Civic Intelligence

Hazel Montgomery MD Memorial Scholarship Trust

EIN 75-6498847 • Tyler, TX

PO Box 6170Tyler, TX 75711
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

5th percentile

-132%

Higher net margin than 5% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$13,551

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 44.3% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

27th percentile

-4.5%

Faster asset growth than 27% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-31%

Faster revenue growth than 12% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$858,793

Down $40,297 (-4.5%) from 2024

Liabilities

Down

$0

Down $84 (-100%) from 2024

Net Assets

Down

$858,793

Down $40,213 (-4.5%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin5th percentile

Revenue

Down

$30,569

Down $13,864 (-31%) from 2024

Expenses

Up

$70,782

Up $5,910 (+9.1%) from 2024

Net Income

Down

-$40,213

Down $19,774 (-97%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,382,159Liabilities 2011: $02011Assets 2012: $1,379,599Liabilities 2012: $30,8212012Assets 2013: $1,189,951Liabilities 2013: $0Net Assets 2013: $1,189,9512013Assets 2014: $1,200,015Liabilities 2014: $348Net Assets 2014: $1,199,6672014Assets 2015: $1,152,537Liabilities 2015: $2Net Assets 2015: $1,152,5352015Assets 2016: $1,115,970Liabilities 2016: $180Net Assets 2016: $1,115,7902016Assets 2017: $1,070,782Liabilities 2017: $0Net Assets 2017: $1,070,7822017Assets 2018: $1,035,361Liabilities 2018: $239Net Assets 2018: $1,035,1222018Assets 2019: $1,002,009Liabilities 2019: $61Net Assets 2019: $1,001,9482019Assets 2020: $972,126Liabilities 2020: $32Net Assets 2020: $972,0942020Assets 2021: $981,313Liabilities 2021: $339Net Assets 2021: $980,9742021Assets 2022: $955,763Liabilities 2022: $0Net Assets 2022: $955,7632022Assets 2023: $919,445Liabilities 2023: $0Net Assets 2023: $919,4452023Assets 2024: $899,090Liabilities 2024: $84Net Assets 2024: $899,0062024Assets 2025: $858,793Liabilities 2025: $0Net Assets 2025: $858,7932025

Highlighted filing

2025

Assets$858,793
Liabilities$0
Net Assets$858,793
Open 2025 Filing

Operations Trend

Revenue Growth12th percentile

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

$200K$100K$0-$100KRevenue 2011: $43,872Expenses 2011: $39,753Net Income 2011: $4,1192011Revenue 2012: $35,983Expenses 2012: $69,364Net Income 2012: -$33,3812012Expenses 2013: $191,7462013Revenue 2014: $69,557Expenses 2014: $90,049Net Income 2014: -$20,4922014Revenue 2015: $27,840Expenses 2015: $75,106Net Income 2015: -$47,2662015Revenue 2016: $36,738Expenses 2016: $73,605Net Income 2016: -$36,8672016Revenue 2017: $25,092Expenses 2017: $70,263Net Income 2017: -$45,1712017Revenue 2018: $33,918Expenses 2018: $69,578Net Income 2018: -$35,6602018Revenue 2019: $36,985Expenses 2019: $70,159Net Income 2019: -$33,1742019Revenue 2020: $38,412Expenses 2020: $68,266Net Income 2020: -$29,8542020Revenue 2021: $75,017Expenses 2021: $66,137Net Income 2021: $8,8802021Revenue 2022: $45,578Expenses 2022: $70,789Net Income 2022: -$25,2112022Revenue 2023: $34,602Expenses 2023: $70,920Net Income 2023: -$36,3182023Revenue 2024: $44,433Expenses 2024: $64,872Net Income 2024: -$20,4392024Revenue 2025: $30,569Expenses 2025: $70,782Net Income 2025: -$40,2132025

Highlighted filing

2025

Revenue$30,569
Expenses$70,782
Net Income-$40,213
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$858,793
Liabilities
$0
Net assets
$858,793
Revenue
$30,569
Expenses
$70,782
Net income
-$40,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.07$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.07$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.03$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.19
2012Summary only. Only limited summary data is available for this year.$1.38$0.03$0.04$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.04$0.04$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 19, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOUTHSIDE BANKTrustee-$13,551-$13,551
Filing and Contact Details

Filer

Filer Name
Hazel Montgomery Md Memorial Scholarship
EIN
75-6498847
Phone
9035317197
Address
PO BOX 6170, TYLER, TX 75711

Signing Officer

Name
Kim Christie
Title
Trustee
Signed
2025-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Peters Pc
Address
3304 S BROADWAY AVE, TYLER, TX 75701
Preparer
Savannah J Herrington
Phone
9035976311
Raw XML Appendix224 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751503978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03304 S BROADWAY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Savannah J Herrington
ReturnHeader/ReturnTs02025-09-19T06:51:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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