Civic Intelligence

Cason Westmoreland Foundation

990EZ • Fiscal year 2016 • EIN 47-2121710

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
10857 State Highway 154Marshall, TX 75670

(903) 935-5217

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

-1.2%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,619

Up $1,263 (+8.8%) from 2015

Net Assets

Up

$15,619

Up $1,263 (+8.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Down

$6,116

Down $74 (-1.2%) from 2015

Expenses

Up

$4,853

Up $1,280 (+36%) from 2015

Net Income

Down

$1,263

Down $1,354 (-52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2016

Assets$15,619
Liabilities-
Net Assets$15,619
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

2016

Revenue$6,116
Expenses$4,853
Net Income$1,263
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$6,116
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.$1,853$3,000
Compensation and Service Providers
Top Officer Pay75th 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
10857 State Highway 154, Marshall, TX 75670

Signing Officer

Name
Robert Hunter Shoults
Title
Director
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
McMinn Laird & Company PC
Address
409 S Washington, Marshall, TX 75670
Preparer
J Rick McMinn CPA
Phone
9039351741
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $768”

Raw XML Appendix132 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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IRS990EZ/BooksInCareOfDetail/PhoneNum09039355217
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010857 State Highway 154
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marshall
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075670
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014356
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015619
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06116
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01263
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01085
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt06116
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014356
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0768
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/GrantsAndAllocationsAmt01853
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04853
IRS990EZ/TotalProgramServiceExpensesAmt01853
IRS990EZ/TotalRevenueAmt06116
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024104
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/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt024104
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011798
IRS990ScheduleA/Total509Grp/TotalAmt024104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011798
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $768
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Hunter Shoults
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cason Westmoreland Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CASO
ReturnHeader/Filer/EIN0472121710
ReturnHeader/Filer/PhoneNum09039355217
ReturnHeader/Filer/USAddress/AddressLine1Txt010857 State Highway 154
ReturnHeader/Filer/USAddress/CityNm0Marshall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McMinn Laird & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0409 S Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marshall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075670
ReturnHeader/PreparerPersonGrp/PhoneNum09039351741
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Rick McMinn CPA
ReturnHeader/ReturnTs02017-11-15T11:57:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,619
Liabilities
-
Net assets
$15,619
Revenue
$6,116
Expenses
$4,853
Net income
$1,263
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