Civic Intelligence

Dale & Joan Coleman Charitable Trust

990PF • Fiscal year 2019 • EIN 75-2857586

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

PO Box 1Amarillo, TX 79105-0001

(806) 378-8376

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-66%

Higher net margin than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$26,679

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

14th percentile

-7.0%

Faster asset growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$4,294,603

Down $324,449 (-7.0%) from 2018

Net Assets

Down

$4,294,603

Down $324,449 (-7.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$491,697

Down $265,664 (-35%) from 2018

Expenses

Down

$815,615

Down $135,726 (-14%) from 2018

Net Income

Down

-$323,918

Down $129,938 (-67%) from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,260,141Liabilities 2010: $102,367Net Assets 2010: $5,157,7742010Assets 2011: $4,940,321Liabilities 2011: $8882011Assets 2012: $6,001,925Liabilities 2012: $888Net Assets 2012: $6,001,0372012Assets 2013: $5,959,125Liabilities 2013: $888Net Assets 2013: $5,958,2372013Assets 2014: $6,032,962Liabilities 2014: $0Net Assets 2014: $6,032,9622014Assets 2015: $5,570,983Liabilities 2015: $0Net Assets 2015: $5,570,9832015Assets 2016: $5,250,777Liabilities 2016: $0Net Assets 2016: $5,250,7772016Assets 2017: $4,813,032Liabilities 2017: $0Net Assets 2017: $4,813,0322017Assets 2018: $4,619,052Liabilities 2018: $0Net Assets 2018: $4,619,0522018Assets 2019: $4,294,603Liabilities 2019: $0Net Assets 2019: $4,294,6032019Assets 2020: $4,033,570Liabilities 2020: $0Net Assets 2020: $4,033,5702020Assets 2021: $4,048,240Liabilities 2021: $0Net Assets 2021: $4,048,2402021Assets 2022: $3,798,924Liabilities 2022: $0Net Assets 2022: $3,798,9242022Assets 2023: $3,463,323Liabilities 2023: $12023Assets 2024: $2,939,739Liabilities 2024: $0Net Assets 2024: $2,939,7392024

Highlighted filing

2019

Assets$4,294,603
Liabilities$0
Net Assets$4,294,603

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $643,4062010Revenue 2011: $309,818Expenses 2011: $546,180Net Income 2011: -$236,3622011Expenses 2012: $789,3762012Revenue 2013: $817,088Expenses 2013: $814,779Net Income 2013: $2,3092013Revenue 2014: $894,223Expenses 2014: $773,615Net Income 2014: $120,6082014Revenue 2015: $500,379Expenses 2015: $921,375Net Income 2015: -$420,9962015Revenue 2016: $362,301Expenses 2016: $791,744Net Income 2016: -$429,4432016Revenue 2017: $304,688Expenses 2017: $742,375Net Income 2017: -$437,6872017Revenue 2018: $757,361Expenses 2018: $951,341Net Income 2018: -$193,9802018Revenue 2019: $491,697Expenses 2019: $815,615Net Income 2019: -$323,9182019Revenue 2020: $446,338Expenses 2020: $706,235Net Income 2020: -$259,8972020Revenue 2021: $777,409Expenses 2021: $762,500Net Income 2021: $14,9092021Revenue 2022: $674,477Expenses 2022: $923,793Net Income 2022: -$249,3162022Revenue 2023: $512,514Expenses 2023: $850,023Net Income 2023: -$337,5092023Revenue 2024: $378,341Expenses 2024: $902,182Net Income 2024: -$523,8412024

Highlighted filing

2019

Revenue$491,697
Expenses$815,615
Net Income-$323,918
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$26,679-$26,679
Filing and Contact Details

Filer

Filer Name
Dale & Joan Coleman Charitable
EIN
75-2857586
Phone
8063788376
Address
PO BOX 1, AMARILLO, TX 79105-0001

Signing Officer

Name
Amarillo National Bank
Title
Trustee
Phone
8063788376
Signed
2020-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Lovelady Christy Associates Pllc
Address
801 S FILLMORE ST STE 420, AMARILLO, TX 79101
Preparer
Jackie Ruland CPA
Phone
8063734884
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt263500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2710000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt283700
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt293900
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt345200
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt454800
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt464645
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt474689
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5013770
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5322000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5424560
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt553344
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt563181
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5710335
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt586420
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt599100
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt609830
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt614500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt624700
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt634000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt644200
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt655500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt665700
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6710000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt688000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt693500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt7010000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt713700
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt723900
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt733800
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt743900
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt757685
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt765000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt775200
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt789000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt799930
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8010000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8113280
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8220870
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt834192
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt849032
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt856575
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8657895
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt876575
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8810140
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8992617
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9079895
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9116336
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9226166
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9326872
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9412789
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt965368
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9726104
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9819525
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt99133837
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt10050335
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0229
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1483
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2533
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt32894
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt4248
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DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6234
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt797
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt8660
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt9531
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10587
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt111299
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt12198
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt13610
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt14537
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt15266
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt16236
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt17324
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt18500
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt19473
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20207
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt21218
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt22225
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt23296
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt24531
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt25590
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt26623
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt27388
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt282895
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt29388
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30253
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt312734
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt324893
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt33482
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt34816
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt351645
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt36442
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt376905
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt38186
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt391005
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40835
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt415721
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt423784
DepreciationSchedule/DepreciationPropertyGrp/LifeRt015.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt17.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt215.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt37.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt420.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt515.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt615.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt77.0000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.38$0.90$0.52
2023Summary only. Only limited summary data is available for this year.$3.46$0.00$0.51$0.85$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.67$0.92$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.78$0.76$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.45$0.71$0.26
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.49$0.82$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.76$0.95$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.00$4.81$0.30$0.74$0.44
2016Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.36$0.79$0.43
2015Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.50$0.92$0.42
2014Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.89$0.77$0.12
2013Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.82$0.81$0.00
2012Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.79
2011Summary only. Only limited summary data is available for this year.$4.94$0.00$0.31$0.55$0.24
2010Detailed filing. Detailed filing data is available for this year.$5.26$0.10$5.16$0.64