Civic Intelligence

Susan Lay & Anthony Atwell Foundation

990PF • Fiscal year 2018 • EIN 20-3024944

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 06, 2019

Organization Profile
3824 Cedar Springs Rd 432Dallas, TX 75219

(214) 521-1114

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-19%

Faster asset growth than 20% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.0%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$14,290

Down $3,330 (-19%) from 2017

Net Assets

Down

$14,290

Down $3,330 (-19%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin13th percentile

Revenue

Flat

$10,000

Flat from 2017

Expenses

Down

$13,330

Down $4,260 (-24%) from 2017

Net Income

Up

-$3,330

Up $4,260 (+56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$80K$60K$40K$20K$0Assets 2011: $9,608Liabilities 2011: $02011Assets 2012: $14,841Liabilities 2012: $02012Assets 2013: $61,427Liabilities 2013: $02013Assets 2014: $54,320Liabilities 2014: $02014Assets 2015: $33,343Liabilities 2015: $0Net Assets 2015: $33,3432015Assets 2017: $17,620Liabilities 2017: $0Net Assets 2017: $17,6202017Assets 2018: $14,290Liabilities 2018: $0Net Assets 2018: $14,2902018Assets 2019: $6,090Liabilities 2019: $0Net Assets 2019: $6,0902019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$14,290
Liabilities$0
Net Assets$14,290
Open 2018 Filing

Operations Trend

Revenue Growth49th percentile

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

$100K$50K$0-$50KRevenue 2011: $20,000Expenses 2011: $17,685Net Income 2011: $2,3152011Revenue 2012: $20,000Expenses 2012: $14,767Net Income 2012: $5,2332012Revenue 2013: $64,937Expenses 2013: $18,351Net Income 2013: $46,5862013Revenue 2014: $10,100Expenses 2014: $17,207Net Income 2014: -$7,1072014Revenue 2015: $0Expenses 2015: $20,977Net Income 2015: -$20,9772015Revenue 2017: $10,000Expenses 2017: $17,590Net Income 2017: -$7,5902017Revenue 2018: $10,000Expenses 2018: $13,330Net Income 2018: -$3,3302018Revenue 2019: $0Expenses 2019: $8,200Net Income 2019: -$8,2002019Revenue 2020: $0Expenses 2020: $6,090Net Income 2020: -$6,0902020

Highlighted filing

2018

Revenue$10,000
Expenses$13,330
Net Income-$3,330
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY ATWELLTrustee-$0--
SUSAN LAY ATWELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Susan Lay & Anthony Atwell Foundation
EIN
20-3024944
Phone
2145211114
Address
3824 CEDAR SPRINGS RD 432, DALLAS, TX 75219

Signing Officer

Name
Anthony Atwell
Title
Trustee
Signed
2019-02-06
Discuss with paid preparer
Yes

Preparer

Firm
EW Tax and Valuation Group LLP
Address
16660 Dallas Parkway Suite 2400, Dallas, TX 75248
Preparer
Richard E Edwards
Phone
9722509959
Raw XML Appendix237 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
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ReturnHeader/PreparerPersonGrp/PhoneNum09722509959
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E EDWARDS
ReturnHeader/ReturnTs02019-02-12T06:45:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,290
Liabilities
$0
Net assets
$14,290
Revenue
$10,000
Expenses
$13,330
Net income
-$3,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$6.09$6.09
2019Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.00$8.20$8.20
2018Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$10.0$13.3$3.33
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$10.0$17.6$7.59
2015Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$0.00$21.0$21.0
2014Summary only. Only limited summary data is available for this year.$54.3$0.00$10.1$17.2$7.11
2013Summary only. Only limited summary data is available for this year.$61.4$0.00$64.9$18.4$46.6
2012Summary only. Only limited summary data is available for this year.$14.8$0.00$20.0$14.8$5.23
2011Summary only. Only limited summary data is available for this year.$9.61$0.00$20.0$17.7$2.32