Civic Intelligence

Herbert Blair Trust UW

990PF • Fiscal year 2022 • EIN 71-6174983

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

41st percentile

0.5%

Higher net margin than 41% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

69th percentile

$21,235

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

50th percentile

0.1%

Faster asset growth than 50% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$907,851

Up $559 (+0.1%) from 2021

Net Assets

Up

$907,851

Up $559 (+0.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin41st percentile

Revenue

Down

$103,559

Down $23,828 (-19%) from 2021

Expenses

Up

$103,043

Up $14,960 (+17%) from 2021

Net Income

Down

$516

Down $38,788 (-99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $863,063Liabilities 2011: $02011Assets 2012: $873,012Liabilities 2012: $02012Assets 2013: $867,900Liabilities 2013: $02013Assets 2014: $904,094Liabilities 2014: $0Net Assets 2014: $904,0942014Assets 2015: $869,882Liabilities 2015: $0Net Assets 2015: $869,8822015Assets 2016: $849,158Liabilities 2016: $0Net Assets 2016: $849,1582016Assets 2017: $814,749Liabilities 2017: $0Net Assets 2017: $814,7492017Assets 2018: $772,893Liabilities 2018: $0Net Assets 2018: $772,8932018Assets 2019: $842,371Liabilities 2019: $0Net Assets 2019: $842,3712019Assets 2020: $868,206Liabilities 2020: $0Net Assets 2020: $868,2062020Assets 2021: $907,292Liabilities 2021: $0Net Assets 2021: $907,2922021Assets 2022: $907,851Liabilities 2022: $0Net Assets 2022: $907,8512022Assets 2023: $967,899Liabilities 2023: $0Net Assets 2023: $967,8992023Assets 2024: $1,006,697Liabilities 2024: $0Net Assets 2024: $1,006,6972024

Highlighted filing

2022

Assets$907,851
Liabilities$0
Net Assets$907,851
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $44,988Expenses 2011: $56,539Net Income 2011: -$11,5512011Revenue 2012: $65,240Expenses 2012: $55,507Net Income 2012: $9,7332012Revenue 2013: $58,174Expenses 2013: $63,281Net Income 2013: -$5,1072013Revenue 2014: $108,712Expenses 2014: $72,447Net Income 2014: $36,2652014Revenue 2015: $36,828Expenses 2015: $71,128Net Income 2015: -$34,3002015Revenue 2016: $45,503Expenses 2016: $66,217Net Income 2016: -$20,7142016Revenue 2017: $36,435Expenses 2017: $70,575Net Income 2017: -$34,1402017Revenue 2018: $46,001Expenses 2018: $79,564Net Income 2018: -$33,5632018Revenue 2019: $127,330Expenses 2019: $66,405Net Income 2019: $60,9252019Revenue 2020: $113,945Expenses 2020: $88,078Net Income 2020: $25,8672020Revenue 2021: $127,387Expenses 2021: $88,083Net Income 2021: $39,3042021Revenue 2022: $103,559Expenses 2022: $103,043Net Income 2022: $5162022Revenue 2023: $133,498Expenses 2023: $73,573Net Income 2023: $59,9252023Revenue 2024: $135,589Expenses 2024: $96,778Net Income 2024: $38,8112024

Highlighted filing

2022

Revenue$103,559
Expenses$103,043
Net Income$516
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$21,235-$21,235
Filing and Contact Details

Filer

Filer Name
Herbert Blair Trust Uw
EIN
71-6174983
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2023-05-01
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
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/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt029230
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt074329
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0103559
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0103559
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt074329
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08494
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012741
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt021235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt078206
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt078206
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029214
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029230
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0516
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0763279
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt074329
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt089416
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0632
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt087200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0103043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0103543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0103559
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014127
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024837
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22004-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-01-14

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$907,851
Liabilities
$0
Net assets
$907,851
Revenue
$103,559
Expenses
$103,043
Net income
$516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.14$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.13$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.13$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.11$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.13$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.11$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$0.87$0.00$0.06$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$0.07$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.04$0.06$0.01