Civic Intelligence

Barney and Susie Cockburn Charitable Trust

EIN 47-5276300 • Artesia, NM

PO Box AaArtesia, NM 88211
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-92%

Higher net margin than 13% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

17th percentile

-5.0%

Faster asset growth than 17% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-18%

Faster revenue growth than 23% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,710,292

Down $141,762 (-5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,710,292

Down $141,762 (-5.0%) from 2023

Revenue

Down

$154,088

Down $32,948 (-18%) from 2023

Expenses

Down

$295,850

Down $11,725 (-3.8%) from 2023

Net Income

Down

-$141,762

Down $21,223 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,663,169Liabilities 2014: $02014Assets 2015: $3,731,435Liabilities 2015: $02015Assets 2016: $3,514,248Liabilities 2016: $0Net Assets 2016: $3,514,2482016Assets 2017: $3,386,418Liabilities 2017: $0Net Assets 2017: $3,386,4182017Assets 2018: $3,398,069Liabilities 2018: $0Net Assets 2018: $3,398,0692018Assets 2019: $3,287,258Liabilities 2019: $0Net Assets 2019: $3,287,2582019Assets 2020: $3,165,295Liabilities 2020: $0Net Assets 2020: $3,165,2952020Assets 2021: $3,090,757Liabilities 2021: $0Net Assets 2021: $3,090,7572021Assets 2022: $2,972,593Liabilities 2022: $0Net Assets 2022: $2,972,5932022Assets 2023: $2,852,054Liabilities 2023: $0Net Assets 2023: $2,852,0542023Assets 2024: $2,710,292Liabilities 2024: $0Net Assets 2024: $2,710,2922024

Highlighted filing

2024

Assets$2,710,292
Liabilities$0
Net Assets$2,710,292

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $3,725,849Expenses 2014: $62,680Net Income 2014: $3,663,1692014Revenue 2015: $80,129Expenses 2015: $11,863Net Income 2015: $68,2662015Revenue 2016: $130,942Expenses 2016: $348,129Net Income 2016: -$217,1872016Revenue 2017: $187,466Expenses 2017: $315,296Net Income 2017: -$127,8302017Revenue 2018: $333,877Expenses 2018: $322,226Net Income 2018: $11,6512018Revenue 2019: $170,257Expenses 2019: $281,068Net Income 2019: -$110,8112019Revenue 2020: $179,925Expenses 2020: $301,888Net Income 2020: -$121,9632020Revenue 2021: $214,237Expenses 2021: $288,775Net Income 2021: -$74,5382021Revenue 2022: $206,384Expenses 2022: $324,548Net Income 2022: -$118,1642022Revenue 2023: $187,036Expenses 2023: $307,575Net Income 2023: -$120,5392023Revenue 2024: $154,088Expenses 2024: $295,850Net Income 2024: -$141,7622024

Highlighted filing

2024

Revenue$154,088
Expenses$295,850
Net Income-$141,762

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST AMERICAN BANKTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Barney and Susie Cockburn
EIN
47-5276300
Phone
5757468000
Address
PO BOX AA, ARTESIA, NM 88211

Signing Officer

Name
Sue Mcgee-chiodini
Title
Asst VP
Phone
5757468000
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sproles Woodard Llp
Address
PO BOX 151, MIDLAND, TX 79702
Preparer
Pete Hulder
Phone
4326827323
Raw XML Appendix372 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.6 SH. EMBECTA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc175000 SH. NEW MEXICO ST HOSP EQUIP L
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210.452 SH. THORNBURG GLOBAL OPPORTUN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc39.003 SH. THORNBURG GLOBAL OPPORTUNI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43221.987 SH. THORNBURG GLOBAL OPPORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52466.738 SH. THORNBURG GLOBAL OPPORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6.0043 SH. WARNER BROS DISCOVERY INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME FOR EXEMPT PURPOSES
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST AMERICAN BANK TRUST DEPARTMEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX AA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARTESIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd088211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05757468000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALTURSA INTERNATIONAL FOUNDATION INC OF ARTESIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHASE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WRITTEN IN RED INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 652
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12103 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2118 S ROSELAWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARTESIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARTESIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ARTESIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd088210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd188210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd288210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0265000
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/AppliedToCurrentYearAmt01488
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0263512
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0244191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0265000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0242703
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0263512
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0116
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ROYALTY RIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0116
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0116
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt057966
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL AND GAS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt057966
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt057966
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt051270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt17268
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt051270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17268
TaxesSchedule/TaxesDetail/Amt01010
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE MCGEE-CHIODINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST VP
ReturnHeader/BusinessOfficerGrp/PhoneNum05757468000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNEY AND SUSIE COCKBURN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0475276300
ReturnHeader/Filer/PhoneNum05757468000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX AA
ReturnHeader/Filer/USAddress/CityNm0ARTESIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750807999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPROLES WOODARD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 151
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079702
ReturnHeader/PreparerPersonGrp/PhoneNum04326827323
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETE HULDER
ReturnHeader/ReturnTs02023-11-15T13:13:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGEE-CHIODINI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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