Civic Intelligence

W D Morgan Trust Harleston National Bank Trustee

EIN 37-6026817 • Dallas, TX

Dallas, TX
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

36%

Higher net margin than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$43,996

Higher top officer pay than 59% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

266%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,903,828

Up $107,761 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,903,828

Up $107,761 (+3.9%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin81st percentile

Revenue

Up

$306,360

Up $222,580 (+266%) from 2023

Expenses

Up

$195,754

Up $50,399 (+35%) from 2023

Net Income

Up

$110,606

Up $172,181 (+280%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $482,752Liabilities 2011: $02011Assets 2012: $480,165Liabilities 2012: $02012Assets 2013: $2,694,909Liabilities 2013: $02013Assets 2014: $2,897,221Liabilities 2014: $02014Assets 2015: $2,825,675Liabilities 2015: $02015Assets 2019: $2,676,428Liabilities 2019: $02019Assets 2020: $2,703,412Liabilities 2020: $0Net Assets 2020: $2,703,4122020Assets 2021: $3,168,926Liabilities 2021: $0Net Assets 2021: $3,168,9262021Assets 2022: $2,858,683Liabilities 2022: $0Net Assets 2022: $2,858,6832022Assets 2023: $2,796,067Liabilities 2023: $0Net Assets 2023: $2,796,0672023Assets 2024: $2,903,828Liabilities 2024: $0Net Assets 2024: $2,903,8282024

Highlighted filing

2024

Assets$2,903,828
Liabilities$0
Net Assets$2,903,828
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $64,419Expenses 2011: $80,141Net Income 2011: -$15,7222011Revenue 2012: $118,378Expenses 2012: $120,965Net Income 2012: -$2,5872012Revenue 2013: $2,351,624Expenses 2013: $129,140Net Income 2013: $2,222,4842013Revenue 2014: $465,157Expenses 2014: $324,914Net Income 2014: $140,2432014Revenue 2015: $92,894Expenses 2015: $161,323Net Income 2015: -$68,4292015Revenue 2019: $155,642Expenses 2019: $154,118Net Income 2019: $1,5242019Revenue 2020: $222,394Expenses 2020: $184,486Net Income 2020: $37,9082020Revenue 2021: $637,347Expenses 2021: $194,135Net Income 2021: $443,2122021Revenue 2022: -$89,830Expenses 2022: $220,509Net Income 2022: -$310,3392022Revenue 2023: $83,780Expenses 2023: $145,355Net Income 2023: -$61,5752023Revenue 2024: $306,360Expenses 2024: $195,754Net Income 2024: $110,6062024

Highlighted filing

2024

Revenue$306,360
Expenses$195,754
Net Income$110,606
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,903,828
Liabilities
$0
Net assets
$2,903,828
Revenue
$306,360
Expenses
$195,754
Net income
$110,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.31$0.20$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.08$0.15$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.09$0.22$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.64$0.19$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.22$0.18$0.04
2019Summary only. Only limited summary data is available for this year.$2.68$0.00$0.16$0.15$0.00
2015Summary only. Only limited summary data is available for this year.$2.83$0.00$0.09$0.16$0.07
2014Summary only. Only limited summary data is available for this year.$2.90$0.00$0.47$0.32$0.14
2013Summary only. Only limited summary data is available for this year.$2.69$0.00$2.35$0.13$2.22
2012Summary only. Only limited summary data is available for this year.$0.48$0.00$0.12$0.12$0.00
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.06$0.08$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits