Civic Intelligence

Sam J and Martha Calhoun Charitable Trust

990PF • Fiscal year 2020 • EIN 84-6653469

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 6170Tyler, TX 75711

(903) 531-7111

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

42nd percentile

$65,105

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,252,592

Up $1,277,354 (+18%) from 2019

Net Assets

$8,252,034

No earlier filing loaded for comparison.

Liabilities

Down

$558

Down $20,839 (-97%) from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin97th percentile

Revenue

Down

$1,404,710

Down $5,586,804 (-80%) from 2019

Expenses

Up

$98,176

Up $60,503 (+161%) from 2019

Net Income

Down

$1,306,534

Down $5,647,307 (-81%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$10M$5.0M$0Assets 2019: $6,975,238Liabilities 2019: $21,3972019Assets 2020: $8,252,592Liabilities 2020: $558Net Assets 2020: $8,252,0342020Assets 2021: $7,602,075Liabilities 2021: $0Net Assets 2021: $7,602,0752021Assets 2022: $7,399,395Liabilities 2022: $0Net Assets 2022: $7,399,3952022Assets 2023: $7,161,078Liabilities 2023: $0Net Assets 2023: $7,161,0782023Assets 2024: $6,952,163Liabilities 2024: $242Net Assets 2024: $6,951,9212024

Highlighted filing

2020

Assets$8,252,592
Liabilities$558
Net Assets$8,252,034
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $6,991,514Expenses 2019: $37,673Net Income 2019: $6,953,8412019Revenue 2020: $1,404,710Expenses 2020: $98,176Net Income 2020: $1,306,5342020Revenue 2021: $428,958Expenses 2021: $1,075,803Net Income 2021: -$646,8452021Revenue 2022: $325,153Expenses 2022: $526,789Net Income 2022: -$201,6362022Revenue 2023: $224,908Expenses 2023: $452,833Net Income 2023: -$227,9252023Revenue 2024: $273,707Expenses 2024: $482,864Net Income 2024: -$209,1572024

Highlighted filing

2020

Revenue$1,404,710
Expenses$98,176
Net Income$1,306,534
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOUTHSIDE BANKTrustee-$65,105-$65,105
Filing and Contact Details

Filer

Filer Name
Sam J & Martha Calhoun Charitable
EIN
84-6653469
Address
PO BOX 6170, TYLER, TX 75711

Signing Officer

Name
Kim Partin
Title
Trustee
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Squyres Johnson Squyres & Co Llp
Address
821 ESE LOOP 323 STE 100, TYLER, TX 75701
Preparer
Deborah R Jordan
Phone
9035972021
Raw XML Appendix276 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Regarding Part VII-A, question 3: A trust was established under the will of Martha Calhoun, date of death September 20, 2016, to provide scholarships through three charitable entities. The trust was funded from Mrs. Calhoun's estate in 2019. The will did not include certain provisions that are necessary for the trust to qualify as a private foundation under IRC section 501(c)(3). A motion to reform the trust was filed in Smith County, Texas and was approved by the court on December 14, 2020. The signed order is attached. The application to reform the trust, as well as the unsigned order, were included with the 2019 Form 990 PF. An appplication for recognition by the IRS of exempt status under section 501 (c)(3) was approved by the IRS on September 22, 2021, with an effective date of September 4, 2019.
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0490458
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0487691
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01506394
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01527732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14871920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2716734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUITY MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BANK CERTIFICATES OF DEPOSIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0258413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14932024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2752879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01068574
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01187280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02394
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02498
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016503
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IRS990PF/ApplicationPendingInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0securities: short term see schedule 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1securities: long term see schedule 2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt088460
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0sammy joe calhoun shelter tr
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0tyler
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075711
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014070
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt014070
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017675
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0accrued income 12-31-19
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0foreign tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1underpayment penalty
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1104
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09334
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0accrued income 12-31-20
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SAMMY JOE CALHOUN SHELTER TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 6170
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TYLER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd075711
TaxesSchedule/TaxesDetail/Amt016503
TaxesSchedule/TaxesDetail/CategoryTxt0excise tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM PARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM J & MARTHA CALHOUN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAMJ
ReturnHeader/Filer/EIN0846653469
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6170
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750699590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUYRES JOHNSON SQUYRES & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0821 ESE LOOP 323 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035972021
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah R Jordan
ReturnHeader/ReturnTs02021-11-15T11:33:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PARTIN
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
$8,252,592
Liabilities
$558
Net assets
$8,252,034
Revenue
$1,404,710
Expenses
$98,176
Net income
$1,306,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.27$0.48$0.21
2023Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.22$0.45$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.33$0.53$0.20
2021Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.43$1.08$0.65
2020Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$1.40$0.10$1.31
2019Summary only. Only limited summary data is available for this year.$6.98$0.02$6.99$0.04$6.95