Civic Intelligence

Jm & Vb Macatee Tr a Cu Tr Agmt Of

EIN 82-6614625 • 501(c)3 • Granbury, TX

Profile

Dedicated to the objective of collecting, preserving and interpreting the life stories of the people of granbury and hood county, texas and examining how they illuminate the history of america by supporting the bridge street history center, an irc section 501(c)(3) publicly supported charity.

PO Box 57Granbury, TX 76048
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

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

49th percentile

3.2%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

72nd percentile

27%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,023,792

Up $92,690 (+3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,023,792

Up $92,690 (+3.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

Up

$189,357

Up $39,768 (+27%) from 2023

Expenses

Up

$96,667

Up $1,865 (+2.0%) from 2023

Net Income

Up

$92,690

Up $37,903 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2022: $2,815,788Liabilities 2022: $0Net Assets 2022: $2,815,7882022Assets 2023: $2,931,102Liabilities 2023: $0Net Assets 2023: $2,931,1022023Assets 2024: $3,023,792Liabilities 2024: $0Net Assets 2024: $3,023,7922024

Highlighted filing

2024

Assets$3,023,792
Liabilities$0
Net Assets$3,023,792
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$200K$150K$100K$50K$0Revenue 2022: $107,317Expenses 2022: $56,381Net Income 2022: $50,9362022Revenue 2023: $149,589Expenses 2023: $94,802Net Income 2023: $54,7872023Revenue 2024: $189,357Expenses 2024: $96,667Net Income 2024: $92,6902024

Highlighted filing

2024

Revenue$189,357
Expenses$96,667
Net Income$92,690
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,023,792
Liabilities
$0
Net assets
$3,023,792
Revenue
$189,357
Expenses
$96,667
Net income
$92,690
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.19$0.10$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.15$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.11$0.06$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Gross Receipts
$1,032,313
Mission and Program Overview

Mission

Dedicated to the objective of collecting, preserving and interpreting the life stories of the people of granbury and hood county, texas and examining how they illuminate the history of america by supporting the bridge street history center, an irc section 501(c)(3) publicly supported charity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,931,102$3,023,792▲ $92,690
Rtn Earn Endowment Incm Other Fnds$2,931,102$3,023,792▲ $92,690
Total Assets$2,931,102$3,023,792▲ $92,690
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,931,102$3,023,792▲ $92,690
Total Liabilities and Net Assets / Fund Balance$2,931,102$3,023,792▲ $92,690
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Scott YoungPresident
Cody MartinPresident El
Bill WaltersDirector
Brian GaffinDirector
Cindy PetersDirector
Jake CarawayDirector
Joel CampbellDirector
Roger EnlowDirector
Steve ReidDirector
Thomas HamiltonDirector
Maurice WaltonPast Preside
Trisha ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$189,357
Other Revenue
$0
Change in Net Assets
$92,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,000
Other Expenses$24,667
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,000--$72,000
Fees for Service Investment Mgmnt Fees$23,182--$23,182
Fees for Services Accounting$1,485--$1,485
Total Functional Expenses$96,667$0$0$96,667
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bridge Street History CenterGranbury, TX(c)(3)-$72,000
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“Copies of the return are provided to the governing body to review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Jm & Vb Macatee Tr a Cu Tr Agmt of
EIN
82-6614625
Phone
8172194682
Address
PO BOX 57, GRANBURY, TX 76048

Signing Officer

Name
Maurice Walton
Title
Past President
Phone
8172194682
Signed
2025-03-17

Organization Details

Principal Officer
Maurice Walton
Formed
2022
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Snow Garrett Williams
Address
1207 SANTA FE DR, WEATHERFORD, TX 76086-5819
Preparer
Casey Mitchell
Phone
8175969301
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Dedicated to the objective of collecting, preserving and interpreting the life stories of the people of granbury and hood county, texas and examining how they illuminate the history of america by supporting the bridge street history center, an irc section 501(c)(3) publicly supported charity.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEDICATED TO THE OBJECTIVE OF COLLECTING, PRESERVING AND INTERPRETING THE LIFE STORIES OF THE PEOPLE OF GRANBURY AND HOOD COUNTY, TEXAS AND EXAMINING HOW THEY ILLUMINATE THE HISTORY OF AMERICA BY SUPPORTING THE BRIDGE STREET HISTORY CENTER, AN IRC SECTION 501(C)(3) PUBLICLY SUPPORTED CHARITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE RETURN ARE PROVIDED TO THE GOVERNING BODY TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/AddressLine1Txt0107 EAST PEARL STREET
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MAURICE WALTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08172194682
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JM & VB MACATEE TR A CU TR AGMT OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JM & VB MACATEE TR
ReturnHeader/Filer/BusinessNameControlTxt0JM&V
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ReturnHeader/Filer/USAddress/CityNm0GRANBURY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752353675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SNOW GARRETT WILLIAMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01207 SANTA FE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEATHERFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760865819
ReturnHeader/PreparerPersonGrp/PhoneNum08175969301
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASEY MITCHELL
ReturnHeader/ReturnTs02025-06-17T17:38:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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