Civic Intelligence

James a Buddy Davidson Charitable Foundation

990PF • Fiscal year 2019 • EIN 73-1627705

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile
515 Tradewinds BlvdMidland, TX 79706

(432) 682-6482

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$147,976

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

34th percentile

1.3%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

7.9%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$90,382,609

Up $1,158,896 (+1.3%) from 2018

Net Assets

Up

$90,382,609

Up $1,158,896 (+1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin79th percentile

Revenue

Up

$8,154,740

Up $594,307 (+7.9%) from 2018

Expenses

Up

$6,037,354

Up $135,939 (+2.3%) from 2018

Net Income

Up

$2,117,386

Up $458,368 (+28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$150M$100M$50M$0Assets 2011: $71,145,637Liabilities 2011: $02011Assets 2012: $74,457,652Liabilities 2012: $02012Assets 2013: $80,186,029Liabilities 2013: $02013Assets 2014: $84,299,569Liabilities 2014: $02014Assets 2015: $83,194,245Liabilities 2015: $02015Assets 2017: $88,919,227Liabilities 2017: $0Net Assets 2017: $88,919,2272017Assets 2018: $89,223,713Liabilities 2018: $0Net Assets 2018: $89,223,7132018Assets 2019: $90,382,609Liabilities 2019: $0Net Assets 2019: $90,382,6092019Assets 2020: $91,098,016Liabilities 2020: $0Net Assets 2020: $91,098,0162020Assets 2021: $104,683,845Liabilities 2021: $0Net Assets 2021: $104,683,8452021Assets 2022: $109,457,798Liabilities 2022: $0Net Assets 2022: $109,457,7982022Assets 2023: $109,223,354Liabilities 2023: $0Net Assets 2023: $109,223,3542023Assets 2024: $116,608,515Liabilities 2024: $0Net Assets 2024: $116,608,5152024

Highlighted filing

2019

Assets$90,382,609
Liabilities$0
Net Assets$90,382,609
Open 2019 Filing

Operations Trend

Revenue Growth64th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $5,430,767Expenses 2011: $3,165,175Net Income 2011: $2,265,5922011Revenue 2012: $6,256,875Expenses 2012: $4,003,889Net Income 2012: $2,252,9862012Revenue 2013: $8,238,415Expenses 2013: $3,156,278Net Income 2013: $5,082,1372013Revenue 2014: $8,200,129Expenses 2014: $4,431,766Net Income 2014: $3,768,3632014Revenue 2015: $3,700,627Expenses 2015: $4,889,185Net Income 2015: -$1,188,5582015Revenue 2017: $11,631,099Expenses 2017: $5,454,686Net Income 2017: $6,176,4132017Revenue 2018: $7,560,433Expenses 2018: $5,901,415Net Income 2018: $1,659,0182018Revenue 2019: $8,154,740Expenses 2019: $6,037,354Net Income 2019: $2,117,3862019Revenue 2020: $3,482,974Expenses 2020: $5,485,877Net Income 2020: -$2,002,9032020Revenue 2021: $20,028,427Expenses 2021: $5,941,389Net Income 2021: $14,087,0382021Revenue 2022: $10,188,638Expenses 2022: $5,516,770Net Income 2022: $4,671,8682022Revenue 2023: $5,438,880Expenses 2023: $6,183,511Net Income 2023: -$744,6312023Revenue 2024: $12,702,291Expenses 2024: $6,265,561Net Income 2024: $6,436,7302024

Highlighted filing

2019

Revenue$8,154,740
Expenses$6,037,354
Net Income$2,117,386
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE GREENHAWSecretaryFT$147,976-$147,976
GAIL MCCALLAsst SecretaPT$139,309-$139,309
SANDRA DAVIDSON ROMINEPresidentPT$83,364-$83,364
DENISE NEWTONFoundation APT$1,500-$1,500
DOUG TULLVice Preside-$1,500-$1,500
KAREN MELTONTreasurer-$1,500-$1,500
DOYLE SNOWAsst Treasur-$1,500-$1,500
DELMER SLOANDirector-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
James a Buddy Davidson
EIN
73-1627705
Phone
4326826482
Address
515 TRADEWINDS BLVD, MIDLAND, TX 79706

