Civic Intelligence

Shook Charitable Trust

990 • Fiscal year 2016 • EIN 75-1843636

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 21, 2017

Organization ProfileN/A
PO Box 5291San Angelo, TX 76902

(325) 659-5957

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

88th percentile

36%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$17,164

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

35%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,923,468

Up $98,840 (+1.7%) from 2015

Net Assets

Up

$5,923,468

Up $98,840 (+1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin88th percentile

Revenue

Up

$343,591

Up $88,875 (+35%) from 2015

Expenses

Down

$218,595

Down $9,289 (-4.1%) from 2015

Net Income

Up

$124,996

Up $98,164 (+366%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $5,797,796Liabilities 2014: $0Net Assets 2014: $5,797,7962014Assets 2015: $5,824,628Liabilities 2015: $0Net Assets 2015: $5,824,6282015Assets 2016: $5,923,468Liabilities 2016: $0Net Assets 2016: $5,923,4682016Assets 2017: $5,933,813Liabilities 2017: $0Net Assets 2017: $5,933,8132017Assets 2018: $5,948,895Liabilities 2018: $0Net Assets 2018: $5,948,8952018Assets 2019: $6,018,697Liabilities 2019: $0Net Assets 2019: $6,018,6972019Assets 2020: $6,449,200Liabilities 2020: $0Net Assets 2020: $6,449,2002020Assets 2021: $7,213,468Liabilities 2021: $0Net Assets 2021: $7,213,4682021Assets 2022: $7,426,836Liabilities 2022: $0Net Assets 2022: $7,426,8362022Assets 2023: $7,226,528Liabilities 2023: $0Net Assets 2023: $7,226,5282023Assets 2024: $7,507,106Liabilities 2024: $0Net Assets 2024: $7,507,1062024

Highlighted filing

2016

Assets$5,923,468
Liabilities$0
Net Assets$5,923,468
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $406,953Expenses 2014: $250,521Net Income 2014: $156,4322014Revenue 2015: $254,716Expenses 2015: $227,884Net Income 2015: $26,8322015Revenue 2016: $343,591Expenses 2016: $218,595Net Income 2016: $124,9962016Revenue 2017: $241,554Expenses 2017: $231,496Net Income 2017: $10,0582017Revenue 2018: $250,061Expenses 2018: $236,626Net Income 2018: $13,4352018Revenue 2019: $320,804Expenses 2019: $249,720Net Income 2019: $71,0842019Revenue 2020: $680,051Expenses 2020: $247,089Net Income 2020: $432,9622020Revenue 2021: $1,041,758Expenses 2021: $274,278Net Income 2021: $767,4802021Revenue 2022: $884,502Expenses 2022: $661,408Net Income 2022: $223,0942022Revenue 2023: $157,277Expenses 2023: $350,230Net Income 2023: -$192,9532023Revenue 2024: $695,164Expenses 2024: $407,904Net Income 2024: $287,2602024

Highlighted filing

2016

Revenue$343,591
Expenses$218,595
Net Income$124,996
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 21, 2017
Return Version
2016v3.0
Gross Receipts
$1,519,677
Mission and Program Overview

Mission

To fund charitable purposes of donee

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,565,618$5,872,939▲ $307,321
Cap Stk Tr Prin Current Funds$4,402,336$4,402,336→ $0
Rtn Earn Endowment Incm Other Fnds$1,422,292$1,521,132▲ $98,840
Savings and Temporary Cash Investments$258,997$50,523▼ $208,474
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$5,824,628$5,923,468▲ $98,840
Other Assets Total$13$6▼ $7
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,824,628$5,923,468▲ $98,840
Total Liabilities and Net Assets / Fund Balance$5,824,628$5,923,468▲ $98,840
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleBaseTotal
-Trustee$17,164$17,164

