Civic Intelligence

Somervell History Foundation

990 • Fiscal year 2023 • EIN 75-2894511

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 26, 2024

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

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.06x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

75%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,372,296

Up $237,150 (+21%) from 2022

Net Assets

Up

$1,349,732

Up $216,746 (+19%) from 2022

Liabilities

Up

$22,564

Up $20,404 (+945%) from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin80th percentile

Revenue

Up

$367,678

Up $157,258 (+75%) from 2022

Expenses

Up

$270,547

Up $134,590 (+99%) from 2022

Net Income

Up

$97,131

Up $22,668 (+30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$1,372,296
Liabilities$22,564
Net Assets$1,349,732
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$367,678
Expenses$270,547
Net Income$97,131
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 26, 2024
Return Version
2023v5.1
Gross Receipts
$386,029
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$564,877$547,853▼ $17,024
Savings and Temporary Cash Investments$408,553$424,657▲ $16,104
Cash and Non-Interest-Bearing Accounts$83,777$61,763▼ $22,014
Investments Program Related$47,980$54,012▲ $6,032
Investments Other Securities-$50,758-
Total Assets$1,135,146$1,372,296▲ $237,150
Other Assets Total$29,959$233,253▲ $203,294
Liabilities
Accounts Payable and Accrued Expenses$2,160$22,564▲ $20,404
Total Liabilities$2,160$22,564▲ $20,404
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,132,986$1,349,732▲ $216,746
Total Net Assets Fund Balance$1,132,986$1,349,732▲ $216,746
Total Liabilities and Net Assets / Fund Balance$1,135,146$1,372,296▲ $237,150

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$547,334$89,107$636,441
Other Land Buildings$519$101,573$102,092
Other Assets Org$233,253--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Ann CarverPresident
Kelly HarrisVice President
Angela ConwayDirector
Brenda RansomDirector
Sheyanne SmartDirector
Valerie WilliamsDirector
Linda MccaffreySecretary
Demetra ConradTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,250
Program Service Revenue
$31,021
Investment Income
$193,865
Other Revenue
$117,542
All Other Contributions
$25,250
Change in Net Assets
$97,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$270,547
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$31,363--$31,363
All Other Expenses$14,662$6,311-$20,973
Depreciation Depletion$17,024--$17,024
Advertising$8,240$8,240-$16,480
Other Expenses$14,534$10,371-$14,534
Fees for Services Accounting$4,541$4,541-$9,082
Office Expenses$3,580$3,580-$7,160
Total Functional Expenses$151,698$118,849$0$270,547
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,351
Fundraising Gross Income$13,389
Professional Fundraising Fees$0
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
2024-06-26
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:

“Adjustments to contributed capital 119,615.”

Financial Statement Notes

Form 990, Part X, Line 13

“Investments include $54,012 in the dick moore estate.”

Raw XML Appendix382 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0264784
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0438806
IRS990ScheduleA/TotalSupportAmt0438806
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0547334
IRS990ScheduleD/BuildingsGrp/DepreciationAmt089107
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0636441
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0233253
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0519
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0101573
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0102092
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENTS INCLUDE $54,012 IN THE DICK MOORE ESTATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART X, LINE 13
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0547853
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0233253
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/ExplanationTxt3ADJUSTMENTS TO CONTRIBUTED CAPITAL 119,615.
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/TotalAssetsBOYAmt01135146
IRS990/TotalAssetsEOYAmt01372296
IRS990/TotalAssetsGrp/BOYAmt01135146
IRS990/TotalAssetsGrp/EOYAmt01372296
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0118849
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151698
IRS990/TotalFunctionalExpensesGrp/TotalAmt0270547
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02160
IRS990/TotalLiabilitiesEOYAmt022564
IRS990/TotalLiabilitiesGrp/BOYAmt02160
IRS990/TotalLiabilitiesGrp/EOYAmt022564
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01132986
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01349732
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0151698
IRS990/TotalProgramServiceRevenueAmt031021
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-4962
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0347390
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0367678
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01135146
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01372296
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN CARVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02548974301
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-26
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752147649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILLIAM WHARRAM & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 WESTMEADOW PO BOX 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEBURNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076033
ReturnHeader/PreparerPersonGrp/PhoneNum08176412274
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANA DEANS CPA
ReturnHeader/ReturnTs02024-07-09T14:59:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARVER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,372,296
Liabilities
$22,564
Net assets
$1,349,732
Revenue
$367,678
Expenses
$270,547
Net income
$97,131
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