Civic Intelligence

Al and Helen Free Foundation

EIN 35-2032526 • Dallas, TX

5220 Mckinney Ave Ste 200Dallas, TX 75205
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

31st percentile

-12%

Higher net margin than 31% of similar nonprofits.

<$500k nonprofits • Source year 2024

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.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

6177%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $205,296 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $205,296 (-100%) from 2023

Revenue

Up

$372,547

Up $366,612 (+6177%) from 2023

Expenses

Up

$416,866

Up $373,624 (+864%) from 2023

Net Income

Down

-$44,319

Down $7,012 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $417,433Liabilities 2014: $0Net Assets 2014: $02014Assets 2016: $205,646Liabilities 2016: $0Net Assets 2016: $205,6462016Assets 2017: $199,943Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $180,415Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $188,494Liabilities 2019: $0Net Assets 2019: $188,4942019Assets 2020: $102,525Liabilities 2020: $0Net Assets 2020: $102,5252020Assets 2021: $172,650Liabilities 2021: $0Net Assets 2021: $172,6502021Assets 2022: $256,815Liabilities 2022: $0Net Assets 2022: $256,8152022Assets 2023: $205,296Liabilities 2023: $0Net Assets 2023: $205,2962023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2014: $15,009Expenses 2014: $7,000Net Income 2014: $8,0092014Revenue 2016: $11,738Expenses 2016: $346,446Net Income 2016: -$334,7082016Revenue 2017: $4,902Expenses 2017: $0Net Income 2017: $4,9022017Revenue 2018: $5,203Expenses 2018: $0Net Income 2018: $5,2032018Revenue 2019: $5,547Expenses 2019: $0Net Income 2019: $5,5472019Revenue 2020: $5,575Expenses 2020: $30,500Net Income 2020: -$24,9252020Revenue 2021: $5,588Expenses 2021: $2,500Net Income 2021: $3,0882021Revenue 2022: $5,690Expenses 2022: $12Net Income 2022: $5,6782022Revenue 2023: $5,935Expenses 2023: $43,242Net Income 2023: -$37,3072023Revenue 2024: $372,547Expenses 2024: $416,866Net Income 2024: -$44,3192024

Highlighted filing

2024

Revenue$372,547
Expenses$416,866
Net Income-$44,319

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE CHADWICKSecretary & Treasurer-$0--
NINA LOVEJOYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Al and Helen Free Foundation
EIN
35-2032526
In Care Of
% BONNIE CHADWICK
Phone
2143787400
Address
5220 MCKINNEY AVE STE 200, DALLAS, TX 75205

Signing Officer

Name
Bonnie Chadwick
Title
Treasurer
Phone
2143787400
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Paratus Financial Inc
Address
5220 MCKINNEY AVE STE 200, DALLAS, TX 75205
Preparer
Bonnie F Chadwick
Phone
2143787400
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd446514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5465152932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6465152932
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0410494
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/AppliedToCurrentYearAmt022502
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0518
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0408579
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0387992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020069
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0518
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0410494
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0387992
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0408579
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020587
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0160977
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LAKE CITY -2168 BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION 2024-2025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06366
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE CHADWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02143787400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AL AND HELEN FREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0352032526
ReturnHeader/Filer/InCareOfNm0% BONNIE CHADWICK
ReturnHeader/Filer/PhoneNum02143787400
ReturnHeader/Filer/USAddress/AddressLine1Txt05220 MCKINNEY AVE STE 200
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARATUS FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05220 MCKINNEY AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075205
ReturnHeader/PreparerPersonGrp/PhoneNum02143787400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE F CHADWICK
ReturnHeader/ReturnTs02025-11-12T10:10:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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