Civic Intelligence

Thomas a and Mary E Dugan Foundation

990PF • Fiscal year 2013 • EIN 27-2892319

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 15, 2014

Organization Profile
709 E Murray Dr87401

(505) 325-1821

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2013 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.00x

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

2013 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2013

Net Margin

96th percentile

93%

Higher net margin than 96% of similar nonprofits.

2013 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2013 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2013

Asset Growth

97th percentile

487%

Faster asset growth than 97% of similar nonprofits.

2013 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$950,814

Up $788,893 (+487%) from 2012

Net Assets

Up

$950,814

Up $788,893 (+487%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin96th percentile

Revenue

$848,484

No earlier filing loaded for comparison.

Expenses

Up

$60,879

Up $24,022 (+65%) from 2012

Net Income

$787,605

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$10M$5.0M$0Assets 2012: $161,921Liabilities 2012: $0Net Assets 2012: $161,9212012Assets 2013: $950,814Liabilities 2013: $0Net Assets 2013: $950,8142013Assets 2014: $1,023,805Liabilities 2014: $0Net Assets 2014: $1,023,8052014Assets 2015: $1,037,598Liabilities 2015: $0Net Assets 2015: $1,037,5982015Assets 2016: $1,018,692Liabilities 2016: $0Net Assets 2016: $1,018,6922016Assets 2017: $997,230Liabilities 2017: $0Net Assets 2017: $997,2302017Assets 2018: $1,803,009Liabilities 2018: $0Net Assets 2018: $1,803,0092018Assets 2019: $1,893,761Liabilities 2019: $0Net Assets 2019: $1,893,7612019Assets 2020: $1,919,780Liabilities 2020: $0Net Assets 2020: $1,919,7802020Assets 2021: $2,202,867Liabilities 2021: $0Net Assets 2021: $2,202,8672021Assets 2022: $5,124,902Liabilities 2022: $0Net Assets 2022: $5,124,9022022Assets 2023: $6,192,957Liabilities 2023: $0Net Assets 2023: $6,192,9572023Assets 2024: $8,712,206Liabilities 2024: $0Net Assets 2024: $8,712,2062024

Highlighted filing

2013

Assets$950,814
Liabilities$0
Net Assets$950,814
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $36,8572012Revenue 2013: $848,484Expenses 2013: $60,879Net Income 2013: $787,6052013Revenue 2014: $111,260Expenses 2014: $73,130Net Income 2014: $38,1302014Revenue 2015: $69,685Expenses 2015: $82,111Net Income 2015: -$12,4262015Revenue 2016: $47,439Expenses 2016: $33,905Net Income 2016: $13,5342016Revenue 2017: $56,001Expenses 2017: $78,014Net Income 2017: -$22,0132017Revenue 2018: $888,450Expenses 2018: $83,352Net Income 2018: $805,0982018Revenue 2019: $179,636Expenses 2019: $89,389Net Income 2019: $90,2472019Revenue 2020: $148,816Expenses 2020: $106,448Net Income 2020: $42,3682020Revenue 2021: $405,428Expenses 2021: $217,478Net Income 2021: $187,9502021Revenue 2022: $3,176,155Expenses 2022: $253,877Net Income 2022: $2,922,2782022Revenue 2023: $1,569,657Expenses 2023: $486,260Net Income 2023: $1,083,3972023Revenue 2024: $3,096,588Expenses 2024: $577,339Net Income 2024: $2,519,2492024

Highlighted filing

2013

Revenue$848,484
Expenses$60,879
Net Income$787,605
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS A DUGANPresident-$0--
SHERMAN E DUGANFirst Vice P-$0--
CARL E MATTHEWSDirector-$0--
JIM L JACOBSDirector-$0--
RAY PETERSONDirector-$0--
CRYSTAL GATESSecretary-$0--
SEAN THOMAS DUGANSecond Vice-$0--
MEGAN M DUGANDirector-$0--
Filing and Contact Details

Filer

EIN
27-2892319
Phone
5053251821

Signing Officer

Name
Thomas a Dugan
Title
President
Phone
5053251821
Signed
2014-09-15
Discuss with paid preparer
Yes

