Civic Intelligence

Carley Rutledge Sarcoma Foundation

990 • Fiscal year 2017 • EIN 27-5035852

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

5608 Malvey Suite 223Fort Worth, TX 76107

(817) 370-7869

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.01x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$404,360

Up $89,958 (+29%) from 2016

Net Assets

Up

$398,803

Up $94,788 (+31%) from 2016

Liabilities

Down

$5,557

Down $4,830 (-47%) from 2016

Revenue

Up

$589,934

Up $180,642 (+44%) from 2016

Expenses

Down

$495,146

Down $18,765 (-3.7%) from 2016

Net Income

Up

$94,788

Up $199,407 (+191%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $247,537Liabilities 2014: $2,242Net Assets 2014: $245,2952014Assets 2016: $314,402Liabilities 2016: $10,387Net Assets 2016: $304,0152016Assets 2017: $404,360Liabilities 2017: $5,557Net Assets 2017: $398,8032017Assets 2018: $518,821Liabilities 2018: $8,334Net Assets 2018: $510,4872018Assets 2019: $491,592Liabilities 2019: $16,578Net Assets 2019: $475,0142019Assets 2020: $519,715Liabilities 2020: $9,769Net Assets 2020: $509,9462020Assets 2021: $884,985Liabilities 2021: $15,912Net Assets 2021: $869,0732021Assets 2022: $964,842Liabilities 2022: $7,736Net Assets 2022: $957,1062022Assets 2024: $1,184,283Liabilities 2024: $11,590Net Assets 2024: $1,172,6932024

Highlighted filing

2017

Assets$404,360
Liabilities$5,557
Net Assets$398,803

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $352,975Expenses 2014: $283,771Net Income 2014: $69,2042014Revenue 2016: $409,292Expenses 2016: $513,911Net Income 2016: -$104,6192016Revenue 2017: $589,934Expenses 2017: $495,146Net Income 2017: $94,7882017Revenue 2018: $480,631Expenses 2018: $368,947Net Income 2018: $111,6842018Revenue 2019: $396,657Expenses 2019: $432,130Net Income 2019: -$35,4732019Revenue 2020: $428,444Expenses 2020: $393,512Net Income 2020: $34,9322020Revenue 2021: $909,188Expenses 2021: $550,061Net Income 2021: $359,1272021Revenue 2022: $680,019Expenses 2022: $591,986Net Income 2022: $88,0332022Revenue 2024: $1,332,598Expenses 2024: $1,047,009Net Income 2024: $285,5892024

Highlighted filing

2017

Revenue$589,934
Expenses$495,146
Net Income$94,788
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 15, 2018
Return Version
2017v2.2
Gross Receipts
$589,934
Mission and Program Overview

Mission

To support life-saving sarcoma research, meet teen/young adult needs, and improve early cancer detection and awareness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$311,010$398,398▲ $87,388
Pledges and Grants Receivable-$4,394-
Inventories for Sale or Use$2,992$1,168▼ $1,824
Total Assets$314,402$404,360▲ $89,958
Other Assets Total$400$400→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,387$5,557▼ $4,830
Total Liabilities$10,387$5,557▼ $4,830
Net Assets / Fund Balance
Temporarily Rstr Net Assets$89,031$215,822▲ $126,791
Unrestricted Net Assets$214,984$182,981▼ $32,003
Total Net Assets Fund Balance$304,015$398,803▲ $94,788
Total Liabilities and Net Assets / Fund Balance$314,402$404,360▲ $89,958
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anish RayBoard Member
Blake RutledgeBoard Member
Chris KroegerBoard Member
Gary RayBoard Member
Kyle KightBoard Member
Lisa SarvadiBoard Member
Tamara ReeseBoard Member
William PennyBoard Member
Laura RutledgeExec Director
John RutledgePres
Donna CraftSec
Revenue and Support

