Civic Intelligence

Cason Westmoreland Foundation

EIN 47-2121710 • 501(c)3 • Marshall, TX

Pub. 78 Eligible990-N Coverage

Profile

Sole purpose of revenue to promote religous, charitable, scientific, literary and educational endeavors.

2716 Arlington RoadMarshall, TX 75672

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

9.8%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-39%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$50,993

Up $4,561 (+9.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$50,993

Up $4,561 (+9.8%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$7,251

Down $4,589 (-39%) from 2021

Expenses

Down

$2,690

Down $1,938 (-42%) from 2021

Net Income

Down

$4,561

Down $2,651 (-37%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$60K$40K$20K$0Assets 2014: $11,739Net Assets 2014: $11,7392014Assets 2015: $14,356Net Assets 2015: $14,3562015Assets 2016: $15,619Net Assets 2016: $15,6192016Assets 2017: $21,616Net Assets 2017: $21,6162017Assets 2018: $22,155Net Assets 2018: $22,1552018Assets 2019: $32,344Net Assets 2019: $32,3442019Assets 2020: $39,220Net Assets 2020: $39,2202020Assets 2021: $46,432Net Assets 2021: $46,4322021Assets 2022: $50,993Net Assets 2022: $50,9932022

Highlighted filing

2022

Assets$50,993
Liabilities-
Net Assets$50,993
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

$15K$10K$5.0K$0Revenue 2014: $11,798Expenses 2014: $59Net Income 2014: $11,7392014Revenue 2015: $6,190Expenses 2015: $3,573Net Income 2015: $2,6172015Revenue 2016: $6,116Expenses 2016: $4,853Net Income 2016: $1,2632016Revenue 2017: $8,297Expenses 2017: $2,300Net Income 2017: $5,9972017Revenue 2018: $5,364Expenses 2018: $4,825Net Income 2018: $5392018Revenue 2019: $13,734Expenses 2019: $3,545Net Income 2019: $10,1892019Revenue 2020: $11,301Expenses 2020: $4,425Net Income 2020: $6,8762020Revenue 2021: $11,840Expenses 2021: $4,628Net Income 2021: $7,2122021Revenue 2022: $7,251Expenses 2022: $2,690Net Income 2022: $4,5612022

Highlighted filing

2022

Revenue$7,251
Expenses$2,690
Net Income$4,561
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,993
Liabilities
-
Net assets
$50,993
Revenue
$7,251
Expenses
$2,690
Net income
$4,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$51.0$51.0$7.25$2.69$4.56
2021Detailed filing. Detailed filing data is available for this year.$46.4$46.4$11.8$4.63$7.21
2020Detailed filing. Detailed filing data is available for this year.$39.2$39.2$11.3$4.43$6.88
2019Detailed filing. Detailed filing data is available for this year.$32.3$32.3$13.7$3.55$10.2
2018Detailed filing. Detailed filing data is available for this year.$22.2$22.2$5.36$4.83$0.54
2017Detailed filing. Detailed filing data is available for this year.$21.6$21.6$8.30$2.30$6.00
2016Detailed filing. Detailed filing data is available for this year.$15.6$15.6$6.12$4.85$1.26
2015Detailed filing. Detailed filing data is available for this year.$14.4$14.4$6.19$3.57$2.62
2014Detailed filing. Detailed filing data is available for this year.$11.7$11.7$11.8$0.06$11.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$7,251
Mission and Program Overview

Mission

Sole purpose of revenue to promote religous, charitable, scientific, literary and educational endeavors.

Program Services

DescriptionGrantsExpenses
Sole purpose of revenue to promote religous, charitable, scientific, literary and educational endeavors.$2,000$690
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert Hunter ShoultsDirector-$0--
Janson Hall WestmorelandDirector-$0--
Raymond Kyle RussellDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cason Westmoreland Foundation
EIN
47-2121710
Phone
9039355217
Address
2716 Arlington Road, Marshall, TX 75672

Signing Officer

Name
Robert Hunter Shoults
Title
Director
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
McMinn Pope Woodfin & Shaw PC
Address
409 S Washington Ave, Marshall, TX 75670
Preparer
J Rick McMinn CPA
Phone
9039351741
Raw XML Appendix143 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Hunter Shoults
IRS990EZ/BooksInCareOfDetail/PhoneNum09039355217
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010857 State Highway 154
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marshall
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075670
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046432
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050993
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07251
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04561
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0690
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046432
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050993
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt07251
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046432
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050993
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046432
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Hunter Shoults
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janson Hall Westmoreland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Raymond Kyle Russell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sole purpose of revenue to promote religous, charitable, scientific, literary and educational endeavors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sole purpose of revenue to promote religous, charitable, scientific, literary and educational endeavors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0690
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02690
IRS990EZ/TotalProgramServiceExpensesAmt0690
IRS990EZ/TotalRevenueAmt07251
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049490
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt049490
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05364
IRS990ScheduleA/Total509Grp/TotalAmt049490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05364
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt049490
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Hunter Shoults
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cason Westmoreland Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CASO
ReturnHeader/Filer/EIN0472121710
ReturnHeader/Filer/PhoneNum09039355217
ReturnHeader/Filer/USAddress/AddressLine1Txt02716 Arlington Road
ReturnHeader/Filer/USAddress/CityNm0Marshall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075672
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752381789
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marshall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075670
ReturnHeader/PreparerPersonGrp/PhoneNum09039351741
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Rick McMinn CPA
ReturnHeader/ReturnTs02023-05-15T08:52:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert Hunter
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shoults
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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