Civic Intelligence

Brig Gen Edward Dorr Tracy Cfsa & 1St Lt

EIN 52-7077420 • Houston, TX

1333 West Loop South Suite 1700Houston, TX 77027
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$25,391

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 35.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.7%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1181%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,531,180

Down $26,770 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,531,180

Down $26,770 (-1.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin15th percentile

Revenue

Up

$71,200

Up $65,640 (+1181%) from 2023

Expenses

Up

$88,123

Up $10,326 (+13%) from 2023

Net Income

Up

-$16,923

Up $55,314 (+77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,393,120Liabilities 2011: $02011Assets 2012: $1,586,528Liabilities 2012: $02012Assets 2013: $1,536,313Liabilities 2013: $02013Assets 2014: $1,517,195Liabilities 2014: $02014Assets 2015: $1,472,493Liabilities 2015: $02015Assets 2019: $1,472,609Liabilities 2019: $02019Assets 2020: $1,508,556Liabilities 2020: $0Net Assets 2020: $1,508,5562020Assets 2021: $1,779,431Liabilities 2021: $0Net Assets 2021: $1,779,4312021Assets 2022: $1,626,058Liabilities 2022: $0Net Assets 2022: $1,626,0582022Assets 2023: $1,557,950Liabilities 2023: $0Net Assets 2023: $1,557,9502023Assets 2024: $1,531,180Liabilities 2024: $0Net Assets 2024: $1,531,1802024

Highlighted filing

2024

Assets$1,531,180
Liabilities$0
Net Assets$1,531,180
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200KRevenue 2011: $101,326Expenses 2011: $102,332Net Income 2011: -$1,0062011Revenue 2012: $294,137Expenses 2012: $100,106Net Income 2012: $194,0312012Revenue 2013: $71,845Expenses 2013: $120,701Net Income 2013: -$48,8562013Revenue 2014: $46,264Expenses 2014: $108,941Net Income 2014: -$62,6772014Revenue 2015: $61,424Expenses 2015: $98,885Net Income 2015: -$37,4612015Revenue 2019: $96,939Expenses 2019: $82,500Net Income 2019: $14,4392019Revenue 2020: $121,782Expenses 2020: $85,624Net Income 2020: $36,1582020Revenue 2021: $375,526Expenses 2021: $106,667Net Income 2021: $268,8592021Revenue 2022: -$39,550Expenses 2022: $113,807Net Income 2022: -$153,3572022Revenue 2023: $5,560Expenses 2023: $77,797Net Income 2023: -$72,2372023Revenue 2024: $71,200Expenses 2024: $88,123Net Income 2024: -$16,9232024

Highlighted filing

2024

Revenue$71,200
Expenses$88,123
Net Income-$16,923
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,531,180
Liabilities
$0
Net assets
$1,531,180
Revenue
$71,200
Expenses
$88,123
Net income
-$16,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.01$0.08$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.04$0.11$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.38$0.11$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.12$0.09$0.04
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$0.10$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.47$0.00$0.06$0.10$0.04
2014Summary only. Only limited summary data is available for this year.$1.52$0.00$0.05$0.11$0.06
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$0.07$0.12$0.05
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$0.29$0.10$0.19
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$0.10$0.10$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cadence BankCorp Trustee-$25,391-$25,391
Filing and Contact Details

Filer

Filer Name
Brig Gen Edward Tracy CFSA &
EIN
52-7077420
Phone
7138714152
Address
1333 West Loop South Suite 1700, Houston, TX 77027

Signing Officer

Name
Kevin Biekert
Title
SVP Officer
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Taaffe & Associates PC
Address
4550 Post Oak Place 220, Houston, TX 77027
Preparer
Peter C Taaffe
Phone
7138409696
Raw XML Appendix275 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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AccountingFeesSchedule/AccountingFeesDetail/Amt09500
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04750
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0See Attached Schedule
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Ishares MSCI USA Min
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Jpmorgan Strategic Income Opp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Pioneer Mutl-Assets Ultrshrt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Pioneer Strategic Income Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Vanguard Index FD Sm Cap
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Athens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030602
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053188
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/AppliedToCurrentYearAmt028618
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt042059
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070677
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt059098
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt042059
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04598
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1436
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2242
OtherDecreasesSchedule/OtherDecreasesDetail/Amt34571
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0correct excise tax
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Foreign taxes paid
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2reconcilation factor
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3Refund 2022 4571 carried on books as prepay
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt044
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt044
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Biekert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Brig Gen Edward Tracy CFSA &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt01st Lt William Burt Jr USAF Fund
ReturnHeader/Filer/BusinessNameControlTxt0BRIG
ReturnHeader/Filer/EIN0527077420
ReturnHeader/Filer/PhoneNum07138714152
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 West Loop South Suite 1700
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760355901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Taaffe & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 Post Oak Place 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07138409696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter C Taaffe
ReturnHeader/ReturnTs02025-05-09T07:52:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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