Civic Intelligence

W L Calvert Memorial Scholarship Trust

990 • Fiscal year 2016 • EIN 23-7426284

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 17, 2016

Organization ProfileN/A
13622 KingsrideHouston, TX 77079-5926

(713) 515-9229

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

45th percentile

0.3%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

$697,267

No earlier filing loaded for comparison.

Net Assets

$697,267

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin93rd percentile

Revenue

$73,616

No earlier filing loaded for comparison.

Expenses

$34,515

No earlier filing loaded for comparison.

Net Income

$39,101

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2016

Assets$697,267
Liabilities$0
Net Assets$697,267
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$73,616
Expenses$34,515
Net Income$39,101
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 17, 2016
Return Version
2015v2.1
Gross Receipts
$280,917
Mission and Program Overview

Mission

Scholarships for geology students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$674,608$663,482▼ $11,126
Cash and Non-Interest-Bearing Accounts$20,405$33,785▲ $13,380
Total Assets$695,013$697,267▲ $2,254
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$695,013$697,267▲ $2,254
Total Net Assets Fund Balance$695,013$697,267▲ $2,254
Total Liabilities and Net Assets / Fund Balance$695,013$697,267▲ $2,254
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Carl E NormanChairman
Patrick GordonVice-chairman
John JordanHgs Rep
Dr Alison HenningSecretary
Richard S BishopTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,545
Program Service Revenue
$0
Investment Income
$34,071
Other Revenue
$0
All Other Contributions
$31,273
Change in Net Assets
$39,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,000
Other Expenses$515
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,000--$34,000
Other Expenses$515$0$0$515
Total Functional Expenses$34,515$0$0$34,515
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 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

“Dr. Carl norman 12625 memorial dr, #77 houston tx 77024”

Form 990, Part VI, Line 9

“Pat gordon 14810 oak bend dr houston tx 77079”

Form 990, Part VI, Line 9

“Dr. Alison henning 1022 martin st. Houston tx 77018”

Form 990, Part VI, Line 9

“Dr. Richard bishop 13622 kingsride houston tx 77079”

Form 990, Part VI, Line 9

“John jordan 1201 lake robbins dr. The woodlands tx 77251”

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
2016-08-17
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 77391-1781
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 organization's 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

“Balance sheet adjustment.”

Raw XML Appendix311 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STUDENTS CONSIDERED FOR SCHOLARSHIPS ARE SELECTED FROM A POOL OF APPLICANTS WHO ARE PURSUING A GRADUATE DEGREE IN ECONOMIC GEOLOGY. THE STUDENT APPLICANTS MUST HAVE THREE (3) RECOMMENDATIONS, ONE OF WHICH IS OUTSIDE THEIR COLLEGE/UNIVERSITY, AND WHO MUST HAVE A GRADE POINT AVERAGE OF 2.5 OR GREATER ON A SCALED OF 4. SOME CONSIDERATION IS GIVEN TO THE ECONOMIC NEED OF THE APPLICANT; HOWEVER, THIS IS BASED ON INFORMATION PROVIDED BY THE APPLICANT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CALVERT TRUST IS A NONPROFIT ASSOCIATION WITH MEMBERS WHO PARTICIPATE IN THE ORGANIZATION'S 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/ExplanationTxt4BALANCE SHEET ADJUSTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DR. CARL NORMAN 12625 MEMORIAL DR, #77 HOUSTON TX 77024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAT GORDON 14810 OAK BEND DR HOUSTON TX 77079
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DR. RICHARD BISHOP 13622 KINGSRIDE HOUSTON TX 77079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9JOHN JORDAN 1201 LAKE ROBBINS DR. THE WOODLANDS TX 77251
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XI
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part VI, Line 9
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770795926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENISE N HAMMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 11781
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0773911781
ReturnHeader/PreparerPersonGrp/PhoneNum02812224250
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE N HAMMOND
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-18T12:47:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$697,267
Liabilities
$0
Net assets
$697,267
Revenue
$73,616
Expenses
$34,515
Net income
$39,101
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits