Civic Intelligence

Emma Loyd Eaton Charitable Trust

990PF • Fiscal year 2014 • EIN 75-2822069

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 08, 2015

Organization Profile
2301 Cedar SpringsDallas, TX 75201

(214) 754-0770

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

51st percentile

1.1%

Faster asset growth than 51% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

6.5%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$152,647

Up $1,679 (+1.1%) from 2013

Net Assets

Up

$152,647

Up $1,679 (+1.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin82nd percentile

Revenue

Up

$5,992

Up $365 (+6.5%) from 2013

Expenses

Down

$4,313

Down $8,822 (-67%) from 2013

Net Income

Up

$1,679

Up $9,187 (+122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$400K$300K$200K$100K$0Assets 2011: $115,874Liabilities 2011: $2,519Net Assets 2011: $113,3552011Assets 2012: $158,476Liabilities 2012: $0Net Assets 2012: $158,4762012Assets 2013: $150,968Liabilities 2013: $0Net Assets 2013: $150,9682013Assets 2014: $152,647Liabilities 2014: $0Net Assets 2014: $152,6472014Assets 2015: $154,328Liabilities 2015: $0Net Assets 2015: $154,3282015Assets 2016: $144,706Liabilities 2016: $0Net Assets 2016: $144,7062016Assets 2017: $169,434Liabilities 2017: $0Net Assets 2017: $169,4342017Assets 2018: $165,225Liabilities 2018: $0Net Assets 2018: $165,2252018Assets 2019: $163,430Liabilities 2019: $2,670Net Assets 2019: $160,7602019Assets 2020: $160,823Liabilities 2020: $6,560Net Assets 2020: $154,2632020Assets 2021: $163,058Liabilities 2021: $8,430Net Assets 2021: $154,6282021Assets 2022: $307,708Liabilities 2022: $11,232Net Assets 2022: $296,4762022Assets 2023: $300,550Liabilities 2023: $11,231Net Assets 2023: $289,3192023Assets 2024: $300,867Liabilities 2024: $13,230Net Assets 2024: $287,6372024

Highlighted filing

2014

Assets$152,647
Liabilities$0
Net Assets$152,647
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $8,7352011Expenses 2012: $10,0362012Revenue 2013: $5,627Expenses 2013: $13,135Net Income 2013: -$7,5082013Revenue 2014: $5,992Expenses 2014: $4,313Net Income 2014: $1,6792014Revenue 2015: $5,868Expenses 2015: $4,187Net Income 2015: $1,6812015Revenue 2016: $6,045Expenses 2016: $15,667Net Income 2016: -$9,6222016Revenue 2017: $32,246Expenses 2017: $7,518Net Income 2017: $24,7282017Revenue 2018: $4,678Expenses 2018: $8,887Net Income 2018: -$4,2092018Revenue 2019: $5,081Expenses 2019: $9,546Net Income 2019: -$4,4652019Revenue 2020: $5,835Expenses 2020: $12,332Net Income 2020: -$6,4972020Revenue 2021: $13,608Expenses 2021: $13,243Net Income 2021: $3652021Revenue 2022: $155,439Expenses 2022: $13,591Net Income 2022: $141,8482022Revenue 2023: $7,718Expenses 2023: $14,875Net Income 2023: -$7,1572023Revenue 2024: $14,683Expenses 2024: $16,365Net Income 2024: -$1,6822024

Highlighted filing

2014

Revenue$5,992
Expenses$4,313
Net Income$1,679
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON PETERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Emma Loyd Eaton Charitable Trust
EIN
75-2822069
Phone
2147540770
Address
2301 CEDAR SPRINGS, DALLAS, TX 75201

Signing Officer

Name
Gordon Peterson
Title
Trustee
Phone
2147540770
Signed
2015-03-08

Preparer

Firm
Kirk Philip Jockel Pc
Address
8330 MEADOW RD STE 210, DALLAS, TX 75231-0318
Preparer
Kirk P Jockel
Phone
2143616561
Raw XML Appendix254 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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022008
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010462
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Southwest Securities
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01164
TaxesSchedule/TaxesDetail/Amt097
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt097
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02147540770
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMA LOYD EATON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EMMA
ReturnHeader/Filer/EIN0752822069
ReturnHeader/Filer/PhoneNum02147540770
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 CEDAR SPRINGS
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIRK PHILIP JOCKEL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08330 MEADOW RD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752310318
ReturnHeader/PreparerPersonGrp/PhoneNum02143616561
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRK P JOCKEL
ReturnHeader/ReturnTs02015-03-18T15:04:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,647
Liabilities
$0
Net assets
$152,647
Revenue
$5,992
Expenses
$4,313
Net income
$1,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.13$2.88$0.15$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.11$2.89$0.08$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.11$2.96$1.55$0.14$1.42
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.08$1.55$0.14$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.07$1.54$0.06$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.03$1.61$0.05$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.32$0.08$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.06$0.16$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.16$0.03$1.13$0.09