Civic Intelligence

Lois Mills Durden Charitable Trust

990PF • Fiscal year 2020 • EIN 81-5008345

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 23, 2021

Organization Profile
8330 Meadow RoadDallas, TX 75231

(214) 361-6561

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.53x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-43%

Higher net margin than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$7,481

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.5%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$1,441,906

Down $21,817 (-1.5%) from 2019

Net Assets

Down

$1,423,664

Down $15,059 (-1.0%) from 2019

Liabilities

Down

$18,242

Down $6,758 (-27%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin14th percentile

Revenue

Up

$34,661

Up $9,317 (+37%) from 2019

Expenses

Down

$49,720

Down $19 (-0.0%) from 2019

Net Income

Up

-$15,059

Up $9,336 (+38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,463,723Liabilities 2019: $25,000Net Assets 2019: $1,438,7232019Assets 2020: $1,441,906Liabilities 2020: $18,242Net Assets 2020: $1,423,6642020Assets 2021: $1,418,085Liabilities 2021: $14,913Net Assets 2021: $1,403,1722021Assets 2022: $1,642,395Liabilities 2022: $29,899Net Assets 2022: $1,612,4962022Assets 2023: $1,641,382Liabilities 2023: $29,883Net Assets 2023: $1,611,4992023Assets 2024: $1,682,363Liabilities 2024: $59,953Net Assets 2024: $1,622,4102024

Highlighted filing

2020

Assets$1,441,906
Liabilities$18,242
Net Assets$1,423,664
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $25,344Expenses 2019: $49,739Net Income 2019: -$24,3952019Revenue 2020: $34,661Expenses 2020: $49,720Net Income 2020: -$15,0592020Revenue 2021: $43,060Expenses 2021: $63,552Net Income 2021: -$20,4922021Revenue 2022: $271,592Expenses 2022: $62,268Net Income 2022: $209,3242022Revenue 2023: $65,354Expenses 2023: $66,351Net Income 2023: -$9972023Revenue 2024: $109,059Expenses 2024: $98,148Net Income 2024: $10,9112024

Highlighted filing

2020

Revenue$34,661
Expenses$49,720
Net Income-$15,059
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kirk JockelTrustee-$7,481-$7,481
Filing and Contact Details

Filer

Filer Name
Lois Mills Durden Charitable Trust
EIN
81-5008345
Phone
2143616561
Address
8330 Meadow Road, Dallas, TX 75231

Signing Officer

Name
Kirk Jockel
Title
Trustee
Phone
2143616561
Signed
2021-08-23

Preparer

Firm
Kirk Philip Jockel Pc
Address
8330 MEADOW RD STE 210, DALLAS, TX 75231
Preparer
Kirk P Jockel CPA
Phone
2143616561
Raw XML Appendix314 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/RecipientUSAddress/ZIPCd275201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018242
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/AppliedToCurrentYearAmt07543
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018242
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025785
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt068502
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018242
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0544
TaxesSchedule/TaxesDetail/Amt0544
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1State Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0544
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kirk Jockel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02143616561
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lois Mills Durden Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0815008345
ReturnHeader/Filer/PhoneNum02143616561
ReturnHeader/Filer/USAddress/AddressLine1Txt08330 Meadow Road
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIRK PHILIP JOCKEL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08330 MEADOW RD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075231
ReturnHeader/PreparerPersonGrp/PhoneNum02143616561
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kirk P Jockel CPA
ReturnHeader/ReturnTs02021-08-30T07:47:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kirk
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jockel
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,441,906
Liabilities
$18,242
Net assets
$1,423,664
Revenue
$34,661
Expenses
$49,720
Net income
-$15,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.06$1.62$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.03$1.61$0.07$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.03$1.61$0.27$0.06$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.01$1.40$0.04$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.42$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.03$1.44$0.03$0.05$0.02