Civic Intelligence

Roy and Christine Sturgis Charitable And

EIN 75-6331832 • 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

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2025

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$304,772

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

$25M-$50M nonprofits • Source year 2025

Asset Growth

44th percentile

3.2%

Faster asset growth than 44% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

43%

Faster revenue growth than 80% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$33,529,512

Up $1,050,725 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$33,529,512

Up $1,050,725 (+3.2%) from 2024

Operations
Liabilities / Revenue16th percentileNet Margin62nd percentile

Revenue

Up

$3,105,174

Up $937,869 (+43%) from 2024

Expenses

Up

$2,726,873

Up $60,219 (+2.3%) from 2024

Net Income

Up

$378,301

Up $877,650 (+176%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$40M$30M$20M$10M$0Assets 2011: $19,781,012Liabilities 2011: $02011Assets 2012: $20,079,799Liabilities 2012: $02012Assets 2013: $22,370,378Liabilities 2013: $02013Assets 2014: $21,714,691Liabilities 2014: $02014Assets 2015: $20,311,514Liabilities 2015: $02015Assets 2019: $33,927,661Liabilities 2019: $02019Assets 2020: $33,534,675Liabilities 2020: $0Net Assets 2020: $33,534,6752020Assets 2021: $34,605,975Liabilities 2021: $0Net Assets 2021: $34,605,9752021Assets 2022: $34,704,918Liabilities 2022: $0Net Assets 2022: $34,704,9182022Assets 2023: $32,592,001Liabilities 2023: $12023Assets 2024: $32,478,787Liabilities 2024: $0Net Assets 2024: $32,478,7872024Assets 2025: $33,529,512Liabilities 2025: $0Net Assets 2025: $33,529,5122025

Highlighted filing

2025

Assets$33,529,512
Liabilities$0
Net Assets$33,529,512
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,412,064Expenses 2011: $2,400,234Net Income 2011: $11,8302011Revenue 2012: $2,991,377Expenses 2012: $2,672,935Net Income 2012: $318,4422012Revenue 2013: $4,735,653Expenses 2013: $2,457,377Net Income 2013: $2,278,2762013Revenue 2014: $1,997,515Expenses 2014: $2,684,488Net Income 2014: -$686,9732014Revenue 2015: $755,612Expenses 2015: $2,735,844Net Income 2015: -$1,980,2322015Revenue 2019: $1,370,585Expenses 2019: $2,225,203Net Income 2019: -$854,6182019Revenue 2020: $1,704,278Expenses 2020: $2,238,442Net Income 2020: -$534,1642020Revenue 2021: $3,176,160Expenses 2021: $2,568,303Net Income 2021: $607,8572021Revenue 2022: $3,231,736Expenses 2022: $2,067,226Net Income 2022: $1,164,5102022Revenue 2023: $1,324,409Expenses 2023: $3,415,581Net Income 2023: -$2,091,1722023Revenue 2024: $2,167,305Expenses 2024: $2,666,654Net Income 2024: -$499,3492024Revenue 2025: $3,105,174Expenses 2025: $2,726,873Net Income 2025: $378,3012025

Highlighted filing

2025

Revenue$3,105,174
Expenses$2,726,873
Net Income$378,301
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,529,512
Liabilities
$0
Net assets
$33,529,512
Revenue
$3,105,174
Expenses
$2,726,873
Net income
$378,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$3.11$2.73$0.38
2024Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$2.17$2.67$0.50
2023Summary only. Only limited summary data is available for this year.$32.6$0.00$1.32$3.42$2.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.00$34.7$3.23$2.07$1.16
2021Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$3.18$2.57$0.61
2020Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$1.70$2.24$0.53
2019Summary only. Only limited summary data is available for this year.$33.9$0.00$1.37$2.23$0.85
2015Summary only. Only limited summary data is available for this year.$20.3$0.00$0.76$2.74$1.98
2014Summary only. Only limited summary data is available for this year.$21.7$0.00$2.00$2.68$0.69
2013Summary only. Only limited summary data is available for this year.$22.4$0.00$4.74$2.46$2.28
2012Summary only. Only limited summary data is available for this year.$20.1$0.00$2.99$2.67$0.32
2011Summary only. Only limited summary data is available for this year.$19.8$0.00$2.41$2.40$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$304,772-$304,772
Filing and Contact Details

Filer

Filer Name
Roy and Christine Sturgis Charitable and
EIN
75-6331832
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-12-10
Raw XML AppendixShowing 400 of 28,722 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
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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