Civic Intelligence

The Waltrip-Mcgee Foundation

EIN 31-1608714 • Houston, TX

2929 Allen Parkway 20th FloorHouston, TX 77019
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

5th percentile

-87%

Higher net margin than 5% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

28th percentile

-1.6%

Faster asset growth than 28% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,525,687

Down $125,070 (-1.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$7,525,687

Down $125,070 (-1.6%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$143,456

Down $39,848 (-22%) from 2024

Expenses

Up

$268,526

Up $263,123 (+4870%) from 2024

Net Income

Down

-$125,070

Down $302,971 (-170%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $3,390,304Liabilities 2011: $2,447Net Assets 2011: $3,387,8572011Assets 2012: $3,323,775Liabilities 2012: $2,447Net Assets 2012: $3,321,3282012Assets 2013: $9,353,167Liabilities 2013: $2,447Net Assets 2013: $9,350,7202013Assets 2014: $9,230,507Liabilities 2014: $0Net Assets 2014: $9,230,5072014Assets 2015: $9,085,546Liabilities 2015: $0Net Assets 2015: $9,085,5462015Assets 2016: $8,921,728Liabilities 2016: $0Net Assets 2016: $8,921,7282016Assets 2017: $8,720,685Liabilities 2017: $0Net Assets 2017: $8,720,6852017Assets 2018: $8,547,767Liabilities 2018: $0Net Assets 2018: $8,547,7672018Assets 2019: $5,684,868Liabilities 2019: $0Net Assets 2019: $5,684,8682019Assets 2020: $5,657,771Liabilities 2020: $0Net Assets 2020: $5,657,7712020Assets 2021: $7,545,625Liabilities 2021: $0Net Assets 2021: $7,545,6252021Assets 2022: $7,353,485Liabilities 2022: $0Net Assets 2022: $7,353,4852022Assets 2023: $7,472,856Liabilities 2023: $0Net Assets 2023: $7,472,8562023Assets 2024: $7,650,757Liabilities 2024: $0Net Assets 2024: $7,650,7572024Assets 2025: $7,525,687Liabilities 2025: $0Net Assets 2025: $7,525,6872025

Highlighted filing

2025

Assets$7,525,687
Liabilities$0
Net Assets$7,525,687
Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $139,7582011Expenses 2012: $142,9932012Expenses 2013: $164,2612013Revenue 2014: $66,102Expenses 2014: $186,315Net Income 2014: -$120,2132014Revenue 2015: $78,156Expenses 2015: $223,117Net Income 2015: -$144,9612015Revenue 2016: $92,512Expenses 2016: $256,330Net Income 2016: -$163,8182016Revenue 2017: $97,116Expenses 2017: $298,159Net Income 2017: -$201,0432017Revenue 2018: $119,350Expenses 2018: $292,268Net Income 2018: -$172,9182018Revenue 2019: $124,949Expenses 2019: $2,987,848Net Income 2019: -$2,862,8992019Revenue 2020: $94,458Expenses 2020: $121,555Net Income 2020: -$27,0972020Revenue 2021: $2,441,074Expenses 2021: $553,220Net Income 2021: $1,887,8542021Revenue 2022: $146,643Expenses 2022: $338,783Net Income 2022: -$192,1402022Revenue 2023: $165,771Expenses 2023: $46,400Net Income 2023: $119,3712023Revenue 2024: $183,304Expenses 2024: $5,403Net Income 2024: $177,9012024Revenue 2025: $143,456Expenses 2025: $268,526Net Income 2025: -$125,0702025

Highlighted filing

2025

Revenue$143,456
Expenses$268,526
Net Income-$125,070
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,525,687
Liabilities
$0
Net assets
$7,525,687
Revenue
$143,456
Expenses
$268,526
Net income
-$125,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.14$0.27$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.00$7.65$0.18$0.01$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$0.17$0.05$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.35$0.00$7.35$0.15$0.34$0.19
2021Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$2.44$0.55$1.89
2020Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.09$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.12$2.99$2.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.55$0.00$8.55$0.12$0.29$0.17
2017Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.10$0.30$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.00$8.92$0.09$0.26$0.16
2015Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.08$0.22$0.14
2014Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.07$0.19$0.12
2013Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.14
2011Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jun 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY WALTRIPPresident-$0--
ROBERT L WALTRIP JRSec/Treasurer-$0--
WILLIAM BLAIR WALTRIPVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLONE STAR FLIGHT MUSEUMGENERAL PURPOSEPCHOUSTON, TX, US$100,000
Paid GrantRB THIEME JR BIBLE MINISTRIESGENERAL PURPOSEPCHOUSTON, TX, US$80,000
Paid GrantSHERMAN COMMUNITY PLAYERSGENERAL PURPOSEPCSHERMAN, TX, US$50,000
Paid GrantBERACHAH CHURCHGENERAL PURPOSEPCHOUSTON, TX, US$20,000
Filing and Contact Details

Filer

Filer Name
The Waltrip-McGee Foundation
EIN
31-1608714
In Care Of
% HOLLY WALTRIP
Phone
7135255264
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019

Signing Officer

Name
Holly Waltrip
Title
President
Phone
7135255264
Signed
2025-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer
Michelle L Melnar
Phone
7139601706
Raw XML Appendix286 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04631
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt160375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010916694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1602662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0151,895 SHS - SERVICE CORP INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17,500 SHS - SERVICE CORP INTL
IRS990PF/AddressChangeInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22929 Allen Parkway 20th Fl
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LONE STAR FLIGHT MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RB THIEME JR BIBLE MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SHERMAN COMMUNITY PLAYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BERACHAH CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01551 AEROSPACE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15139 WEST ALABAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2500 N ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32815 SAGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SHERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2750905808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377056
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
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/AppliedToCurrentYearAmt0254656
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0634873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0238212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0238212
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0238212
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0254656
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0238212
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0142005
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/Amt06614
TaxesSchedule/TaxesDetail/Amt12600
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX DEPOSITS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY WALTRIP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07135255264
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Waltrip-McGee Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Holly Waltrip
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0311608714
ReturnHeader/Filer/InCareOfNm0% HOLLY WALTRIP
ReturnHeader/Filer/PhoneNum07135255264
ReturnHeader/Filer/USAddress/AddressLine1Txt02929 Allen Parkway 20th Floor
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 Allen Parkway 20th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770197100
ReturnHeader/PreparerPersonGrp/PhoneNum07139601706
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle L Melnar
ReturnHeader/ReturnTs02026-02-03T12:28:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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