Civic Intelligence

The Lillian Waltom Foundation

990T • Fiscal year 2020 • EIN 74-2509618

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 15, 2021

Organization Profile
901 Oak StJourdanton, TX 78026

(830) 769-2001

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

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

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

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,663,536Liabilities 2011: $02011Assets 2012: $2,454,426Liabilities 2012: $02012Assets 2013: $2,904,172Liabilities 2013: $02013Assets 2014: $3,520,276Liabilities 2014: $02014Assets 2015: $3,713,532Liabilities 2015: $02015Assets 2019: $4,030,154Liabilities 2019: $02019Assets 2020: $4,045,953Liabilities 2020: $0Net Assets 2020: $4,045,9532020Assets 2021: $4,138,680Liabilities 2021: $0Net Assets 2021: $4,138,6802021Assets 2022: $4,204,792Liabilities 2022: $0Net Assets 2022: $4,204,7922022Assets 2023: $4,274,001Liabilities 2023: $0Net Assets 2023: $4,273,8052023Assets 2024: $4,395,797Liabilities 2024: $0Net Assets 2024: $4,395,7972024

Latest loaded filing

2024

Assets$4,395,797
Liabilities$0
Net Assets$4,395,797
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $131,519Expenses 2011: $119,300Net Income 2011: $12,2192011Revenue 2012: $923,630Expenses 2012: $132,740Net Income 2012: $790,8902012Revenue 2013: $774,909Expenses 2013: $325,163Net Income 2013: $449,7462013Revenue 2014: $862,544Expenses 2014: $246,440Net Income 2014: $616,1042014Revenue 2015: $593,535Expenses 2015: $400,279Net Income 2015: $193,2562015Revenue 2019: $478,102Expenses 2019: $316,828Net Income 2019: $161,2742019Revenue 2020: $384,668Expenses 2020: $368,869Net Income 2020: $15,7992020Revenue 2021: $249,762Expenses 2021: $157,035Net Income 2021: $92,7272021Revenue 2022: $363,004Expenses 2022: $296,892Net Income 2022: $66,1122022Revenue 2023: $320,532Expenses 2023: $251,519Net Income 2023: $69,0132023Revenue 2024: $334,571Expenses 2024: $419,347Net Income 2024: -$84,7762024

Latest loaded filing

2024

Revenue$334,571
Expenses$419,347
Net Income-$84,776
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 15, 2021
Return Version
2020v1.0
Filing and Contact Details

Filer

Filer Name
Lillian Waltom Foundation
EIN
74-2509618
Phone
8307692001
Address
901 OAK ST, JOURDANTON, TX 78026

Signing Officer

Name
Gerald Zuhlke
Title
Trustee
Phone
8307692001
Signed
2021-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Guerrero and Co Pc
Address
508 W RHAPSODY DR, SAN ANTONIO, TX 78216-2605
Preparer
Edward F Guerrero CPA
Phone
2104907100
Raw XML Appendix54 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
IRS990T/BooksInCareOfDetail/PersonNm0GERALD ZUHLKE
IRS990T/BooksInCareOfDetail/PhoneNum08307692001
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 OAK ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0JOURDANTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd078026
IRS990T/BookValueAssetsEOYAmt04045953
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/EstimatedTaxPaymentsAmt010556
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt010556
IRS990T/OverpaymentSection/RefundAmt010556
IRS990T/SpecificDeductionAmt01000
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt010556
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD ZUHLKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08307692001
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LILLIAN WALTOM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LILL
ReturnHeader/Filer/EIN0742509618
ReturnHeader/Filer/PhoneNum08307692001
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 OAK ST
ReturnHeader/Filer/USAddress/CityNm0JOURDANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208127123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUERRERO AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0508 W RHAPSODY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782162605
ReturnHeader/PreparerPersonGrp/PhoneNum02104907100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD F GUERRERO CPA
ReturnHeader/ReturnTs02021-06-18T10:56:30-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZUHLKE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.00$4.40$0.33$0.42$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.00$4.27$0.32$0.25$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.36$0.30$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.25$0.16$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.38$0.37$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$4.03$0.00$0.48$0.32$0.16
2015Summary only. Only limited summary data is available for this year.$3.71$0.00$0.59$0.40$0.19
2014Summary only. Only limited summary data is available for this year.$3.52$0.00$0.86$0.25$0.62
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$0.77$0.33$0.45
2012Summary only. Only limited summary data is available for this year.$2.45$0.00$0.92$0.13$0.79
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$0.13$0.12$0.01