Civic Intelligence

Poole Family Foundation Inc

EIN 20-8779110 • Southlake, TX

1313 Montgomery LaneSouthlake, TX 76092-9601
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.06x

Higher debt load relative to assets than 59% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.55x

Higher debt load relative to revenue than 85% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

32%

Higher net margin than 79% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

111%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,450,867

Up $49,226 (+3.5%) from 2023

Liabilities

Up

$84,477

Up $7,346 (+9.5%) from 2023

Net Assets

Up

$1,366,390

Up $41,880 (+3.2%) from 2023

Revenue

Up

$153,327

Up $80,507 (+111%) from 2023

Expenses

Up

$104,063

Up $1,717 (+1.7%) from 2023

Net Income

Up

$49,264

Up $78,790 (+267%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,135,579Liabilities 2011: $62,6742011Assets 2012: $1,114,255Liabilities 2012: $61,8862012Assets 2013: $1,149,283Liabilities 2013: $68,0182013Assets 2014: $1,202,371Liabilities 2014: $74,1062014Assets 2015: $1,210,783Liabilities 2015: $73,1952015Assets 2019: $1,419,764Liabilities 2019: $73,4512019Assets 2020: $1,400,072Liabilities 2020: $74,741Net Assets 2020: $1,325,3312020Assets 2021: $1,480,114Liabilities 2021: $91,275Net Assets 2021: $1,388,8392021Assets 2022: $1,431,157Liabilities 2022: $78,872Net Assets 2022: $1,352,2852022Assets 2023: $1,401,641Liabilities 2023: $77,131Net Assets 2023: $1,324,5102023Assets 2024: $1,450,867Liabilities 2024: $84,477Net Assets 2024: $1,366,3902024

Highlighted filing

2024

Assets$1,450,867
Liabilities$84,477
Net Assets$1,366,390

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $34,745Expenses 2011: $95,870Net Income 2011: -$61,1252011Revenue 2012: $75,778Expenses 2012: $96,314Net Income 2012: -$20,5362012Revenue 2013: $127,652Expenses 2013: $98,756Net Income 2013: $28,8962013Revenue 2014: $155,891Expenses 2014: $109,061Net Income 2014: $46,8302014Revenue 2015: $125,279Expenses 2015: $115,956Net Income 2015: $9,3232015Revenue 2019: $94,531Expenses 2019: $97,795Net Income 2019: -$3,2642019Revenue 2020: $81,724Expenses 2020: $102,706Net Income 2020: -$20,9822020Revenue 2021: $174,510Expenses 2021: $94,468Net Income 2021: $80,0422021Revenue 2022: $66,843Expenses 2022: $115,799Net Income 2022: -$48,9562022Revenue 2023: $72,820Expenses 2023: $102,346Net Income 2023: -$29,5262023Revenue 2024: $153,327Expenses 2024: $104,063Net Income 2024: $49,2642024

Highlighted filing

2024

Revenue$153,327
Expenses$104,063
Net Income$49,264

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER R POOLE JRSecretary-$0--
J GREGORY POOLEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Poole Family Foundation Inc
EIN
20-8779110
Phone
8179879989
Address
1313 MONTGOMERY LANE, SOUTHLAKE, TX 76092-9601

Signing Officer

Name
J Gregory Poole
Title
President
Phone
8179879989
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Jeff Hale CPA Pa
Address
1100 HARDEE RD SUITE 102, KINSTON, NC 28504
Preparer
Jeff Hale
Phone
2525239061
Raw XML Appendix295 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/RecipientUSAddress/CityNm3KINSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KINSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077000
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/AppliedToYear1Amt077000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084477
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0120
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084477
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt077120
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07384
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFF, IN ACCRUED CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11340
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEWSPAPER AD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11340
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt020298
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020298
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0E D JONES ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020298
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0650
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11343
TaxesSchedule/TaxesDetail/Amt0650
TaxesSchedule/TaxesDetail/Amt11343
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01343
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J GREGORY POOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08179879989
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POOLE FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0POOL
ReturnHeader/Filer/EIN0208779110
ReturnHeader/Filer/PhoneNum08179879989
ReturnHeader/Filer/USAddress/AddressLine1Txt01313 MONTGOMERY LANE
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0760929601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561529965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFF HALE CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 HARDEE RD SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028504
ReturnHeader/PreparerPersonGrp/PhoneNum02525239061
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF HALE
ReturnHeader/ReturnTs02025-05-14T13:15:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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