Civic Intelligence

Sam J and Martha Calhoun Charitable Trust

990PF • Fiscal year 2021 • EIN 84-6653469

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

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.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

3rd percentile

-151%

Higher net margin than 3% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

45th percentile

$73,347

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

7th percentile

-7.9%

Faster asset growth than 7% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,602,075

Down $650,517 (-7.9%) from 2020

Net Assets

Down

$7,602,075

Down $649,959 (-7.9%) from 2020

Liabilities

Down

$0

Down $558 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin3rd percentile

Revenue

Down

$428,958

Down $975,752 (-69%) from 2020

Expenses

Up

$1,075,803

Up $977,627 (+996%) from 2020

Net Income

Down

-$646,845

Down $1,953,379 (-150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2021

Assets$7,602,075
Liabilities$0
Net Assets$7,602,075
Open 2021 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

2021

Revenue$428,958
Expenses$1,075,803
Net Income-$646,845
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOUTHSIDE BANKTrustee-$73,347-$73,347
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
2022-05-16
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 Appendix333 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0corporate bonds & notes
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028289
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275426
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0948860
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0429709
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt078694
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0362559
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0429709
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt096075
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt096075
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0967037
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt096075
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096075
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt078694
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0362559
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0sammy joe calhoun shelter tr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0po box 6170
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0tyler
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075711
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06897
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0attorney fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011100
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013695
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0accrued income 12-31-20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0foreign tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1late filing and payment penalty, 2019
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2underpayment penalty
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02897
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02897
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1957
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09978
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1603
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0accrued income 12-31-21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1remove 2019 excise tax overpayment applied to 2020/penalties
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0etcf fee to administer scholarships
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt023608
TaxesSchedule/TaxesDetail/Amt14681
TaxesSchedule/TaxesDetail/CategoryTxt02020 excise tax undistributed income
TaxesSchedule/TaxesDetail/CategoryTxt1excise tax 990PF
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/SignatureDt02022-05-16
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/ReturnTs02022-05-16T08:42:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PARTIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,602,075
Liabilities
$0
Net assets
$7,602,075
Revenue
$428,958
Expenses
$1,075,803
Net income
-$646,845
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