Civic Intelligence

Mildred & Dave Moore Educational Trust

990PF • Fiscal year 2019 • EIN 75-6395334

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

PO Box 546Linden, TX 75563

(903) 756-5573

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

1st percentile

-4325%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

32nd percentile

-6.4%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Down

$54,843

Down $3,763 (-6.4%) from 2018

Net Assets

Down

$54,843

Down $3,763 (-6.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$87

Down $74 (-46%) from 2018

Expenses

Down

$3,850

Down $2,220 (-37%) from 2018

Net Income

Up

-$3,763

Up $2,146 (+36%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $97,559Liabilities 2010: $0Net Assets 2010: $97,5592010Assets 2011: $92,362Liabilities 2011: $0Net Assets 2011: $92,3622011Assets 2012: $87,167Liabilities 2012: $12012Assets 2013: $83,908Liabilities 2013: $0Net Assets 2013: $83,9082013Assets 2014: $77,779Liabilities 2014: $0Net Assets 2014: $77,7792014Assets 2015: $75,094Liabilities 2015: $0Net Assets 2015: $75,0942015Assets 2016: $66,383Liabilities 2016: $0Net Assets 2016: $66,3832016Assets 2017: $64,515Liabilities 2017: $0Net Assets 2017: $64,5152017Assets 2018: $58,606Liabilities 2018: $0Net Assets 2018: $58,6062018Assets 2019: $54,843Liabilities 2019: $0Net Assets 2019: $54,8432019Assets 2020: $53,074Liabilities 2020: $0Net Assets 2020: $53,0742020Assets 2021: $50,276Liabilities 2021: $0Net Assets 2021: $50,2762021Assets 2022: $47,403Liabilities 2022: $0Net Assets 2022: $47,4032022Assets 2023: $44,967Liabilities 2023: $0Net Assets 2023: $44,9672023Assets 2024: $42,200Liabilities 2024: $0Net Assets 2024: $42,2002024

Highlighted filing

2019

Assets$54,843
Liabilities$0
Net Assets$54,843

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $5,3502010Expenses 2011: $5,2852011Revenue 2012: $65Expenses 2012: $5,260Net Income 2012: -$5,1952012Revenue 2013: $1,166Expenses 2013: $4,425Net Income 2013: -$3,2592013Revenue 2014: $16Expenses 2014: $6,145Net Income 2014: -$6,1292014Revenue 2015: $15Expenses 2015: $2,700Net Income 2015: -$2,6852015Revenue 2016: $14Expenses 2016: $8,725Net Income 2016: -$8,7112016Revenue 2017: $132Expenses 2017: $2,000Net Income 2017: -$1,8682017Revenue 2018: $161Expenses 2018: $6,070Net Income 2018: -$5,9092018Revenue 2019: $87Expenses 2019: $3,850Net Income 2019: -$3,7632019Revenue 2020: $581Expenses 2020: $2,350Net Income 2020: -$1,7692020Revenue 2021: $77Expenses 2021: $2,875Net Income 2021: -$2,7982021Revenue 2022: $51Expenses 2022: $2,924Net Income 2022: -$2,8732022Revenue 2023: $64Expenses 2023: $2,500Net Income 2023: -$2,4362023Revenue 2024: $59Expenses 2024: $2,826Net Income 2024: -$2,7672024

Highlighted filing

2019

Revenue$87
Expenses$3,850
Net Income-$3,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John R RountreeTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ScholarshipN/ANacogdoches, TX, US$1,000
Paid Grant-ScholarshipN/AWaco, TX, US$500
Paid Grant-ScholarshipN/ACollege Station, TX, US$500
Paid Grant-ScholarshipN/ATexarkana, TX, US$500
Paid Grant-ScolarshipN/AMt Pleasant, TX, US$500
Paid Grant-ScholarshipN/AMagnolia, AR, US$500
Filing and Contact Details

Filer

Filer Name
Mildred & Dave Moore Educational Trust
EIN
75-6395334
Phone
9037565573
Address
PO Box 546, Linden, TX 75563

Signing Officer

Name
John R Rountree
Title
Trustee
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
McMinn Laird Pope & Woodfin PC
Address
409 S Washington, Marshall, TX 75670
Preparer
J Rick McMinn CPA
Phone
9039351741
Raw XML Appendix254 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02791
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0182
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03651
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0709
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0182
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0709
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03651
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02942
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John R Rountree
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mildred & Dave Moore Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0MILD
ReturnHeader/Filer/EIN0756395334
ReturnHeader/Filer/PhoneNum09037565573
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 546
ReturnHeader/Filer/USAddress/CityNm0Linden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752381789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McMinn Laird Pope & Woodfin PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0409 S Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marshall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075670
ReturnHeader/PreparerPersonGrp/PhoneNum09039351741
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Rick McMinn CPA
ReturnHeader/ReturnTs02020-08-07T07:56:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$0.06$2.83$2.77
2023Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$0.06$2.50$2.44
2022Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$0.05$2.92$2.87
2021Detailed filing. Detailed filing data is available for this year.$50.3$0.00$50.3$0.08$2.88$2.80
2020Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$0.58$2.35$1.77
2019Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$0.09$3.85$3.76
2018Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$0.16$6.07$5.91
2017Detailed filing. Detailed filing data is available for this year.$64.5$0.00$64.5$0.13$2.00$1.87
2016Detailed filing. Detailed filing data is available for this year.$66.4$0.00$66.4$0.01$8.73$8.71
2015Detailed filing. Detailed filing data is available for this year.$75.1$0.00$75.1$0.02$2.70$2.69
2014Detailed filing. Detailed filing data is available for this year.$77.8$0.00$77.8$0.02$6.15$6.13
2013Detailed filing. Detailed filing data is available for this year.$83.9$0.00$83.9$1.17$4.43$3.26
2012Summary only. Only limited summary data is available for this year.$87.2$0.00$0.07$5.26$5.20
2011Detailed filing. Detailed filing data is available for this year.$92.4$0.00$92.4$5.29
2010Detailed filing. Detailed filing data is available for this year.$97.6$0.00$97.6$5.35