Civic Intelligence

Mary E Bivins Trust

990PF • Fiscal year 2015 • EIN 75-6013328

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 05, 2016

Organization Profile
PO Box 1Amarillo, TX 79105

(806) 378-8000

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.30x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.88x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

41st percentile

1.1%

Higher net margin than 41% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-34%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$24,263,853

Down $3,842,219 (-14%) from 2014

Net Assets

Up

$16,976,030

Up $88,241 (+0.5%) from 2014

Liabilities

Down

$7,287,823

Down $3,930,460 (-35%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin41st percentile

Revenue

Down

$8,261,573

Down $4,268,094 (-34%) from 2014

Expenses

Down

$8,173,332

Down $4,276,239 (-34%) from 2014

Net Income

Up

$88,241

Up $8,145 (+10%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$30M$20M$10M$0Assets 2011: $21,784,892Liabilities 2011: $5,100,1092011Assets 2012: $24,633,463Liabilities 2012: $7,923,218Net Assets 2012: $16,710,2452012Assets 2013: $29,605,406Liabilities 2013: $12,797,713Net Assets 2013: $16,807,6932013Assets 2014: $28,106,072Liabilities 2014: $11,218,283Net Assets 2014: $16,887,7892014Assets 2015: $24,263,853Liabilities 2015: $7,287,823Net Assets 2015: $16,976,0302015Assets 2016: $21,663,879Liabilities 2016: $4,662,001Net Assets 2016: $17,001,8782016Assets 2017: $23,891,043Liabilities 2017: $6,885,575Net Assets 2017: $17,005,4682017Assets 2018: $23,804,556Liabilities 2018: $6,816,257Net Assets 2018: $16,988,2992018Assets 2019: $23,244,043Liabilities 2019: $6,254,922Net Assets 2019: $16,989,1212019Assets 2020: $20,447,411Liabilities 2020: $3,457,662Net Assets 2020: $16,989,7492020Assets 2021: $20,768,031Liabilities 2021: $3,712,754Net Assets 2021: $17,055,2772021Assets 2022: $23,577,867Liabilities 2022: $6,306,976Net Assets 2022: $17,270,8912022Assets 2023: $22,549,109Liabilities 2023: $5,109,698Net Assets 2023: $17,439,4112023Assets 2024: $20,141,178Liabilities 2024: $2,771,317Net Assets 2024: $17,369,8612024Assets 2025: $20,574,882Liabilities 2025: $3,205,021Net Assets 2025: $17,369,8612025

Highlighted filing

2015

Assets$24,263,853
Liabilities$7,287,823
Net Assets$16,976,030
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,745,503Expenses 2011: $5,716,091Net Income 2011: $29,4122011Expenses 2012: $8,742,4962012Expenses 2013: $13,949,5222013Revenue 2014: $12,529,667Expenses 2014: $12,449,571Net Income 2014: $80,0962014Revenue 2015: $8,261,573Expenses 2015: $8,173,332Net Income 2015: $88,2412015Revenue 2016: $5,183,641Expenses 2016: $5,157,793Net Income 2016: $25,8482016Revenue 2017: $7,449,527Expenses 2017: $7,415,217Net Income 2017: $34,3102017Revenue 2018: $7,610,206Expenses 2018: $7,627,375Net Income 2018: -$17,1692018Revenue 2019: $7,052,985Expenses 2019: $7,052,163Net Income 2019: $8222019Revenue 2020: $4,107,905Expenses 2020: $4,107,277Net Income 2020: $6282020Revenue 2021: $4,254,751Expenses 2021: $4,189,223Net Income 2021: $65,5282021Revenue 2022: $7,091,283Expenses 2022: $6,875,669Net Income 2022: $215,6142022Revenue 2023: $5,917,803Expenses 2023: $5,749,283Net Income 2023: $168,5202023Revenue 2024: $3,205,119Expenses 2024: $3,274,669Net Income 2024: -$69,5502024Revenue 2025: $3,593,032Expenses 2025: $3,593,032Net Income 2025: $02025

Highlighted filing

2015

Revenue$8,261,573
Expenses$8,173,332
Net Income$88,241
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE BATSONTrustee/Pt-$0--
MARK BIVINSTrustee/Pt-$0--
RICHARD WARETrustee/Pt-$0--
Filing and Contact Details

Filer

Filer Name
Mary E Bivins Trust
EIN
75-6013328
Phone
8063788000
Address
PO BOX 1, AMARILLO, TX 79105

Signing Officer

Name
Dennis Spear
Title
Sr. Vice President
Phone
8063788000
Signed
2016-02-05

Preparer

Firm
Lovelady Christy Associates Pllc
Address
801 S FILLMORE ST STE 420, AMARILLO, TX 79101
Preparer
Samuel B Lovelady
Phone
8063734884
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8S&P DEPOSITARY RECEIPT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ADT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BAXALTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHEMOURS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CHEVRONTEXACO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CITRIX SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COACH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COCA-COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COLGATE PALMOLIVE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CONOCOPHILLIPS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CVS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DEERE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DIRECTV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DISNEY COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40E I DUPONT DE NEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EMERSON ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44EXPEDITORS INTL OF WASHINGTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EXPRESS SCRIPTS HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GENERAL MILLS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HUNTSMAN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LABORATORY CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MARSH & MCLENNAN COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MCKESSON HBOC INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NATIONAL OILWELL VARCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ORACLE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PENTAIR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SIGMA ALDRICH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STAPLES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SYMANTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86THE KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TIFFANY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TOPBUILD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TRANSOCEAN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VERISIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VIACOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WELLPOINT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102CBOE HOLDING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104CYPRESS SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106FORTRESS INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108MAGNA INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109MCCORMICK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110PALL CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111PARTNERS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112SOUTHWESTERN ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114WYNN RESORTS LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115CHESAPEAKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116HANCOCK HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117SEVENTY SEVEN ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119TUPPERWARE CORPORATION
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-07-21

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,263,853
Liabilities
$7,287,823
Net assets
$16,976,030
Revenue
$8,261,573
Expenses
$8,173,332
Net income
$88,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.6$3.21$17.4$3.59$3.59$0.00
2024Detailed filing. Detailed filing data is available for this year.$20.1$2.77$17.4$3.21$3.27$0.07
2023Detailed filing. Detailed filing data is available for this year.$22.5$5.11$17.4$5.92$5.75$0.17
2022Detailed filing. Detailed filing data is available for this year.$23.6$6.31$17.3$7.09$6.88$0.22
2021Detailed filing. Detailed filing data is available for this year.$20.8$3.71$17.1$4.25$4.19$0.07
2020Detailed filing. Detailed filing data is available for this year.$20.4$3.46$17.0$4.11$4.11$0.00
2019Detailed filing. Detailed filing data is available for this year.$23.2$6.25$17.0$7.05$7.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$23.8$6.82$17.0$7.61$7.63$0.02
2017Detailed filing. Detailed filing data is available for this year.$23.9$6.89$17.0$7.45$7.42$0.03
2016Detailed filing. Detailed filing data is available for this year.$21.7$4.66$17.0$5.18$5.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$24.3$7.29$17.0$8.26$8.17$0.09
2014Detailed filing. Detailed filing data is available for this year.$28.1$11.2$16.9$12.5$12.4$0.08
2013Detailed filing. Detailed filing data is available for this year.$29.6$12.8$16.8$13.9
2012Detailed filing. Detailed filing data is available for this year.$24.6$7.92$16.7$8.74
2011Summary only. Only limited summary data is available for this year.$21.8$5.10$5.75$5.72$0.03