Civic Intelligence

Martin W & Bettie J Halsell Foundation

EIN 75-6363533 • Sherman, TX

PO Box 3419Sherman, TX 75091
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-2247%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

960%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $439,825 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $439,825 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Up

$19,576

Up $17,730 (+960%) from 2022

Expenses

Up

$459,375

Up $459,368 (+6562400%) from 2022

Net Income

Down

-$439,799

Down $441,638 (-24015%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2011: $58,324Liabilities 2011: $02011Assets 2012: $97,285Liabilities 2012: $02012Assets 2013: $64,779Liabilities 2013: $02013Assets 2014: $58,979Liabilities 2014: $02014Assets 2015: $57,605Liabilities 2015: $02015Assets 2019: $556,570Liabilities 2019: $500,0002019Assets 2020: $63,624Liabilities 2020: $1Net Assets 2020: $63,6242020Assets 2021: $441,011Liabilities 2021: $1Net Assets 2021: $441,0112021Assets 2022: $439,825Liabilities 2022: $0Net Assets 2022: $439,8252022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $10,744Expenses 2011: $78,740Net Income 2011: -$67,9962011Revenue 2012: $117,976Expenses 2012: $79,213Net Income 2012: $38,7632012Revenue 2013: $43,209Expenses 2013: $75,715Net Income 2013: -$32,5062013Revenue 2014: $10,337Expenses 2014: $16,400Net Income 2014: -$6,0632014Revenue 2015: $18,308Expenses 2015: $19,570Net Income 2015: -$1,2622015Revenue 2019: $1,009,130Expenses 2019: $1,002,595Net Income 2019: $6,5352019Revenue 2020: $508,548Expenses 2020: $501,430Net Income 2020: $7,1182020Revenue 2021: $379,286Expenses 2021: $1,800Net Income 2021: $377,4862021Revenue 2022: $1,846Expenses 2022: $7Net Income 2022: $1,8392022Revenue 2023: $19,576Expenses 2023: $459,375Net Income 2023: -$439,7992023

Highlighted filing

2023

Revenue$19,576
Expenses$459,375
Net Income-$439,799
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$19,576
Expenses
$459,375
Net income
-$439,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.46$0.44
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.38$0.00$0.38
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.51$0.50$0.01
2019Summary only. Only limited summary data is available for this year.$0.56$0.50$1.01$1.00$0.01
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.02$0.02$0.00
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.01$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.04$0.08$0.03
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.12$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.01$0.08$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 20, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAMAR C JACKSONTrustee-$0--
SAMUEL W GRABERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Martin W & Bettie J Halsell Foundation
EIN
75-6363533
Phone
9038937461
Address
PO BOX 3419, SHERMAN, TX 75091

Signing Officer

Name
Lamar C Jackson
Title
Trustee
Signed
2024-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Clifton and Jackson LLC
Address
1801 Texoma Dr Suite A, Sherman, TX 75090
Preparer
Robbie L Clifton
Phone
9038937461
Raw XML Appendix239 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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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0500
LiquidationExplanationStmt/ExplanationTxt0According to the trust instrument, this trust was to terminate upon the donor's death and all assets were to be distributed to the Communities Foundation of Texas, Inc., once all obligations had been discharged.
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ReturnHeader/Filer/USAddress/ZIPCd075091
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461580239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clifton and Jackson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 Texoma Dr Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075090
ReturnHeader/PreparerPersonGrp/PhoneNum09038937461
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBBIE L CLIFTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-21T06:58:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAMAR C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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