Civic Intelligence

Shook Charitable Trust

990 • Fiscal year 2023 • EIN 75-1843636

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

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

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-123%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$47,296

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

23rd percentile

-2.7%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$7,226,528

Down $200,308 (-2.7%) from 2022

Net Assets

Down

$7,226,528

Down $200,308 (-2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin3rd percentile

Revenue

Down

$157,277

Down $727,225 (-82%) from 2022

Expenses

Down

$350,230

Down $311,178 (-47%) from 2022

Net Income

Down

-$192,953

Down $416,047 (-186%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$7,226,528
Liabilities$0
Net Assets$7,226,528
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$157,277
Expenses$350,230
Net Income-$192,953
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$2,836,090
Mission and Program Overview

Mission

To fund charitable purposes of donee

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,349,270$7,109,989▼ $239,281
Cap Stk Tr Prin Current Funds$4,402,336$4,402,336→ $0
Rtn Earn Endowment Incm Other Fnds$3,024,500$2,824,192▼ $200,308
Savings and Temporary Cash Investments$77,560$116,533▲ $38,973
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$7,426,836$7,226,528▼ $200,308
Other Assets Total$6$6→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,426,836$7,226,528▼ $200,308
Total Liabilities and Net Assets / Fund Balance$7,426,836$7,226,528▼ $200,308
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleBaseTotal
-Trustee$47,296$47,296

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
$153,922
Other Revenue
$3,355
Change in Net Assets
$-192,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$296,978
Salaries, Compensation, and Employee Benefits$47,296
Other Expenses$5,956
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$296,978--$296,978
Current Officers, Directors, Trustees, and Key Employees-$47,296-$47,296
Fees for Services Accounting-$2,450-$2,450
Other Expenses-$166-$166
Total Functional Expenses$296,978$53,252$0$350,230
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Baptist ChurchSan Angelo, TX-Christian/foreign Mission$294,478
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 35% controlled entity
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
2024-05-13
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
Travis L Garmon CPA
Phone
3256536854
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Timing difference -7,355.”

Raw XML AppendixShowing 400 of 437 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/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REGARDING THE SALVATION ARMY AND THE YMCA - 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/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3 - ROLE THE ORGANIZATION'S SUPPORTED ORGS. PLAYED
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt09836847
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt094311
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt09742536
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0147553
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt09689294
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0339125
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt09836847
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0339125
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/SupportAmt0294478
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/SupportSumAmt0296978
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0294478
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHRISTIAN/FOREIGN MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST BAPTIST 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 GRANT 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 -7,355.
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07426836
IRS990/TotalAssetsEOYAmt07226528
IRS990/TotalAssetsGrp/BOYAmt07426836
IRS990/TotalAssetsGrp/EOYAmt07226528
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053252
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0296978
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350230
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07426836
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07226528
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0500
IRS990/TotalOtherProgSrvcGrantAmt0500
IRS990/TotalProgramServiceExpensesAmt0296978
IRS990/TotalReportableCompFromOrgAmt047296
IRS990/TotalRevenueGrp/ExclusionAmt0304145
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-146868
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0157277
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07426836
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07226528
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,226,528
Liabilities
$0
Net assets
$7,226,528
Revenue
$157,277
Expenses
$350,230
Net income
-$192,953
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
2023Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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