Civic Intelligence

Egbert Family Foundation

990PF • Fiscal year 2018 • EIN 42-1565353

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 09, 2019

Organization Profile
11247 Vienna Trails LnHouston, TX 77095

(281) 304-7220

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

100th percentile

287%

Higher net margin than 100% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

14th percentile

-11%

Faster asset growth than 14% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$534,393

Down $68,910 (-11%) from 2017

Net Assets

Down

$534,393

Down $68,910 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$24,008

Down $104,190 (-130%) from 2017

Expenses

Up

$44,902

Up $3,696 (+9.0%) from 2017

Net Income

Down

-$68,910

Down $107,886 (-277%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$800K$600K$400K$200K$0Assets 2011: $747,356Liabilities 2011: $02011Assets 2012: $649,619Liabilities 2012: $02012Assets 2013: $670,918Liabilities 2013: $0Net Assets 2013: $670,9182013Assets 2014: $638,703Liabilities 2014: $0Net Assets 2014: $638,7032014Assets 2015: $581,460Liabilities 2015: $0Net Assets 2015: $581,4602015Assets 2016: $564,327Liabilities 2016: $0Net Assets 2016: $564,3272016Assets 2017: $603,303Liabilities 2017: $0Net Assets 2017: $603,3032017Assets 2018: $534,393Liabilities 2018: $0Net Assets 2018: $534,3932018Assets 2019: $570,934Liabilities 2019: $0Net Assets 2019: $570,9342019Assets 2020: $580,594Liabilities 2020: $0Net Assets 2020: $580,5942020Assets 2021: $595,183Liabilities 2021: $0Net Assets 2021: $595,1832021Assets 2022: $500,642Liabilities 2022: $0Net Assets 2022: $500,6432022Assets 2023: $537,120Liabilities 2023: $0Net Assets 2023: $537,1202023Assets 2024: $526,030Liabilities 2024: $0Net Assets 2024: $526,0302024

Highlighted filing

2018

Assets$534,393
Liabilities$0
Net Assets$534,393
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2011: $97,726Expenses 2011: $61,422Net Income 2011: $36,3042011Revenue 2012: -$26,025Expenses 2012: $71,712Net Income 2012: -$97,7372012Revenue 2013: $64,469Expenses 2013: $43,170Net Income 2013: $21,2992013Revenue 2014: $27,051Expenses 2014: $59,266Net Income 2014: -$32,2152014Revenue 2015: -$6,698Expenses 2015: $50,545Net Income 2015: -$57,2432015Revenue 2016: $27,286Expenses 2016: $44,419Net Income 2016: -$17,1332016Revenue 2017: $80,182Expenses 2017: $41,206Net Income 2017: $38,9762017Revenue 2018: -$24,008Expenses 2018: $44,902Net Income 2018: -$68,9102018Revenue 2019: $75,962Expenses 2019: $39,421Net Income 2019: $36,5412019Revenue 2020: $59,301Expenses 2020: $49,641Net Income 2020: $9,6602020Revenue 2021: $61,542Expenses 2021: $46,953Net Income 2021: $14,5892021Revenue 2022: -$50,828Expenses 2022: $43,712Net Income 2022: -$94,5402022Revenue 2023: $78,548Expenses 2023: $42,071Net Income 2023: $36,4772023Revenue 2024: $82,714Expenses 2024: $93,804Net Income 2024: -$11,0902024

Highlighted filing

2018

Revenue-$24,008
Expenses$44,902
Net Income-$68,910
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M EGBERTPresident-$0--
KATHY S EGBERTVice Preside-$0--
EMILY TABORSecretary-$0--
LAURA BIVINSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Egbert Family Foundation
EIN
42-1565353
Phone
2813047220
Address
11247 VIENNA TRAILS LN, HOUSTON, TX 77095

Signing Officer

Name
Robert M Egbert
Title
President
Phone
2813047220
Signed
2019-03-09

Preparer

Firm
Dillon Cpas Pllc
Address
23537 KINGSLAND BLVD STE 100, KATY, TX 77494-3962
Preparer
Marcus Dillon CPA
Phone
2815782002
Raw XML Appendix324 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011247 VIENNA TRAILS LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077095
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02813047220
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020694
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FULFILL THE ORG'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FULFILL TO ORGS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FULFILL THE ORGS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITY OF TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COVENANT HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NATIONAL ABILITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 E KOOTENAI AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11111 LOVETT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21000 ABILITY WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PARK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031694
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt044500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0170982
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt044500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031694
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031694
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0201982
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0170288
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MSSB ADVISOR FEES - 156857
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09532
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09532
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-62393
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED GAIN ON INVEST
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-62393
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES - CPA
TaxesSchedule/TaxesDetail/Amt0176
TaxesSchedule/TaxesDetail/CategoryTxt0MSSB FOREIGN TAX - 156857
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0176
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M EGBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02813047220
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EGBERT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EGBE
ReturnHeader/Filer/EIN0421565353
ReturnHeader/Filer/PhoneNum02813047220
ReturnHeader/Filer/USAddress/AddressLine1Txt011247 VIENNA TRAILS LN
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077095
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0955F7A6E77FC46C7E8C8D1F253DF3F1E0B263569
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId066F37900B22B3B4DA7E7B80F8A71D37F8157B335
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.148.219.89
ReturnHeader/FilingSecurityInformation/IPDt02019-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:18:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452400550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DILLON CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023537 KINGSLAND BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KATY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0774943962
ReturnHeader/PreparerPersonGrp/PhoneNum02815782002
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCUS DILLON CPA
ReturnHeader/ReturnTs02019-03-13T12:18:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$534,393
Liabilities
$0
Net assets
$534,393
Revenue
-$24,008
Expenses
$44,902
Net income
-$68,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.83$0.94$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.79$0.42$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.51$0.44$0.95
2021Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.62$0.47$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.59$0.50$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.76$0.39$0.37
2018Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.24$0.45$0.69
2017Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.80$0.41$0.39
2016Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.27$0.44$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.07$0.51$0.57
2014Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.27$0.59$0.32
2013Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.64$0.43$0.21
2012Summary only. Only limited summary data is available for this year.$6.50$0.00$0.26$0.72$0.98
2011Summary only. Only limited summary data is available for this year.$7.47$0.00$0.98$0.61$0.36