Civic Intelligence

Marjorie T Walthall Perpetual Charitable Trust

990PF • Fiscal year 2014 • EIN 51-0170313

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 15, 2015

Organization Profile
1220 Arroyo BlancoSuiteMcKinney, TX 75069

(210) 336-4070

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 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-2976%

Higher net margin than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

13th percentile

-37%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,027,978 (-100%) from 2012

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$62,092

Down $94,990 (-60%) from 2012

Expenses

Up

$1,910,031

Up $1,697,255 (+798%) from 2012

Net Income

Down

-$1,847,939

Down $1,792,245 (-3218%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,076,103Liabilities 2010: $0Net Assets 2010: $2,076,1032010Assets 2011: $2,083,672Liabilities 2011: $0Net Assets 2011: $2,083,6722011Assets 2012: $2,027,978Liabilities 2012: $12012Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $174,1292010Expenses 2011: $174,3702011Revenue 2012: $157,082Expenses 2012: $212,776Net Income 2012: -$55,6942012Revenue 2014: $62,092Expenses 2014: $1,910,031Net Income 2014: -$1,847,9392014

Highlighted filing

2014

Revenue$62,092
Expenses$1,910,031
Net Income-$1,847,939
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wilson J Walthall IIITrustee-$0--
Marjorie Walthall FryTrustee-$0--
Walter Walthall IVTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marjorie T Walthall Perpetual Charitable
EIN
51-0170313
In Care Of
% MARJORIE KATHLEEN WALTHALL F
Phone
2103364070
Address
1220 Arroyo Blanco, Suite, McKinney, TX 75069

Signing Officer

Name
Wilson J WALTHALL III
Title
Trustee
Phone
2103364070
Signed
2015-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
N Ari Berlin
Phone
2103364070
Raw XML Appendix296 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06400
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt01805669
DissolutionStmt/DissolutionInformationGrp/PersonNm0SAN ANTONIO AREA FOUNDATION
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH $ 455,693 *SEE NOTE BELOW* STOCK $1,349,976 COST REMAINING CASH WILL BE USED TO PAY ACCRUED EXPENSES AND THE REMAINDER WILL BE TRANSFERRED TO THE SAN ANTONIO AREA FOUNDATION (ein 74-6065414) AS PART OF THE FINAL SETTLEMENT.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Wilson J Walthall III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Marjorie Walthall Fry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Walter Walthall IV
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2151 Rockhill Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0455693
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01349976
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt091480
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0138377
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01150089
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01150089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01379946
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01150089
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01150089
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0138377
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt026500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt068492
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt041992
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-TAXABLE DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0118
TaxesSchedule/TaxesDetail/CategoryTxt02012 INCOME TAXES
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wilson J WALTHALL III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02103364070
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARJORIE T WALTHALL PERPETUAL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust
ReturnHeader/Filer/BusinessNameControlTxt0MARJ
ReturnHeader/Filer/EIN0510170313
ReturnHeader/Filer/InCareOfNm0% MARJORIE KATHLEEN WALTHALL F
ReturnHeader/Filer/PhoneNum02103364070
ReturnHeader/Filer/USAddress/AddressLine1Txt01220 Arroyo Blanco
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0McKinney
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09901 IH-10 Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103364070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0N Ari Berlin
ReturnHeader/ReturnTs02015-06-26T10:48:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$62,092
Expenses
$1,910,031
Net income
-$1,847,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$1.91$1.85
2012Summary only. Only limited summary data is available for this year.$2.03$0.00$0.16$0.21$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.17