Civic Intelligence

The Tom Lea Institute

990 • Fiscal year 2017 • EIN 27-0223160

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 15, 2018

Organization ProfileWWW.TOMLEA.COM
201 E Main DriveEl Paso, TX 79901

(915) 533-2200

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$62,500

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

86th percentile

31%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,154,811

Up $270,429 (+31%) from 2016

Net Assets

Up

$1,154,240

Up $277,476 (+32%) from 2016

Liabilities

Down

$571

Down $7,047 (-93%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin88th percentile

Revenue

Down

$604,782

Down $132,584 (-18%) from 2016

Expenses

Up

$371,505

Up $1,947 (+0.5%) from 2016

Net Income

Down

$233,277

Down $134,531 (-37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2017

Assets$1,154,811
Liabilities$571
Net Assets$1,154,240
Open 2017 Filing

Operations Trend

Revenue Growth14th 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

2017

Revenue$604,782
Expenses$371,505
Net Income$233,277
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 15, 2018
Return Version
2017v2.2
Gross Receipts
$604,782
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$558,652$837,345▲ $278,693
Pledges and Grants Receivable$22,350$185,000▲ $162,650
Accounts Receivable$54,051$11,547▼ $42,504
Cash and Non-Interest-Bearing Accounts$131,685$3,939▼ $127,746
Land, Buildings, and Equipment, Net$3,644$2,980▼ $664
Total Assets$884,382$1,154,811▲ $270,429
Other Assets Total$114,000$114,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,618$571▼ $7,047
Total Liabilities$7,618$571▼ $7,047
Net Assets / Fund Balance
Permanently Rstr Net Assets$477,729$718,973▲ $241,244
Temporarily Rstr Net Assets$80,923$248,491▲ $167,568
Unrestricted Net Assets$318,112$186,776▼ $131,336
Total Net Assets Fund Balance$876,764$1,154,240▲ $277,476
Total Liabilities and Net Assets / Fund Balance$884,382$1,154,811▲ $270,429

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,980$14,509$17,489
Other Securities$837,345--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$558,652$330,000▲ $47,612$85,000$851,264
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
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa PughExecutive DirectorFT$62,500$62,500

Board Members and Trustees

NameTitle
Tania SchwartzChair-elect
Adair MargoFounderpresident
Barbara Hunt CrowDirector
Claudia ChiuDirector
David B DunhamDirector
James D LeaDirector
Jan BullockDirector
Joe Lea JrDirector
Laura BushDirector
Laura RodriguezDirector
Maria Morton WoodyDirector
Pamela Pitzer WillefordDirector
Stephen FeinbergDirector
Tita HuntDirector
Will HarveyDirector
William H RobertsonDirector
Yolanda ArriolaDirector
Bill KielyHonorary Director
J P BryanHonorary Director
Micki Vonnegut CostelloHonorary Director
Cecilia HagerSecretary
Catherine Lea WeeksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$547,314
Program Service Revenue
$37,207
Investment Income
$18,636
Other Revenue
$1,625
All Other Contributions
$479,261
Change in Net Assets
$233,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,478
Salaries, Compensation, and Employee Benefits$161,027
Total Fundraising Expense$11,658
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,754$52,096-$86,850
Current Officers, Directors, Trustees, and Key Employees$43,750$12,500$6,250$62,500
Occupancy$300$30,199-$30,499
Other Expenses$29,812--$29,812
Fees for Services Other$12,896$13,045$1,771$27,712
Advertising$9,496$13,483$362$23,341
Office Expenses$8,075$12,767$133$20,975
Information Technology$9,772$2,792$1,396$13,960
Payroll Taxes$2,285$9,392-$11,677
Insurance$7,661$2,524$1,237$11,422
Fees for Services Accounting$5,432$1,885$443$7,760
Travel-$5,440-$5,440
Grants to Domestic Orgs$5,000--$5,000
Depreciation Depletion$465$133$66$664
Interest$48$118-$166
Total Functional Expenses$203,473$156,374$11,658$371,505
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
Yes
Annual disclosure for covered persons
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 governing body review Part VI line 11

“A copy of form 990 is provided to the board chair before it is filed. Information statements are reviewed for reasonableness.”

Conflict of interest policy compliance Part VI line 12C

“At the october meeting, board members sign conflict of interest statements.”

CEO executive director top management comp Part VI line 15A

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

Form 990 availability to public Part VI line 18

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

Governing documents etc available to public Part VI line 19

“Governing documents, conflict of interest policy, and financial statements are made available to the public upon written request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Anne Sewell Johnson
Title
Chair
Phone
9158330048
Signed
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Sewell Johnson
Formed
2009
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
4
Volunteers
25

Preparer

Firm
Gibson Ruddock Patterson LLC
Address
600 Sunland Park Drive Ste 6-300, El Paso, TX 79912
Preparer
Brenda Yeager
Phone
9153563700
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IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDERPRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11HONORARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15HONORARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
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IRS990/ProgSrvcAccomActy3Grp/Desc0OCTOBER IS DESIGNATED AS TOM LEA MONTH, CELEBRATING THE LEGACY OF TOM LEA WITH VARIOUS FILMS, LECTURES, PRESENTATIONS IN EL PASO AND NEW MEXICO.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,154,811
Liabilities
$571
Net assets
$1,154,240
Revenue
$604,782
Expenses
$371,505
Net income
$233,277
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
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.60$0.37$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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