Civic Intelligence

Hamilton-Beeman Trust

990 • Fiscal year 2023 • EIN 84-2996246

Nov 01, 2022 to Oct 31, 2023 • Filed on Dec 01, 2023

Organization ProfileN/A
PO Box 820Henderson, TX 75653

(903) 875-2300

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

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

2023 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.00x

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

2023 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2023

Net Margin

46th percentile

10%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$9,376

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2023 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2023

Asset Growth

36th percentile

0.5%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

29%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$710,218

Up $3,653 (+0.5%) from 2022

Net Assets

Up

$710,218

Up $3,653 (+0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin46th percentile

Revenue

Up

$36,051

Up $8,040 (+29%) from 2022

Expenses

Down

$32,398

Down $7,089 (-18%) from 2022

Net Income

Up

$3,653

Up $15,129 (+132%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2023

Assets$710,218
Liabilities$0
Net Assets$710,218
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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

2023

Revenue$36,051
Expenses$32,398
Net Income$3,653
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Dec 1, 2023
Return Version
2022v5.0
Gross Receipts
$218,067
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$686,223$692,883▲ $6,660
Savings and Temporary Cash Investments$20,342$17,336▼ $3,006
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$706,565$710,218▲ $3,653
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$706,565$710,218▲ $3,653
Total Net Assets Fund Balance$706,565$710,218▲ $3,653
Total Liabilities and Net Assets / Fund Balance$706,565$710,218▲ $3,653
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleBaseTotal
-Trustee$9,376$9,376
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,051
Other Revenue
$0
Change in Net Assets
$3,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,022
Salaries, Compensation, and Employee Benefits$9,376
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$22,327--$22,327
Current Officers, Directors, Trustees, and Key Employees-$9,376-$9,376
Fees for Services Accounting-$695-$695
Total Functional Expenses$22,327$10,071$0$32,398
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

“Trustee reviews return 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
PO BOX 820, HENDERSON, TX 75653

Signing Officer

Name
Verabank
Title
Trustee
Phone
9038752300
Signed
2023-12-01
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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,218
Liabilities
$0
Net assets
$710,218
Revenue
$36,051
Expenses
$32,398
Net income
$3,653
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