Civic Intelligence

Richard E Richardson Educational Opport C/O American National Bank of Texas

990PF • Fiscal year 2025 • EIN 59-7274416

Jun 01, 2024 to May 31, 2025

Organization Profile
2600 North Central Expy Ste 700Richardson, TX 75080

(214) 863-6077

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 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$35,508

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,974,985Liabilities 2012: $02012Assets 2013: $2,029,627Liabilities 2013: $02013Assets 2014: $2,008,728Liabilities 2014: $02014Assets 2015: $1,992,175Liabilities 2015: $0Net Assets 2015: $1,992,1752015Assets 2016: $1,876,884Liabilities 2016: $0Net Assets 2016: $1,876,8842016Assets 2017: $1,883,201Liabilities 2017: $0Net Assets 2017: $1,883,2012017Assets 2018: $1,960,266Liabilities 2018: $0Net Assets 2018: $1,960,2662018Assets 2019: $1,908,555Liabilities 2019: $0Net Assets 2019: $1,908,5552019Assets 2020: $1,883,939Liabilities 2020: $0Net Assets 2020: $1,883,9392020Assets 2021: $2,188,444Liabilities 2021: $0Net Assets 2021: $2,188,4442021Assets 2022: $2,258,891Liabilities 2022: $0Net Assets 2022: $2,258,8912022Assets 2023: $2,072,837Liabilities 2023: $0Net Assets 2023: $2,072,8372023Assets 2024: $2,038,185Liabilities 2024: $12024

Latest loaded filing

2024

Assets$2,038,185
Liabilities$1
Net Assets-
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2012: $22,175Expenses 2012: $120,981Net Income 2012: -$98,8062012Revenue 2013: $158,890Expenses 2013: $121,243Net Income 2013: $37,6472013Revenue 2014: $92,673Expenses 2014: $128,258Net Income 2014: -$35,5852014Revenue 2015: $90,681Expenses 2015: $130,425Net Income 2015: -$39,7442015Revenue 2016: $22,837Expenses 2016: $131,199Net Income 2016: -$108,3622016Revenue 2017: $102,662Expenses 2017: $120,016Net Income 2017: -$17,3542017Revenue 2018: $191,494Expenses 2018: $126,469Net Income 2018: $65,0252018Revenue 2019: $125,244Expenses 2019: $148,194Net Income 2019: -$22,9502019Revenue 2020: $166,009Expenses 2020: $132,670Net Income 2020: $33,3392020Revenue 2021: $164,780Expenses 2021: $127,572Net Income 2021: $37,2082021Revenue 2022: $463,338Expenses 2022: $142,448Net Income 2022: $320,8902022Revenue 2023: -$44,603Expenses 2023: $161,664Net Income 2023: -$206,2672023Revenue 2024: $86,791Expenses 2024: $144,886Net Income 2024: -$58,0952024

Latest loaded filing

2024

Revenue$86,791
Expenses$144,886
Net Income-$58,095
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 3, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$35,508-$35,508
AMERICAN NATIONAL BANK OF TEXASSuccessor Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDONNELLY COLLEGENON-COLLEGE DEGREE EDUCATIONAL SCHOLARSHIPSPCKANSAS CITY, KS, US$41,000
Paid GrantMETROPOLITAN COMMUNITY COLLEGENON-COLLEGE DEGREE EDUCATIONAL SCHOLARSHIPSPCKANSAS CITY, MO, US$41,000
Filing and Contact Details

Filer

Filer Name
Richard E Richardson Educational Opport
EIN
59-7274416
Phone
2148636077
Address
2600 NORTH CENTRAL EXPY STE 700, RICHARDSON, TX 75080

Signing Officer

Name
Keely Johnson
Title
Trust Officer
Phone
2148636077
Signed
2026-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Saville Cpas and Advisors LLC
Address
700 NORTH PEARL STREET SUITE 1900, DALLAS, TX 75201
Preparer
M'LISS VESTAL CPA
Phone
2149229727
Raw XML Appendix359 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0REASON QUALIFIES AS AN EXCEPTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA AS TRUSTEE AND AMERICAN NATIONAL BANK OF TEXAS AS SUCCESSOR CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS TRUSTEE AND AMERICAN NATIONAL BANK OF TEXAS'S COMPENSATION AS SUCCESSOR 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075080
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AMERICAN NATIONAL BANK OF TEXAS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02148636077
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt041000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NON-COLLEGE DEGREE EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NON-COLLEGE DEGREE EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DONNELLY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1METROPOLITAN COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0608 N 18TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13200 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd164111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt082000
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/AppliedToCurrentYearAmt014550
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt084986
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0119270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099536
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0104720
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt084986
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02833
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02833
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXP - PRINCIPAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXP - INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMMON TRUST FUND EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0657
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1658
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0657
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1658
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21870
OtherIncreasesSchedule/OtherIncreasesDetail/Amt029518
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGES IN FMV OF INVESTMENTS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt30
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt40
TaxesSchedule/TaxesDetail/Amt01280
TaxesSchedule/TaxesDetail/Amt1372
TaxesSchedule/TaxesDetail/Amt22443
TaxesSchedule/TaxesDetail/Amt3385
TaxesSchedule/TaxesDetail/Amt4273
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX - ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAX - QUAL DIV
TaxesSchedule/TaxesDetail/CategoryTxt4FOREIGN TAXES - NON QUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01280
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3385
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt4273
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEELY JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02148636077
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD E RICHARDSON EDUCATIONAL OPPORT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O AMERICAN NATIONAL BANK OF TEXAS
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0597274416
ReturnHeader/Filer/PhoneNum02148636077
ReturnHeader/Filer/USAddress/AddressLine1Txt02600 NORTH CENTRAL EXPY STE 700
ReturnHeader/Filer/USAddress/CityNm0RICHARDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075080
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900525804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVILLE CPAS AND ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 NORTH PEARL STREET SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum02149229727
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M'LISS VESTAL CPA
ReturnHeader/ReturnTs02026-04-13T10:11:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Summary only. Only limited summary data is available for this year.$2.04$0.00$0.09$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.04$0.16$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.46$0.14$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.16$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.17$0.13$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.13$0.15$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.19$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.10$0.12$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.02$0.13$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.09$0.13$0.04
2014Summary only. Only limited summary data is available for this year.$2.01$0.00$0.09$0.13$0.04
2013Summary only. Only limited summary data is available for this year.$2.03$0.00$0.16$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$0.02$0.12$0.10