Civic Intelligence

Inez B & He Mccarley Foundation Trust

990PF • Fiscal year 2013 • EIN 75-6308044

Feb 01, 2012 to Jan 31, 2013 • Filed on May 13, 2013

Plaza One Box 179105
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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

81st percentile

$6,305

Higher top officer pay than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$466,357

Down $558 (-0.1%) from 2012

Net Assets

Down

$466,357

Down $558 (-0.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$38,104

Down $272 (-0.7%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $490,220Liabilities 2010: $0Net Assets 2010: $490,2202010Assets 2011: $476,832Liabilities 2011: $0Net Assets 2011: $476,8322011Assets 2012: $466,915Liabilities 2012: $0Net Assets 2012: $466,9152012Assets 2013: $466,357Liabilities 2013: $0Net Assets 2013: $466,3572013Assets 2014: $459,786Liabilities 2014: $0Net Assets 2014: $459,7862014Assets 2015: $470,481Liabilities 2015: $0Net Assets 2015: $470,4812015Assets 2016: $469,785Liabilities 2016: $0Net Assets 2016: $469,7852016Assets 2017: $446,879Liabilities 2017: $0Net Assets 2017: $446,8792017Assets 2018: $436,023Liabilities 2018: $0Net Assets 2018: $436,0232018Assets 2019: $424,288Liabilities 2019: $0Net Assets 2019: $424,2882019Assets 2020: $419,588Liabilities 2020: $0Net Assets 2020: $419,5882020Assets 2021: $403,684Liabilities 2021: $0Net Assets 2021: $403,6842021Assets 2022: $414,274Liabilities 2022: $12022Assets 2023: $378,230Liabilities 2023: $0Net Assets 2023: $378,2302023Assets 2024: $364,194Liabilities 2024: $12024Assets 2025: $335,407Liabilities 2025: $0Net Assets 2025: $335,4072025

Highlighted filing

2013

Assets$466,357
Liabilities$0
Net Assets$466,357

Operations Trend

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

$50K$0-$50KExpenses 2010: $36,5672010Expenses 2011: $37,8192011Expenses 2012: $38,3762012Expenses 2013: $38,1042013Revenue 2014: $33,251Expenses 2014: $39,822Net Income 2014: -$6,5712014Revenue 2015: $49,625Expenses 2015: $38,930Net Income 2015: $10,6952015Revenue 2016: $37,796Expenses 2016: $38,492Net Income 2016: -$6962016Revenue 2017: $15,116Expenses 2017: $38,022Net Income 2017: -$22,9062017Revenue 2018: $23,585Expenses 2018: $34,441Net Income 2018: -$10,8562018Revenue 2019: $23,485Expenses 2019: $35,220Net Income 2019: -$11,7352019Revenue 2020: $29,573Expenses 2020: $34,273Net Income 2020: -$4,7002020Revenue 2021: $21,997Expenses 2021: $37,901Net Income 2021: -$15,9042021Revenue 2022: $46,928Expenses 2022: $36,338Net Income 2022: $10,5902022Revenue 2023: $1,753Expenses 2023: $37,797Net Income 2023: -$36,0442023Revenue 2024: $19,446Expenses 2024: $33,482Net Income 2024: -$14,0362024Revenue 2025: $8,984Expenses 2025: $37,771Net Income 2025: -$28,7872025

Highlighted filing

2013

Revenue-
Expenses$38,104
Net Income-
Jump To
Filing Snapshot
Filing Period
Feb 1, 2012 to Jan 31, 2013
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMARILLO NATIONAL BANKTrustee-$6,305-$6,305
CHRISTY ROBINSONPampa Chamber Of Commerce-$0--
JOHNNY FUNDERBURGPastor-Fbc, Pampa, TX-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAMARITAN PASTORAL COUNSELING CENTERCHARITABLE CONTRIBUTION-AUSTIN, TX, US$8,500
Paid GrantGOOD SAMARITAN CHRISTIAN SERVICESCHARITABLE CONTRIBUTION-PAMPA, TX, US$5,000
Paid GrantGRAYCARE LIVING AT HOMECHARITABLE CONTRIBUTION-PAMPA, TX, US$5,000
Paid GrantTHE BRIDGE - CHILDREN'S ADVOCACY CENTERCHARITABLE CONTRIBUTION-AMARILLO, TX, US$3,000
Paid GrantWTAMUCHARITABLE CONTRIBUTION-CANYON, TX, US$3,000
Paid GrantTRALEE CRISIS CENTERCHARITABLE CONTRIBUTION-PAMPA, TX, US$2,500
Paid GrantPAMPA MEALS ON WHEELSCHARITABLE CONTRIBUTION-PAMPA, TX, US$1,000
Paid GrantPREGNANCY SUPPORT CENTERCHARITABLE CONTRIBUTION-PAMPA, TX, US$1,000
Filing and Contact Details

Filer

EIN
75-6308044
Raw XML AppendixShowing 400 of 700 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0242827
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0240100
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue132544
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue28515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue36738
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5THORNBURG INTL VALUE FD-I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6SCHRODER NORTH AMERICAN EQUITY INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32012-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-08-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-08-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-06-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-06-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92009-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-09-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112008-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122008-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132008-10-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142002-11-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152005-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162005-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172005-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182007-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192008-03-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202008-03-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222008-10-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232008-10-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272008-08-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282008-10-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292009-03-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302009-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312010-09-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-09-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-09-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-09-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-09-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-09-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-12-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-09-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-09-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-06-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAIN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2HARTFORD GROWTH OPPS - Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3TIAA CREF INSTL MID CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4COLUMBIA ACORN Z FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5COLUMBIA ACORN Z FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6FEDERATED STARTEGIC VALUE IN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7FEDERATED STARTEGIC VALUE IN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8HARTFORD GROWTH OPPS - Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9HARTFORD GROWTH OPPS - Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10HARTFORD GROWTH OPPS - Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11NORTHERN SMALL CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12NORTHERN SMALL CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13NORTHERN SMALL CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14PERSONAL TRST INTERMEDIATE BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15PT LARGE GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16PT LARGE GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17PT LARGE GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18PT LARGE GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19PT LARGE GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20PT LARGE GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21PT LARGE GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22PT MID VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23PT MID VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24PT MID VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25SCHRODER NORTH AMERICAN EQUITY INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26SCHRODER NORTH AMERICAN EQUITY INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27THORNBURG INTL VLUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28THORNBURG INTL VLUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29THORNBURG INTL VLUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30THORNBURG INTL VLUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31THORNBURG INTL VLUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32THORNBURG INTL VLUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33THORNBURG INTL VLUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34COMMON TRUST FUND ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35COMMON TRUST FUND LT
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18-148
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired25P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired26P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired34P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired35P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-558
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0466357
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0466915
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0466357
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted027638
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj027638
IRS990PF/DistributableAmount/DistributableAmountBeforeDed027638
IRS990PF/DistributableAmount/MinimumInvestmentReturn028246
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0608

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.09$0.38$0.29
2024Summary only. Only limited summary data is available for this year.$3.64$0.00$0.19$0.33$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.02$0.38$0.36
2022Summary only. Only limited summary data is available for this year.$4.14$0.00$0.47$0.36$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.22$0.38$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.30$0.34$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.23$0.35$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.24$0.34$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$0.15$0.38$0.23
2016Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.38$0.38$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.50$0.39$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.33$0.40$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.38
2012Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.38
2011Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.38
2010Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.37