Civic Intelligence

Harold and Barbara Martin Foundation

990PF • Fiscal year 2022 • EIN 20-6382208

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 01, 2023

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

23rd percentile

-16%

Higher net margin than 23% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$13,419

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

48th percentile

-0.4%

Faster asset growth than 48% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$894,076

Flat from 2022

Net Assets

$894,076

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin23rd percentile

Revenue

Flat

$75,805

Flat from 2022

Expenses

Flat

$87,869

Flat from 2022

Net Income

Flat

-$12,064

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $930,448Liabilities 2011: $02011Assets 2012: $907,560Liabilities 2012: $02012Assets 2013: $966,424Liabilities 2013: $02013Assets 2014: $960,471Liabilities 2014: $02014Assets 2015: $1,020,629Liabilities 2015: $02015Assets 2019: $901,779Liabilities 2019: $0Net Assets 2019: $901,7792019Assets 2020: $862,503Liabilities 2020: $0Net Assets 2020: $862,5032020Assets 2021: $897,614Liabilities 2021: $0Net Assets 2021: $897,6142021Assets 2022: $894,076Liabilities 2022: $0Net Assets 2022: $894,0762022Assets 2022: $894,076Liabilities 2022: $12022Assets 2023: $866,022Liabilities 2023: $12023Assets 2024: $839,896Liabilities 2024: $0Net Assets 2024: $839,8962024

Highlighted filing

2022

Assets$894,076
Liabilities$0
Net Assets$894,076
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $80,113Expenses 2011: $46,422Net Income 2011: $33,6912011Revenue 2012: $33,173Expenses 2012: $56,819Net Income 2012: -$23,6462012Revenue 2013: $119,286Expenses 2013: $58,596Net Income 2013: $60,6902013Revenue 2014: $50,212Expenses 2014: $56,924Net Income 2014: -$6,7122014Revenue 2015: $129,978Expenses 2015: $61,571Net Income 2015: $68,4072015Revenue 2019: $27,496Expenses 2019: $63,360Net Income 2019: -$35,8642019Revenue 2020: $25,121Expenses 2020: $64,396Net Income 2020: -$39,2752020Revenue 2021: $103,556Expenses 2021: $72,891Net Income 2021: $30,6652021Revenue 2022: $75,805Expenses 2022: $87,869Net Income 2022: -$12,0642022Revenue 2022: $75,805Expenses 2022: $87,869Net Income 2022: -$12,0642022Revenue 2023: $43,544Expenses 2023: $71,716Net Income 2023: -$28,1722023Revenue 2024: $46,743Expenses 2024: $72,977Net Income 2024: -$26,2342024

Highlighted filing

2022

Revenue$75,805
Expenses$87,869
Net Income-$12,064
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N AAgent For Fiduciary-$13,419-$13,419
Filing and Contact Details

Filer

Filer Name
Harold & Barbara Martin Foundation
EIN
20-6382208
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Harold Martin
Title
Trustee
Phone
8888663275
Signed
2023-08-01

Preparer

Firm
Bank of America
Address
PO BOX 653067, DALLAS, TX 75265-3067
Preparer
Karen Kiser
Phone
8888663275
Raw XML Appendix332 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070812
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015136
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt061544
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076680
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056587
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061544
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1741
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1INCOME ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09268
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECOVERY
TaxesSchedule/TaxesDetail/Amt01076
TaxesSchedule/TaxesDetail/Amt11312
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD & BARBARA MARTIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0206382208
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941687665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BANK OF AMERICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752653067
ReturnHeader/PreparerPersonGrp/PhoneNum08888663275
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN KISER
ReturnHeader/ReturnTs02023-09-29T15:00:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$894,076
Liabilities
$0
Net assets
$894,076
Revenue
$75,805
Expenses
$87,869
Net income
-$12,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.07$0.03
2023Summary only. Only limited summary data is available for this year.$0.87$0.00$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08$0.09$0.01
2022Summary only. Only limited summary data is available for this year.$0.89$0.00$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.10$0.07$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.03$0.06$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.03$0.06$0.04
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$0.13$0.06$0.07
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.05$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.12$0.06$0.06
2012Summary only. Only limited summary data is available for this year.$0.91$0.00$0.03$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.93$0.00$0.08$0.05$0.03