The Waltrip-Mcgee Foundation C/O Holly Waltrip

990PF • Fiscal year 2020 • EIN 31-1608714

May 01, 2019 to Apr 30, 2020 • Filed on Sep 15, 2020

Organization Profile

PO Box 130548Houston, TX 77219-0548

(713) 525-5264

Siviq Scores

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

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

-29%

Higher net margin than 17% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

-0.5%

Faster asset growth than 32% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

-24%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets23rd percentile

Assets

Down

$5,657,771

Down $27,097 (-0.5%) from 2019

Net Assets

Down

$5,657,771

Down $27,097 (-0.5%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin17th percentile

Revenue

Down

$94,458

Down $30,491 (-24%) from 2019

Expenses

Down

$121,555

Down $2,866,293 (-96%) from 2019

Net Income

-$27,097

Up $2,835,802 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

Highlighted filing

2020

Assets$5,657,771

Liabilities$0

Net Assets$5,657,771

Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

Highlighted filing

2020

Revenue$94,458

Expenses$121,555

Net Income-$27,097

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2019 to Apr 30, 2020
Signed: Sep 15, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay31st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Robert L Waltrip	President	-	$0	-	-
Robert L Waltrip Jr	Sec/Treasurer	-	$0	-	-
William Blair Waltrip	Vice President	-	$0	-	-
Holly Waltrip	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Waltrip-McGee Foundation
EIN: 31-1608714
In Care Of: % MARIANNE ORMSBY
Phone: 7135255264
Address: PO Box 130548, Houston, TX 77219-0548

Signing Officer

Name: Robert L Waltrip
Title: President
Phone: 7135255264
Signed: 2020-09-15
Discuss with paid preparer: Yes

Preparer

Firm: Bdo USA Llp
Address: 2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer: Michelle L Melnar
Phone: 7139601706

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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	7,500 SHS - SERVICE CORP INTL
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	171410
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Robert L Waltrip
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Robert L Waltrip Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	William Blair Waltrip
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Holly Waltrip
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Sec/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	1929 Allen Parkway 12th Floor
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	No Specific Format
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	marianne.ormsby@sci-us
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Robert L Waltrip
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	7135255264
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	77019
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	ROBERT L WALTRIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	40000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	31410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	40000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Honey McGee Playhouse (Community Theatre)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	RB Thieme Jr Bible Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Sherman Community Players Endowment Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Berachah Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 460829
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	500 North Elm Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2815 Sage Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Sherman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	770568829
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	75090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	77056
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	111410
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	115513
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	292609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	177096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	2063081
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	177096
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1885985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1885985
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	342918
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	115513
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	342918
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1885985
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2063081
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	342918
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	1662
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	LEGAL & PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	831
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	831
TaxesSchedule/TaxesDetail/Amt	0	1939
TaxesSchedule/TaxesDetail/CategoryTxt	0	INCOME TAXES
ReturnHeader/BuildTS	0	2020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT L WALTRIP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7135255264
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Waltrip-McGee Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	c/o Robert L Waltrip
ReturnHeader/Filer/BusinessNameControlTxt	0	WALT
ReturnHeader/Filer/EIN	0	311608714
ReturnHeader/Filer/InCareOfNm	0	% MARIANNE ORMSBY
ReturnHeader/Filer/PhoneNum	0	7135255264
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 130548
ReturnHeader/Filer/USAddress/CityNm	0	Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	772190548
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	4ADF4000D92802FF17F164C506974A7E8FA9B733
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	1F82D631B6A092F2BE39FAEDA8DF390EB9ECFACD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	79649420202545000086
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2020-09-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	99.112.173.229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2929 Allen Parkway 20th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	770197100
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7139601706
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Michelle L Melnar
ReturnHeader/ReturnTs	0	2020-09-10T17:20:58-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-05-01
ReturnHeader/TaxPeriodEndDt	0	2020-04-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,657,771
Liabilities: $0
Net assets: $5,657,771
Revenue: $94,458
Expenses: $121,555
Net income: -$27,097

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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