Civic Intelligence

Lance Mclean Memorial Foundation

990EZ • Fiscal year 2018 • EIN 47-4008916

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileNA
PO Box 492Hico, TX 76457

(254) 592-7123

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-32%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-7.2%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-66%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$41,164

Down $3,217 (-7.2%) from 2017

Net Assets

Down

$41,164

Down $3,217 (-7.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin12th percentile

Revenue

Down

$9,976

Down $19,672 (-66%) from 2017

Expenses

Down

$13,193

Down $12,643 (-49%) from 2017

Net Income

Down

-$3,217

Down $7,029 (-184%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$60K$40K$20K$0Assets 2015: $30,376Liabilities 2015: $0Net Assets 2015: $30,3762015Assets 2016: $40,569Liabilities 2016: $0Net Assets 2016: $40,5692016Assets 2017: $44,381Liabilities 2017: $0Net Assets 2017: $44,3812017Assets 2018: $41,164Liabilities 2018: $0Net Assets 2018: $41,1642018Assets 2019: $46,369Liabilities 2019: $0Net Assets 2019: $46,3692019Assets 2020: $35,768Liabilities 2020: $0Net Assets 2020: $35,7682020Assets 2021: $45,872Liabilities 2021: $0Net Assets 2021: $45,8722021Assets 2022: $48,215Liabilities 2022: $0Net Assets 2022: $48,2152022

Highlighted filing

2018

Assets$41,164
Liabilities$0
Net Assets$41,164
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $46,916Expenses 2015: $16,540Net Income 2015: $30,3762015Revenue 2016: $34,793Expenses 2016: $24,600Net Income 2016: $10,1932016Revenue 2017: $29,648Expenses 2017: $25,836Net Income 2017: $3,8122017Revenue 2018: $9,976Expenses 2018: $13,193Net Income 2018: -$3,2172018Revenue 2019: $17,205Expenses 2019: $12,000Net Income 2019: $5,2052019Revenue 2020: $899Expenses 2020: $11,500Net Income 2020: -$10,6012020Revenue 2021: $34,747Expenses 2021: $24,643Net Income 2021: $10,1042021Revenue 2022: $26,689Expenses 2022: $24,346Net Income 2022: $2,3432022

Highlighted filing

2018

Revenue$9,976
Expenses$13,193
Net Income-$3,217
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$19,700
Mission and Program Overview

Mission

Donations to charities and schollarships

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PAYMENTS FOR COLLEGE STUDENTS$11,500-
DONATIONS TO HOOD CO AND HAMILTON CHILDREN PROGRAMS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATY MCLEANPresident-$0--
GREG EILERSV President-$0--
AMY DYKESTreasurer-$0--
JOHN KNOXSecretary-$0--
BRENDA MASSINGILLParlimentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$19,700$19,700$1,724$17,976
Total Events$19,700$19,700$9,724$9,976
Filing and Contact Details

Filer

Filer Name
Lance Mclean Memorial Foundation
EIN
47-4008916
Phone
2545927123
Address
PO BOX 492, HICO, TX 76457

Signing Officer

Name
Katy Mclean
Title
President
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Walter H Baldree CPA
Address
PO BOX 367, LIPAN, TX 76462
Preparer
Walter H Baldree
Phone
2546463576
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity SCHOLLARSHIPS, Grantee VARIOUS, Cash Grant 11,500, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK FEES 36”

Form 990-EZ, Part I, Line 10

“SCHOLARSHIPS”

Form 990-EZ, Part I, Line 16

“BANK FEES 36”

Raw XML Appendix160 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HICO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076457
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044381
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041164
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IRS990EZ/ContributionsGiftsGrantsEtcAmt019700
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3217
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATIONS TO CHARITIES AND SCHOLLARSHIPS
IRS990EZ/PrintingPublicationsPostageAmt01657
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO HOOD CO AND HAMILTON CHILDREN PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP PAYMENTS FOR COLLEGE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09724
IRS990EZ/SpecialEventsNetIncomeLossAmt0-9724
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt013193
IRS990EZ/TotalRevenueAmt09976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0160051
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0160051
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040128
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056116
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0160051
IRS990ScheduleA/TotalSupportAmt0160051
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09724
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019700
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09976
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01724
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01724
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08000
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLLARSHIPS, Grantee VARIOUS, Cash Grant 11,500, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATY MCLEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0474008916
ReturnHeader/Filer/PhoneNum02545927123
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ReturnHeader/FilingSecurityInformation/IPTm017:26:03
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIPAN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076462
ReturnHeader/PreparerPersonGrp/PhoneNum02546463576
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER H BALDREE
ReturnHeader/ReturnTs02019-11-11T11:26:52-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$41,164
Liabilities
$0
Net assets
$41,164
Revenue
$9,976
Expenses
$13,193
Net income
-$3,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$26.7$24.3$2.34
2021Detailed filing. Detailed filing data is available for this year.$45.9$0.00$45.9$34.7$24.6$10.1
2020Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$0.90$11.5$10.6
2019Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$17.2$12.0$5.21
2018Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$9.98$13.2$3.22
2017Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$29.6$25.8$3.81
2016Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$34.8$24.6$10.2
2015Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$46.9$16.5$30.4