Civic Intelligence

Al and Helen Free Foundation

990PF • Fiscal year 2023 • EIN 35-2032526

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 20, 2024

Organization Profile
5220 Mckinney Ave Ste 200Dallas, TX 75205

(214) 378-7400

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-629%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

4.3%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$205,296

Down $51,519 (-20%) from 2022

Net Assets

Down

$205,296

Down $51,519 (-20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Up

$5,935

Up $245 (+4.3%) from 2022

Expenses

Up

$43,242

Up $43,230 (+360250%) from 2022

Net Income

Down

-$37,307

Down $42,985 (-757%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2023

Assets$205,296
Liabilities$0
Net Assets$205,296
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$5,935
Expenses$43,242
Net Income-$37,307
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 20, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

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
2024-08-20
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
Raw XML Appendix226 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05464
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NINA LOVEJOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY & TREASURER
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020587
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020069
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0518
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020069
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12730
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION 2023
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12730
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE CHADWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02143787400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-20
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075205
ReturnHeader/PreparerPersonGrp/PhoneNum02143787400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE F CHADWICK
ReturnHeader/ReturnTs02024-08-20T09:54:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,296
Liabilities
$0
Net assets
$205,296
Revenue
$5,935
Expenses
$43,242
Net income
-$37,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.73$4.17$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.06$0.43$0.37
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.06$0.00$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.06$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.31$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.06$0.00$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$0.00$0.05$0.00$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$0.00$0.05$0.00$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.12$3.46$3.35
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$0.00$0.15$0.07$0.08