Civic Intelligence

Smart Wallace Education Trust Attn Carla Hay Trustee

990PF • Fiscal year 2019 • EIN 75-6085142

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 06, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

36th percentile

-2.9%

Higher net margin than 36% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$17,676

Down $33 (-0.2%) from 2018

Net Assets

Down

$17,676

Down $33 (-0.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin36th percentile

Revenue

Up

$1,156

Up $112 (+11%) from 2018

Expenses

Up

$1,189

Up $40 (+3.5%) from 2018

Net Income

Up

-$33

Up $72 (+69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2019

Assets$17,676
Liabilities$0
Net Assets$17,676
Open 2019 Filing

Operations Trend

Revenue Growth65th 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

2019

Revenue$1,156
Expenses$1,189
Net Income-$33
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA HAYTrustee Part-$0--
RHETT WARRENTrustee 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
2020-10-06

Preparer

Firm
Crawford Carter & Durbin LLC
Address
PO BOX 87, MINERAL WELLS, TX 76068-0087
Preparer
Martin R Durbin
Phone
9403281167
Raw XML Appendix265 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/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0838
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0227
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0574
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0227
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01185
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0347
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0574
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0227
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX-NET INV INCOME
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA HAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE PART-TIME
ReturnHeader/BusinessOfficerGrp/PhoneNum09403252316
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-06
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/AtSubmissionFilingDeviceId00B66DFE863C732013AAE60585B2268F50D666491
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.27.140.106
ReturnHeader/FilingSecurityInformation/IPDt02020-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:01:08
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/PreparationDt02020-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN R DURBIN
ReturnHeader/ReturnTs02020-10-06T17:01:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,676
Liabilities
$0
Net assets
$17,676
Revenue
$1,156
Expenses
$1,189
Net income
-$33
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