Civic Intelligence

H E and Ruby Pelz Tr 2

990PF • Fiscal year 2011 • EIN 74-6392477

Jun 01, 2010 to May 31, 2011 • Filed on Jun 07, 2011

PO Box 149675671-1496
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$791,522

No earlier filing loaded for comparison.

Net Assets

$791,522

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$74,395

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.

$1.0M$500K$0Assets 2011: $791,522Liabilities 2011: $0Net Assets 2011: $791,5222011Assets 2012: $769,731Liabilities 2012: $0Net Assets 2012: $769,7312012Assets 2013: $746,060Liabilities 2013: $0Net Assets 2013: $746,0602013Assets 2014: $752,231Liabilities 2014: $0Net Assets 2014: $752,2312014Assets 2015: $791,471Liabilities 2015: $0Net Assets 2015: $791,4712015Assets 2016: $803,457Liabilities 2016: $0Net Assets 2016: $803,4572016Assets 2017: $851,971Liabilities 2017: $0Net Assets 2017: $851,9712017Assets 2018: $907,385Liabilities 2018: $0Net Assets 2018: $907,3852018Assets 2019: $907,701Liabilities 2019: $0Net Assets 2019: $907,7012019Assets 2020: $884,200Liabilities 2020: $0Net Assets 2020: $884,2002020Assets 2021: $845,124Liabilities 2021: $0Net Assets 2021: $845,1242021Assets 2022: $863,887Liabilities 2022: $0Net Assets 2022: $863,8872022Assets 2023: $857,872Liabilities 2023: $0Net Assets 2023: $857,8722023Assets 2024: $911,149Liabilities 2024: $0Net Assets 2024: $911,1492024Assets 2025: $872,655Liabilities 2025: $0Net Assets 2025: $872,6552025

Highlighted filing

2011

Assets$791,522
Liabilities$0
Net Assets$791,522

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $74,3952011Expenses 2012: $68,8822012Expenses 2013: $71,6272013Revenue 2014: $76,565Expenses 2014: $69,907Net Income 2014: $6,6582014Revenue 2015: $124,647Expenses 2015: $84,253Net Income 2015: $40,3942015Revenue 2016: $94,152Expenses 2016: $86,785Net Income 2016: $7,3672016Revenue 2017: $132,340Expenses 2017: $93,009Net Income 2017: $39,3312017Revenue 2018: $134,643Expenses 2018: $87,435Net Income 2018: $47,2082018Revenue 2019: $87,513Expenses 2019: $93,212Net Income 2019: -$5,6992019Revenue 2020: $69,008Expenses 2020: $93,814Net Income 2020: -$24,8062020Revenue 2021: $63,287Expenses 2021: $101,414Net Income 2021: -$38,1272021Revenue 2022: $125,678Expenses 2022: $105,099Net Income 2022: $20,5792022Revenue 2023: $103,468Expenses 2023: $108,014Net Income 2023: -$4,5462023Revenue 2024: $164,036Expenses 2024: $109,572Net Income 2024: $54,4642024Revenue 2025: $75,294Expenses 2025: $111,793Net Income 2025: -$36,4992025

