Civic Intelligence

Daniel and Julianna Garrison Foundation Inc.

990PF • Fiscal year 2023 • EIN 36-4544465

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
6401 Westcoat DriveColleyville, TX 76034

(817) 498-3265

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

345%

Higher net margin than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,122,880

Up $169,130 (+18%) from 2022

Net Assets

Up

$1,122,880

Up $169,130 (+18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$13,211

Down $34,198 (-163%) from 2022

Expenses

Up

$32,372

Up $1,467 (+4.7%) from 2022

Net Income

Down

-$45,583

Down $35,665 (-360%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $850,629Liabilities 2010: $0Net Assets 2010: $850,6292010Assets 2011: $773,453Liabilities 2011: $0Net Assets 2011: $773,4532011Assets 2012: $812,876Liabilities 2012: $0Net Assets 2012: $812,8762012Assets 2013: $933,432Liabilities 2013: $0Net Assets 2013: $933,4322013Assets 2014: $929,495Liabilities 2014: $0Net Assets 2014: $929,4952014Assets 2015: $880,998Liabilities 2015: $0Net Assets 2015: $880,9982015Assets 2016: $870,429Liabilities 2016: $0Net Assets 2016: $870,4292016Assets 2017: $1,004,692Liabilities 2017: $0Net Assets 2017: $1,004,6922017Assets 2018: $893,097Liabilities 2018: $0Net Assets 2018: $893,0972018Assets 2019: $1,056,603Liabilities 2019: $0Net Assets 2019: $1,056,6032019Assets 2020: $1,096,588Liabilities 2020: $0Net Assets 2020: $1,096,5882020Assets 2021: $1,242,241Liabilities 2021: $0Net Assets 2021: $1,242,2412021Assets 2022: $953,750Liabilities 2022: $0Net Assets 2022: $953,7502022Assets 2023: $1,122,880Liabilities 2023: $0Net Assets 2023: $1,122,8802023Assets 2024: $1,318,472Liabilities 2024: $0Net Assets 2024: $1,318,4722024

Highlighted filing

2023

Assets$1,122,880
Liabilities$0
Net Assets$1,122,880
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $33,0342010Expenses 2011: $40,4032011Expenses 2012: $50,8202012Revenue 2013: $88,914Expenses 2013: $62,491Net Income 2013: $26,4232013Revenue 2014: $118,804Expenses 2014: $66,380Net Income 2014: $52,4242014Revenue 2015: $92,136Expenses 2015: $58,800Net Income 2015: $33,3362015Revenue 2016: $13,728Expenses 2016: $65,992Net Income 2016: -$52,2642016Revenue 2017: $79,357Expenses 2017: $34,490Net Income 2017: $44,8672017Revenue 2018: $97,254Expenses 2018: $40,377Net Income 2018: $56,8772018Revenue 2019: $37,200Expenses 2019: $35,387Net Income 2019: $1,8132019Revenue 2020: -$16,530Expenses 2020: $85,285Net Income 2020: -$101,8152020Revenue 2021: $122,420Expenses 2021: $25,080Net Income 2021: $97,3402021Revenue 2022: $20,987Expenses 2022: $30,905Net Income 2022: -$9,9182022Revenue 2023: -$13,211Expenses 2023: $32,372Net Income 2023: -$45,5832023Revenue 2024: $96,079Expenses 2024: $29,901Net Income 2024: $66,1782024

Highlighted filing

2023

Revenue-$13,211
Expenses$32,372
Net Income-$45,583
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANNA GARRISONPresident-$0--
J HUNTER JOHNSONDirector-$0--
LISA GARRISONDirector-$0--
CAPP CROFFORDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Daniel & Julianna Garrison Foundation
EIN
36-4544465
Phone
8174983265
Address
6401 WESTCOAT DRIVE, COLLEYVILLE, TX 76034

Signing Officer

Name
Julianna Garrison
Title
President
Phone
8174983265
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Family Wms LLC
Address
8275 TOURNAMENT DRIVE SUITE 155, MEMPHIS, TN 38125
Preparer
Stephen House
Phone
9013221560
Raw XML Appendix321 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIANNA GARRISON
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09013221567
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JULIANNA GARRISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DAVID NICKLAS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAVING HOPE ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02935 S BELTLINE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12208 INDIAN CREEK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GRAND PRAIRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT WORTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075052
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027502
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02498
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050345
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022843
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02498
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0214713
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS (LOSSES)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02241
TaxesSchedule/TaxesDetail/Amt0131
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0131
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIANNA GARRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08174983265
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL & JULIANNA GARRISON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0364544465
ReturnHeader/Filer/PhoneNum08174983265
ReturnHeader/Filer/USAddress/AddressLine1Txt06401 WESTCOAT DRIVE
ReturnHeader/Filer/USAddress/CityNm0COLLEYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260610696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAMILY WMS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08275 TOURNAMENT DRIVE SUITE 155
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038125
ReturnHeader/PreparerPersonGrp/PhoneNum09013221560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN HOUSE
ReturnHeader/ReturnTs02024-05-06T14:34:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARRISON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,122,880
Liabilities
$0
Net assets
$1,122,880
Revenue
-$13,211
Expenses
$32,372
Net income
-$45,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.03$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.12$0.03$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.09$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.04$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.09$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.06$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.03