Civic Intelligence

The Addy Foundation

990PF • Fiscal year 2016 • EIN 47-2607515

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization Profile
3232 Mckinney Avenue No 1500Dallas, TX 75204-7402

(214) 303-4900

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-3990%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

3rd percentile

-29%

Faster asset growth than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,255,882

Down $506,536 (-29%) from 2015

Net Assets

Down

$1,255,882

Down $506,536 (-29%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$12,285

Down $1,988,048 (-99%) from 2015

Expenses

Up

$502,445

Up $249,530 (+99%) from 2015

Net Income

Down

-$490,160

Down $2,237,578 (-128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$150M$100M$50M$0Assets 2014: $15,000Liabilities 2014: $02014Assets 2015: $1,762,418Liabilities 2015: $0Net Assets 2015: $1,762,4182015Assets 2016: $1,255,882Liabilities 2016: $0Net Assets 2016: $1,255,8822016Assets 2017: $764,033Liabilities 2017: $0Net Assets 2017: $764,0332017Assets 2018: $3,491,145Liabilities 2018: $0Net Assets 2018: $3,491,1452018Assets 2019: $6,660,253Liabilities 2019: $0Net Assets 2019: $6,660,2532019Assets 2020: $85,849,280Liabilities 2020: $3,452Net Assets 2020: $85,845,8282020Assets 2021: $104,799,199Liabilities 2021: $2,043Net Assets 2021: $104,797,1562021Assets 2022: $79,281,983Liabilities 2022: $2,728Net Assets 2022: $79,279,2552022Assets 2023: $93,400,403Liabilities 2023: $1,1662023Assets 2024: $114,662,096Liabilities 2024: $1,406Net Assets 2024: $114,660,6902024

Highlighted filing

2016

Assets$1,255,882
Liabilities$0
Net Assets$1,255,882
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$100M$50M$0-$50MRevenue 2014: $15,000Expenses 2014: $0Net Income 2014: $15,0002014Revenue 2015: $2,000,333Expenses 2015: $252,915Net Income 2015: $1,747,4182015Revenue 2016: $12,285Expenses 2016: $502,445Net Income 2016: -$490,1602016Revenue 2017: $8,555Expenses 2017: $501,560Net Income 2017: -$493,0052017Revenue 2018: $3,013,817Expenses 2018: $302,565Net Income 2018: $2,711,2522018Revenue 2019: $8,679,751Expenses 2019: $5,510,643Net Income 2019: $3,169,1082019Revenue 2020: $86,525,783Expenses 2020: $7,392,674Net Income 2020: $79,133,1092020Revenue 2021: $18,205,483Expenses 2021: $8,289,112Net Income 2021: $9,916,3712021Revenue 2022: $6,993,780Expenses 2022: $15,162,747Net Income 2022: -$8,168,9672022Revenue 2023: $12,282,896Expenses 2023: $13,812,579Net Income 2023: -$1,529,6832023Revenue 2024: $21,960,764Expenses 2024: $12,878,785Net Income 2024: $9,081,9792024

Highlighted filing

2016

Revenue$12,285
Expenses$502,445
Net Income-$490,160
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M ADDYDirector, President, Treas-$0--
LYDIA B ADDYDirector, Vice President,-$0--
W BENNET CULLUMDirector, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Addy Foundation
EIN
47-2607515
Phone
2143034900
Address
3232 MCKINNEY AVENUE NO 1500, DALLAS, TX 75204-7402

Signing Officer

Name
William Addy
Title
Director
Phone
2143034900
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Huselton Morgan & Maultsby Pc
Address
12221 MERIT DRIVE SUITE 1800, DALLAS, TX 75251
Preparer
Anat Borodyansky
Phone
9724041010
Raw XML Appendix289 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/PersonNm0WILLIAM M ADDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYDIA B ADDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2W BENNET CULLUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT, TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VICE PRESIDENT,
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03232 MCKINNEY AVE SUITE 1500
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE INSTRUCTIONS FOR A GRANT PROPOSAL OF THE ADDY FOUNDATION INCLUDE THE FOLLOWING: (A) NAME, ADDRESS, AND TAXPAYER IDENTIFICATION NUMBER OF GRANTEE. (B) WHAT AMOUNTS AND DATES OF DISTRIBUTION ARE REQUESTED BY THE GRANTEE. (C) AN AGREEMENT BY THE GRANTEE TO USE THE GRANT FUNDS ONLY FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE, TO PROVIDE PERIODIC WRITTEN REPORTS CONCERNING THE USE OF GRANT FUNDS, TO REQUIRE A FINAL WRITTEN REPORT AND AN ACCOUNTING OF HOW GRANT FUNDS WERE USED, AND TO ACKNOWLEDGE THE AUTHORITY OF THE ADDY FOUNDATION TO WITHHOLD AND/OR RECOVER GRANT FUNDS IN CASE THESE FUNDS ARE, OR APPEAR TO BE, MISUSED.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE ADDY FOUNDATION AS PART OF THE GRANT OR DISTRIBUTION WILL REQUIRE PERIODIC WRITTEN REPORTS, NOT LESS FREQUENTLY THAN ANNUALLY, DESCRIBING HOW THE GRANT OR DISTRIBUTION HAS BEEN USED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES.
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LYDIA B ADDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SMU UNBRIDLED, THE SECOND CENTURY CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN METHODIST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
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/AppliedToCurrentYearAmt073317
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0248598
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0677726
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0429128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0248598
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0502445
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0429128
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0677726
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0248598
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL EXPENSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0715
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0715
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016376
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS ON INVESTMENTS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WILLIAM LYDIA ADDY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03232 MCKINNEY AVE SUITE 1500
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0DALLAS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd075204
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM ADDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02143034900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ADDY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADDY
ReturnHeader/Filer/EIN0472607515
ReturnHeader/Filer/PhoneNum02143034900
ReturnHeader/Filer/USAddress/AddressLine1Txt03232 MCKINNEY AVENUE NO 1500
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752047402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F9622E9B65C7549EDAC61F409A1D575B34C956CF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026BEEBA97C2747ABF2EDDFED2560601D9F783476
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.210.195.86
ReturnHeader/FilingSecurityInformation/IPDt02017-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:41:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752409112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUSELTON MORGAN & MAULTSBY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012221 MERIT DRIVE SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075251
ReturnHeader/PreparerPersonGrp/PhoneNum09724041010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANAT BORODYANSKY
ReturnHeader/ReturnTs02017-05-02T11:47:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,255,882
Liabilities
$0
Net assets
$1,255,882
Revenue
$12,285
Expenses
$502,445
Net income
-$490,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$0.00$115$22.0$12.9$9.08
2023Summary only. Only limited summary data is available for this year.$93.4$0.00$12.3$13.8$1.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.3$0.00$79.3$6.99$15.2$8.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$18.2$8.29$9.92
2020Detailed filing. Detailed filing data is available for this year.$85.8$0.00$85.8$86.5$7.39$79.1
2019Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$8.68$5.51$3.17
2018Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$3.01$0.30$2.71
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.01$0.50$0.49
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01$0.50$0.49
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$2.00$0.25$1.75
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.00$0.02