Civic Intelligence

Emma Loyd Eaton Charitable Trust

990PF • Fiscal year 2015 • EIN 75-2822069

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 08, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

1.1%

Faster asset growth than 52% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-2.1%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$154,328

Up $1,681 (+1.1%) from 2014

Net Assets

Up

$154,328

Up $1,681 (+1.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$5,868

Down $124 (-2.1%) from 2014

Expenses

Down

$4,187

Down $126 (-2.9%) from 2014

Net Income

Up

$1,681

Up $2 (+0.1%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$154,328
Liabilities$0
Net Assets$154,328

Operations Trend

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

2015

Revenue$5,868
Expenses$4,187
Net Income$1,681
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 8, 2016
Return Version
2015v2.1
Compensation and Service Providers

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
2016-03-08

Preparer

Firm
Kirk Philip Jockel Pc
Address
8330 MEADOW RD STE 210, DALLAS, TX 75231-0318
Preparer
Kirk P Jockel
Phone
2143616561
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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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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Southwest Securities
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02147540770
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMA LOYD EATON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EMMA
ReturnHeader/Filer/EIN0752822069
ReturnHeader/Filer/PhoneNum02147540770
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ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
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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/PreparationDt02016-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRK P JOCKEL
ReturnHeader/ReturnTs02016-03-15T13:45:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits