Civic Intelligence

Ann & Jack Graves Charitable Foundation

990PF • Fiscal year 2023 • EIN 20-5895063

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

5956 Sherry Lane 1820Dallas, TX 75225

(469) 329-0905

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$13,224,781

Flat from 2023

Net Assets

$13,224,781

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$4,407,645

Flat from 2023

Expenses

Flat

$1,320,660

Flat from 2023

Net Income

Flat

$3,086,985

Flat from 2023

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: $604,192Liabilities 2011: $02011Assets 2012: $1,101,839Liabilities 2012: $02012Assets 2013: $1,729,144Liabilities 2013: $12013Assets 2014: $2,516,557Liabilities 2014: $0Net Assets 2014: $2,516,5572014Assets 2015: $3,592,029Liabilities 2015: $104,7222015Assets 2016: $4,611,617Liabilities 2016: $0Net Assets 2016: $4,611,6172016Assets 2017: $6,388,629Liabilities 2017: $0Net Assets 2017: $6,388,6292017Assets 2018: $1,652,356Liabilities 2018: $0Net Assets 2018: $1,652,3562018Assets 2019: $2,442,716Liabilities 2019: $0Net Assets 2019: $2,442,7162019Assets 2020: $4,270,351Liabilities 2020: $0Net Assets 2020: $4,270,3512020Assets 2021: $6,741,464Liabilities 2021: $0Net Assets 2021: $6,741,4642021Assets 2022: $10,137,796Liabilities 2022: $0Net Assets 2022: $10,137,7962022Assets 2023: $13,224,781Liabilities 2023: $0Net Assets 2023: $13,224,7812023Assets 2023: $13,224,781Liabilities 2023: $12023Assets 2024: $17,450,534Liabilities 2024: $0Net Assets 2024: $17,450,5342024

Highlighted filing

2023

Assets$13,224,781
Liabilities$0
Net Assets$13,224,781

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $485,951Expenses 2011: $9,892Net Income 2011: $476,0592011Revenue 2012: $577,724Expenses 2012: $29,211Net Income 2012: $548,5132012Revenue 2013: $685,683Expenses 2013: $57,712Net Income 2013: $627,9712013Revenue 2014: $957,399Expenses 2014: $160,937Net Income 2014: $796,4622014Revenue 2015: $1,124,193Expenses 2015: $133,491Net Income 2015: $990,7022015Revenue 2016: $1,169,067Expenses 2016: $174,618Net Income 2016: $994,4492016Revenue 2017: $1,486,339Expenses 2017: $496,127Net Income 2017: $990,2122017Revenue 2018: $3,401,036Expenses 2018: $7,106,264Net Income 2018: -$3,705,2282018Revenue 2019: $2,050,914Expenses 2019: $1,247,950Net Income 2019: $802,9642019Revenue 2020: $2,422,096Expenses 2020: $594,461Net Income 2020: $1,827,6352020Revenue 2021: $3,004,990Expenses 2021: $533,877Net Income 2021: $2,471,1132021Revenue 2022: $3,439,408Expenses 2022: $43,076Net Income 2022: $3,396,3322022Revenue 2023: $4,407,645Expenses 2023: $1,320,660Net Income 2023: $3,086,9852023Revenue 2023: $4,407,645Expenses 2023: $1,320,660Net Income 2023: $3,086,9852023Revenue 2024: $5,407,005Expenses 2024: $1,181,252Net Income 2024: $4,225,7532024

Highlighted filing

2023

Revenue$4,407,645
Expenses$1,320,660
Net Income$3,086,985
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MICHAEL REDEKERTrustee-$0--
RACHAEL R DEDMANTrustee-$0--
CYNTHIA F WILLIAMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ann & Jack Graves Charitable Foundation
EIN
20-5895063
Phone
4693290905
Address
5956 SHERRY LANE 1820, DALLAS, TX 75225

Signing Officer

Name
Michael Redeker
Title
Trustee
Phone
4693290905
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
15950 N DALLAS PKWY 600, DALLAS, TX 75248
Preparer
Fred Bastie
Phone
9726611843
Raw XML Appendix356 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM MICHAEL REDEKER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOPE PARTNERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RAMESH RICHARD EVANGELISM AND CHURCH HEALTH (RREACH)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOME CHURCH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOPE INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EAST WEST MINISTRIES INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015104 N FLAMINGO DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117110 DALLAS PKWY 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21711 WINCHESTER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3227 GRANITE RUN DR STE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42001 WEST PLANO PARKWAY SUITE 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMPBELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PLANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078734
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd317601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475075
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01250000
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/AppliedToCurrentYearAmt0580804
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0580804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0220436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0407554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01159042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06610712
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06610712
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02473335
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0686303
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0220436
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0407554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01159042
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01267107
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0686303
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09084047
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08397744
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0E A GRAVES 2010 NON GRANTOR CLAT LISA SCHNITZER TRUSTEE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1E A GRAVES 2009 NON GRANTOR CLAT LISA SCHNITZER TRUSTEE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06407 MEADOW ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16407 MEADOW ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075225
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175225
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02248114
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11876856
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICERS LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010005
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010005
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt041451
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt041451
TaxesSchedule/TaxesDetail/Amt05000
TaxesSchedule/TaxesDetail/CategoryTxt0SECTION 4940 TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL REDEKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04693290905
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN & JACK GRAVES CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRAV
ReturnHeader/Filer/EIN0205895063
ReturnHeader/Filer/PhoneNum04693290905
ReturnHeader/Filer/USAddress/AddressLine1Txt05956 SHERRY LANE 1820
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015950 N DALLAS PKWY 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075248
ReturnHeader/PreparerPersonGrp/PhoneNum09726611843
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED BASTIE
ReturnHeader/ReturnTs02024-11-15T23:20:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$5.41$1.18$4.23
2023Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$4.41$1.32$3.09
2023Summary only. Only limited summary data is available for this year.$13.2$0.00$4.41$1.32$3.09
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$3.44$0.04$3.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.00$6.74$3.00$0.53$2.47
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$2.42$0.59$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$2.05$1.25$0.80
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$3.40$7.11$3.71
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$1.49$0.50$0.99
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$1.17$0.17$0.99
2015Summary only. Only limited summary data is available for this year.$3.59$0.10$1.12$0.13$0.99
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.96$0.16$0.80
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$0.69$0.06$0.63
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.58$0.03$0.55
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.49$0.01$0.48