Civic Intelligence

Somervell History Foundation

990 • Fiscal year 2021 • EIN 75-2894511

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 16, 2022

Organization ProfileWWW.BARNARDSMILL.ORG
PO Box 2537Glen Rose, TX 76043

(254) 897-4301

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

12%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,315,560

Up $164,438 (+14%) from 2020

Net Assets

Up

$1,313,514

Up $162,392 (+14%) from 2020

Liabilities

Up

$2,046

Up $2,046 from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin74th percentile

Revenue

Up

$205,530

Up $22,500 (+12%) from 2020

Expenses

Up

$143,982

Up $53,578 (+59%) from 2020

Net Income

Down

$61,548

Down $31,078 (-34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $271,515Net Assets 2011: $271,5152011Assets 2012: $263,589Net Assets 2012: $263,5892012Assets 2013: $264,788Net Assets 2013: $264,7882013Assets 2014: $435,319Liabilities 2014: $0Net Assets 2014: $435,3192014Assets 2015: $398,049Liabilities 2015: $0Net Assets 2015: $398,0492015Assets 2016: $673,408Liabilities 2016: $0Net Assets 2016: $673,4082016Assets 2017: $673,629Liabilities 2017: $0Net Assets 2017: $673,6292017Assets 2018: $672,433Liabilities 2018: $0Net Assets 2018: $672,4332018Assets 2019: $1,059,273Liabilities 2019: $0Net Assets 2019: $1,059,2732019Assets 2020: $1,151,122Liabilities 2020: $0Net Assets 2020: $1,151,1222020Assets 2021: $1,315,560Liabilities 2021: $2,046Net Assets 2021: $1,313,5142021Assets 2022: $1,135,146Liabilities 2022: $2,160Net Assets 2022: $1,132,9862022Assets 2023: $1,372,296Liabilities 2023: $22,564Net Assets 2023: $1,349,7322023Assets 2024: $1,459,754Liabilities 2024: $1,839Net Assets 2024: $1,457,9152024

Highlighted filing

2021

Assets$1,315,560
Liabilities$2,046
Net Assets$1,313,514
Open 2021 Filing

Operations Trend

Revenue Growth50th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $78,427Expenses 2011: $69,340Net Income 2011: $9,0872011Revenue 2012: $50,445Expenses 2012: $58,371Net Income 2012: -$7,9262012Revenue 2013: $35,673Expenses 2013: $34,474Net Income 2013: $1,1992013Revenue 2014: $225,617Expenses 2014: $55,086Net Income 2014: $170,5312014Revenue 2015: $38,636Expenses 2015: $75,906Net Income 2015: -$37,2702015Revenue 2016: $350,611Expenses 2016: $75,252Net Income 2016: $275,3592016Revenue 2017: $75,694Expenses 2017: $71,133Net Income 2017: $4,5612017Revenue 2018: $69,077Expenses 2018: $70,273Net Income 2018: -$1,1962018Revenue 2019: $485,317Expenses 2019: $94,209Net Income 2019: $391,1082019Revenue 2020: $183,030Expenses 2020: $90,404Net Income 2020: $92,6262020Revenue 2021: $205,530Expenses 2021: $143,982Net Income 2021: $61,5482021Revenue 2022: $210,420Expenses 2022: $135,957Net Income 2022: $74,4632022Revenue 2023: $367,678Expenses 2023: $270,547Net Income 2023: $97,1312023Revenue 2024: $289,524Expenses 2024: $171,683Net Income 2024: $117,8412024

Highlighted filing

2021

Revenue$205,530
Expenses$143,982
Net Income$61,548
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 16, 2022
Return Version
2021v4.2
Gross Receipts
$232,807
Mission and Program Overview

Mission

Support education and preservation of historic resources of glen rose and somervell county, texas.

