Civic Intelligence

Graham Community Foundation

990 • Fiscal year 2016 • EIN 20-1480110

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 22, 2017

PO Box 398Graham, TX 76450

(940) 549-1400

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

68th percentile

7.2%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

913%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$6,730,556

Up $450,891 (+7.2%) from 2015

Net Assets

Up

$6,730,556

Up $450,891 (+7.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$523,149

Up $471,489 (+913%) from 2015

Expenses

Down

$72,258

Down $247,809 (-77%) from 2015

Net Income

Up

$450,891

Up $719,298 (+268%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,403,948Liabilities 2010: $0Net Assets 2010: $5,403,9482010Assets 2011: $5,980,333Liabilities 2011: $0Net Assets 2011: $5,980,3332011Assets 2012: $5,986,461Liabilities 2012: $164Net Assets 2012: $5,986,2972012Assets 2013: $6,331,013Liabilities 2013: $0Net Assets 2013: $6,331,0132013Assets 2014: $6,548,072Liabilities 2014: $0Net Assets 2014: $6,548,0722014Assets 2015: $6,279,665Liabilities 2015: $0Net Assets 2015: $6,279,6652015Assets 2016: $6,730,556Liabilities 2016: $0Net Assets 2016: $6,730,5562016Assets 2017: $6,840,970Liabilities 2017: $0Net Assets 2017: $6,840,9702017Assets 2018: $6,934,817Liabilities 2018: $0Net Assets 2018: $6,934,8172018Assets 2019: $6,519,478Liabilities 2019: $0Net Assets 2019: $6,519,4782019Assets 2020: $6,257,484Liabilities 2020: $0Net Assets 2020: $6,257,4842020Assets 2021: $6,273,066Liabilities 2021: $0Net Assets 2021: $6,273,0662021Assets 2022: $6,379,014Liabilities 2022: $0Net Assets 2022: $6,379,0142022Assets 2023: $6,570,559Liabilities 2023: $0Net Assets 2023: $6,570,5592023Assets 2024: $6,805,452Liabilities 2024: $0Net Assets 2024: $6,805,4522024Assets 2025: $6,724,971Liabilities 2025: $0Net Assets 2025: $6,724,9712025

Highlighted filing

2016

Assets$6,730,556
Liabilities$0
Net Assets$6,730,556

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $78,8562010Revenue 2011: $599,776Expenses 2011: $23,391Net Income 2011: $576,3852011Expenses 2012: $495,9742012Revenue 2013: $441,507Expenses 2013: $96,791Net Income 2013: $344,7162013Revenue 2014: $621,425Expenses 2014: $404,366Net Income 2014: $217,0592014Revenue 2015: $51,660Expenses 2015: $320,067Net Income 2015: -$268,4072015Revenue 2016: $523,149Expenses 2016: $72,258Net Income 2016: $450,8912016Revenue 2017: $329,767Expenses 2017: $219,353Net Income 2017: $110,4142017Revenue 2018: $190,731Expenses 2018: $96,884Net Income 2018: $93,8472018Revenue 2019: $229,197Expenses 2019: $644,536Net Income 2019: -$415,3392019Revenue 2020: $381,711Expenses 2020: $643,705Net Income 2020: -$261,9942020Revenue 2021: $133,749Expenses 2021: $118,167Net Income 2021: $15,5822021Revenue 2022: $257,059Expenses 2022: $151,112Net Income 2022: $105,9472022Revenue 2023: $819,596Expenses 2023: $628,051Net Income 2023: $191,5452023Revenue 2024: $578,656Expenses 2024: $343,763Net Income 2024: $234,8932024Revenue 2025: $387,929Expenses 2025: $468,410Net Income 2025: -$80,4812025

Highlighted filing

2016

Revenue$523,149
Expenses$72,258
Net Income$450,891
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 22, 2017
Return Version
2016v3.0
Gross Receipts
$523,159
Mission and Program Overview

Mission

The organization will act as a centralized servicing agency to coordinate fundraising and grant application efforts of the various exempt organizations with the goal of reducing duplicated overhead expenses and educating staff of the various exempt organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,463,473$3,463,462▼ $11
Cash and Non-Interest-Bearing Accounts$2,437,351$3,262,375▲ $825,024
Accounts Receivable$3,841$4,719▲ $878
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,279,665$6,730,556▲ $450,891
Other Assets Total$375,000$0▼ $375,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,279,665$6,730,556▲ $450,891
Total Net Assets Fund Balance$6,279,665$6,730,556▲ $450,891
Total Liabilities and Net Assets / Fund Balance$6,279,665$6,730,556▲ $450,891
Compensation and Service Providers

