Civic Intelligence

Betty Talmadge Adams Charitable

EIN 87-4831057 • 501(c)3 • Dallas, TX

Profile

To benefit charitable purposes including beneffitting the adams family cemetary, other non-profit cemetary associations, churches, historic preservation, schools and educational organizations.

5107 Briargrove LnDallas, TX 75287

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$1,725

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-82%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$358,484

Up $35,807 (+11%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$358,484

Up $35,807 (+11%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$20,292

Down $95,034 (-82%) from 2023

Expenses

Up

$4,350

Up $1,920 (+79%) from 2023

Net Income

Down

$15,942

Down $96,954 (-86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2022: $193,933Liabilities 2022: $0Net Assets 2022: $193,9332022Assets 2023: $322,677Liabilities 2023: $0Net Assets 2023: $322,6772023Assets 2024: $358,484Net Assets 2024: $358,4842024

Highlighted filing

2024

Assets$358,484
Liabilities-
Net Assets$358,484
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2022: $203,182Expenses 2022: $3,155Net Income 2022: $200,0272022Revenue 2023: $115,326Expenses 2023: $2,430Net Income 2023: $112,8962023Revenue 2024: $20,292Expenses 2024: $4,350Net Income 2024: $15,9422024

Highlighted filing

2024

Revenue$20,292
Expenses$4,350
Net Income$15,942
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$358,484
Liabilities
-
Net assets
$358,484
Revenue
$20,292
Expenses
$4,350
Net income
$15,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.58$3.58$0.20$0.04$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$1.15$0.02$1.13
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.03$0.03$2.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.0
Gross Receipts
$20,292
Mission and Program Overview

Mission

To benefit charitable purposes including beneffitting the adams family cemetary, other non-profit cemetary associations, churches, historic preservation, schools and educational organizations.

Program Services

DescriptionGrantsExpenses
SUPPORT THE ADAMS FAMILY CEMETARY--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA MORRISS CALDWELLSecretary Tr-$0$1,725$1,725
CHARLES ALAN ADAMSVice Preside-$0--
SAMUEL MOORE ADAMSPresident-$0--
JOHN ANDREW ADAMS2nd Vice Pre-$0--
Filing and Contact Details

Filer

Filer Name
Betty Talmadge Adams Charitable
EIN
87-4831057
Phone
2146165678
Address
5107 BRIARGROVE LN, DALLAS, TX 75287

Signing Officer

Name
Lisa Morriss Caldwell
Title
Secretary Treasurer
Phone
9722711516
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Vick & Grohman Cpas Pllc
Address
525 E CENTERVILLE RD, GARLAND, TX 75041-4638
Preparer
Christopher Grohman
Phone
9722781090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“UNREALIZED GAINS 19,865”

Form 990-ez, Part III

“To benefit charitable purposes including beneffitting the adams family cemetary, other non-profit cemetary associations, churches, historic preservation, schools and educational organizations.”

Raw XML Appendix100 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA MORRISS CALDWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum02146165678
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05107 BRIARGROVE LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075287
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0322677
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0358484
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015942
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0322677
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0358484
IRS990EZ/GainOrLossFromSaleOfAssetsAmt010381
IRS990EZ/GrossReceiptsAmt020292
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09911
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0322677
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0358484
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0322677
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0358484
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt01725
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES ALAN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMUEL MOORE ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ANDREW ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA MORRISS CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt019865
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT CHARITABLE PURPOSES INCLUDING BENEFFITTING THE ADAMS FAMILY CEMETARY, OTHER NON-PROFIT CEMETARY ASSOCIATIONS, CHURCHES, HISTORIC PRESERVATION, SCHOOLS AND EDUCATIONAL ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT THE ADAMS FAMILY CEMETARY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt010381
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04350
IRS990EZ/TotalRevenueAmt020292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAINS 19,865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO BENEFIT CHARITABLE PURPOSES INCLUDING BENEFFITTING THE ADAMS FAMILY CEMETARY, OTHER NON-PROFIT CEMETARY ASSOCIATIONS, CHURCHES, HISTORIC PRESERVATION, SCHOOLS AND EDUCATIONAL ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MORRISS CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09722711516
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETTY TALMADGE ADAMS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BETT
ReturnHeader/Filer/EIN0874831057
ReturnHeader/Filer/PhoneNum02146165678
ReturnHeader/Filer/USAddress/AddressLine1Txt05107 BRIARGROVE LN
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075287
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813925878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICK & GROHMAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0525 E CENTERVILLE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750414638
ReturnHeader/PreparerPersonGrp/PhoneNum09722781090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER GROHMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-02T13:58:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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