Civic Intelligence

Thomas a and Mary E Dugan Foundation

990PF • Fiscal year 2014 • EIN 27-2892319

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
709 E Murray DrFarmington, NM 87401

(505) 325-1821

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

0.00x

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Net Margin

58th percentile

34%

Higher net margin than 58% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Asset Growth

67th percentile

7.7%

Faster asset growth than 67% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-87%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$1,023,805

Up $72,991 (+7.7%) from 2013

Net Assets

Up

$1,023,805

Up $72,991 (+7.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin58th percentile

Revenue

Down

$111,260

Down $737,224 (-87%) from 2013

Expenses

Up

$73,130

Up $12,251 (+20%) from 2013

Net Income

Down

$38,130

Down $749,475 (-95%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2014

Assets$1,023,805
Liabilities$0
Net Assets$1,023,805
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

2014

Revenue$111,260
Expenses$73,130
Net Income$38,130
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

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

Filer

Filer Name
Thomas a and Mary E Dugan
EIN
27-2892319
Phone
5053251821
Address
709 E MURRAY DR, FARMINGTON, NM 87401

Signing Officer

Name
Thomas a Dugan
Title
President
Phone
5053251821
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Ritter & Company LLC
Address
PO BOX 1836, ROSWELL, NM 88202-1836
Preparer
Karen Rogers Melton
Phone
5756228500
Raw XML Appendix335 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS A DUGAN
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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/AddressLine1Txt0709 E MURRAY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FARMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0874016649
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/AddressLine1Txt0709 E MURRAY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FARMINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd087401
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS A DUGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT U.W. AGENCIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1A PATH HOME--3RD & 4TH OF 4 YEAR COM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MINERAL COLLECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CYNTHIA SWEETLAND ACCT'G SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAN JUAN UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOUR CORNERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAN JUAN COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAN JUAN COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0903 W APACHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24601 COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34601 COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087499
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd187499
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd287402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070500
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/AppliedToCurrentYearAmt038936
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0141374
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0232586
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0141374
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071509
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032573
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0232586
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0200013
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0144
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FLAG ROYALTY TRUSTS (NET)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0111242
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0111242
OtherIncreasesSchedule/OtherIncreasesDetail/Amt023708
OtherIncreasesSchedule/OtherIncreasesDetail/Amt111153
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PERCENTAGE DEPLETION NOT ON BOOKS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROYALTY INCOME PER K-1 < BOOKS
TaxesSchedule/TaxesDetail/Amt0608
TaxesSchedule/TaxesDetail/Amt13
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FIT WITHHELD--ROYALTY TR
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A DUGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05053251821
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS A AND MARY E DUGAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0272892319
ReturnHeader/Filer/PhoneNum05053251821
ReturnHeader/Filer/USAddress/AddressLine1Txt0709 E MURRAY DR
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272067951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1836
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0882021836
ReturnHeader/PreparerPersonGrp/PhoneNum05756228500
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ROGERS MELTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-14T15:20:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,023,805
Liabilities
$0
Net assets
$1,023,805
Revenue
$111,260
Expenses
$73,130
Net income
$38,130
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
2014Detailed filing. Detailed filing data is available for this year.$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