Expenses 2017: $43,265Net Income 2017: $1,3492017Revenue 2018: $37,522Expenses 2018: $35,515Net Income 2018: $2,0072018Revenue 2019: $42,605Expenses 2019: $32,748Net Income 2019: $9,8572019Revenue 2021: $103,156Expenses 2021: $108,979Net Income 2021: -$5,8232021Revenue 2022: $132,816Expenses 2022: $98,032Net Income 2022: $34,7842022Revenue 2023: $107,688Expenses 2023: $61,817Net Income 2023: $45,8712023Revenue 2025: $218,257Expenses 2025: $109,256Net Income 2025: $109,0012025

Highlighted filing

2025

Revenue$218,257
Expenses$109,256
Net Income$109,001
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,103,081
Liabilities
$0
Net assets
$4,103,081
Revenue
$218,257
Expenses
$109,256
Net income
$109,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.00$4.10$0.22$0.11$0.11
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.00$3.84$0.11$0.06$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$0.00$3.86$0.13$0.10$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.10$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$0.04$0.03$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.04$0.04$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.07$0.03$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$288,190
Mission and Program Overview

Mission

Scholarships for geology students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,629,024$4,006,246▲ $377,222
Savings and Temporary Cash Investments$349,140$96,835▼ $252,305
Total Assets$3,978,164$4,103,081▲ $124,917
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,978,164$4,103,081▲ $124,917
Total Net Assets Fund Balance$3,978,164$4,103,081▲ $124,917
Total Liabilities and Net Assets / Fund Balance$3,978,164$4,103,081▲ $124,917
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeffrey LundChairman
Nicole VillarealVice-chairman
Patty WalkerHgs Rep
Mrs Judy SchulenbergSecretary
Richard S BishopTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,968
Program Service Revenue
$0
Investment Income
$194,289
Other Revenue
$0
Change in Net Assets
$109,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,500
Other Expenses$3,756
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,500--$105,500
Insurance$2,763$0$0$2,763
Other Expenses$58$0$0$58
Total Functional Expenses$109,256$0$0$109,256
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

“Patty walker 1831 port o call st tiki island tx 77554”

Form 990, Part VI, Line 9

“Jeffrey lund 5127 tangle ln houston tx 77056”

Form 990, Part VI, Line 9

“Mrs. Judy schulenberg 17810 forest park ln spring tx 77379”

Form 990, Part VI, Line 9

“Dr. Richard bishop 13622 kingsride houston tx 77079”

Form 990, Part VI, Line 9

“Nicole villareal 3319 brooktree lane spring tx 77380”

Filing and Contact Details

Filer

Filer Name
Wl Calvert Memorial Scholarship Trust
EIN
23-7426284
Phone
7135159229
Address
13622 KINGSRIDE, HOUSTON, TX 77079-5926

Signing Officer

Name
Dr Richard S Bishop
Title
Treasurer
Phone
7135159229
Signed
2025-10-14
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Denise N Hammond
Address
PO BOX 11781, Spring, TX 77391
Preparer
Denise N Hammond
Phone
2812224250
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Calvert trust is a nonprofit association with members who participate in the organizations government”

Pt VI, Line 7B

“The decisions made by the members follow roberts rule of order.”

Pt VI, Line 11B

“The treasurer is solely responsible for reviewing the tax return.”

Pt VI, Line 19

“Organization provides copies of the 990 upon request.”

Pt XI

“W.l calvert memorial scholarship fund inherited mr. William calverts estate upon his death on june 4, 2018.”

Raw XML Appendix336 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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IRS990/InvestmentsPubTradedSecGrp/BOYAmt03629024
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04006246
IRS990/IRPDocumentCnt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CALVERT MEMORIAL SCHOLARSHIP TRUST RECEIVES FUNDING FROM THE HOUSTON GEOLOGIC SOCIETY SCHOLARSHIP (HGS) NIGHT WHERE THE PUBLIC IS INVITED. THIS IS AN ANNUAL EVENT AND ATTRACTS PRIVATE AND CORPORATE DONORS. IN 2018, THE CALVERT MEMORIAL SCHOLARSHIP TRUST RECEIVED A SUBSTANTIAL BEQUEST FROM A DISINTERESTED PARTY. THE FACT THAT THE CALVERT MEMORIAL SCHOLARSHIP TRUST IS A PUBLIC SUPPORTED CHARITY WAS PART OF THE ATTRACTION FOR THE BEQUEST. THE EARNINGS GENERATED FROM INVESTING THIS BEQUEST HAS CAUSED THE PUBLIC SUPPORT PERCENTAGE TO DROP BELOW THE ACCEPTED MINIMUM OF 33-1/3%. THE TRUST CONTINUES TO ACTIVELY PURSUE PUBLIC SUPPORT DESPITE THE BEQUEST. THE EFFORTS OF THE DIVERSE BOARD OF THE TRUST TO PRESERVE THE INTEGRITY OF THE TRUST AND THEIR PURSUIT OF PUBLIC DONORS HAS MADE AVAILABLE MORE MONEY FOR MORE SCHOLARSHIP RECIPIENTS. IN ADDITION, AT THE TIME OF THE ANNUAL DUES REQUEST, MEMBERS ARE ENCOURAGED TO INCLUDE A DONATION TO THE 2 HGS SCHOLARSHIP FUNDS (UNDERGRADUATE AND CALVERT).THOSE FUNDS ARE SPLIT 50-50 BETWEEN THE TWO FOUNDATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CALVERT TRUST IS A NONPROFIT ASSOCIATION WITH MEMBERS WHO PARTICIPATE IN THE ORGANIZATIONS GOVERNMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DECISIONS MADE BY THE MEMBERS FOLLOW ROBERTS RULE OF ORDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER IS SOLELY RESPONSIBLE FOR REVIEWING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION PROVIDES COPIES OF THE 990 UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4W.L CALVERT MEMORIAL SCHOLARSHIP FUND INHERITED MR. WILLIAM CALVERTS ESTATE UPON HIS DEATH ON JUNE 4, 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PATTY WALKER 1831 PORT O CALL ST TIKI ISLAND TX 77554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6JEFFREY LUND 5127 TANGLE LN HOUSTON TX 77056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MRS. JUDY SCHULENBERG 17810 FOREST PARK LN SPRING TX 77379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DR. RICHARD BISHOP 13622 KINGSRIDE HOUSTON TX 77079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NICOLE VILLAREAL 3319 BROOKTREE LANE SPRING TX 77380
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part VI, Line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03978164
IRS990/TotalAssetsEOYAmt04103081
IRS990/TotalAssetsGrp/BOYAmt03978164
IRS990/TotalAssetsGrp/EOYAmt04103081
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023968
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109256
IRS990/TotalFunctionalExpensesGrp/TotalAmt0109256
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03978164
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04103081
IRS990/TotalProgramServiceExpensesAmt0109256
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0194289
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0218257
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03978164
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04103081
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013622 KINGSRIDE
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770795926
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR RICHARD S BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07135159229
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WL CALVERT MEMORIAL SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WLCA
ReturnHeader/Filer/EIN0237426284
ReturnHeader/Filer/PhoneNum07135159229
ReturnHeader/Filer/USAddress/AddressLine1Txt013622 KINGSRIDE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770795926
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENISE N HAMMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 11781
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077391
ReturnHeader/PreparerPersonGrp/PhoneNum02812224250
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise N Hammond
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-14T09:51:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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