Civic Intelligence

Foster Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 02-0653934

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

2125 Sidney BakerKerrville, TX 78028

(830) 257-0586

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-254%

Higher net margin than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$176,743

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 145.2% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

6th percentile

-19%

Faster asset growth than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$1,828,765

Down $432,231 (-19%) from 2022

Net Assets

Down

$1,824,557

Down $435,699 (-19%) from 2022

Liabilities

Up

$4,208

Up $3,468 (+469%) from 2022

Revenue

Up

$121,709

Up $128,769 (+1824%) from 2022

Expenses

Up

$430,404

Up $11,864 (+2.8%) from 2022

Net Income

Up

-$308,695

Up $116,905 (+27%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $15,668,633Liabilities 2010: $3,305,6812010Assets 2011: $13,095,680Liabilities 2011: $2,625,5852011Assets 2012: $8,965,292Liabilities 2012: $7042012Assets 2013: $7,406,957Liabilities 2013: $1Net Assets 2013: $7,406,9572013Assets 2014: $6,961,128Liabilities 2014: $1,418Net Assets 2014: $6,959,7102014Assets 2015: $6,265,632Liabilities 2015: $2,8502015Assets 2016: $5,631,715Liabilities 2016: $4,279Net Assets 2016: $5,627,4362016Assets 2017: $5,214,321Liabilities 2017: $4,992Net Assets 2017: $5,209,3292017Assets 2018: $4,966,193Liabilities 2018: $1,544Net Assets 2018: $4,964,6492018Assets 2019: $3,909,257Liabilities 2019: $7,060Net Assets 2019: $3,902,1972019Assets 2020: $3,341,818Liabilities 2020: $6,473Net Assets 2020: $3,335,3452020Assets 2021: $2,686,233Liabilities 2021: $3752021Assets 2022: $2,260,996Liabilities 2022: $740Net Assets 2022: $2,260,2562022Assets 2023: $1,828,765Liabilities 2023: $4,208Net Assets 2023: $1,824,5572023Assets 2024: $1,483,555Liabilities 2024: $1,617Net Assets 2024: $1,481,9382024

Highlighted filing

2023

Assets$1,828,765
Liabilities$4,208
Net Assets$1,824,557

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2010: $955,341Expenses 2010: $1,321,309Net Income 2010: -$365,9682010Revenue 2011: $461,377Expenses 2011: $2,354,229Net Income 2011: -$1,892,8522011Revenue 2012: $276,618Expenses 2012: $1,416,852Net Income 2012: -$1,140,2342012Revenue 2013: $548,329Expenses 2013: $1,415,782Net Income 2013: -$867,4532013Revenue 2014: $653,235Expenses 2014: $1,083,806Net Income 2014: -$430,5712014Revenue 2015: $313,471Expenses 2015: $1,007,714Net Income 2015: -$694,2432015Revenue 2016: $252,279Expenses 2016: $887,281Net Income 2016: -$635,0022016Revenue 2017: $285,915Expenses 2017: $703,196Net Income 2017: -$417,2812017Revenue 2018: $450,987Expenses 2018: $694,185Net Income 2018: -$243,1982018Revenue 2019: $181,454Expenses 2019: $541,714Net Income 2019: -$360,2602019Revenue 2020: $238,817Expenses 2020: $752,607Net Income 2020: -$513,7902020Revenue 2021: -$17,773Expenses 2021: $526,274Net Income 2021: -$544,0472021Revenue 2022: -$7,060Expenses 2022: $418,540Net Income 2022: -$425,6002022Revenue 2023: $121,709Expenses 2023: $430,404Net Income 2023: -$308,6952023Revenue 2024: $79,410Expenses 2024: $422,029Net Income 2024: -$342,6192024

Highlighted filing

2023

Revenue$121,709
Expenses$430,404
Net Income-$308,695
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANA S SMITHPresident & DirectorFT$158,353$18,390$176,743
JOHN CHRISTOPHER DOYLEDirector & Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Unrestricted GiftPCNew York, NY, US$500
Paid Grant-Unrestricted GiftPCDeer Park, TX, US$225
Filing and Contact Details

Filer

Filer Name
Foster Charitable Foundation Inc
EIN
02-0653934
Address
2125 Sidney Baker, Kerrville, TX 78028

Signing Officer

Name
Jana Smith
Title
President
Phone
8302570586
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Corey C Davis CPA
Address
320 W Main St, Kerrville, TX 78028
Preparer
Corey C Davis
Phone
8302578800
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES SP SMLL CAP 600 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD HEALTH CARE 43 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES SP SMLL CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD TOTAL STOCK 51 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES RUSSELL MID CAP 141 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES SP 500 VALUE 81 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES RUSSELL 2000 54 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10INVESCO NASDAQ 100 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES SP MIDCAP 400 VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12OAKMARK EQUITY AND INCOME 1382 SHAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13BERKSHIRE HATHAWAY 68 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES RUSSELL 2000 92 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SCHWAB US DIVIDEND 147 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt310900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt614729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt714085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt913620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1246667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1324253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1414290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1511202
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012838
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05759
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-18497
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt04671
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04771
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04771
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05759
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05759
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt095012
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt031671
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0158353
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt022331
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt028434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03370
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03370
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-308695
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt098441
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt098441
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0309373
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03605
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09468
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05759
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-18497
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt05759
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt06560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt052575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt041864
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt098538
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04671
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018086
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt018440
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt06147
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt030733
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt079877
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt079877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0169127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0193306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0430404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0114723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0121709
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0168402
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0193306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0429679
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0281584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0282272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05759
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05759
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-308695
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0128806
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01802
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01953363
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02260256
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01824557
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0171780
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0171780
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0171780
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt03360644
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0528619
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0226736
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0226736
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0236763
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0983446
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt033813
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt053217
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0752684
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0746683
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02252634
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt022183
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt019404
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt024000

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.08$0.42$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.82$0.12$0.43$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.01$0.42$0.43
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$0.02$0.53$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.34$0.01$3.34$0.24$0.75$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.01$3.90$0.18$0.54$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.00$4.96$0.45$0.69$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.29$0.70$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.25$0.89$0.64
2015Summary only. Only limited summary data is available for this year.$6.27$0.00$0.31$1.01$0.69
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.65$1.08$0.43
2013Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.55$1.42$0.87
2012Summary only. Only limited summary data is available for this year.$8.97$0.00$0.28$1.42$1.14
2011Summary only. Only limited summary data is available for this year.$13.1$2.63$0.46$2.35$1.89
2010Summary only. Only limited summary data is available for this year.$15.7$3.31$0.96$1.32$0.37