Preparer

Preparer
Karen Rogers Melton
Phone
5756228500
Raw XML Appendix347 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0857
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0429
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0428
CompensationExplanation/CompensationExplanationGrp/PersonNm0THOMAS A DUGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHERMAN E DUGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2CARL E MATTHEWS
CompensationExplanation/CompensationExplanationGrp/PersonNm3JIM L JACOBS
CompensationExplanation/CompensationExplanationGrp/PersonNm4RAY PETERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5CRYSTAL GATES
CompensationExplanation/CompensationExplanationGrp/PersonNm6SEAN THOMAS DUGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm7MEGAN M DUGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0326500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0501750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FLOTEK, 25,000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0491160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FLAG REDFERN ROYALTY TRUST UNITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0606628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt030810
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030824
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030824
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0429
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0428
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0857
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0817660
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0787605
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030396
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt030810
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt030810
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0428
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt060879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0848484
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0429
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0428
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0879
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0787605
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05316
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06604
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0956130
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0161921
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0950814
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028515
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028515
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028515
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029123
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0608
IRS990PF/DistributableAmountGrp/TotalTaxAmt0608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022
IRS990PF/FMVAssetsEOYAmt01241532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0326500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0501750
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0491160
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0606628
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0161921
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0950814
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0161921
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0133154
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0133154
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0161921
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0950814
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01241532
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0161921
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0950814
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0161921
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0950814
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0591321
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0135170
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0456151
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08870
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029123
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0582451
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0591321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS A DUGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERMAN E DUGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CARL E MATTHEWS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JIM L JACOBS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RAY PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CRYSTAL GATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6SEAN THOMAS DUGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MEGAN M DUGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1FIRST VICE P
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6SECOND VICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine125500 FAIRWAY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine133505 CRESCENT AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14500 CHARISMATIC DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine15709 E MURRAY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine161515 S BEVERLY GLEN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine171147 HOG LIVER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4MIDLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City6LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City7CARROLLTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State7GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode087499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode187499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode287402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode387401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode479705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode587401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode690024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode730117
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0320032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0320336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt036000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0150000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.549458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.194081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.904835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0582451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0185490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0165776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt060429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.098916
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt060429
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt060429
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt060429
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CRYSTAL GATES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10709 E MURRAY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0FARMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0874016649
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05053251821
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CRYSTAL GATES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05053251821
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10709 E MURRAY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0FARMINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode087401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT U.W. AGENCIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1A PATH HOME--2ND OF 4 YEAR COMMITMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOOL ENERGY FACILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SAN JUAN UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11FOUR CORNERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12SAN JUAN COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10903 W APACHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 5160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine124601 COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode087499
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode187499
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode287402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt028515
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0141374
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0200013
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0141374
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060429
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031914
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0200013
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0168099
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS A DUGAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO BOX 234
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0FARMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode087499
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0817660
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0326500
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1491160
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc025,000 SHARES FLOTEK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1FLAG-REDFERN ROYALTY TRUST UNITS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-01-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12013-09-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount05316
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ROYALTY TRUST K-1 > BOOK
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FLAG ROYALTY TRUSTS (NET)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt030810
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030810
OtherIncreasesSchedule/OtherIncreasesDetail/Amount06604
OtherIncreasesSchedule/OtherIncreasesDetail/Description0PERCENTAGE DEPLETION NOT ON BOOKS
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES FROM ROYALTY TRUST
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A DUGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05053251821
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10THOMAS A AND MARY E DUGAN
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0272892319
ReturnHeader/Filer/PhoneNum05053251821
ReturnHeader/Filer/USAddress/AddressLine10709 E MURRAY DR
ReturnHeader/Filer/USAddress/City0FARMINGTON
ReturnHeader/Filer/USAddress/State0NM
ReturnHeader/Filer/USAddress/ZIPCode087401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272067951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RITTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1836
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROSWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0882021836
ReturnHeader/PreparerPersonGrp/PhoneNum05756228500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ROGERS MELTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-29T15:32:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$950,814
Liabilities
$0
Net assets
$950,814
Revenue
$848,484
Expenses
$60,879
Net income
$787,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$3.10$0.58$2.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$1.57$0.49$1.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$3.18$0.25$2.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.41$0.22$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.15$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.18$0.09$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.89$0.08$0.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.06$0.08$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.05$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.08$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.11$0.07$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.85$0.06$0.79
2012Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.04