Civic Intelligence

Kathleen M Mcgehee Trust C/O Ch Houston Jr

990 • Fiscal year 2019 • EIN 59-6211501

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 14, 2020

590 Oak StreetJacksonville, FL 32204

(904) 354-9000

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

64th percentile

8.7%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$9,371,852

Up $1,369,764 (+17%) from 2018

Net Assets

Up

$9,371,852

Up $1,369,764 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$597,177

Down $161,663 (-21%) from 2018

Expenses

Up

$545,162

Up $52,160 (+11%) from 2018

Net Income

Down

$52,015

Down $213,823 (-80%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $7,688,614Liabilities 2011: $0Net Assets 2011: $7,688,6142011Assets 2012: $7,729,508Liabilities 2012: $0Net Assets 2012: $7,729,5082012Assets 2013: $7,821,370Liabilities 2013: $0Net Assets 2013: $7,821,3702013Assets 2014: $7,909,529Liabilities 2014: $0Net Assets 2014: $7,909,5292014Assets 2015: $8,194,444Liabilities 2015: $0Net Assets 2015: $8,194,4442015Assets 2016: $8,256,991Liabilities 2016: $0Net Assets 2016: $8,256,9912016Assets 2017: $9,187,831Liabilities 2017: $0Net Assets 2017: $9,187,8312017Assets 2018: $8,002,088Liabilities 2018: $0Net Assets 2018: $8,002,0882018Assets 2019: $9,371,852Liabilities 2019: $0Net Assets 2019: $9,371,8522019Assets 2020: $10,299,311Liabilities 2020: $0Net Assets 2020: $10,299,3112020Assets 2021: $11,457,715Liabilities 2021: $0Net Assets 2021: $11,457,7152021Assets 2022: $8,980,298Liabilities 2022: $0Net Assets 2022: $8,980,2982022Assets 2023: $10,149,319Liabilities 2023: $0Net Assets 2023: $10,149,3192023Assets 2024: $10,832,481Liabilities 2024: $0Net Assets 2024: $10,832,4812024

Highlighted filing

2019

Assets$9,371,852
Liabilities$0
Net Assets$9,371,852

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $410,939Expenses 2011: $546,644Net Income 2011: -$135,7052011Revenue 2012: $395,770Expenses 2012: $354,878Net Income 2012: $40,8922012Revenue 2013: $539,423Expenses 2013: $447,561Net Income 2013: $91,8622013Revenue 2014: $567,952Expenses 2014: $479,793Net Income 2014: $88,1592014Revenue 2015: $593,580Expenses 2015: $504,855Net Income 2015: $88,7252015Revenue 2016: $287,423Expenses 2016: $478,669Net Income 2016: -$191,2462016Revenue 2017: $519,753Expenses 2017: $443,383Net Income 2017: $76,3702017Revenue 2018: $758,840Expenses 2018: $493,002Net Income 2018: $265,8382018Revenue 2019: $597,177Expenses 2019: $545,162Net Income 2019: $52,0152019Revenue 2020: $406,385Expenses 2020: $478,264Net Income 2020: -$71,8792020Revenue 2021: $651,716Expenses 2021: $415,343Net Income 2021: $236,3732021Revenue 2022: $443,515Expenses 2022: $509,791Net Income 2022: -$66,2762022Revenue 2023: $193,636Expenses 2023: $458,350Net Income 2023: -$264,7142023Revenue 2024: $659,006Expenses 2024: $573,230Net Income 2024: $85,7762024

Highlighted filing

2019

Revenue$597,177
Expenses$545,162
Net Income$52,015
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 14, 2020
Return Version
2019v5.0
Gross Receipts
$2,264,374
Mission and Program Overview

Mission

FOREIGN MISSIONARY WORK

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,798,836$9,180,511▲ $1,381,675
Savings and Temporary Cash Investments$157,752$145,841▼ $11,911
Investments Other Securities$45,500$45,500→ $0
Total Assets$8,002,088$9,371,852▲ $1,369,764
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,002,088$9,371,852▲ $1,369,764
Total Net Assets Fund Balance$8,002,088$9,371,852▲ $1,369,764
Total Liabilities and Net Assets / Fund Balance$8,002,088$9,371,852▲ $1,369,764
Compensation and Service Providers

Board Members and Trustees

NameTitle
C H Houston JrTrustee
Grace C NelsonTrustee
Richard M DostieTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$597,177
Other Revenue
$0
Change in Net Assets
$52,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$424,781
Other Expenses$86,009
Salaries, Compensation, and Employee Benefits$34,372
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$424,781--$424,781
Fees for Service Investment Mgmnt Fees-$79,363-$79,363
Other Salaries and Wages-$34,372-$34,372
Fees for Services Accounting-$4,640-$4,640
Other Expenses-$1,892-$1,892
Office Expenses-$114-$114
Total Functional Expenses$424,781$120,381$0$545,162
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Great Cities MissionsAddison, TX-Mission Support$168,630
Abilene Christian UniversityAbilene, TX-Mission Support$90,000
Mission Resource NetworkBedford, TX-Mission Support$71,712
World Bible SchoolCedar Park, TX-Mission Support$32,000
Mandarin Church of ChristJacksonville, FL-Mission Support$22,439
Highland Village Church of ChristAustin, TX-Mission Support$20,000
Agape Church of ChristSt Johns, FL-Mission Support$10,000
West Broward Church of ChristPlantation, FL-Mission Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

C.h. Houston, jr. Grace c. Nelson trustee trustee cousin c.h. Houston, jr. Richard m. Dostie trustee trustee cousin grace c. Nelson c.h. Houston, jr. Trustee trustee cousin grace c. Nelson richard m. Dostie trustee trustee cousin richard m. Dostie c.h. Houston, jr. Trustee trustee cousin richard m. Dostie grace c. Nelson trustee trustee cousin

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Kathleen M Mcgehee Trust
EIN
59-6211501
Phone
9043549000
Address
590 OAK STREET, JACKSONVILLE, FL 32204

Signing Officer

Name
C H Houston Jr
Title
Trustee
Phone
9043549000
Signed
2020-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C H Houston Jr
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Johnson and Company Pa
Address
2123 MANGO PL, JACKSONVILLE, FL 32207
Preparer
Robert R Johnson CPA
Phone
9046322160
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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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt016110 ANDERSON MILL RD CEDAR PARK TX
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.66$0.57$0.09
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.19$0.46$0.26
2022Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.44$0.51$0.07
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.65$0.42$0.24
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.41$0.48$0.07
2019Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.60$0.55$0.05
2018Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.76$0.49$0.27
2017Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.52$0.44$0.08
2016Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.29$0.48$0.19
2015Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.59$0.50$0.09
2014Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.57$0.48$0.09
2013Summary only. Only limited summary data is available for this year.$7.82$0.00$7.82$0.54$0.45$0.09
2012Summary only. Only limited summary data is available for this year.$7.73$0.00$7.73$0.40$0.35$0.04
2011Summary only. Only limited summary data is available for this year.$7.69$0.00$7.69$0.41$0.55$0.14