Civic Intelligence

Patricia Pruitt Ivey Trust

EIN 26-6035808 • San Angelo, TX

221 S IrvingSan Angelo, TX 76903
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-486%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$12,844

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

10th percentile

-23%

Faster asset growth than 10% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

42%

Faster revenue growth than 77% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$923,775

Down $282,633 (-23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$923,775

Down $282,633 (-23%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin2nd percentile

Revenue

Up

$58,015

Up $17,107 (+42%) from 2023

Expenses

Up

$340,249

Up $246,877 (+264%) from 2023

Net Income

Down

-$282,234

Down $229,770 (-438%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,772,526Liabilities 2010: $0Net Assets 2010: $1,772,5262010Assets 2011: $1,697,339Liabilities 2011: $0Net Assets 2011: $1,697,3392011Assets 2012: $1,582,555Liabilities 2012: $0Net Assets 2012: $1,582,5552012Assets 2013: $1,861,116Liabilities 2013: $0Net Assets 2013: $1,861,1162013Assets 2014: $1,900,501Liabilities 2014: $0Net Assets 2014: $1,900,5012014Assets 2015: $1,847,467Liabilities 2015: $0Net Assets 2015: $1,847,4672015Assets 2016: $1,942,352Liabilities 2016: $0Net Assets 2016: $1,942,3522016Assets 2017: $1,361,940Liabilities 2017: $0Net Assets 2017: $1,361,9402017Assets 2018: $1,320,052Liabilities 2018: $0Net Assets 2018: $1,320,0522018Assets 2019: $1,272,479Liabilities 2019: $0Net Assets 2019: $1,272,4792019Assets 2020: $1,386,388Liabilities 2020: $0Net Assets 2020: $1,386,3882020Assets 2021: $1,363,606Liabilities 2021: $0Net Assets 2021: $1,363,6062021Assets 2022: $1,259,170Liabilities 2022: $0Net Assets 2022: $1,259,1702022Assets 2023: $1,206,408Liabilities 2023: $0Net Assets 2023: $1,206,4082023Assets 2024: $923,775Liabilities 2024: $0Net Assets 2024: $923,7752024

Highlighted filing

2024

Assets$923,775
Liabilities$0
Net Assets$923,775
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $182,5922010Expenses 2011: $125,5122011Expenses 2012: $143,8052012Revenue 2013: $409,678Expenses 2013: $131,117Net Income 2013: $278,5612013Revenue 2014: $181,922Expenses 2014: $138,663Net Income 2014: $43,2592014Revenue 2015: $74,396Expenses 2015: $125,946Net Income 2015: -$51,5502015Revenue 2016: $220,134Expenses 2016: $124,690Net Income 2016: $95,4442016Revenue 2017: $97,137Expenses 2017: $677,069Net Income 2017: -$579,9322017Revenue 2018: $66,185Expenses 2018: $107,326Net Income 2018: -$41,1412018Revenue 2019: $59,888Expenses 2019: $106,183Net Income 2019: -$46,2952019Revenue 2020: $220,330Expenses 2020: $105,572Net Income 2020: $114,7582020Revenue 2021: $88,294Expenses 2021: $108,150Net Income 2021: -$19,8562021Revenue 2022: $1,974Expenses 2022: $105,451Net Income 2022: -$103,4772022Revenue 2023: $40,908Expenses 2023: $93,372Net Income 2023: -$52,4642023Revenue 2024: $58,015Expenses 2024: $340,249Net Income 2024: -$282,2342024

Highlighted filing

2024

Revenue$58,015
Expenses$340,249
Net Income-$282,234
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$923,775
Liabilities
$0
Net assets
$923,775
Revenue
$58,015
Expenses
$340,249
Net income
-$282,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.34$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.00$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.22$0.11$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.10$0.68$0.58
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.22$0.12$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.18$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.41$0.13$0.28
2012Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAN ANGELO AREA FOUNDATIONTrusteePT$12,844-$12,844
Filing and Contact Details

Filer

Filer Name
Patricia Pruitt Ivey Trust
EIN
26-6035808
Phone
3259477071
Address
221 S IRVING, SAN ANGELO, TX 76903

Signing Officer

Name
Patti May
Title
Trustee
Phone
3259477071
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Oliver Rainey & Wojtek Llp
Address
2909 SHERWOOD WAY SUITE 300, SAN ANGELO, TX 76901
Preparer
Jeffrey J Bozeman CPA
Phone
3259426713
Raw XML Appendix292 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/RecipientUSAddress/CityNm0SAN ANGELO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN ANGELO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN ANGELO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276904
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0324504
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt067121
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt067121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016951
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0305023
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0257383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016951
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0324504
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0257383
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0316352
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058969
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt019749
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ROBERT LEE STATE BANK STOCK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt019749
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt019749
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0399
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 EXCISE TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02901
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTI MAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03259477071
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA PRUITT IVEY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0266035808
ReturnHeader/Filer/PhoneNum03259477071
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 S IRVING
ReturnHeader/Filer/USAddress/CityNm0SAN ANGELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076903
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752138464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLIVER RAINEY & WOJTEK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02909 SHERWOOD WAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANGELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076901
ReturnHeader/PreparerPersonGrp/PhoneNum03259426713
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY J BOZEMAN CPA
ReturnHeader/ReturnTs02025-07-28T10:26:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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