Highlighted filing

2011

Revenue-
Expenses$74,395
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Jun 7, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARY M ABNEYSecretary Co Tr-$6,430-$6,430
WILLIAM A ABNEYCo Trustee-$2,400-$2,400
ALLEN STAGGERSCo Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPERATIONSORGMARSHALL, TX, US$5,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$5,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$5,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$5,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$5,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$3,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$2,500
Paid Grant-OPERATIONSNONEMARSHALL, TX, US$2,500
Paid Grant-OPERATIONSORGMARSHALL, TX, US$2,500
Paid Grant-OPERATIONSORGMARSHALL, TX, US$2,500
Paid Grant-MEDICALASSISTANCEBUSINESSMARSHALL, TX, US$2,421
Paid Grant-OPERATIONSORGMARSHALL, TX, US$2,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$2,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$2,000
Paid Grant-MEDICALASSISTANCEBUSINESSMARSHALL, TX, US$1,258
Paid Grant-OPERATIONSORGTYLER, TX, US$1,000
Paid Grant-OPERATIONSORGLONGVIEW, TX, US$1,000
Paid Grant-OPERATIONSORGLONGVIEW, TX, US$1,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$1,000
Paid Grant-OPERATIONSORGMARSHALL, TX, US$1,000
Paid Grant-OPERATIONSMARTHAS KITCHENORGMARSHALL, TX, US$1,000
Paid Grant-MEDICALASSISTANCEINDIVIDUALMARSHALL, TX, US$846
Paid Grant-ASSISTANCE TOINDIGENTPERSONBUSINESSMARSHALL, TX, US$400
Paid Grant-ASSISTANCEFOR INDIGENTFUNERALINDIVIDUALMARSHALL, TX, US$250
Filing and Contact Details

Filer

EIN
74-6392477
Raw XML AppendixShowing 400 of 648 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/MinimumInvestmentReturn/CashDeemedCharitable015882
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn052147
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition24
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation26430
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM A ABNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ALLEN STAGGERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CARY M ABNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY CO TR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1386
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113017 ROSBOROUGH SPRINGS ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 1496
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MARSHALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MARSHALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MARSHALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode075671
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode175672
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode275671
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct053479
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets052278
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.055725
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.047574
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046334
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.044696
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IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01042948
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301203675
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401135848
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501052119
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions057918
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2054919
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3057264
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5047025
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.250623
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions056717
IRS990PF/QualifyingDistributions/ExpensesAndContributions057918
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01201
IRS990PF/QualifyingDistributions/QualifyingDistributions057918
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CARY M ABNEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09039389255
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 1496
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MARSHALL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075671
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10MICHELSON MUSEUM OF ART CONSERVESEXHIBITS PAINTINGS AND PROVIDES ART LESSONS AND ENHANCES CREATIVITY FOR CHILDREN SERVES 8000 PERSONS ANNUALLY
IRS990PF/SummaryOfDirectCharitableActy/Description20SOCIETY OF ST STEPHEN PROVIDES INDIGENT FAMILIES IN THE HARRISON COUNTY AREA WITH VARIOUS NEEDS SERVES OVER 400 AREA CHILDREN ANNUALLY
IRS990PF/SummaryOfDirectCharitableActy/Description30BOYS AND GIRLS CLUB PROVIDES A PLACE FOR CHILDREN TO PARTICIPATE IN VARIOUS SOCIAL AND EDUCATIONAL ACTIVITIES SERVES OVER 400 AREA CHILDREN
IRS990PF/SummaryOfDirectCharitableActy/Description40TRINITY EPISCOPAL SCHOOL IS A RELIGIOUS ORGANIZATION SERVING OVER 400 FAMILIES
IRS990PF/SummaryOfDirectCharitableActy/Expenses105000
IRS990PF/SummaryOfDirectCharitableActy/Expenses205000
IRS990PF/SummaryOfDirectCharitableActy/Expenses305000
IRS990PF/SummaryOfDirectCharitableActy/Expenses405000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WILLIAM A ABNEY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09039386611
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 1386
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MARSHALL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode075671
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0EDUCATIONAL SCIENTIFIC RELIGIOUS OR TO RELIEVE SUFFERING
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount53000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount72000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount82500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount122000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount132000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount141000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount152500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount161000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount172500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount181000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount19400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount211258
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount222421

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.75$1.12$0.36
2024Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$1.64$1.10$0.54
2023Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$1.03$1.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$1.26$1.05$0.21
2021Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.63$1.01$0.38
2020Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.69$0.94$0.25
2019Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.88$0.93$0.06
2018Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$1.35$0.87$0.47
2017Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$1.32$0.93$0.39
2016Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.94$0.87$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$1.25$0.84$0.40
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.77$0.70$0.07
2013Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.72
2012Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.69
2011Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.74