Civic Intelligence

Sam J and Martha Calhoun Charitable Trust

990PF • Fiscal year 2023 • EIN 84-6653469

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

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

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

8th percentile

-101%

Higher net margin than 8% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$61,601

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 27.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

23rd percentile

-3.2%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,161,078

Down $238,317 (-3.2%) from 2022

Net Assets

Down

$7,161,078

Down $238,317 (-3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin8th percentile

Revenue

Down

$224,908

Down $100,245 (-31%) from 2022

Expenses

Down

$452,833

Down $73,956 (-14%) from 2022

Net Income

Down

-$227,925

Down $26,289 (-13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$7,161,078
Liabilities$0
Net Assets$7,161,078
Open 2023 Filing

Operations Trend

Revenue Growth15th 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

2023

Revenue$224,908
Expenses$452,833
Net Income-$227,925
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOUTHSIDE BANKTrustee-$61,601-$61,601
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSPCCLARKSVILLE, TX, US$116,950
Paid Grant-SCHOLARSHIPSPCTYLER, TX, US$116,949
Paid Grant-SCHOLARSHIPSPCTYLER, TX, US$116,949
Filing and Contact Details

Filer

Filer Name
Sam J & Martha Calhoun Charitable Trust
EIN
84-6653469
Phone
9035317111
Address
PO BOX 6170, TYLER, TX 75711

Signing Officer

Name
Southside Bank
Title
Trustee
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Peters Pc
Address
3304 S BROADWAY AVE, TYLER, TX 75701
Preparer
Savannah J Herrington
Phone
9035976311
Raw XML Appendix284 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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt096075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0199663
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070756
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt096075
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0365432
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032832
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0199663
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0166831
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02544
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL EXCISE TAX RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0554
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1641
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0554
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1641
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010392
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01903
TaxesSchedule/TaxesDetail/Amt12856
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02856
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOUTHSIDE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM J & MARTHA CALHOUN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAMJ
ReturnHeader/Filer/EIN0846653469
ReturnHeader/Filer/PhoneNum09035317111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6170
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751503978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03304 S BROADWAY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Savannah J Herrington
ReturnHeader/ReturnTs02024-05-13T12:51:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SOUTHSIDE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,161,078
Liabilities
$0
Net assets
$7,161,078
Revenue
$224,908
Expenses
$452,833
Net income
-$227,925
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