Civic Intelligence

Co Tua Marion S Covington Fdn

EIN 56-6286555 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Net Margin

4th percentile

-160%

Higher net margin than 4% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$58,098

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

Asset Growth

18th percentile

-4.6%

Faster asset growth than 18% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,225,932

Up $109,098 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,225,932

Up $109,098 (+1.5%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin4th percentile

Revenue

Up

$616,110

Up $403,579 (+190%) from 2023

Expenses

Down

$505,536

Down $47,238 (-8.5%) from 2023

Net Income

Up

$110,574

Up $450,817 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,349,126Liabilities 2011: $02011Assets 2012: $6,192,294Liabilities 2012: $02012Assets 2013: $6,337,059Liabilities 2013: $02013Assets 2014: $6,711,694Liabilities 2014: $02014Assets 2015: $6,992,563Liabilities 2015: $02015Assets 2016: $6,963,187Liabilities 2016: $0Net Assets 2016: $6,963,1872016Assets 2017: $7,168,858Liabilities 2017: $0Net Assets 2017: $7,168,8582017Assets 2019: $7,616,819Liabilities 2019: $0Net Assets 2019: $7,616,8192019Assets 2020: $7,425,465Liabilities 2020: $0Net Assets 2020: $7,425,4652020Assets 2021: $7,681,051Liabilities 2021: $0Net Assets 2021: $7,681,0512021Assets 2022: $7,461,059Liabilities 2022: $0Net Assets 2022: $7,461,0592022Assets 2023: $7,116,834Liabilities 2023: $0Net Assets 2023: $7,116,8342023Assets 2024: $7,225,932Liabilities 2024: $0Net Assets 2024: $7,225,9322024

Highlighted filing

2024

Assets$7,225,932
Liabilities$0
Net Assets$7,225,932
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $599,397Expenses 2011: $362,468Net Income 2011: $236,9292011Revenue 2012: $166,849Expenses 2012: $323,765Net Income 2012: -$156,9162012Revenue 2013: $556,220Expenses 2013: $405,994Net Income 2013: $150,2262013Revenue 2014: $778,705Expenses 2014: $400,967Net Income 2014: $377,7382014Revenue 2015: $632,908Expenses 2015: $347,944Net Income 2015: $284,9642015Revenue 2016: $463,575Expenses 2016: $489,497Net Income 2016: -$25,9222016Revenue 2017: $610,736Expenses 2017: $399,467Net Income 2017: $211,2692017Revenue 2019: $551,637Expenses 2019: $336,510Net Income 2019: $215,1272019Revenue 2020: $309,676Expenses 2020: $501,522Net Income 2020: -$191,8462020Revenue 2021: $775,078Expenses 2021: $518,678Net Income 2021: $256,4002021Revenue 2022: $309,575Expenses 2022: $526,867Net Income 2022: -$217,2922022Revenue 2023: $212,531Expenses 2023: $552,774Net Income 2023: -$340,2432023Revenue 2024: $616,110Expenses 2024: $505,536Net Income 2024: $110,5742024

Highlighted filing

2024

Revenue$616,110
Expenses$505,536
Net Income$110,574
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,225,932
Liabilities
$0
Net assets
$7,225,932
Revenue
$616,110
Expenses
$505,536
Net income
$110,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.62$0.51$0.11
2023Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.21$0.55$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.31$0.53$0.22
2021Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.78$0.52$0.26
2020Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.31$0.50$0.19
2019Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.55$0.34$0.22
2017Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.61$0.40$0.21
2016Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.46$0.49$0.03
2015Summary only. Only limited summary data is available for this year.$6.99$0.00$0.63$0.35$0.28
2014Summary only. Only limited summary data is available for this year.$6.71$0.00$0.78$0.40$0.38
2013Summary only. Only limited summary data is available for this year.$6.34$0.00$0.56$0.41$0.15
2012Summary only. Only limited summary data is available for this year.$6.19$0.00$0.17$0.32$0.16
2011Summary only. Only limited summary data is available for this year.$6.35$0.00$0.60$0.36$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$63,201-$63,201
JANE C HILDERBRANDChairmanPT$0--
KATHLEEN CROCKETTTrusteePT$0--
RODNEY L SWINKTrusteePT$0--
JO RAMSEY LEIMENSTOLLTrusteePT$0--
STEVEN D SCHUSTERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Co Tua Marion S Covington Fdn
EIN
56-6286555
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-04-10
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING & TAX PREPARATION
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372009-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-02-09

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