Civic Intelligence

Richard Scott & Helen Martha Peterson

EIN 95-7061440 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

77th percentile

29%

Higher net margin than 77% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$47,962

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

2.9%

Faster asset growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

97%

Faster revenue growth than 87% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,691,584

Up $75,960 (+2.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,691,584

Up $75,960 (+2.9%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin77th percentile

Revenue

Up

$265,944

Up $130,978 (+97%) from 2024

Expenses

Down

$188,153

Down $15,681 (-7.7%) from 2024

Net Income

Up

$77,791

Up $146,659 (+213%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,109,115Liabilities 2012: $02012Assets 2013: $3,053,592Liabilities 2013: $02013Assets 2014: $2,995,777Liabilities 2014: $02014Assets 2015: $3,024,477Liabilities 2015: $0Net Assets 2015: $3,024,4772015Assets 2016: $2,977,876Liabilities 2016: $0Net Assets 2016: $2,977,8762016Assets 2017: $2,902,773Liabilities 2017: $0Net Assets 2017: $2,902,7732017Assets 2018: $2,822,462Liabilities 2018: $0Net Assets 2018: $2,822,4622018Assets 2019: $2,871,827Liabilities 2019: $0Net Assets 2019: $2,871,8272019Assets 2020: $2,806,508Liabilities 2020: $0Net Assets 2020: $2,806,5082020Assets 2021: $2,748,148Liabilities 2021: $0Net Assets 2021: $2,748,1482021Assets 2022: $2,789,069Liabilities 2022: $0Net Assets 2022: $2,789,0692022Assets 2023: $2,686,497Liabilities 2023: $0Net Assets 2023: $2,686,4972023Assets 2024: $2,615,624Liabilities 2024: $0Net Assets 2024: $2,615,6242024Assets 2025: $2,691,584Liabilities 2025: $0Net Assets 2025: $2,691,5842025

Highlighted filing

2025

Assets$2,691,584
Liabilities$0
Net Assets$2,691,584
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $103,274Expenses 2012: $167,796Net Income 2012: -$64,5222012Revenue 2013: $102,873Expenses 2013: $158,337Net Income 2013: -$55,4642013Revenue 2014: $112,341Expenses 2014: $170,054Net Income 2014: -$57,7132014Revenue 2015: $250,781Expenses 2015: $177,529Net Income 2015: $73,2522015Revenue 2016: $106,780Expenses 2016: $199,247Net Income 2016: -$92,4672016Revenue 2017: $107,378Expenses 2017: $179,820Net Income 2017: -$72,4422017Revenue 2018: $119,300Expenses 2018: $196,661Net Income 2018: -$77,3612018Revenue 2019: $258,066Expenses 2019: $204,973Net Income 2019: $53,0932019Revenue 2020: $126,521Expenses 2020: $190,271Net Income 2020: -$63,7502020Revenue 2021: $124,845Expenses 2021: $181,513Net Income 2021: -$56,6682021Revenue 2022: $294,429Expenses 2022: $250,864Net Income 2022: $43,5652022Revenue 2023: $164,898Expenses 2023: $265,485Net Income 2023: -$100,5872023Revenue 2024: $134,966Expenses 2024: $203,834Net Income 2024: -$68,8682024Revenue 2025: $265,944Expenses 2025: $188,153Net Income 2025: $77,7912025

Highlighted filing

2025

Revenue$265,944
Expenses$188,153
Net Income$77,791
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,691,584
Liabilities
$0
Net assets
$2,691,584
Revenue
$265,944
Expenses
$188,153
Net income
$77,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.27$0.19$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.13$0.20$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.16$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.29$0.25$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.12$0.18$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.13$0.19$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.26$0.20$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.12$0.20$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.11$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.11$0.20$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.25$0.18$0.07
2014Summary only. Only limited summary data is available for this year.$3.00$0.00$0.11$0.17$0.06
2013Summary only. Only limited summary data is available for this year.$3.05$0.00$0.10$0.16$0.06
2012Summary only. Only limited summary data is available for this year.$3.11$0.00$0.10$0.17$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$47,962-$47,962
SCOTT KIMBLE PRINCIPALCommittee Member-$500-$500
ETHAN HOLLYCommittee Member-$500-$500
DESTRY BROWN SUPERINTENDENTCommittee Member-$500-$500
Filing and Contact Details

Filer

Filer Name
Richard Scott & Helen Martha Peterson
EIN
95-7061440
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-07-10
Raw XML AppendixShowing 400 of 657 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS HAS WAIVED THE ANNUAL REPORTING REQUIREMENT BECAUSE THIS TRUST HAS A SOLE CORPORATE TRUSTEE THAT IS SUBJECT TO THE JURISDICTION OF THE COMPTROLLER OF THE CURRENCY OF THE UNITED STATES.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287234 ISHARES MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1922908553 VANGUARD REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm330231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4369550108 GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5438516106 HONEYWELL INTL INC D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm687612E106 TARGET CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8002824100 ABBOTT LABS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10478160104 JOHNSON AND JOHNSON
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0165. VANGUARD SCOTTSDALE FDS VANGUARD INTERME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1156. APPLE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc274. APPLE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc337. MICROSOFT CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100. MICROSOFT CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc513. MICROSOFT CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS

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