Civic Intelligence

P T Kilman Trust

990PF • Fiscal year 2019 • EIN 75-6360286

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 22, 2020

P O Box 6100Tyler, TX 75711

(903) 579-8165

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

2nd percentile

-738%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

79th percentile

$1,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 69.1% of source-year revenue.

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

Asset Growth

36th percentile

-4.1%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

39th percentile

-6.1%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Down

$371,152

Down $16,030 (-4.1%) from 2018

Net Assets

Down

$371,152

Down $16,030 (-4.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$2,172

Down $141 (-6.1%) from 2018

Expenses

Down

$18,202

Down $6,556 (-26%) from 2018

Net Income

Up

-$16,030

Up $6,415 (+29%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $433,986Liabilities 2014: $02014Assets 2015: $416,322Liabilities 2015: $1Net Assets 2015: $416,3222015Assets 2016: $424,097Liabilities 2016: $0Net Assets 2016: $424,0972016Assets 2017: $409,627Liabilities 2017: $0Net Assets 2017: $409,6272017Assets 2018: $387,182Liabilities 2018: $0Net Assets 2018: $387,1822018Assets 2019: $371,152Liabilities 2019: $0Net Assets 2019: $371,1522019Assets 2020: $1Liabilities 2020: $02020

Highlighted filing

2019

Assets$371,152
Liabilities$0
Net Assets$371,152

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $128,777Expenses 2014: $28,657Net Income 2014: $100,1202014Revenue 2015: $6,243Expenses 2015: $21,552Net Income 2015: -$15,3092015Revenue 2016: $26,010Expenses 2016: $18,235Net Income 2016: $7,7752016Revenue 2017: $1,647Expenses 2017: $16,117Net Income 2017: -$14,4702017Revenue 2018: $2,313Expenses 2018: $24,758Net Income 2018: -$22,4452018Revenue 2019: $2,172Expenses 2019: $18,202Net Income 2019: -$16,0302019Revenue 2020: $417Expenses 2020: $749,948Net Income 2020: -$749,5312020

Highlighted filing

2019

Revenue$2,172
Expenses$18,202
Net Income-$16,030
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 22, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Texas Bank TrustTrustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
P T Kilman Trust
EIN
75-6360286
Phone
9035798165
Address
P O BOX 6100, TYLER, TX 75711

Signing Officer

Name
Jeff Cheavens
Title
Trustee
Signed
2020-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Gollob Morgan Peddy PC
Address
1001 ESE Loop 323 Ste 300, Tyler, TX 75701-9609
Preparer
Sally A Cheavens
Phone
9035340088
Raw XML Appendix191 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0750
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0318571
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt068611
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0387182
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0371152
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01088173
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0387182
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0371152
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0387182
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Texas Bank Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O Box 6100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Tyler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075711
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/UncorrectedPriorActsInd0false
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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 6100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TYLER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075711
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TEXAS BANK & TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum09035798165
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02678
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02678
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Royalty Expenses
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
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TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/Amt112319
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt049
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112319
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF CHEAVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0P T KILMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PTKI
ReturnHeader/Filer/EIN0756360286
ReturnHeader/Filer/PhoneNum09035798165
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 6100
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752147296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gollob Morgan Peddy PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 ESE Loop 323 Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tyler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0757019609
ReturnHeader/PreparerPersonGrp/PhoneNum09035340088
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sally A Cheavens
ReturnHeader/ReturnTs02020-04-22T15:33:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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