Support education and preservation of historic resources of glen rose and somervell county, texas

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$585,762$582,481▼ $3,281
Savings and Temporary Cash Investments$442,639$449,529▲ $6,890
Investments Program Related$106,412$261,825▲ $155,413
Cash and Non-Interest-Bearing Accounts$16,309$21,725▲ $5,416
Total Assets$1,151,122$1,315,560▲ $164,438
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses-$2,046-
Total Liabilities$0$2,046▲ $2,046
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,151,122$1,313,514▲ $162,392
Total Net Assets Fund Balance$1,151,122$1,313,514▲ $162,392
Total Liabilities and Net Assets / Fund Balance$1,151,122$1,315,560▲ $164,438

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$579,974$56,467$636,441
Other Land Buildings$2,507$99,585$102,092
Investment Program Related Org$198,398--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Ann CarverPresident
Kelly HarrisVice President
Aj SmithDirector
Angela ConwayDirector
Brenda RonsonDirector
Linda MccaffreyDirector
Tracy BrownDirector
Mary CollierSecretary
Demetra ConradTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,539
Program Service Revenue
$3,685
Investment Income
$153,367
Other Revenue
$-3,061
All Other Contributions
$36,038
Change in Net Assets
$61,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,982
Total Fundraising Expense$7,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$19,186--$19,186
Depreciation Depletion$17,659--$17,659
Advertising$12,686$3,328-$16,014
Office Expenses$3,994$3,993$3,993$11,980
Insurance$10,575$893-$11,468
Other Expenses$2,369$2,368$2,368$7,105
All Other Expenses$1,561$4,944-$6,505
Fees for Services Accounting$2,415$2,414-$4,829
Conferences and Meetings$398--$398
Information Technology-$300-$300
Total Functional Expenses$107,439$28,970$7,573$143,982
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,277
Fundraising Gross Income$15,726
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$8,226$8,226$8,811$-585
VALENTINE'S DINNER$4,100$4,100$5,201$-1,101
Total Events$15,726$15,726$27,277$-11,551
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
Backup withholding compliance
Yes
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 18

“No documents available to the public”

Form 990, Part VI, Section C, line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Somervell History Foundation
EIN
75-2894511
Phone
2548974301
Address
PO BOX 2537, GLEN ROSE, TX 76043

Signing Officer

Name
Ann Carver
Title
President
Phone
2548974301
Signed
2022-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Carver
Formed
2000
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Gilliam Wharram & Co Pc
Address
107 WESTMEADOW PO BOX 118, CLEBURNE, TX 76033
Preparer
Shana Deans CPA
Phone
8176412274
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Contributed capital 100,844.”

Financial Statement Notes

Form 990, Part X, Line 13

“Investments include $63,427 in the dick moore estate and $198,398 in enterpise product partners, lp for a total of $261,825.”

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0440354
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0440354
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0264784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046744
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052120
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0440354
IRS990ScheduleA/TotalSupportAmt0440354
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0579974
IRS990ScheduleD/BuildingsGrp/DepreciationAmt056467
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0636441
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt063427
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1198398
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0RICHARD H MOORE JR ESTATE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1ENTERPRISE PRODUCT PARTNERS, LP
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02507
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt099585
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0102092
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENTS INCLUDE $63,427 IN THE DICK MOORE ESTATE AND $198,398 IN ENTERPISE PRODUCT PARTNERS, LP FOR A TOTAL OF $261,825.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART X, LINE 13
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0582481
IRS990ScheduleD/TotalBookValueProgramRltdAmt0261825
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027277
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VALENTINE'S DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015726
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-11551
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013265
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027277
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08811
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05201
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRIBUTED CAPITAL 100,844.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01151122
IRS990/TotalAssetsEOYAmt01315560
IRS990/TotalAssetsGrp/BOYAmt01151122
IRS990/TotalAssetsGrp/EOYAmt01315560
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt051539
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07573
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028970
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107439
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143982
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt02046
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02046
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01151122
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01313514
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0107439
IRS990/TotalProgramServiceRevenueAmt03685
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-11551
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0165542
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205530
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01151122
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01315560
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0PO BOX 2537
IRS990/USAddress/CityNm0GLEN ROSE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076043
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.BARNARDSMILL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN CARVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02548974301
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOMERVELL HISTORY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0752894511
ReturnHeader/Filer/PhoneNum02548974301
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2537
ReturnHeader/Filer/USAddress/CityNm0GLEN ROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076043
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752147649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILLIAM WHARRAM & CO PC

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,315,560
Liabilities
$2,046
Net assets
$1,313,514
Revenue
$205,530
Expenses
$143,982
Net income
$61,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.29$0.17$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.02$1.35$0.37$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.13$0.21$0.14$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.31$0.21$0.14$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.18$0.09$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.49$0.09$0.39
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.08$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.35$0.08$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.04$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.23$0.06$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.04$0.03$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.05$0.06$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.08$0.07$0.01