Civic Intelligence

William M & Jean D Hauber Trust

EIN 23-7887198 • Memphis, TN

5391 N Clover DriveMemphis, TN 38120
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$5,000

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.5%

Faster asset growth than 33% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

68th percentile

22%

Faster revenue growth than 68% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,860,785

Up $48,881 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,860,785

Up $48,881 (+1.7%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin66th percentile

Revenue

Up

$314,804

Up $155,619 (+98%) from 2023

Expenses

Down

$265,923

Down $29,415 (-10.0%) from 2023

Net Income

Up

$48,881

Up $185,034 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,071,874Liabilities 2020: $0Net Assets 2020: $3,071,8742020Assets 2021: $3,020,582Liabilities 2021: $0Net Assets 2021: $3,020,5822021Assets 2022: $2,948,057Liabilities 2022: $0Net Assets 2022: $2,948,0572022Assets 2023: $2,811,904Liabilities 2023: $0Net Assets 2023: $2,811,9042023Assets 2024: $2,860,785Liabilities 2024: $0Net Assets 2024: $2,860,7852024

Highlighted filing

2024

Assets$2,860,785
Liabilities$0
Net Assets$2,860,785
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$200K$0-$200KRevenue 2020: $144,986Expenses 2020: $180,869Net Income 2020: -$35,8832020Revenue 2021: $189,790Expenses 2021: $227,368Net Income 2021: -$37,5782021Revenue 2022: $211,754Expenses 2022: $287,898Net Income 2022: -$76,1442022Revenue 2023: $159,185Expenses 2023: $295,338Net Income 2023: -$136,1532023Revenue 2024: $314,804Expenses 2024: $265,923Net Income 2024: $48,8812024

Highlighted filing

2024

Revenue$314,804
Expenses$265,923
Net Income$48,881
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,860,785
Liabilities
$0
Net assets
$2,860,785
Revenue
$314,804
Expenses
$265,923
Net income
$48,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.31$0.27$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.16$0.30$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.21$0.29$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.19$0.23$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.14$0.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 3, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN HAUBERTrustee-$5,000-$5,000
PAUL HAUBERSec/Treas-$5,000-$5,000
BETH STEWARTTrustee-$5,000-$5,000
PAMELA HAUBERPresident-$5,000-$5,000
NANCY BEDWELLTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
William M & Jean D Hauber Trust
EIN
23-7887198
Phone
9015508207
Address
5391 N CLOVER DRIVE, MEMPHIS, TN 38120

Signing Officer

Name
Pamela Hauber
Title
President
Phone
9015508207
Signed
2025-07-03

Preparer

Firm
Eg Conley Pc
Address
1 FORESTWOOD DR STE 201, PITTSBURGH, PA 15237-1216
Preparer
Brendan E Conley
Phone
4123672001
Raw XML Appendix277 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05391 N CLOVER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038120
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0196000
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/AppliedToCurrentYearAmt0177272
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0177272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt092547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt078295
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0221421
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt092547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt078295
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0227851
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050579
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0221421
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0170842
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04062
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05442
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027429
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15223
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03917
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027429
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11306
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA HAUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09015508207
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM M & JEAN D HAUBER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0237887198
ReturnHeader/Filer/PhoneNum09015508207
ReturnHeader/Filer/USAddress/AddressLine1Txt05391 N CLOVER DRIVE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251898678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EG CONLEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 FORESTWOOD DR STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152371216
ReturnHeader/PreparerPersonGrp/PhoneNum04123672001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDAN E CONLEY
ReturnHeader/ReturnTs02025-08-20T10:13:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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