Civic Intelligence

B B Owen Trust

990PF • Fiscal year 2024 • EIN 75-1385809

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 06, 2025

Organization Profile

View Organization Page

12222 Merit Drive 1900Dallas, TX 75251

(972) 661-5872

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-5840%

Higher net margin than 1% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$54,140

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 141.1% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-91%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,169,986 (-100%) from 2023

Net Assets

Down

$0

Down $4,169,986 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$38,382

Down $369,196 (-91%) from 2023

Expenses

Up

$2,279,771

Up $1,110,229 (+95%) from 2023

Net Income

Down

-$2,241,389

Down $1,479,425 (-194%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$15M$10M$5.0M$0Assets 2011: $12,274,204Liabilities 2011: $02011Assets 2012: $11,372,423Liabilities 2012: $02012Assets 2013: $10,527,786Liabilities 2013: $02013Assets 2014: $9,733,221Liabilities 2014: $02014Assets 2015: $8,979,554Liabilities 2015: $02015Assets 2019: $6,493,304Liabilities 2019: $02019Assets 2020: $5,879,782Liabilities 2020: $02020Assets 2021: $5,311,151Liabilities 2021: $1Net Assets 2021: $5,311,1512021Assets 2022: $4,940,020Liabilities 2022: $4,647Net Assets 2022: $4,935,3732022Assets 2023: $4,169,986Liabilities 2023: $0Net Assets 2023: $4,169,9862023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $83,420Expenses 2011: $1,652,650Net Income 2011: -$1,569,2302011Revenue 2012: $187,101Expenses 2012: $1,087,953Net Income 2012: -$900,8522012Revenue 2013: $211,547Expenses 2013: $1,053,278Net Income 2013: -$841,7312013Revenue 2014: $203,166Expenses 2014: $994,230Net Income 2014: -$791,0642014Revenue 2015: $230,950Expenses 2015: $981,551Net Income 2015: -$750,6012015Revenue 2019: $323,216Expenses 2019: $954,135Net Income 2019: -$630,9192019Revenue 2020: $283,879Expenses 2020: $894,509Net Income 2020: -$610,6302020Revenue 2021: $272,249Expenses 2021: $838,237Net Income 2021: -$565,9882021Revenue 2022: $269,276Expenses 2022: $646,708Net Income 2022: -$377,4322022Revenue 2023: $407,578Expenses 2023: $1,169,542Net Income 2023: -$761,9642023Revenue 2024: $38,382Expenses 2024: $2,279,771Net Income 2024: -$2,241,3892024

Highlighted filing

2024

Revenue$38,382
Expenses$2,279,771
Net Income-$2,241,389
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 6, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONTY JACKSONTrustee As Needed-$54,140-$54,140
WENDELL W JUDD SEE STATEMENT 6Trustee As Needed-$35,760-$35,760
Filing and Contact Details

Filer

Filer Name
B B Owen Trust
EIN
75-1385809
Phone
9726615872
Address
12222 MERIT DRIVE 1900, DALLAS, TX 75251

Signing Officer

Name
Wendell W Judd
Title
Trustee
Phone
9726615872
Signed
2025-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Heidi M Vineyard
Phone
2142960900
Raw XML Appendix315 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt010000
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0COMMUNITIES FOUNDATION OF TEXASINC
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1CHILDREN'S MEDICAL CENTER FOUNDATION
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt3TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt4TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt5TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt6TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt01334736
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt12683875
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt2445510
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt3342838
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt4591850
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt5971634
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt6381455
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt012,400 SHS ISHARES SELECT DIV ETF (BOOK VALUE - $763,013)
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt18,500 SHS MICROSOFT CORP (BOOK VALUE - $258,345)
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt24,600 SHS ABBOTT LABS (BOOK VALUE - $121,225)
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt32,300 SHS ABBVIE INC (BOOK VALUE - $65,729)
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt43,800 SHS JOHNSON & JOHNSON (BOOK VALUE - $250,843)
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt56,700 SHS JP MORGAN CHASE (BOOK VALUE - $257,428)
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt611,500 SHS PFIZER (BOOK VALUE - $232,134)
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DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd575219
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd675219
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 6, PART VII, LINE 1:
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0"SET BY COURT AND ACCEPTED BY RAR 1979-80 & 1982""RESET BY COURT 2005"
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WENDELL W JUDD SEE STATEMENT 6
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE AS NEEDED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02222 WELBORN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02179500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0613800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt098114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0301912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0393685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0436498
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02215260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01844009
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0RESOLUTIONS TO DISSOLVE AND TERMINATE THE B.B. OWEN TRUST WERE ADOPTED BY WRITTEN CONSENT OF THE TRUSTEES EFFECTIVE SEPTEMBER 30, 2024. A COPY OF THE CERTIFIED COPY OF RESOLUTIONS IS ATTACHED AS ATTACHMENT A. THE TRUSTEES OF THE B.B. OWEN TRUST RESOLVED TO DISCONTINUE ITS CHARITABLE ACTIVITIES, DISTRIBUTE ITS REMAINING ASSETS AND TERMINATE ITS EXISTENCE. THE NAMES AND ADDRESSES OF THE ORGANIZATIONS, AND AN EXPLANATION OF THE NATURE AND FAIR MARKET VALUE OF THE ASSETS THAT WERE DISTRIBUTED TO EACH 501(C)(3) RECIPIENT IS LISTED ON FORM 990-PF, STATEMENT 5. ALL ASSETS WERE DISTRIBUTED TO ORGANIZATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES, AND WHICH HAS ESTABLISHED ITS TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04982
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11948717
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ASSETS DISTRIBUTIONS-BOOK VALUE (STATEMENT 5)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0290
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt181
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025102
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENT/ROUNDING
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDELL W JUDD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09726615872
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0B B OWEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BBOW
ReturnHeader/Filer/EIN0751385809
ReturnHeader/Filer/PhoneNum09726615872
ReturnHeader/Filer/USAddress/AddressLine1Txt012222 MERIT DRIVE 1900
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075251
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084119
ReturnHeader/PreparerPersonGrp/PhoneNum02142960900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI M VINEYARD
ReturnHeader/ReturnTs02025-02-06T12:50:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$38,382
Expenses
$2,279,771
Net income
-$2,241,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$2.28$2.24
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.41$1.17$0.76
2022Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.27$0.65$0.38
2021Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.27$0.84$0.57
2020Summary only. Only limited summary data is available for this year.$5.88$0.00$0.28$0.89$0.61
2019Summary only. Only limited summary data is available for this year.$6.49$0.00$0.32$0.95$0.63
2015Summary only. Only limited summary data is available for this year.$8.98$0.00$0.23$0.98$0.75
2014Summary only. Only limited summary data is available for this year.$9.73$0.00$0.20$0.99$0.79
2013Summary only. Only limited summary data is available for this year.$10.5$0.00$0.21$1.05$0.84
2012Summary only. Only limited summary data is available for this year.$11.4$0.00$0.19$1.09$0.90
2011Summary only. Only limited summary data is available for this year.$12.3$0.00$0.08$1.65$1.57