Board Members and Trustees

NameTitle
Glenn McGeePresident
Karen PettitVice President
Ken HaggartDirector
Sidney BrownSecretary
Kyle PeavyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$445,050
Program Service Revenue
$0
Investment Income
$78,099
Other Revenue
$0
All Other Contributions
$445,050
Change in Net Assets
$450,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,846
Other Expenses$1,412
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,846--$70,846
Fees for Services Accounting-$1,330-$1,330
Office Expenses-$82-$82
Total Functional Expenses$70,846$1,412$0$72,258
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of GrahamGraham, TX-New Roof, Banners & Santa Lights$42,350
Library of GrahamGraham, TX-Computer System & Property Maint.$23,496
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is presented to the board of directors or a representative of the board of directors by the preparer, with explanations regarding the significant items included in the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The organization and the community are very small and it is easy to discover any conflicts of interest. The board members are polled periodically to determine if any such conflicts have arisen in the interim since the last inquiry.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, policies and financial statements are available for examination at the office of Donald W. Shierry CPA, PC, 2004 Quail Creek Drive Suite 100, Wichita Falls, TX, upon request.

Filing and Contact Details

Filer

Filer Name
Graham Community Foundation
EIN
20-1480110
Phone
9405491400
Address
PO Box 398, Graham, TX 76450

Signing Officer

Name
Glenn McGee
Title
President
Signed
2017-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenn McGee
Formed
2004
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Donald W Shierry CPA PC
Address
PO Box 4866, Wichita Falls, TX 76308
Preparer
Donald W Shierry
Phone
9406919440
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: The City of Graham owns and operates Graham City Hall which is located in the heart of downtown Graham. Funds were provided to repair the roof of the building.

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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39220
IRS990ScheduleA/PublicSupportPY170Pct00.38980
IRS990ScheduleA/PublicSupportTotal170Amt0825922
IRS990ScheduleA/SubstantialContributorsTotAmt01070241
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0445050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0574680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0399972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0475861
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01896163
IRS990ScheduleA/TotalSupportAmt02105636
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0445050
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt070928
IRS990ScheduleD/DonorAdvisedFundsHeldCnt014
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt06730555
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt042350
IRS990ScheduleI/RecipientTable/CashGrantAmt123496
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0New Roof, Banners & Santa Lights
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Computer System & Property Maint.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0City of Graham
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Library of Graham
IRS990ScheduleI/RecipientTable/RecipientEIN0756000541
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0429 Fourth Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1910 Cherry St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Graham
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Graham
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd076450
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd176450
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0In most cases, grants are for the operating expenses of the organizations or for specific projects. This organization determines eligibility for grants based on funding needs of the applicant. Financial information is obtained from applicants to determine need. Because of the size of the community, it is easy to observe the application of the funds to specific projects, maintenance of a facility, or improvements made to a facility. Board members make visits to facilities and/or communicate with recipients' boards to determine that application of the funding is appropriate.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: The City of Graham owns and operates Graham City Hall which is located in the heart of downtown Graham. Funds were provided to repair the roof of the building.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is presented to the board of directors or a representative of the board of directors by the preparer, with explanations regarding the significant items included in the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization and the community are very small and it is easy to discover any conflicts of interest. The board members are polled periodically to determine if any such conflicts have arisen in the interim since the last inquiry.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, policies and financial statements are available for examination at the office of Donald W. Shierry CPA, PC, 2004 Quail Creek Drive Suite 100, Wichita Falls, TX, upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06279665
IRS990/TotalAssetsEOYAmt06730556
IRS990/TotalAssetsGrp/BOYAmt06279665
IRS990/TotalAssetsGrp/EOYAmt06730556
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0445050
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01412
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070846
IRS990/TotalFunctionalExpensesGrp/TotalAmt072258
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06279665
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06730556
IRS990/TotalOtherProgSrvcExpenseAmt07070
IRS990/TotalOtherProgSrvcGrantAmt07070
IRS990/TotalProgramServiceExpensesAmt070846
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt078099
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0523149
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06279665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06730556
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06279665
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06730556
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 398
IRS990/USAddress/CityNm0Graham
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076450
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Glenn McGee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Graham Community Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GRAH
ReturnHeader/Filer/EIN0201480110
ReturnHeader/Filer/PhoneNum09405491400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 398
ReturnHeader/Filer/USAddress/CityNm0Graham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Donald W Shierry CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 4866
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wichita Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076308
ReturnHeader/PreparerPersonGrp/PhoneNum09406919440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald W Shierry
ReturnHeader/ReturnTs02017-02-22T11:24:00-08:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.39$0.47$0.08
2024Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.58$0.34$0.23
2023Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.82$0.63$0.19
2022Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.26$0.15$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.13$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.38$0.64$0.26
2019Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.23$0.64$0.42
2018Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.19$0.10$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.33$0.22$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.52$0.07$0.45
2015Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.05$0.32$0.27
2014Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.62$0.40$0.22
2013Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.44$0.10$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.00$5.99$0.50
2011Summary only. Only limited summary data is available for this year.$5.98$0.00$5.98$0.60$0.02$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$0.00$5.40$0.08