Civic Intelligence

Tua C Lg Lloyd #2-Smu

EIN 75-6066777 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

1st percentile

-41350%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $13,232 (-100%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Net Assets

Down

$0

Down $13,232 (-100%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$32

Down $1,041,370 (-100%) from 2020

Expenses

Down

$13,264

Down $8,313,510 (-100%) from 2020

Net Income

Up

-$13,232

Up $7,272,140 (+100%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,185,265Liabilities 2011: $02011Assets 2012: $6,178,558Liabilities 2012: $02012Assets 2013: $6,667,354Liabilities 2013: $02013Assets 2014: $6,911,068Liabilities 2014: $02014Assets 2015: $6,972,667Liabilities 2015: $02015Assets 2019: $7,283,942Liabilities 2019: $1Net Assets 2019: $7,283,9422019Assets 2020: $13,232Liabilities 2020: $1Net Assets 2020: $13,2322020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $455,906Expenses 2011: $172,929Net Income 2011: $282,9772011Revenue 2012: $260,668Expenses 2012: $267,623Net Income 2012: -$6,9552012Revenue 2013: $919,823Expenses 2013: $388,211Net Income 2013: $531,6122013Revenue 2014: $636,719Expenses 2014: $433,960Net Income 2014: $202,7592014Revenue 2015: $506,714Expenses 2015: $443,840Net Income 2015: $62,8742015Revenue 2019: $326,346Expenses 2019: $437,593Net Income 2019: -$111,2472019Revenue 2020: $1,041,402Expenses 2020: $8,326,774Net Income 2020: -$7,285,3722020Revenue 2021: $32Expenses 2021: $13,264Net Income 2021: -$13,2322021

Highlighted filing

2021

Revenue$32
Expenses$13,264
Net Income-$13,232
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$32
Expenses
$13,264
Net income
-$13,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.04$8.33$7.29
2019Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.33$0.44$0.11
2015Summary only. Only limited summary data is available for this year.$6.97$0.00$0.51$0.44$0.06
2014Summary only. Only limited summary data is available for this year.$6.91$0.00$0.64$0.43$0.20
2013Summary only. Only limited summary data is available for this year.$6.67$0.00$0.92$0.39$0.53
2012Summary only. Only limited summary data is available for this year.$6.18$0.00$0.26$0.27$0.01
2011Summary only. Only limited summary data is available for this year.$6.19$0.00$0.46$0.17$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 5, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$0--
Filing and Contact Details

Filer

Filer Name
TUA C LG LLOYD #2-SMU
EIN
75-6066777
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2022-04-05
Raw XML Appendix250 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.

Path#Value
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
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LiquidationExplanationStmt/ExplanationTxt0EXPIRATION OF A PREDETERMINED PERIOD OF YEARS AS STATED IN ACCORDANCE WITH ARTICLE IV OF TRUST DOCUMENT. ARTICLE IV STATES THAT THIS TRUST SHOULD TERMINATE AT THE PERIOD OF LIFE OF THE SURVIVOR OF C L LLOYD AND WIFE, GLADYS KIRK LLOYD PLUS A PERIOD OF 21 YEARS. GLADYS K LLOYD DIED ON 08/08/1999. THE TRUST IS TO TERMINATE AND DISTRIBUTE 100% TO SOUTHERN METHODIST UNIVERSITY.
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc09O3078821 OIL GAS OR OTHER MIN
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TaxesSchedule/TaxesDetail/Amt07913
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUA C LG LLOYD #2-SMU
ReturnHeader/Filer/BusinessNameControlTxt0LLOY
ReturnHeader/Filer/EIN0756066777
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/ReturnTs02022-04-06T12:00:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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