Civic Intelligence

Juanita Morris Testamentary Trust FBO

EIN 75-6445680 • 501(c)3 • Abilene, TX

Pub. 78 Eligible

Profile

Support for church orphanage

PO Box 701Abilene, TX 79604

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$15,120

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.4%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

442%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,550,233

Up $120,294 (+8.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,550,233

Up $120,294 (+8.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Up

$203,451

Up $165,945 (+442%) from 2023

Expenses

Up

$83,157

Up $1,610 (+2.0%) from 2023

Net Income

Up

$120,294

Up $164,335 (+373%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,064,103Liabilities 2011: $0Net Assets 2011: $1,064,1032011Assets 2012: $1,097,515Liabilities 2012: $0Net Assets 2012: $1,097,5152012Assets 2013: $1,149,423Liabilities 2013: $0Net Assets 2013: $1,149,4232013Assets 2014: $1,199,434Liabilities 2014: $0Net Assets 2014: $1,199,4342014Assets 2015: $1,208,146Liabilities 2015: $0Net Assets 2015: $1,208,1462015Assets 2016: $1,202,029Liabilities 2016: $0Net Assets 2016: $1,202,0292016Assets 2017: $1,206,825Liabilities 2017: $0Net Assets 2017: $1,206,8252017Assets 2018: $1,214,091Liabilities 2018: $0Net Assets 2018: $1,214,0912018Assets 2019: $1,211,145Liabilities 2019: $2,565Net Assets 2019: $1,208,5802019Assets 2020: $1,221,576Liabilities 2020: $0Net Assets 2020: $1,221,5762020Assets 2021: $1,433,960Liabilities 2021: $0Net Assets 2021: $1,433,9602021Assets 2022: $1,473,980Liabilities 2022: $0Net Assets 2022: $1,473,9802022Assets 2023: $1,429,939Liabilities 2023: $0Net Assets 2023: $1,429,9392023Assets 2024: $1,550,233Liabilities 2024: $0Net Assets 2024: $1,550,2332024

Highlighted filing

2024

Assets$1,550,233
Liabilities$0
Net Assets$1,550,233
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $32,6912011Expenses 2012: $47,9722012Revenue 2013: $99,222Expenses 2013: $47,314Net Income 2013: $51,9082013Revenue 2014: $102,109Expenses 2014: $52,098Net Income 2014: $50,0112014Revenue 2015: $57,993Expenses 2015: $49,281Net Income 2015: $8,7122015Revenue 2016: $74,954Expenses 2016: $81,071Net Income 2016: -$6,1172016Revenue 2017: $66,954Expenses 2017: $62,158Net Income 2017: $4,7962017Revenue 2018: $71,843Expenses 2018: $64,577Net Income 2018: $7,2662018Revenue 2019: $60,963Expenses 2019: $66,474Net Income 2019: -$5,5112019Revenue 2020: $82,700Expenses 2020: $69,704Net Income 2020: $12,9962020Revenue 2021: $285,547Expenses 2021: $73,163Net Income 2021: $212,3842021Revenue 2022: $122,400Expenses 2022: $82,380Net Income 2022: $40,0202022Revenue 2023: $37,506Expenses 2023: $81,547Net Income 2023: -$44,0412023Revenue 2024: $203,451Expenses 2024: $83,157Net Income 2024: $120,2942024

Highlighted filing

2024

Revenue$203,451
Expenses$83,157
Net Income$120,294
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,550,233
Liabilities
$0
Net assets
$1,550,233
Revenue
$203,451
Expenses
$83,157
Net income
$120,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.20$0.08$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.12$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.29$0.07$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.10$0.05$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$486,249
Mission and Program Overview

Mission

Support for church orphanage

Support of church orphanage

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,391,209$1,456,063▲ $64,854
Rtn Earn Endowment Incm Other Fnds$927,023$1,047,317▲ $120,294
Cap Stk Tr Prin Current Funds$502,916$502,916→ $0
Savings and Temporary Cash Investments$38,153$91,988▲ $53,835
Cash and Non-Interest-Bearing Accounts$76$72▼ $4
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,429,939$1,550,233▲ $120,294
Other Assets Total$501$2,110▲ $1,609
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,429,939$1,550,233▲ $120,294
Total Liabilities and Net Assets / Fund Balance$1,429,939$1,550,233▲ $120,294
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Trustee$15,120$15,120
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$203,451
Other Revenue
$0
Change in Net Assets
$120,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,965
Salaries, Compensation, and Employee Benefits$15,120
Other Expenses$4,072
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,965--$63,965
Current Officers, Directors, Trustees, and Key Employees-$15,120-$15,120
Fees for Services Accounting-$3,540-$3,540
Interest-$287-$287
Other Expenses-$245-$245
Total Functional Expenses$63,965$19,192$0$83,157
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
METHODIST CHILDREN'S HOMEWaco, TX501(c)(3)Church Orphanage Operations$63,965
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Trust officer reviews form 990 before filing.”

