Civic Intelligence

Lance Mclean Memorial Foundation

990EZ • Fiscal year 2021 • EIN 47-4008916

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

29%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

71st percentile

28%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

3765%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$45,872

Up $10,104 (+28%) from 2020

Net Assets

Up

$45,872

Up $10,104 (+28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin74th percentile

Revenue

Up

$34,747

Up $33,848 (+3765%) from 2020

Expenses

Up

$24,643

Up $13,143 (+114%) from 2020

Net Income

Up

$10,104

Up $20,705 (+195%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2021

Assets$45,872
Liabilities$0
Net Assets$45,872
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$34,747
Expenses$24,643
Net Income$10,104
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$34,747
Mission and Program Overview

Mission

Donations to charities and schollarships

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PAYMENTS FOR COLLEGE STUDENTS$10,000-
DONATIONS TO HOOD CO AND HAMILTON CHILDREN PROGRAMS$6,000-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATY MCLEANPresident-$0--
GREG EILERSV President-$0--
JOHN KNOXSecretary-$0--
BRENDA MASSINGILLParlimentarian-$0--
Filing and Contact Details

Filer

Filer Name
Lance Mclean Memorial Foundation
EIN
47-4008916
In Care Of
% KATY MCLEAN
Phone
2545927123
Address
PO BOX 492, HICO, TX 76457

Signing Officer

Name
Katy Mclean
Title
President
Phone
2545927123
Signed
2022-11-07
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 SCHOLARSHIPS, Grantee VARIOUS PO BOX HICO TX 76457, Cash Grant 10,000, Relationship”

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

“GOLF COURSE FEES 7,260”

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

“Specialty caps/t-shirts 1,383”

Raw XML Appendix141 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/PersonNm0KATY MCLEAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02545927123
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 492
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HICO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076457
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035768
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045872
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010104
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035768
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045872
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016000
IRS990EZ/GrossReceiptsAmt034747
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035768
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045872
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035768
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045872
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATY MCLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG EILERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN KNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENDA MASSINGILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08643
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATIONS TO CHARITIES AND SCHOLLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt034747
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO HOOD CO AND HAMILTON CHILDREN PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP PAYMENTS FOR COLLEGE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110000
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt024643
IRS990EZ/TotalRevenueAmt034747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0123683
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0123683
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040128
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0123683
IRS990ScheduleA/TotalSupportAmt0123683
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/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLARSHIPS, Grantee VARIOUS PO BOX HICO TX 76457, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOLF COURSE FEES 7,260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIALTY CAPS/T-SHIRTS 1,383
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATY MCLEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02545927123
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LANCE MCLEAN MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0474008916
ReturnHeader/Filer/InCareOfNm0% KATY MCLEAN
ReturnHeader/Filer/PhoneNum02545927123
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 492
ReturnHeader/Filer/USAddress/CityNm0HICO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076457
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752981348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER H BALDREE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 367
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIPAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076462
ReturnHeader/PreparerPersonGrp/PhoneNum02546463576
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER H BALDREE
ReturnHeader/ReturnTs02022-11-15T09:12:42-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCLEAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,872
Liabilities
$0
Net assets
$45,872
Revenue
$34,747
Expenses
$24,643
Net income
$10,104
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