Civic Intelligence

Lee Ellzey Family Charitable Trust

EIN 47-6246112 • Livingston, TX

112 West PolkLivingston, TX 77351
Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Net Margin

2nd percentile

-455%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

14th percentile

-15%

Faster asset growth than 14% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

33%

Faster revenue growth than 73% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$620,305

Down $107,902 (-15%) from 2024

Liabilities

Up

$278

Up $95 (+52%) from 2024

Net Assets

Down

$620,027

Down $107,997 (-15%) from 2024

Operations
Liabilities / Revenue56th percentileNet Margin2nd percentile

Revenue

Up

$23,718

Up $5,892 (+33%) from 2024

Expenses

Down

$131,715

Down $5,549 (-4.0%) from 2024

Net Income

Up

-$107,997

Up $11,441 (+9.6%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,706,956Liabilities 2011: $78,558Net Assets 2011: $1,628,3982011Assets 2012: $1,686,679Liabilities 2012: $79,999Net Assets 2012: $1,606,6802012Assets 2013: $1,654,752Liabilities 2013: $76,013Net Assets 2013: $1,578,7392013Assets 2014: $1,623,386Liabilities 2014: $75,517Net Assets 2014: $1,547,8692014Assets 2015: $1,579,353Liabilities 2015: $58,130Net Assets 2015: $1,521,2232015Assets 2016: $1,520,186Liabilities 2016: $42,080Net Assets 2016: $1,478,1062016Assets 2017: $1,461,474Liabilities 2017: $22,876Net Assets 2017: $1,438,5982017Assets 2018: $1,394,653Liabilities 2018: $69Net Assets 2018: $1,394,5842018Assets 2019: $1,303,510Liabilities 2019: $86Net Assets 2019: $1,303,4242019Assets 2020: $1,189,855Liabilities 2020: $102Net Assets 2020: $1,189,7532020Assets 2021: $1,088,570Liabilities 2021: $98Net Assets 2021: $1,088,4722021Assets 2022: $971,385Liabilities 2022: $0Net Assets 2022: $971,3852022Assets 2023: $847,526Liabilities 2023: $64Net Assets 2023: $847,4622023Assets 2024: $728,207Liabilities 2024: $183Net Assets 2024: $728,0242024Assets 2025: $620,305Liabilities 2025: $278Net Assets 2025: $620,0272025

Highlighted filing

2025

Assets$620,305
Liabilities$278
Net Assets$620,027
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $87,9462011Expenses 2012: $86,2022012Expenses 2013: $91,4982013Revenue 2014: $53,869Expenses 2014: $85,325Net Income 2014: -$31,4562014Revenue 2015: $56,029Expenses 2015: $99,972Net Income 2015: -$43,9432015Revenue 2016: $37,818Expenses 2016: $96,971Net Income 2016: -$59,1532016Revenue 2017: $38,348Expenses 2017: $97,057Net Income 2017: -$58,7092017Revenue 2018: $33,324Expenses 2018: $100,144Net Income 2018: -$66,8202018Revenue 2019: $23,924Expenses 2019: $115,084Net Income 2019: -$91,1602019Revenue 2020: $19,763Expenses 2020: $133,434Net Income 2020: -$113,6712020Revenue 2021: $13,645Expenses 2021: $114,926Net Income 2021: -$101,2812021Revenue 2022: $3,414Expenses 2022: $120,501Net Income 2022: -$117,0872022Revenue 2023: $9,041Expenses 2023: $132,964Net Income 2023: -$123,9232023Revenue 2024: $17,826Expenses 2024: $137,264Net Income 2024: -$119,4382024Revenue 2025: $23,718Expenses 2025: $131,715Net Income 2025: -$107,9972025

Highlighted filing

2025

Revenue$23,718
Expenses$131,715
Net Income-$107,997
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$620,305
Liabilities
$278
Net assets
$620,027
Revenue
$23,718
Expenses
$131,715
Net income
-$107,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.02$0.13$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.02$0.14$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.01$0.13$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.01$0.11$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.13$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.12$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.03$0.10$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.02$1.44$0.04$0.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.04$1.48$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.06$1.52$0.06$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.08$1.55$0.05$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.65$0.08$1.58$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.69$0.08$1.61$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.71$0.08$1.63$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEN ROYDEN OGLETREE JRTrustee-$0--
GREGORY OGLETREETrustee-$0--
MIKE NETTLESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lee Ellzey Family Charitable Trust
EIN
47-6246112
Phone
9363275211
Address
112 WEST POLK, LIVINGSTON, TX 77351

Signing Officer

Name
Ben Royden Ogletree Jr
Title
Trustee
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
203 N HOUSTON AVE, LIVINGSTON, TX 77351
Preparer
Matthew P Broyles CPA
Phone
9363273166
Raw XML AppendixShowing 400 of 626 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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