Revenue Composition

Contributions and Grants
$587,908
Program Service Revenue
$0
Investment Income
$155
Other Revenue
$1,871
All Other Contributions
$359,223
Change in Net Assets
$94,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$360,380
Other Expenses$75,084
Salaries, Compensation, and Employee Benefits$59,682
Total Fundraising Expense$10,857
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$360,380--$360,380
Other Salaries and Wages$50,730$2,984$5,968$59,682
Advertising$17,204-$1,912$19,116
Occupancy$9,045$1,131$1,131$11,307
Office Expenses$1,957$245$245$2,447
Fees for Services Accounting-$2,250-$2,250
Other Expenses$1,153$144$144$1,441
All Other Expenses$1,073$134$134$1,341
Insurance-$996-$996
Travel$630$79$79$788
Total Functional Expenses$475,082$9,207$10,857$495,146
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mary Crowley Cancer Research CenterFort Worth, TX-Cancer Research$185,000
Unt Health Science CenterFort Worth, TX-Cancer Research$55,000
Cook Childrens HospitalFort Worth, TX-Cancer Research$50,000
Moncrief Cancer InstituteFort Worth, TX-Cancer Research$35,000
Various Other OrganizationsFort Worth, TX-Cancer Research$18,380
Childrens Cancer Developement InstFort Worth, TX-Cancer Research$17,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$317,153$317,153$88,468$228,685
Total Events$317,153$317,153$88,468$228,685
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
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

The organization provides a copy of the form 990 to all members of its governing body.

Conflict of interest policy compliance Part VI line 12C

The organizations board continually monitors and enforces all conflict of interest policies.

Governing documents etc available to public Part VI line 19

Governing documents are made available as required.

Filing and Contact Details

Filer

Filer Name
Rutledge Foundation
EIN
27-5035852
Address
5608 MALVEY SUITE 223, FORT WORTH, TX 76107

Signing Officer

Name
Laura Rutledge
Title
Exec Director
Phone
8173707869
Signed
2018-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Rutledge
Formed
2011
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
4

Preparer

Firm
Wood Stephens & ONeil LLP
Address
6300 Ridglea Place Suite 318, Fort Worth, TX 76116
Preparer
Hal ONeil CPA
Phone
8173771700
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0153492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01848213
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IRS990ScheduleA/PublicSupportCY170Pct00.87450
IRS990ScheduleA/PublicSupportPY170Pct00.96070
IRS990ScheduleA/PublicSupportTotal170Amt01616305
IRS990ScheduleA/SubstantialContributorsTotAmt0231908
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0587908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0409039
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0344799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0352975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0153492
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01848213
IRS990ScheduleA/TotalSupportAmt01848213
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt088468
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0317153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0317153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0317153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0317153
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0228685
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt088468
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt088468
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt017000
IRS990ScheduleI/RecipientTable/CashGrantAmt155000
IRS990ScheduleI/RecipientTable/CashGrantAmt2185000
IRS990ScheduleI/RecipientTable/CashGrantAmt335000
IRS990ScheduleI/RecipientTable/CashGrantAmt450000
IRS990ScheduleI/RecipientTable/CashGrantAmt518380
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CANCER RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CANCER RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CANCER RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CANCER RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CANCER RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CANCER RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDRENS CANCER DEVELOPEMENT INST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNT HEALTH SCIENCE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MARY CROWLEY CANCER RESEARCH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MONCRIEF CANCER INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4COOK CHILDRENS HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5VARIOUS OTHER ORGANIZATIONS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ON FILE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1ON FILE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2ON FILE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3ON FILE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4ON FILE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5ON FILE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT WORTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FORT WORTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FORT WORTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm3FORT WORTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm4FORT WORTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm5FORT WORTH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd076107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd176107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd276107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd376107
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd576107
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS BOARD CONTINUALLY MONITORS AND ENFORCES ALL CONFLICT OF INTEREST POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE AS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt089031
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0215822
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0314402
IRS990/TotalAssetsEOYAmt0404360
IRS990/TotalAssetsGrp/BOYAmt0314402
IRS990/TotalAssetsGrp/EOYAmt0404360
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0587908
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010857
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09207
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0475082
IRS990/TotalFunctionalExpensesGrp/TotalAmt0495146
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010387
IRS990/TotalLiabilitiesEOYAmt05557
IRS990/TotalLiabilitiesGrp/BOYAmt010387
IRS990/TotalLiabilitiesGrp/EOYAmt05557
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0304015
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0398803
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0475082
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02026
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0589934
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0314402
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0404360
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt079
IRS990/TravelGrp/ManagementAndGeneralAmt079
IRS990/TravelGrp/ProgramServicesAmt0630
IRS990/TravelGrp/TotalAmt0788
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