Civic Intelligence

The George Rounds Trust

990PF • Fiscal year 2016 • EIN 74-6062601

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 12, 2017

617 Marshall StWest Columbia, TX 77486

(979) 345-2591

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-3123%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$90,486

Down $2,748 (-2.9%) from 2015

Net Assets

Down

$90,486

Down $2,748 (-2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$88

Down $38 (-30%) from 2015

Expenses

Down

$2,836

Down $208 (-6.8%) from 2015

Net Income

Up

-$2,748

Up $170 (+5.8%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $106,429Liabilities 2010: $0Net Assets 2010: $106,4292010Assets 2011: $103,760Liabilities 2011: $0Net Assets 2011: $103,7602011Assets 2012: $101,068Liabilities 2012: $0Net Assets 2012: $101,0682012Assets 2013: $98,641Liabilities 2013: $0Net Assets 2013: $98,6412013Assets 2014: $96,152Liabilities 2014: $0Net Assets 2014: $96,1522014Assets 2015: $93,234Liabilities 2015: $0Net Assets 2015: $93,2342015Assets 2016: $90,486Liabilities 2016: $0Net Assets 2016: $90,4862016Assets 2017: $118,959Liabilities 2017: $0Net Assets 2017: $118,9592017Assets 2018: $119,353Liabilities 2018: $0Net Assets 2018: $119,3532018Assets 2019: $120,558Liabilities 2019: $0Net Assets 2019: $120,5582019Assets 2020: $119,033Liabilities 2020: $0Net Assets 2020: $119,0332020Assets 2021: $121,122Liabilities 2021: $0Net Assets 2021: $121,1222021Assets 2022: $121,493Liabilities 2022: $0Net Assets 2022: $121,4932022Assets 2023: $120,923Liabilities 2023: $0Net Assets 2023: $120,9232023Assets 2024: $120,433Liabilities 2024: $0Net Assets 2024: $120,4332024

Highlighted filing

2016

Assets$90,486
Liabilities$0
Net Assets$90,486

Operations Trend

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

$40K$30K$20K$10K$0-$10KExpenses 2010: $4,6172010Expenses 2011: $3,2402011Expenses 2012: $3,0272012Revenue 2013: $238Expenses 2013: $2,665Net Income 2013: -$2,4272013Revenue 2014: $157Expenses 2014: $2,646Net Income 2014: -$2,4892014Revenue 2015: $126Expenses 2015: $3,044Net Income 2015: -$2,9182015Revenue 2016: $88Expenses 2016: $2,836Net Income 2016: -$2,7482016Revenue 2017: $35,427Expenses 2017: $2,954Net Income 2017: $32,4732017Revenue 2018: $1,309Expenses 2018: $915Net Income 2018: $3942018Revenue 2019: $1,942Expenses 2019: $737Net Income 2019: $1,2052019Revenue 2020: $1,316Expenses 2020: $664Net Income 2020: $6522020Revenue 2021: $2,759Expenses 2021: $657Net Income 2021: $2,1022021Revenue 2022: $924Expenses 2022: $553Net Income 2022: $3712022Revenue 2023: $801Expenses 2023: $1,371Net Income 2023: -$5702023Revenue 2024: $147Expenses 2024: $637Net Income 2024: -$4902024

Highlighted filing

2016

Revenue$88
Expenses$2,836
Net Income-$2,748
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROYCE ARNOLDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The George Rounds Trust
EIN
74-6062601
Phone
9793452591
Address
617 MARSHALL ST, WEST COLUMBIA, TX 77486

Signing Officer

Name
Royce Arnold
Title
Trustee
Signed
2017-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Kennemer Masters & Lunsford LLC
Address
8 WEST WAY COURT, LAKE JACKSON, TX 77566
Preparer
Kevin Cadenhead
Phone
9792974075
Raw XML Appendix228 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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
IRS990PF/FMVAssetsEOYAmt090486
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt093234
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02231
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0101740
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07325
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.093331
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROYCE ARNOLD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09793452591
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARITABLE ACTIVITIES CONSISTED OF TAKING APPLICATIONS FOR SCHOLARSHIPS, REVIEWING APPLICATIONS, AND PROVIDING SCHOLARSHIPS OR DONATIONS.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROYCE ARNOLD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09793452591
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077486
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1216
TaxesSchedule/TaxesDetail/Amt02011
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02011
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROYCE ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GEORGE ROUNDS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0746062601
ReturnHeader/Filer/PhoneNum09793452591
ReturnHeader/Filer/USAddress/AddressLine1Txt0617 MARSHALL ST
ReturnHeader/Filer/USAddress/CityNm0WEST COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077486
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EFE6C4DD2C83711CBCC247C6A3FF1ABADAD31356
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421655494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNEMER MASTERS & LUNSFORD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 WEST WAY COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077566
ReturnHeader/PreparerPersonGrp/PhoneNum09792974075
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN CADENHEAD
ReturnHeader/ReturnTs02017-07-17T12:07:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.00$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.01$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.01$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.35$0.03$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.00$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.00$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.00$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.03$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05