Civic Intelligence

Lewis Humphreys Charitable Trust

EIN 59-7276551 • 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

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

$100M-$250M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$544,352

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

$100M-$250M nonprofits • Source year 2025

Asset Growth

38th percentile

2.9%

Faster asset growth than 38% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

45%

Faster revenue growth than 82% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$102,299,396

Up $2,893,290 (+2.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$102,299,396

Up $2,893,290 (+2.9%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin77th percentile

Revenue

Up

$9,691,880

Up $2,992,533 (+45%) from 2024

Expenses

Down

$7,222,024

Down $82,813 (-1.1%) from 2024

Net Income

Up

$2,469,856

Up $3,075,346 (+508%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$150M$100M$50M$0Assets 2011: $65,473,415Liabilities 2011: $02011Assets 2012: $67,767,964Liabilities 2012: $02012Assets 2013: $67,477,626Liabilities 2013: $02013Assets 2014: $77,352,286Liabilities 2014: $02014Assets 2015: $80,366,668Liabilities 2015: $02015Assets 2019: $83,712,266Liabilities 2019: $02019Assets 2020: $83,651,619Liabilities 2020: $0Net Assets 2020: $83,651,6192020Assets 2021: $106,898,759Liabilities 2021: $0Net Assets 2021: $106,898,7592021Assets 2022: $103,099,987Liabilities 2022: $0Net Assets 2022: $103,099,9872022Assets 2023: $98,476,739Liabilities 2023: $0Net Assets 2023: $98,476,7392023Assets 2024: $99,406,106Liabilities 2024: $0Net Assets 2024: $99,406,1062024Assets 2025: $102,299,396Liabilities 2025: $0Net Assets 2025: $102,299,3962025

Highlighted filing

2025

Assets$102,299,396
Liabilities$0
Net Assets$102,299,396
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $2,977,141Expenses 2011: $3,201,831Net Income 2011: -$224,6902011Revenue 2012: $6,701,574Expenses 2012: $4,398,044Net Income 2012: $2,303,5302012Revenue 2013: $4,041,646Expenses 2013: $4,511,953Net Income 2013: -$470,3072013Revenue 2014: $13,630,732Expenses 2014: $5,326,165Net Income 2014: $8,304,5672014Revenue 2015: $10,190,041Expenses 2015: $7,575,913Net Income 2015: $2,614,1282015Revenue 2019: $1,751,587Expenses 2019: $6,811,310Net Income 2019: -$5,059,7232019Revenue 2020: $13,304,552Expenses 2020: $6,165,896Net Income 2020: $7,138,6562020Revenue 2021: $20,993,547Expenses 2021: $5,829,079Net Income 2021: $15,164,4682021Revenue 2022: $14,866,426Expenses 2022: $6,767,966Net Income 2022: $8,098,4602022Revenue 2023: -$1,537,741Expenses 2023: $5,736,207Net Income 2023: -$7,273,9482023Revenue 2024: $6,699,347Expenses 2024: $7,304,837Net Income 2024: -$605,4902024Revenue 2025: $9,691,880Expenses 2025: $7,222,024Net Income 2025: $2,469,8562025

Highlighted filing

2025

Revenue$9,691,880
Expenses$7,222,024
Net Income$2,469,856
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$102,299,396
Liabilities
$0
Net assets
$102,299,396
Revenue
$9,691,880
Expenses
$7,222,024
Net income
$2,469,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$102$0.00$102$9.69$7.22$2.47
2024Detailed filing. Detailed filing data is available for this year.$99.4$0.00$99.4$6.70$7.30$0.61
2023Detailed filing. Detailed filing data is available for this year.$98.5$0.00$98.5$1.54$5.74$7.27
2022Detailed filing. Detailed filing data is available for this year.$103$0.00$103$14.9$6.77$8.10
2021Detailed filing. Detailed filing data is available for this year.$107$0.00$107$21.0$5.83$15.2
2020Detailed filing. Detailed filing data is available for this year.$83.7$0.00$83.7$13.3$6.17$7.14
2019Summary only. Only limited summary data is available for this year.$83.7$0.00$1.75$6.81$5.06
2015Summary only. Only limited summary data is available for this year.$80.4$0.00$10.2$7.58$2.61
2014Summary only. Only limited summary data is available for this year.$77.4$0.00$13.6$5.33$8.30
2013Summary only. Only limited summary data is available for this year.$67.5$0.00$4.04$4.51$0.47
2012Summary only. Only limited summary data is available for this year.$67.8$0.00$6.70$4.40$2.30
2011Summary only. Only limited summary data is available for this year.$65.5$0.00$2.98$3.20$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$544,352-$544,352
Filing and Contact Details

Filer

Filer Name
Lewis Humphreys Charitable Trust
EIN
59-7276551
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-12-10
Raw XML AppendixShowing 400 of 9,797 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0097023105 BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1244199105 DEERE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2302130109 EXPEDITORS INTL WASH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm788160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8988498101 YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm998850P109 YUM CHINA HOLDINGS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1061174X109 MONSTER BEVERAGE SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11452327109 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1246120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1366987V109 NOVARTIS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14670100205 NOVO NORDISK A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1575886F107 REGENERON PHARMACTCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16771195104 ROCHE HLDG LTD SPN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17883556102 THERMO FISHER SCIENT

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