Civic Intelligence

James & Lillian Lockerd Foundation Citizens National Bank - Trustee

990PF • Fiscal year 2024 • EIN 75-6476031

Jan 01, 2024 to Dec 31, 2024 • Filed on Jan 28, 2025

Organization Profile
101 W Main StHenderson, TX 75652

(903) 874-1700

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-53%

Higher net margin than 11% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$5,112

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 30.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-2.0%

Faster asset growth than 44% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-45%

Faster revenue growth than 13% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$453,689

Down $9,049 (-2.0%) from 2023

Net Assets

Down

$453,689

Down $9,049 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin11th percentile

Revenue

Down

$17,023

Down $13,994 (-45%) from 2023

Expenses

Down

$26,072

Down $751 (-2.8%) from 2023

Net Income

Down

-$9,049

Down $13,243 (-316%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2011: $427,942Liabilities 2011: $02011Assets 2012: $423,677Liabilities 2012: $0Net Assets 2012: $423,6772012Assets 2013: $424,792Liabilities 2013: $0Net Assets 2013: $424,7922013Assets 2014: $449,129Liabilities 2014: $0Net Assets 2014: $449,1292014Assets 2015: $420,157Liabilities 2015: $0Net Assets 2015: $420,1572015Assets 2019: $481,250Liabilities 2019: $02019Assets 2020: $476,223Liabilities 2020: $0Net Assets 2020: $476,2232020Assets 2021: $464,561Liabilities 2021: $0Net Assets 2021: $464,5612021Assets 2022: $458,544Liabilities 2022: $0Net Assets 2022: $458,5442022Assets 2023: $462,738Liabilities 2023: $0Net Assets 2023: $462,7382023Assets 2024: $453,689Liabilities 2024: $0Net Assets 2024: $453,6892024

Highlighted filing

2024

Assets$453,689
Liabilities$0
Net Assets$453,689
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50KRevenue 2011: $7,367Expenses 2011: $7,704Net Income 2011: -$3372011Expenses 2012: $19,0672012Revenue 2013: $10,654Expenses 2013: $11,515Net Income 2013: -$8612013Revenue 2014: $21,620Expenses 2014: $17,716Net Income 2014: $3,9042014Revenue 2015: $14,736Expenses 2015: $30,890Net Income 2015: -$16,1542015Revenue 2019: $95,544Expenses 2019: $28,681Net Income 2019: $66,8632019Revenue 2020: $23,038Expenses 2020: $28,065Net Income 2020: -$5,0272020Revenue 2021: $18,130Expenses 2021: $29,792Net Income 2021: -$11,6622021Revenue 2022: $24,057Expenses 2022: $30,074Net Income 2022: -$6,0172022Revenue 2023: $31,017Expenses 2023: $26,823Net Income 2023: $4,1942023Revenue 2024: $17,023Expenses 2024: $26,072Net Income 2024: -$9,0492024

Highlighted filing

2024

Revenue$17,023
Expenses$26,072
Net Income-$9,049
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 28, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERABANKTrustee-$5,112-$5,112
Filing and Contact Details

Filer

Filer Name
James and Lillian Lockerd
EIN
75-6476031
Phone
9038741700
Address
101 W MAIN ST, HENDERSON, TX 75652

Signing Officer

Name
Verabank
Title
Trustee
Phone
9038741700
Signed
2025-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Marx & Bohl Pc
Address
119 N MAIN ST, CORSICANA, TX 75110
Preparer
Frank Marx Iii
Phone
9038722571
Raw XML Appendix327 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIFE OUTREACH INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRINITY BROADCASTING NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COMPASSION CORSICANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LEWISVILLE EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5LEWISVILLE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CHRISTIAN COMMUNITY ACTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01801 W EULESS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12900 W AIRPORT FREEWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2121 WEST 1ST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3320 NORTH 15TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4400 WEST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51098 W MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6200 S MILL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EULESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORSICANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CORSICANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LEWISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LEWISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LEWISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175061
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675057
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt02802
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019473
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023331
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022275
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020529
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019473
TaxesSchedule/TaxesDetail/Amt0385
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VERABANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09038741700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES AND LILLIAN LOCKERD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0756476031
ReturnHeader/Filer/PhoneNum09038741700
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 W MAIN ST
ReturnHeader/Filer/USAddress/CityNm0HENDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075652
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON MARX & BOHL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORSICANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075110
ReturnHeader/PreparerPersonGrp/PhoneNum09038722571
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK MARX III
ReturnHeader/ReturnTs02025-01-28T15:44:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$453,689
Liabilities
$0
Net assets
$453,689
Revenue
$17,023
Expenses
$26,072
Net income
-$9,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.17$0.26$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.31$0.27$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.24$0.30$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.18$0.30$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.23$0.28$0.05
2019Summary only. Only limited summary data is available for this year.$4.81$0.00$0.96$0.29$0.67
2015Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.15$0.31$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.22$0.18$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.11$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.19
2011Summary only. Only limited summary data is available for this year.$4.28$0.00$0.07$0.08$0.00