Civic Intelligence

Patricia Pruitt Ivey Trust

990PF • Fiscal year 2014 • EIN 26-6035808

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile
221 So IrvingSan Angelo, TX 76903

(325) 947-7071

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$21,550

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,900,501

Up $39,385 (+2.1%) from 2013

Net Assets

Up

$1,900,501

Up $39,385 (+2.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin77th percentile

Revenue

Down

$181,922

Down $227,756 (-56%) from 2013

Expenses

Up

$138,663

Up $7,546 (+5.8%) from 2013

Net Income

Down

$43,259

Down $235,302 (-84%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2014

Assets$1,900,501
Liabilities$0
Net Assets$1,900,501
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

2014

Revenue$181,922
Expenses$138,663
Net Income$43,259
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAN ANGELO AREA FOUNDATIONTrusteePT$21,550-$21,550
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SAN ANGELO COMMUNITY SUPPORTPCSAN ANGELO, TX, US$35,000
Paid GrantTHE SALVATION ARMYSAN ANGELO COMMUNITY SUPPORT.PCSAN ANGELO, TX, US$33,500
Paid GrantWEST TEXAS BOYS RANCHSAN ANGELO COMMUNITY SUPPORT.PCSAN ANGELO, TX, US$33,500
Filing and Contact Details

Filer

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

Signing Officer

Name
San Angelo Area Foundation
Title
Trustee
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Oliver Rainey & Wojtek LLP
Address
2909 Sherwood Way Suite 300, San Angelo, TX 76901-3558
Preparer
Michelle M Perkey CPA
Phone
3259426713
Raw XML Appendix337 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SAAF - GLOBAL LISTED INFRASTRUCTURE EQUI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SAAF - DOMESTIC BONDS
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03259477071
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt133500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SAN ANGELO COMMUNITY SUPPORT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SAN ANGELO COMMUNITY SUPPORT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WEST TEXAS BOYS RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SAN ANGELO AREA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0206 S CHADBOURNE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110223 BOYS RANCH ROAD
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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/AppliedToCurrentYearAmt0102159
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02397
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01319
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01826
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018363
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01929
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102159
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023437
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025834
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0250
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt019749
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ROBERT LEE STATE BANK STOCK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt019749
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt019749
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03874
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02013 EXCISE TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014068
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014068
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAN ANGELO AREA FOUNDATION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA PRUITT IVEY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0266035808
ReturnHeader/Filer/PhoneNum03259477071
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 SO IRVING
ReturnHeader/Filer/USAddress/CityNm0SAN ANGELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076903
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/ZIPCd0769013558
ReturnHeader/PreparerPersonGrp/PhoneNum03259426713
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle M Perkey CPA
ReturnHeader/ReturnTs02015-11-16T09:16:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,900,501
Liabilities
$0
Net assets
$1,900,501
Revenue
$181,922
Expenses
$138,663
Net income
$43,259
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