Civic Intelligence

Dillard Family Foundation

990PF • Fiscal year 2017 • EIN 20-2066176

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

PO Box 8206Wichita Falls, TX 76307

(940) 716-5128

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

60th percentile

5.6%

Faster asset growth than 60% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

0.4%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,629,743

Up $139,811 (+5.6%) from 2016

Net Assets

Up

$2,629,743

Up $139,811 (+5.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,100,583

Up $4,701 (+0.4%) from 2016

Expenses

Down

$960,772

Down $712,234 (-43%) from 2016

Net Income

Up

$139,811

Up $716,935 (+124%) from 2016

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 2011: $2,631,884Liabilities 2011: $0Net Assets 2011: $2,631,8842011Assets 2012: $826,882Liabilities 2012: $12012Assets 2013: $1,801,277Liabilities 2013: $0Net Assets 2013: $1,801,2772013Assets 2014: $2,021,747Liabilities 2014: $0Net Assets 2014: $2,021,7472014Assets 2015: $3,067,056Liabilities 2015: $0Net Assets 2015: $3,067,0562015Assets 2016: $2,489,932Liabilities 2016: $0Net Assets 2016: $2,489,9322016Assets 2017: $2,629,743Liabilities 2017: $0Net Assets 2017: $2,629,7432017Assets 2018: $2,372,469Liabilities 2018: $0Net Assets 2018: $2,372,4692018Assets 2019: $2,849,162Liabilities 2019: $0Net Assets 2019: $2,849,1622019Assets 2020: $13,581,370Liabilities 2020: $0Net Assets 2020: $13,581,3702020Assets 2021: $14,162,030Liabilities 2021: $0Net Assets 2021: $14,162,0302021Assets 2022: $14,767,922Liabilities 2022: $0Net Assets 2022: $14,767,9222022Assets 2023: $15,451,192Liabilities 2023: $0Net Assets 2023: $15,451,1922023Assets 2024: $16,109,718Liabilities 2024: $0Net Assets 2024: $16,109,7182024

Highlighted filing

2017

Assets$2,629,743
Liabilities$0
Net Assets$2,629,743

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $275,7692011Revenue 2012: $1,095,519Expenses 2012: $2,900,521Net Income 2012: -$1,805,0022012Revenue 2013: $1,095,506Expenses 2013: $121,111Net Income 2013: $974,3952013Revenue 2014: $1,095,570Expenses 2014: $875,100Net Income 2014: $220,4702014Revenue 2015: $1,095,635Expenses 2015: $50,326Net Income 2015: $1,045,3092015Revenue 2016: $1,095,882Expenses 2016: $1,673,006Net Income 2016: -$577,1242016Revenue 2017: $1,100,583Expenses 2017: $960,772Net Income 2017: $139,8112017Revenue 2018: $1,114,361Expenses 2018: $1,371,635Net Income 2018: -$257,2742018Revenue 2019: $1,133,076Expenses 2019: $656,383Net Income 2019: $476,6932019Revenue 2020: $11,102,451Expenses 2020: $370,243Net Income 2020: $10,732,2082020Revenue 2021: $1,306,380Expenses 2021: $725,720Net Income 2021: $580,6602021Revenue 2022: $1,351,060Expenses 2022: $745,168Net Income 2022: $605,8922022Revenue 2023: $1,483,299Expenses 2023: $793,859Net Income 2023: $689,4402023Revenue 2024: $1,610,669Expenses 2024: $952,151Net Income 2024: $658,5182024

Highlighted filing

2017

Revenue$1,100,583
Expenses$960,772
Net Income$139,811
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAY R DILLARDPresident-$0--
JEFF R DILLARDVice-President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Dillard Family Foundation
EIN
20-2066176
Phone
9407165128
Address
PO BOX 8206, WICHITA FALLS, TX 76307

Signing Officer

Name
Jeff R Dillard
Title
Vice-president/secretary
Phone
9407165128
Signed
2018-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Hupp Bauer Hanson & Lewis Pc
Address
2520 E ELLIOTT STREET, WICHITA FALLS, TX 76308
Preparer
Barbara L Hanson CPA
Phone
9403223103
Raw XML Appendix362 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALL SAINT'S EPISCOPAL SCHOOL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WICHITA CO SHERIFF'S OFFICE CITIZEN'S ACADEMY ALUMNI ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MIDWESTERN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MIDWESTERN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WICHITA FALLS COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WICHITA FALLS SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09700 SAINTS CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 4392
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23410 TAFT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33410 TAFT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42405 KELL BLVD STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51300 LAMAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WICHITA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WICHITA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WICHITA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WICHITA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WICHITA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd476308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd576301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0931160
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0126072
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01523479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0773538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02773651
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02773651
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03135067
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0823838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01523479
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0773538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014212
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0949910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0823838
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05908718
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05084880
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt02009 KAY R DILLARD CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02201 KELL BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WICHITA FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd076308
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01095426
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09633
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09633
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt154
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt018750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt02009 KAY R DILLARD CHARITABLE LEAD ANNUITY TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02201 KELL BLVD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WICHITA FALLS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd076308
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF R DILLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09407165128
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DILLARD FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DILL
ReturnHeader/Filer/EIN0202066176
ReturnHeader/Filer/PhoneNum09407165128
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8206
ReturnHeader/Filer/USAddress/CityNm0WICHITA FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076307
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ADA49765B5A13AFF0038B3DBD4D4AAEDA05E3811
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E71E24792043E1C6D80CB42F3C0B9969EE1F92C4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0205.209.235.171
ReturnHeader/FilingSecurityInformation/IPDt02018-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:37:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751847161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUPP BAUER HANSON & LEWIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02520 E ELLIOTT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WICHITA FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076308
ReturnHeader/PreparerPersonGrp/PhoneNum09403223103
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA L HANSON CPA
ReturnHeader/ReturnTs02018-05-09T09:38:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.61$0.95$0.66
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.48$0.79$0.69
2022Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.35$0.75$0.61
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.31$0.73$0.58
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$11.1$0.37$10.7
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$1.13$0.66$0.48
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$1.11$1.37$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$1.10$0.96$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.10$1.67$0.58
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$1.10$0.05$1.05
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$1.10$0.88$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.10$0.12$0.97
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$1.10$2.90$1.81
2011Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.28