Civic Intelligence

Ross & Matilda Barham Charitable Trust

990 • Fiscal year 2017 • EIN 74-6303978

Jun 01, 2016 to May 31, 2017

San Antonio, TX
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

51st percentile

3.6%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

89%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,732,368

Up $59,762 (+3.6%) from 2016

Net Assets

Up

$1,732,368

Up $59,762 (+3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$137,732

Up $64,671 (+89%) from 2016

Expenses

Up

$77,970

Up $27,319 (+54%) from 2016

Net Income

Up

$59,762

Up $37,352 (+167%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,441,648Liabilities 2012: $0Net Assets 2012: $1,441,6482012Assets 2013: $1,467,498Liabilities 2013: $0Net Assets 2013: $1,467,4982013Assets 2014: $1,543,381Liabilities 2014: $0Net Assets 2014: $1,543,3812014Assets 2015: $1,650,196Liabilities 2015: $0Net Assets 2015: $1,650,1962015Assets 2016: $1,672,606Liabilities 2016: $0Net Assets 2016: $1,672,6062016Assets 2017: $1,732,368Liabilities 2017: $0Net Assets 2017: $1,732,3682017Assets 2018: $1,779,686Liabilities 2018: $0Net Assets 2018: $1,779,6862018Assets 2019: $1,820,103Liabilities 2019: $0Net Assets 2019: $1,820,1032019Assets 2020: $1,843,683Liabilities 2020: $0Net Assets 2020: $1,843,6832020Assets 2021: $1,888,658Liabilities 2021: $0Net Assets 2021: $1,888,6582021Assets 2022: $2,181,237Liabilities 2022: $0Net Assets 2022: $2,181,2372022Assets 2023: $2,095,595Liabilities 2023: $0Net Assets 2023: $2,095,5952023Assets 2024: $2,044,890Liabilities 2024: $0Net Assets 2024: $2,044,8902024Assets 2025: $2,021,139Liabilities 2025: $0Net Assets 2025: $2,021,1392025

Highlighted filing

2017

Assets$1,732,368
Liabilities$0
Net Assets$1,732,368

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $81,254Expenses 2012: $60,356Net Income 2012: $20,8982012Revenue 2013: $76,875Expenses 2013: $51,025Net Income 2013: $25,8502013Revenue 2014: $125,194Expenses 2014: $49,311Net Income 2014: $75,8832014Revenue 2015: $159,986Expenses 2015: $53,171Net Income 2015: $106,8152015Revenue 2016: $73,061Expenses 2016: $50,651Net Income 2016: $22,4102016Revenue 2017: $137,732Expenses 2017: $77,970Net Income 2017: $59,7622017Revenue 2018: $121,568Expenses 2018: $74,250Net Income 2018: $47,3182018Revenue 2019: $117,946Expenses 2019: $77,529Net Income 2019: $40,4172019Revenue 2020: $101,155Expenses 2020: $77,575Net Income 2020: $23,5802020Revenue 2021: $127,935Expenses 2021: $82,960Net Income 2021: $44,9752021Revenue 2022: $381,225Expenses 2022: $88,646Net Income 2022: $292,5792022Revenue 2023: -$397Expenses 2023: $85,245Net Income 2023: -$85,6422023Revenue 2024: $30,958Expenses 2024: $81,663Net Income 2024: -$50,7052024Revenue 2025: $67,863Expenses 2025: $91,614Net Income 2025: -$23,7512025

Highlighted filing

2017

Revenue$137,732
Expenses$77,970
Net Income$59,762
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Mission and Program Overview

Mission

For purposes of form 990, the organization will refer to frost bank, the institutional trustee of this charitable trust. Frost bank carries out the intent and directions provided in the governing document of the trust. This trust has been established to supportthe university of texas in advanced research.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$0.07$0.09$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.03$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.00$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.38$0.09$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.10$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.12$0.08$0.04
2018Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.12$0.07$0.05
2017Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.14$0.08$0.06
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.07$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.16$0.05$0.11
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.13$0.05$0.08
2013Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.08$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.08$0.06$0.02