Form 990, Part VI, Section C, Line 19

“The organization does not make these documents available to public.”

Filing and Contact Details

Filer

Filer Name
Juanita Morris Testamentary Trust Fbo
EIN
75-6445680
Phone
3256277000
Address
PO BOX 701, ABILENE, TX 79604

Signing Officer

Name
Rick Vaughan
Title
Trust Administrator
Phone
3256277000
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Vaughan
Formed
1993
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Condley and Company Llp
Address
PO BOX 2993, ABILENE, TX 79604-2993
Preparer
Hope Wegrzynowicz CPA
Phone
3256776251
Raw XML Appendix379 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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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATION PROVIDES QUARTERLY DISTRIBUTIONS TO THE SUPPORTED ORGANIZATION AS WELL AS FINANCIAL STATEMENTS. THE SUPPORTING ORGANIZATION ALSO PERIODICALLY IS IN CONTACT WITH THE SUPPORTED ORGANIZATION TO ASSESS ANY SPECIAL FINANCIAL NEEDS OR REQUESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTING ORGANIZATION IS ATTENTIVE TO IT'S SUPPORTED ORGANIZATION. QUARTERLY INCOME IS DISTRIBUTED AS WELL AS ADDITIONAL FUNDS REQUESTED FOR SPECIAL NEED REQUESTS THAT ARISE FROM THE SUPPORTED ORGANIZATION. QUARTERLY FINANCIAL INFORMATION IS PROVIDED TO THE SUPPORTED ORGANIZATION. THE SUPPORTING ORGANIZATION STAYS INFORMED OF THE ACTIVITIES AND NEEDS OF THE SUPPORTED ORGANIZATION AND KEEPS OPEN DIALOGUE ON THE DISTRIBUTIONS BEING MADE. PERIODICALLY, AT LEAST ANNUALLY, A REVIEW OF THE SUPPORTED ORGANIZATION IS CONDUCTED TO VERIFY THAT ASSET ALLOCATIONS AND DISTRIBUTIONS COMPLY WITH THE GOVERNING DOCUMENT OF THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02082018
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01855407
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt078072
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt039716
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02003946
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01815691
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt031230
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt027831
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02050788
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01827576
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt071778
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt063965
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02082018
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01855407
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt071778
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt063965
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741109750
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt063965
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE METHODIST CHILDREN'S HOME WACO TEXAS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt063965
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt063965
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHURCH ORPHANAGE OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0METHODIST CHILDREN'S HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0741109750
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 HERRING AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WACO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd076708
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST OFFICER REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01429939
IRS990/TotalAssetsEOYAmt01550233
IRS990/TotalAssetsGrp/BOYAmt01429939
IRS990/TotalAssetsGrp/EOYAmt01550233
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019192
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063965
IRS990/TotalFunctionalExpensesGrp/TotalAmt083157
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01429939
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01550233
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt063965
IRS990/TotalReportableCompFromOrgAmt015120
IRS990/TotalRevenueGrp/ExclusionAmt0203451
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0203451
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01429939
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01550233
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 701
IRS990/USAddress/CityNm0ABILENE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd079604
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK VAUGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03256277000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUANITA MORRIS TESTAMENTARY TRUST FBO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE METHODIST CHILDREN'S HOME WACO TX
ReturnHeader/Filer/BusinessNameControlTxt0JUAN
ReturnHeader/Filer/EIN0756445680
ReturnHeader/Filer/PhoneNum03256277000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701
ReturnHeader/Filer/USAddress/CityNm0ABILENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751056027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDLEY AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2993
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABILENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0796042993
ReturnHeader/PreparerPersonGrp/PhoneNum03256776251
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOPE WEGRZYNOWICZ CPA
ReturnHeader/ReturnTs02025-05-13T08:24:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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