Civic Intelligence

Hamilton-Beeman Trust

990 • Fiscal year 2020 • EIN 84-2996246

Nov 01, 2019 to Oct 31, 2020 • Filed on Nov 12, 2020

Organization ProfileN/A
400 W CollinCorsiana, TX 75110

(903) 875-2300

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.00x

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

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-381%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$7,456

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 113.1% of source-year revenue.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2020

Asset Growth

10th percentile

-3.4%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$722,653

Down $25,135 (-3.4%) from 2019

Net Assets

Down

$722,653

Down $25,135 (-3.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin2nd percentile

Revenue

Down

$6,590

Down $57,309 (-90%) from 2019

Expenses

Down

$31,725

Down $196 (-0.6%) from 2019

Net Income

Down

-$25,135

Down $57,113 (-179%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$800K$600K$400K$200K$0Assets 2019: $747,788Liabilities 2019: $0Net Assets 2019: $747,7882019Assets 2020: $722,653Liabilities 2020: $0Net Assets 2020: $722,6532020Assets 2021: $718,041Liabilities 2021: $0Net Assets 2021: $718,0412021Assets 2022: $706,565Liabilities 2022: $0Net Assets 2022: $706,5652022Assets 2023: $710,218Liabilities 2023: $0Net Assets 2023: $710,2182023Assets 2024: $701,228Liabilities 2024: $0Net Assets 2024: $701,2282024Assets 2025: $703,574Liabilities 2025: $0Net Assets 2025: $703,5742025

Highlighted filing

2020

Assets$722,653
Liabilities$0
Net Assets$722,653
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$100K$50K$0-$50KRevenue 2019: $63,899Expenses 2019: $31,921Net Income 2019: $31,9782019Revenue 2020: $6,590Expenses 2020: $31,725Net Income 2020: -$25,1352020Revenue 2021: $23,936Expenses 2021: $28,548Net Income 2021: -$4,6122021Revenue 2022: $28,011Expenses 2022: $39,487Net Income 2022: -$11,4762022Revenue 2023: $36,051Expenses 2023: $32,398Net Income 2023: $3,6532023Revenue 2024: $20,263Expenses 2024: $29,253Net Income 2024: -$8,9902024Revenue 2025: $34,626Expenses 2025: $32,280Net Income 2025: $2,3462025

Highlighted filing

2020

Revenue$6,590
Expenses$31,725
Net Income-$25,135
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$59,507
Mission and Program Overview

Mission

Organizations sole purpose is to help fund hamilton beeman memorial association's (75-0870642) perpetual cemetery operations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$735,941$707,960▼ $27,981
Savings and Temporary Cash Investments$11,847$14,693▲ $2,846
Total Assets$747,788$722,653▼ $25,135
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$747,788$722,653▼ $25,135
Total Net Assets Fund Balance$747,788$722,653▼ $25,135
Total Liabilities and Net Assets / Fund Balance$747,788$722,653▼ $25,135
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseTotal
-Verabank$7,456$7,456
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$0
Investment Income
$6,090
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$-25,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,269
Salaries, Compensation, and Employee Benefits$7,456
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$19,698--$19,698
Current Officers, Directors, Trustees, and Key Employees-$7,456-$7,456
Fees for Services Legal-$3,921-$3,921
Fees for Services Accounting-$650-$650
Total Functional Expenses$19,698$12,027$0$31,725
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
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, Page 6, Part VI, Line 11B

“President goes over 990 with board prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Hamilton Beeman Trust
EIN
84-2996246
Phone
9038752300
Address
400 W COLLIN, CORSIANA, TX 75110

Signing Officer

Name
Verabank
Title
Verabank
Phone
9038752300
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Anderson Marx & Bohl Pc
Address
119 N MAIN ST, CORSICANA, TX 75110
Preparer
Frank Marx Iii
Phone
9038722571
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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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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$722,653
Liabilities
$0
Net assets
$722,653
Revenue
$6,590
Expenses
$31,725
Net income
-$25,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.04$0.00$7.04$0.35$0.32$0.02
2024Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.20$0.29$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.36$0.32$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.28$0.39$0.11
2021Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.24$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.07$0.32$0.25
2019Summary only. Only limited summary data is available for this year.$7.48$0.00$7.48$0.64$0.32$0.32