Civic Intelligence

Dean and Juanita Mitchell Foundation

EIN 42-1082307 • Southlake, TX

Pub. 78 Eligible
802 Gateshead CTSouthlake, TX 76092
Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.13x

Higher debt load relative to revenue than 85% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% 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

61st percentile

2.4%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

6.3%

Faster revenue growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$355,764

Up $8,232 (+2.4%) from 2023

Liabilities

Up

$2,736

Up $2,736 from 2023

Net Assets

Up

$353,028

Up $5,496 (+1.6%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin79th percentile

Revenue

Up

$21,271

Up $1,264 (+6.3%) from 2023

Expenses

Up

$15,775

Up $10,502 (+199%) from 2023

Net Income

Down

$5,496

Down $9,238 (-63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2011: $296,453Liabilities 2011: $02011Assets 2012: $291,865Liabilities 2012: $02012Assets 2013: $362,876Liabilities 2013: $0Net Assets 2013: $362,8762013Assets 2014: $356,273Liabilities 2014: $0Net Assets 2014: $356,2732014Assets 2015: $348,934Liabilities 2015: $0Net Assets 2015: $348,9342015Assets 2016: $342,344Liabilities 2016: $0Net Assets 2016: $342,3442016Assets 2017: $332,913Liabilities 2017: $0Net Assets 2017: $332,9132017Assets 2018: $330,052Liabilities 2018: $0Net Assets 2018: $330,0522018Assets 2019: $325,089Liabilities 2019: $0Net Assets 2019: $325,0892019Assets 2020: $322,167Liabilities 2020: $0Net Assets 2020: $322,1672020Assets 2021: $335,096Liabilities 2021: $0Net Assets 2021: $335,0962021Assets 2022: $332,798Liabilities 2022: $0Net Assets 2022: $332,7982022Assets 2023: $347,532Liabilities 2023: $0Net Assets 2023: $347,5322023Assets 2024: $355,764Liabilities 2024: $2,736Net Assets 2024: $353,0282024

Highlighted filing

2024

Assets$355,764
Liabilities$2,736
Net Assets$353,028
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2011: $19,967Expenses 2011: $21,144Net Income 2011: -$1,1772011Revenue 2012: $16,287Expenses 2012: $20,875Net Income 2012: -$4,5882012Revenue 2013: $86,789Expenses 2013: $15,778Net Income 2013: $71,0112013Revenue 2014: $22,704Expenses 2014: $29,307Net Income 2014: -$6,6032014Revenue 2015: $18,468Expenses 2015: $25,807Net Income 2015: -$7,3392015Revenue 2016: $19,775Expenses 2016: $26,365Net Income 2016: -$6,5902016Revenue 2017: $15,986Expenses 2017: $25,417Net Income 2017: -$9,4312017Revenue 2018: $20,236Expenses 2018: $23,097Net Income 2018: -$2,8612018Revenue 2019: $18,578Expenses 2019: $23,541Net Income 2019: -$4,9632019Revenue 2020: $18,263Expenses 2020: $21,185Net Income 2020: -$2,9222020Revenue 2021: $17,977Expenses 2021: $5,048Net Income 2021: $12,9292021Revenue 2022: $18,382Expenses 2022: $20,680Net Income 2022: -$2,2982022Revenue 2023: $20,007Expenses 2023: $5,273Net Income 2023: $14,7342023Revenue 2024: $21,271Expenses 2024: $15,775Net Income 2024: $5,4962024

Highlighted filing

2024

Revenue$21,271
Expenses$15,775
Net Income$5,496
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,764
Liabilities
$2,736
Net assets
$353,028
Revenue
$21,271
Expenses
$15,775
Net income
$5,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.56$0.03$3.53$0.21$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.20$0.05$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.18$0.21$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.18$0.05$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.18$0.21$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.19$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.20$0.23$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.16$0.25$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.20$0.26$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.18$0.26$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.23$0.29$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.87$0.16$0.71
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$0.16$0.21$0.05
2011Summary only. Only limited summary data is available for this year.$2.96$0.00$0.20$0.21$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE KAE BREWERTrustee-$0--
BLAKE M BREWERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dean & Juanita Mitchell Foundation
EIN
42-1082307
Phone
3109901880
Address
802 GATESHEAD CT, SOUTHLAKE, TX 76092

Signing Officer

Name
Blake Brewer
Title
Trustee
Phone
3109901880
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
100 E PARK AVE STE 300, WATERLOO, IA 50703
Preparer
Kristin Lr Myers CPA
Phone
3192346885
Raw XML Appendix291 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 93237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTHLAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076092
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt0879
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010371
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013992
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010371
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0236
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02451
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02451
TaxesSchedule/TaxesDetail/Amt0236
TaxesSchedule/TaxesDetail/Amt1588
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1588
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAKE BREWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03109901880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEAN & JUANITA MITCHELL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DIANE BREWER
ReturnHeader/Filer/BusinessNameControlTxt0DEAN
ReturnHeader/Filer/EIN0421082307
ReturnHeader/Filer/PhoneNum03109901880
ReturnHeader/Filer/USAddress/AddressLine1Txt0802 GATESHEAD CT
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E PARK AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050703
ReturnHeader/PreparerPersonGrp/PhoneNum03192346885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN LR MYERS CPA
ReturnHeader/ReturnTs02025-11-11T07:53:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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