Civic Intelligence

The Poole Family Charitable Trust Donna P Zick Trustee

EIN 58-6335604 • Dallas, TX

2200 Victory Ave Unit 1003Dallas, TX 75219
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$30,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,412,176

Up $19,658 (+1.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,412,176

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin69th percentile

Revenue

Down

$166,439

Down $145,555 (-47%) from 2023

Expenses

Down

$134,929

Down $99,835 (-43%) from 2023

Net Income

Down

$31,510

Down $45,720 (-59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $613,226Liabilities 2011: $02011Assets 2012: $595,474Liabilities 2012: $02012Assets 2013: $681,878Liabilities 2013: $02013Assets 2014: $645,543Liabilities 2014: $02014Assets 2015: $620,398Liabilities 2015: $02015Assets 2019: $1,765,879Liabilities 2019: $02019Assets 2020: $1,302,695Liabilities 2020: $0Net Assets 2020: $1,302,6952020Assets 2021: $1,398,300Liabilities 2021: $0Net Assets 2021: $1,398,3002021Assets 2022: $1,324,201Liabilities 2022: $0Net Assets 2022: $1,324,2012022Assets 2023: $1,392,518Liabilities 2023: $12023Assets 2024: $1,412,176Liabilities 2024: $0Net Assets 2024: $1,412,1762024

Highlighted filing

2024

Assets$1,412,176
Liabilities$0
Net Assets$1,412,176
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200KRevenue 2011: $67,055Expenses 2011: $211,615Net Income 2011: -$144,5602011Revenue 2012: $19,582Expenses 2012: $37,015Net Income 2012: -$17,4332012Revenue 2013: $108,832Expenses 2013: $22,015Net Income 2013: $86,8172013Revenue 2014: $9,768Expenses 2014: $47,000Net Income 2014: -$37,2322014Revenue 2015: $36,855Expenses 2015: $62,000Net Income 2015: -$25,1452015Revenue 2019: $280,513Expenses 2019: $119,079Net Income 2019: $161,4342019Revenue 2020: $96,123Expenses 2020: $123,846Net Income 2020: -$27,7232020Revenue 2021: $266,350Expenses 2021: $169,122Net Income 2021: $97,2282021Revenue 2022: $220,325Expenses 2022: $284,080Net Income 2022: -$63,7552022Revenue 2023: $311,994Expenses 2023: $234,764Net Income 2023: $77,2302023Revenue 2024: $166,439Expenses 2024: $134,929Net Income 2024: $31,5102024

Highlighted filing

2024

Revenue$166,439
Expenses$134,929
Net Income$31,510
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,412,176
Liabilities
$0
Net assets
$1,412,176
Revenue
$166,439
Expenses
$134,929
Net income
$31,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.17$0.13$0.03
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$0.31$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.22$0.28$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.27$0.17$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.10$0.12$0.03
2019Summary only. Only limited summary data is available for this year.$1.77$0.00$0.28$0.12$0.16
2015Summary only. Only limited summary data is available for this year.$0.62$0.00$0.04$0.06$0.03
2014Summary only. Only limited summary data is available for this year.$0.65$0.00$0.01$0.05$0.04
2013Summary only. Only limited summary data is available for this year.$0.68$0.00$0.11$0.02$0.09
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.02$0.04$0.02
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.07$0.21$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA P ZICKTrusteePT$30,000-$30,000
Filing and Contact Details

Filer

Filer Name
The Poole Family Charitable Trust
EIN
58-6335604
Phone
4049933237
Address
2200 VICTORY AVE UNIT 1003, DALLAS, TX 75219

Signing Officer

Name
Donna P Zick
Title
Trustee
Phone
4049933237
Signed
2025-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
4004 SUMMIT BLVD NE SUITE 800, ATLANTA, GA 30319
Preparer
Scott M Abrams
Phone
7703948000
Raw XML Appendix281 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.

Path#Value
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt083932
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0143328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt062105
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0133272
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0143328
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0165155
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02510
OtherDecreasesSchedule/OtherDecreasesDetail/Amt17030
OtherDecreasesSchedule/OtherDecreasesDetail/Amt22290
OtherDecreasesSchedule/OtherDecreasesDetail/Amt322
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 FEDERAL EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OTHER NONTAXABLE ADJUSTMENTS TO INVESTMENT BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc22024 FEDERAL EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3FEDERAL PENALTY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA P ZICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04049933237
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE POOLE FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DONNA P ZICK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0POOL
ReturnHeader/Filer/EIN0586335604
ReturnHeader/Filer/PhoneNum04049933237
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 VICTORY AVE UNIT 1003
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04004 SUMMIT BLVD NE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030319
ReturnHeader/PreparerPersonGrp/PhoneNum07703948000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT M ABRAMS
ReturnHeader/ReturnTs02025-08-07T11:19:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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