Civic Intelligence

Smart Wallace Education Trust Attn Carla Hay Trustee

990PF • Fiscal year 2021 • EIN 75-6085142

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 25, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-60%

Higher net margin than 12% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

34th percentile

-3.1%

Faster asset growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-15%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$17,740

Down $567 (-3.1%) from 2020

Net Assets

Down

$17,740

Down $567 (-3.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin12th percentile

Revenue

Down

$942

Down $169 (-15%) from 2020

Expenses

Up

$1,509

Up $1,029 (+214%) from 2020

Net Income

Down

-$567

Down $1,198 (-190%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2021

Assets$17,740
Liabilities$0
Net Assets$17,740
Open 2021 Filing

Operations Trend

Revenue Growth33rd 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

2021

Revenue$942
Expenses$1,509
Net Income-$567
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 25, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-10-25

Preparer

Firm
Crawford Carter & Durbin LLC
Address
PO BOX 87, MINERAL WELLS, TX 76068-0087
Preparer
Martin R Durbin
Phone
9403281167
Raw XML Appendix230 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt017366
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt016983
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0433
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0433
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0509
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-567
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0509
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-567
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017740
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018307
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017740
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0872
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0872
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0872
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0878
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/DistributableAmountGrp/TotalTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06
IRS990PF/FMVAssetsEOYAmt017357
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt012937
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt012937
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0941
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05370
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0374
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0374
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018307
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017740
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017357
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018307
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017740
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018307
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017740
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt017366
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt017366
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt016983
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017832
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0657
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017175
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0267
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0878
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017565
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARLA HAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RHETT WARREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHY BOSWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARGARET COLTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE PART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE PART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE PART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE PART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0415 NE 4TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1415 NE 4TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2415 NE 4TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3415 NE 4TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MINERAL WELLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MINERAL WELLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MINERAL WELLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MINERAL WELLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd076067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd176067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd276067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd376067
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CARLA HAY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0415 NE 4TH AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINERAL WELLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09403286228
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SHOULD BE IN LETTER FORM AND INCLUDE THE FOLLOWING INFORMATION: PERSONAL INFO, TRANSCRIPT, EXPLAIN REASON FOR ATTENDING COLLEGE, NAME OF COLLEGE, NON-SCHOLASTIC ACTIVITIES, NEED FOR FINANCIAL ASSISTANCE, AND A REFERENCE LETTER.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SMART WALLACE EDUCATIONAL TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09403252316
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0415 NE 4TH AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MINERAL WELLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd076067
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ELIGIBLE MINERAL WELLS,TX, HIGH SCHOOL STUDENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 16 OF EACH CALENDAR YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FOR ENTERING STUDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TARLETON STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01333 W WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STEPHENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076401
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0872
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0179
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0807
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0179
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0628
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0807
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0179
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX-NET INV INCOME
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA HAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE PART-TIME
ReturnHeader/BusinessOfficerGrp/PhoneNum09403252316
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
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/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/PreparationDt02022-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN R DURBIN
ReturnHeader/ReturnTs02022-11-08T14:22:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,740
Liabilities
$0
Net assets
$17,740
Revenue
$942
Expenses
$1,509
Net income
-$567
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