Civic Intelligence

Smart Wallace Education Trust Attn Carla Hay Trustee

990PF • Fiscal year 2016 • EIN 75-6085142

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization Profile
415 NE 4th AvenueMineral Wells, TX 76067

(940) 445-1113

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-49%

Higher net margin than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.9%

Faster asset growth than 42% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-8.5%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$17,409

Down $329 (-1.9%) from 2015

Net Assets

Down

$17,409

Down $329 (-1.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Down

$667

Down $62 (-8.5%) from 2015

Expenses

Up

$996

Up $246 (+33%) from 2015

Net Income

Down

-$329

Down $308 (-1467%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$20K$15K$10K$5.0K$0Assets 2010: $17,716Liabilities 2010: $0Net Assets 2010: $17,7162010Assets 2011: $17,763Liabilities 2011: $0Net Assets 2011: $17,7632011Assets 2012: $17,837Liabilities 2012: $0Net Assets 2012: $17,8372012Assets 2013: $17,830Liabilities 2013: $0Net Assets 2013: $17,8302013Assets 2014: $17,759Liabilities 2014: $0Net Assets 2014: $17,7592014Assets 2015: $17,738Liabilities 2015: $0Net Assets 2015: $17,7382015Assets 2016: $17,409Liabilities 2016: $0Net Assets 2016: $17,4092016Assets 2017: $17,814Liabilities 2017: $0Net Assets 2017: $17,8142017Assets 2018: $17,709Liabilities 2018: $0Net Assets 2018: $17,7092018Assets 2019: $17,676Liabilities 2019: $0Net Assets 2019: $17,6762019Assets 2020: $18,307Liabilities 2020: $0Net Assets 2020: $18,3072020Assets 2021: $17,740Liabilities 2021: $0Net Assets 2021: $17,7402021Assets 2022: $17,583Liabilities 2022: $0Net Assets 2022: $17,5832022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$17,409
Liabilities$0
Net Assets$17,409
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$20K$10K$0-$10K-$20KExpenses 2010: $02010Expenses 2011: $7502011Expenses 2012: $1,0002012Revenue 2013: $743Expenses 2013: $750Net Income 2013: -$72013Revenue 2014: $679Expenses 2014: $750Net Income 2014: -$712014Revenue 2015: $729Expenses 2015: $750Net Income 2015: -$212015Revenue 2016: $667Expenses 2016: $996Net Income 2016: -$3292016Revenue 2017: $1,694Expenses 2017: $1,289Net Income 2017: $4052017Revenue 2018: $1,044Expenses 2018: $1,149Net Income 2018: -$1052018Revenue 2019: $1,156Expenses 2019: $1,189Net Income 2019: -$332019Revenue 2020: $1,111Expenses 2020: $480Net Income 2020: $6312020Revenue 2021: $942Expenses 2021: $1,509Net Income 2021: -$5672021Revenue 2022: $949Expenses 2022: $1,106Net Income 2022: -$1572022Revenue 2023: -$3,508Expenses 2023: $14,075Net Income 2023: -$17,5832023

Highlighted filing

2016

Revenue$667
Expenses$996
Net Income-$329
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA HAYTrustee Part-$0--
HERMAN FITTSTrustee Part-$0--
KATHY BOSWELLTrustee Part-$0--
MARGARET COLTONTrustee Part-$0--
Filing and Contact Details

Filer

Filer Name
Smart Wallace Education Trust
EIN
75-6085142
Phone
9404451113
Address
415 NE 4TH AVENUE, MINERAL WELLS, TX 76067

Signing Officer

Name
Carla Hay
Title
Trustee Part-time
Phone
9403252316
Signed
2017-11-08

Preparer

Firm
Crawford Carter & Durbin LLC
Address
PO BOX 87, MINERAL WELLS, TX 76068-0087
Preparer
Martin R Durbin
Phone
9403281167
Raw XML Appendix251 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0288
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0462
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0819
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0531
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0246
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0246
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA HAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE PART-TIME
ReturnHeader/BusinessOfficerGrp/PhoneNum09403252316
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMART WALLACE EDUCATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ATTN CARLA HAY TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SMAR
ReturnHeader/Filer/EIN0756085142
ReturnHeader/Filer/PhoneNum09404451113
ReturnHeader/Filer/USAddress/AddressLine1Txt0415 NE 4TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0MINERAL WELLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0341EE1D57AB720C04442E61FEFB5090643F32752
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0278A23C321785F3A3D2FCDADDE48C131429ADF56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472452060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAWFORD CARTER & DURBIN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINERAL WELLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760680087
ReturnHeader/PreparerPersonGrp/PhoneNum09403281167
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN R DURBIN
ReturnHeader/ReturnTs02017-11-13T09:56:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,409
Liabilities
$0
Net assets
$17,409
Revenue
$667
Expenses
$996
Net income
-$329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.51$14.1$17.6
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.95$1.11$0.16
2021Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.94$1.51$0.57
2020Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$1.11$0.48$0.63
2019Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.16$1.19$0.03
2018Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.04$1.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.69$1.29$0.41
2016Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$0.67$1.00$0.33
2015Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.73$0.75$0.02
2014Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.68$0.75$0.07
2013Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.74$0.75$0.01
2012Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.00
2011Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.75
2010Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits