Civic Intelligence

Sam R and Malcom Monroe Barnes Foundation

990PF • Fiscal year 2020 • EIN 75-2570146

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 03, 2021

Organization Profile
PO Box 1851Trinity, TX 75862

(512) 450-0529

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

54%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$284,471

Up $5,789 (+2.1%) from 2019

Net Assets

Up

$284,471

Up $5,790 (+2.1%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Up

$28,669

Up $10,082 (+54%) from 2019

Expenses

Up

$22,879

Up $6,404 (+39%) from 2019

Net Income

Up

$5,790

Up $3,678 (+174%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2010: $300,141Liabilities 2010: $0Net Assets 2010: $300,1412010Assets 2011: $302,934Liabilities 2011: $0Net Assets 2011: $302,9342011Assets 2012: $306,484Liabilities 2012: $0Net Assets 2012: $306,4842012Assets 2013: $310,597Liabilities 2013: $0Net Assets 2013: $310,5972013Assets 2014: $318,054Liabilities 2014: $0Net Assets 2014: $318,0542014Assets 2015: $306,004Liabilities 2015: $0Net Assets 2015: $306,0042015Assets 2016: $285,166Liabilities 2016: $0Net Assets 2016: $285,1662016Assets 2017: $266,534Liabilities 2017: $0Net Assets 2017: $266,5342017Assets 2018: $276,569Liabilities 2018: $0Net Assets 2018: $276,5692018Assets 2019: $278,682Liabilities 2019: $1Net Assets 2019: $278,6812019Assets 2020: $284,471Liabilities 2020: $0Net Assets 2020: $284,4712020Assets 2021: $288,581Liabilities 2021: $0Net Assets 2021: $288,5812021Assets 2022: $291,626Liabilities 2022: $0Net Assets 2022: $291,6262022Assets 2023: $304,562Liabilities 2023: $0Net Assets 2023: $304,5622023Assets 2024: $305,651Liabilities 2024: $0Net Assets 2024: $305,6512024

Highlighted filing

2020

Assets$284,471
Liabilities$0
Net Assets$284,471
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KExpenses 2010: $16,1772010Expenses 2011: $2,4622011Expenses 2012: $82,4622012Revenue 2013: $46,454Expenses 2013: $42,341Net Income 2013: $4,1132013Revenue 2014: $32,206Expenses 2014: $24,749Net Income 2014: $7,4572014Revenue 2015: $15,715Expenses 2015: $27,765Net Income 2015: -$12,0502015Revenue 2016: $27,440Expenses 2016: $48,278Net Income 2016: -$20,8382016Revenue 2017: $34,969Expenses 2017: $53,601Net Income 2017: -$18,6322017Revenue 2018: $31,755Expenses 2018: $21,720Net Income 2018: $10,0352018Revenue 2019: $18,587Expenses 2019: $16,475Net Income 2019: $2,1122019Revenue 2020: $28,669Expenses 2020: $22,879Net Income 2020: $5,7902020Revenue 2021: $24,844Expenses 2021: $20,734Net Income 2021: $4,1102021Revenue 2022: $23,868Expenses 2022: $20,823Net Income 2022: $3,0452022Revenue 2023: $30,215Expenses 2023: $17,279Net Income 2023: $12,9362023Revenue 2024: $22,990Expenses 2024: $21,901Net Income 2024: $1,0892024

Highlighted filing

2020

Revenue$28,669
Expenses$22,879
Net Income$5,790
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel TM BarnesPresidentPT$0--
Shelly MadleyDirector-$0--
Leo EdmondsDirector-$0--
Sarah EdmondsDirector-$0--
John B KnoxTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sam R & Malcom Monroe Barnes Foundation
EIN
75-2570146
Address
PO Box 1851, Trinity, TX 75862

Signing Officer

Name
Dan Barnes
Title
Trustee
Signed
2021-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Charles T Holcomb CPA Pc
Address
1705 S CAPITAL OF TEXAS HWY STE 201, AUSTIN, TX 78746
Preparer
Charles T Holcomb CPA
Phone
5124500529
Raw XML Appendix308 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Daniel TM Barnes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Shelly Madley
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Po Box 1851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 1851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210 Cloverbase Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310 Cloverbase Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41705 South Capital of Texas Hw
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Trinity
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Montgomery
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Montgomery
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Provide office facilities to local charitable organizations.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide office facilities for local charitable organizations.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Cash Donations to various charities,for a variety of purposes
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Expenditure incurred to pay occupancy costs for charity using facility for administrative purposes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Trinity Historical Commission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CASA of Walker San Jacinto Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Trinity High School Psychologists
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5500 E Caroline
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6203 Prospect Dr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Trinity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075845
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675862
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014322
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050352
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09785
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014322
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014322
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050352
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036030
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Daniel TM Barnes
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1851
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Trinity
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075862
IRS990ScheduleB/ContributorInformationGrp/PayrollContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015400
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0110
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Security Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1110
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Asset Management
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Subscriptions and Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04802
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt240
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02800
TaxesSchedule/TaxesDetail/Amt0102
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Paid
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Barnes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sam R & Malcom Monroe Barnes Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAMR
ReturnHeader/Filer/EIN0752570146
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1851
ReturnHeader/Filer/USAddress/CityNm0Trinity
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075862
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270892108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES T HOLCOMB CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01705 S CAPITAL OF TEXAS HWY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078746
ReturnHeader/PreparerPersonGrp/PhoneNum05124500529
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles T Holcomb CPA
ReturnHeader/ReturnTs02021-09-03T11:54:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Barnes
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,471
Liabilities
$0
Net assets
$284,471
Revenue
$28,669
Expenses
$22,879
Net income
$5,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.23$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.30$0.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.24$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.25$0.21$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.29$0.23$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.19$0.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.32$0.22$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.35$0.54$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.27$0.48$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.16$0.28$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.32$0.25$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.46$0.42$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.82
2011Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.02
2010Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16