Trust purpose is to provide for community medical and living expenses for those in need in the community regardless of age

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$2K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $79K a year · 68% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
32 mo
of spending, in cash
Plus $1.8M in investments, Pt X · Ln 11–13
Looks good: 32.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17K
-92% vs prior year
Spent
$18K
To programs
87%
Net assets
$1.9M
By yearFY2020–FY2025
Revenue
$17K
FY2023▼ -92%
Tap a bar for its year
Revenue by fiscal year
FY2020$203K
FY2021$114K
FY2022$207K
FY2023$17K
FY2024$63K
FY2025$99K
Expenses
$18K
FY2023▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$111K
FY2021$31K
FY2022$17K
FY2023$18K
FY2024$16K
FY2025$33K
Net assets
$1.9M
FY2023▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.6M
FY2021$1.7M
FY2022$1.9M
FY2023$1.9M
FY2024$2.1M
FY2025$2.4M

From the FY2023 Form 990 (year ending March 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $15K Management & general 13% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990; $2K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$2,400Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Jo Ann Jones’s $2K as Sec Truste is at the 8th percentile of top reported officer pay among 133 <$100K philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023
Jo Ann Jones$2,400$2,400$2,400

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Sutton County Community Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides medical and living expenses for community members facing hardship.

Questions for Sutton County Community Trust

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Provided by the organization

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3 programs · $14K · in their own filed words · FY2022
01

Support for community flag Old Glory fund

$6Kprogram expense
02

Grants for funeral expenses and living expenses for individuals

$4Kprogram expense
03

Scholarship grants for college and secondary education tuition

$4Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 11 grants · $56K · 2019–2024
Sonora High SchoolFY2024$8,103
Old Glory FundFY2024$4,104
IndividualsFY2024$3,360
Unitemized GrantFY2023$2,210
Unitemized GrantFY2022$3,707
Unitemized GrantFY2022$659
Sutton County Food PantryTX · FY2021$8,862
Sutton CountyFY2020$10,000
Unitemized GrantFY2020$8,000
Unitemized GrantFY2020$1,910
Unitemized GrantFY2019$5,000

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$17K
Ln 12
Gifts and grantsLn 1h$11K
Investment incomeLn 3$6K
Money outPt IX
$18K
Ln 25
Programscol B$15K
Managementcol C$2K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$48K
Total assetsLn 16$1.9M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11K
Investment incomeLn 3$6K
Total revenueLn 12$17K
Assets in detailPt X, end of year
SavingsLn 2$48K
Cash and savings togetherLn 1–2$48K
InvestmentsLn 11–13$1.8M
Other assetsLn 15$375
Total assetsLn 16$1.9M
LiabilitiesLn 26$0
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$55K$48K
InvestmentsLn 11–13$1.8M$1.8M
Total assetsLn 16$1.9M$1.9M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.9M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$8K$8K
Other salaries and wagesLn 7$2K$1K$1K
Legal feesLn 11b$1K$1K
Other expenses (24a–d)Ln 24$6K$6K$71
Total functional expensesLn 25$18K$15K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $99K$33K$66K$2.4M 990 PDF
FY2024 $63K$16K$47K$2.1M 990 PDF
FY2023 Viewing $17K$18K−$1K$1.9M 990 PDF
FY2022 $207K$17K$190K$1.9M 990 PDF
FY2021 $114K$31K$82K$1.7M 990 PDF
FY2020 $203K$111K$91K$1.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $16,630 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,220$10,671
I-9 Program service revenue$0
I-10 Investment incomePrior year $198,710$5,959
I-11 Other revenue$0
I-12 Total revenuePrior year $206,930$16,630
I-13 Grants and similar amounts paidPrior year $10,490$8,366
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,400$2,400
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $4,334$6,958
I-18 Total expensesPrior year $17,224$17,724
I-19 Revenue less expensesPrior year $189,706−$1,094
Part VI · Governance 3 of 3 board members independent, 3 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $16,630 across 5 lines filed
VIII-1f All other contributions, gifts and grants$10,671
VIII-1h Total contributions, gifts and grants$10,671
VIII-3 Investment incomeRelated to mission $73 · Unrelated business $5,886$5,959
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $73 · Unrelated business $5,886$16,630
Part IX · Statement of functional expenses $17,724 across 4 lines filed
IX-2 Grants to domestic individualsPrograms $8,366$8,366
IX-7 Other salaries and wagesPrograms $1,200 · Management $1,200$2,400
IX-11b Legal feesManagement $1,010$1,010
IX-24 Other expenses (24a–d)Programs $5,877 · Management $71$5,948
IX-25 Total functional expensesPrograms $15,443 · Management $2,281 · Fundraising $0$17,724
Part X · Balance sheet $1,894,471 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $54,774$47,873
X-12 Other securitiesStart of year $1,846,113$1,846,223
X-15 Other assetsStart of year $375$375
X-16 Total assetsStart of year $1,901,262$1,894,471
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,901,262$1,894,471
X-33 Total liabilities and net assetsStart of year $1,901,262$1,894,471
Part XI · Reconciliation of net assets $1,894,471 net assets at year end
XI-1 Total revenue$16,630
XI-2 Total expenses$17,724
XI-3 Revenue less expenses−$1,094
XI-4 Net assets at start of year$1,901,262
XI-9 Other changes in net assets−$5,697
XI-10 Net assets at end of year$1,894,471

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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