Signing Officer

Name
Denise Newton
Title
Foundation Advisor
Phone
4326826482
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ritter & Company LLC
Address
PO BOX 1836, ROSWELL, NM 88202-1836
Preparer
Karen Rogers Melton
Phone
5756228500
Raw XML AppendixShowing 400 of 1,143 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WESTWOOD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WESTWOOD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WESTWOOD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB-ROC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB 3692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHARLES SCHWAB 3692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHARLES SCHWAB 8875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MARILYN YATES CHARITABLE REMAINDER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MARILYN YATES CHARITABLE REMAINDER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9WESTWOOD HOLDINGS PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10WESTOOD HOLDINGS PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11WESTWOOD HOLDINGS PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03343493
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0714954
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02117386
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01300491
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0342001
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt091683100
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt089223713
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt090382609
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04800021
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04797328
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04800021
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04871863
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt02693
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt074535
IRS990PF/DistributableAmountGrp/TotalTaxAmt074535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt069000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt074535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt074535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt074535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06850
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt069000
IRS990PF/FMVAssetsEOYAmt0103282361
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0902127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0496038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0497346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0389589
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0206428
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0396189
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt03369
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0269522
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01459483
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03469875
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0266153
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0269522
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0959086
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02010392
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt07190556
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0348005
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt061858118
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt061702068
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt069284537
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt089223713
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt090382609
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02454946
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05681047
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05681047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt089223713
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt090382609
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0103282361
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt089223713
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt090382609
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt089223713
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt090382609
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt022311842
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt020020483
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt019963164
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt098921078
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05972481
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt086653359
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01483816
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06295238
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04871863
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt097437262
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt098921078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt083364
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2147976
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt31500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4139309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt51500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt61500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt71500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SANDRA DAVIDSON ROMINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DENISE NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELAINE GREENHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DOUG TULL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GAIL MCCALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KAREN MELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DOYLE SNOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7DELMER SLOAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1FOUNDATION A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ASST SECRETA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6ASST TREASUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02825 W SHANDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1200 N LORAINE STE 555
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21710 EMERALD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 11107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43504 BEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5400 E COLLEGE BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 5606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7PO BOX 51703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIDLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIDLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ODESSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MIDLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MIDLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5ROSWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6MIDLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7MIDLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd079705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd179701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd279761
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd379702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd479703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd588201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd679704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd779710
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04632849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04707384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05013140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04663756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04498272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04219431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03507914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt074535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt097437262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt096381319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt095360557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt093166226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt090115068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt084100762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05166332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237737
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05091797

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,382,609
Liabilities
$0
Net assets
$90,382,609
Revenue
$8,154,740
Expenses
$6,037,354
Net income
$2,117,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$117$0.00$117$12.7$6.27$6.44
2023Detailed filing. Detailed filing data is available for this year.$109$0.00$109$5.44$6.18$0.74
2022Detailed filing. Detailed filing data is available for this year.$109$0.00$109$10.2$5.52$4.67
2021Detailed filing. Detailed filing data is available for this year.$105$0.00$105$20.0$5.94$14.1
2020Detailed filing. Detailed filing data is available for this year.$91.1$0.00$91.1$3.48$5.49$2.00
2019Detailed filing. Detailed filing data is available for this year.$90.4$0.00$90.4$8.15$6.04$2.12
2018Detailed filing. Detailed filing data is available for this year.$89.2$0.00$89.2$7.56$5.90$1.66
2017Detailed filing. Detailed filing data is available for this year.$88.9$0.00$88.9$11.6$5.45$6.18
2015Summary only. Only limited summary data is available for this year.$83.2$0.00$3.70$4.89$1.19
2014Summary only. Only limited summary data is available for this year.$84.3$0.00$8.20$4.43$3.77
2013Summary only. Only limited summary data is available for this year.$80.2$0.00$8.24$3.16$5.08
2012Summary only. Only limited summary data is available for this year.$74.5$0.00$6.26$4.00$2.25
2011Summary only. Only limited summary data is available for this year.$71.1$0.00$5.43$3.17$2.27