Board Members and Trustees

NameTitle
Chair Deacon Council FbcTrustee
Pastor First Baptist ChurchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$340,432
Other Revenue
$3,159
Change in Net Assets
$124,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$196,436
Salaries, Compensation, and Employee Benefits$17,164
Other Expenses$4,995
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$196,436--$196,436
Current Officers, Directors, Trustees, and Key Employees-$17,164-$17,164
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$91-$91
Total Functional Expenses$196,436$22,159$0$218,595
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Babtist ChurchSan Angelo, TX-Christian/foreign Mission$193,936
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Shook Charitable Trust
EIN
75-1843636
Phone
3256595957
Address
PO BOX 5291, SAN ANGELO, TX 76902

Signing Officer

Name
First Financial
Title
Trustee
Phone
3256595957
Signed
2017-07-21
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Armstrong Backus & Co Llp
Address
P O BOX 71, SAN ANGELO, TX 76902
Preparer
Gary D Summers CPA
Phone
3256536854
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Timing difference -26,156.”

Raw XML AppendixShowing 400 of 428 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REGARDING THE SALVATION ARMY, THE YMCA, AND THE BOY SCOUTS OF AMERICA - THEIR SUPPORT IS SET AND REMAINS UNCHANGED BY THE TRUST DOCUMENT AND IS NOT SUBJECT TO THE CHANGING NEEDS OF THE ENTITY. HOWEVER, QUARTERLY STATEMENTS OF THE TRUST ASSETS, INCOME, AND DISBURSEMENTS ARE PROVIDED TO THE SUPPORTED ORGANIZATIONS. REGARDING THE FIRST BAPTIST CHURCH - AN ADVISORY COMMITTEE CONSISTING OF THE ACTING PASTOR AND THE ACTING CHAIRMAN OF THE BOARD OF DEACONS SHALL MEET WITH AND ADVISE THE TRUSTEE REGARDING THE NEEDS OF THE MISSIONARY WORK AND IN OPERATION AND SUPERVISION OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE EXPLANATION FOR PART IV, SECTION D, LINE 2.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE DISTRIBUTABLE AMOUNT FOR 2016 WAS MISCALCULATED DUE TO A CLERICAL ERROR. CORRECTIVE MEASURES HAVE BEEN TAKEN AND THE AMOUNT WAS DISTRIBUTED UPON DISCOVERING CLERICAL ERROR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2- ORGANIZATION MAINTAINED A RELATI
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3 - ROLE THE ORGANIZATION'S SUPPORT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION E LINE 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt06720432
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0156485
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06563947
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0100806
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06619626
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0231687
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06720432
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0231687
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0750808781
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1750800678
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2750800698
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3750800617
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0193936
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt21000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST BAPTIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SALVATION ARMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2YMCA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3BOY SCOUTS OF AMERICA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0196436
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0193936
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHRISTIAN/FOREIGN MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST BABTIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0750808781
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt037 E HARRIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANGELO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd076903
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE RECEIVES AND REVIEWS QUARTERLY REPORTS FROM FIRST BAPTIST CHURCH REGARDING USE OF THE FUNDS RECEIVED FROM THE SHOOK CHARITABLE TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S.
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TIMING DIFFERENCE -26,156.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05824628
IRS990/TotalAssetsEOYAmt05923468
IRS990/TotalAssetsGrp/BOYAmt05824628
IRS990/TotalAssetsGrp/EOYAmt05923468
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022159
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196436
IRS990/TotalFunctionalExpensesGrp/TotalAmt0218595
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05824628
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05923468
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0500
IRS990/TotalOtherProgSrvcGrantAmt0500
IRS990/TotalProgramServiceExpensesAmt0196436
IRS990/TotalReportableCompFromOrgAmt017164
IRS990/TotalRevenueGrp/ExclusionAmt0212340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0131251
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0343591
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05824628
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05923468
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5291
IRS990/USAddress/CityNm0SAN ANGELO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076902
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST FINANCIAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03256595957
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-21

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,923,468
Liabilities
$0
Net assets
$5,923,468
Revenue
$343,591
Expenses
$218,595
Net income
$124,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.70$0.41$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.00$7.23$0.16$0.35$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.43$0.00$7.43$0.88$0.66$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.00$7.21$1.04$0.27$0.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$0.68$0.25$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.00$6.02$0.32$0.25$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.25$0.24$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.24$0.23$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.34$0.22$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.25$0.23$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.41$0.25$0.16