Civic Intelligence

The Tom Lea Institute

990 • Fiscal year 2016 • EIN 27-0223160

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 12, 2017

Organization ProfileWWW.TOMLEA.NET
201 E Main DrEl Paso, TX 79901

(915) 533-0048

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

92nd percentile

73%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

109%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$884,382

Up $375,325 (+74%) from 2014

Net Assets

Up

$876,764

Up $383,665 (+78%) from 2014

Liabilities

Down

$7,618

Down $8,340 (-52%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin92nd percentile

Revenue

Up

$737,366

Up $447,915 (+155%) from 2014

Expenses

Up

$369,558

Up $141,351 (+62%) from 2014

Net Income

Up

$367,808

Up $306,564 (+501%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $509,057Liabilities 2014: $15,958Net Assets 2014: $493,0992014Assets 2016: $884,382Liabilities 2016: $7,618Net Assets 2016: $876,7642016Assets 2017: $1,154,811Liabilities 2017: $571Net Assets 2017: $1,154,2402017Assets 2018: $1,070,240Liabilities 2018: $80Net Assets 2018: $1,070,1602018Assets 2019: $1,345,919Liabilities 2019: $5,821Net Assets 2019: $1,340,0982019Assets 2020: $1,483,705Liabilities 2020: $351Net Assets 2020: $1,483,3542020Assets 2022: $1,594,071Liabilities 2022: $15,158Net Assets 2022: $1,578,9132022

Highlighted filing

2016

Assets$884,382
Liabilities$7,618
Net Assets$876,764
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $289,451Expenses 2014: $228,207Net Income 2014: $61,2442014Revenue 2016: $737,366Expenses 2016: $369,558Net Income 2016: $367,8082016Revenue 2017: $604,782Expenses 2017: $371,505Net Income 2017: $233,2772017Revenue 2018: $320,807Expenses 2018: $337,479Net Income 2018: -$16,6722018Revenue 2019: $687,938Expenses 2019: $328,742Net Income 2019: $359,1962019Revenue 2020: $430,071Expenses 2020: $286,815Net Income 2020: $143,2562020Revenue 2022: $362,054Expenses 2022: $389,247Net Income 2022: -$27,1932022

Highlighted filing

2016

Revenue$737,366
Expenses$369,558
Net Income$367,808
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 12, 2017
Return Version
2016v3.0
Gross Receipts
$737,366
Mission and Program Overview

Mission

The tom lea institute cultivates an appreciation of the art, character, and legacy of tom lea. It is commited to educating students and the public about tom lea's relevance ot history, art, and literature through curricula, public programs, exhibits, and publications.

To perpetuate the literary and artistic work of tom lea.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$361,386$558,652▲ $197,266
Cash and Non-Interest-Bearing Accounts$15,912$131,685▲ $115,773
Accounts Receivable$11,287$54,051▲ $42,764
Pledges and Grants Receivable$5,350$22,350▲ $17,000
Land, Buildings, and Equipment, Net$3,441$3,644▲ $203
Total Assets$511,376$884,382▲ $373,006
Other Assets Total$114,000$114,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,420$7,618▲ $5,198
Total Liabilities$2,420$7,618▲ $5,198
Net Assets / Fund Balance
Permanently Rstr Net Assets$222,803$477,729▲ $254,926
Unrestricted Net Assets$81,304$318,112▲ $236,808
Temporarily Rstr Net Assets$204,849$80,923▼ $123,926
Total Net Assets Fund Balance$508,956$876,764▲ $367,808
Total Liabilities and Net Assets / Fund Balance$511,376$884,382▲ $373,006

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,644$13,845$17,489
Other Assets Org$114,000--
Other Securities$80,923--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$361,376$186,328▲ $10,948-$558,652
2015$348,107$42,062▼ $28,793-$361,376
2014$266,575$86,514▼ $4,108-$348,107
2013$52,894$206,451▲ $7,230-$266,575
2012$50,011-▲ $2,883-$52,894
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Micki CostelloChairman
Adair MargoFounder and President
Anne Sewell JohnsonDirector
Barbara Hunt CrowDirector
Bill KielyDirector
Catherine Lea WeeksDirector
Cecilia HagerDirector
Claudia ChiuDirector
David B DunhamDirector
Jan BullockDirector
Laura BushDirector
Pamela Pitzer WillefordDirector
Tania SchwartzDirector
Tita HuntDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$670,676
Program Service Revenue
$40,420
Investment Income
$14,381
Other Revenue
$11,889
All Other Contributions
$633,139
Change in Net Assets
$367,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299,451
Salaries, Compensation, and Employee Benefits$70,107
Total Fundraising Expense$10,943
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$54,285$6,032-$60,317
Fees for Services Other$39,140$4,348-$43,488
All Other Expenses$19,704$4,747$2,652$27,103
Occupancy$14,360$11,749-$26,109
Advertising$11,617$1,291-$12,908
Travel$9,136$1,827$1,218$12,181
Other Expenses$8,987-$2,305$8,987
Fees for Services Accounting$6,500$2,166-$8,666
Office Expenses$4,851$1,617$1,617$8,085
Insurance-$7,310-$7,310
Payroll Taxes$3,986$498$498$4,982
Current Officers, Directors, Trustees, and Key Employees$4,327$481-$4,808
Depreciation Depletion$1,259$1,258-$2,517
Total Functional Expenses$315,291$43,324$10,943$369,558
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is provided to the organization's governing body before it is filed. Information statements are reviewed for reasonableness.”

Form 990, Part VI, Section B, Line 12C

“Governing body during their annual meeting discusses compliance with conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“Executive director compensation is reviewed by the board of directors on an annual basis.”

Form 990, Part VI, Section C, Line 18

“Form 990 is made available to the public upon request in writing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request in writing.”

Filing and Contact Details

Filer

Filer Name
Tom Lea Institute
EIN
27-0223160
Phone
9155330048
Address
201 E MAIN DR, EL PASO, TX 79901

Signing Officer

Name
Lisa Pugh
Title
Executive Director
Phone
9155330048
Signed
2017-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Pugh
Formed
2009
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
3

Preparer

Firm
Sbng Pc
Address
221 N KANSAS SUITE 1300, EL PASO, TX 79901
Preparer
Joanne Nugent
Phone
9155446770
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services: program service expenses 31,522. Management and general expenses 3,502. Fundraising expenses 0. Total expenses 35,024. Other professional fees: program service expenses 7,618. Management and general expenses 846. Fundraising expenses 0. Total expenses 8,464.”

Financial Statement Notes

PART III, LINE 4:

“The organization receives donations of paintings, books, and printed media from time to time. The artwork received is held as a collection and may be used to raise funds. Proceeds received from donors are used to fund program and administrative expenses.”

Raw XML AppendixShowing 400 of 521 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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IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$884,382
Liabilities
$7,618
Net assets
$876,764
Revenue
$737,366
Expenses
$369,558
Net income
$367,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.02$1.58$0.36$0.39$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.43$0.29$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.01$1.34$0.69$0.33$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.32$0.34$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.60$0.37$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.88$0.74$0.37$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$0.29$0.23$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits